Our team is widely recognized as thought leaders in the wealth management industry,
primary on issues impacting women of wealth and emerging affluent ‘millennials’.
Breadwinners Women of Wealth Study: What Do Women Lawyers Want?
STAY TUNED (FALL 2018): Hemington will be sharing our findings from our newest study about women lawyers. We are asking: How are Women Lawyers the same or different than “typical” Women Breadwinners? What are their unique challenges? As financial advocates for the Women Lawyers in our life, we seek to deepen our understanding of the challenges they face and help raise the bar for advisors serving them.
Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?
Eileen O’Connor is an author, speaker and researcher on women’s financial wants and needs and has been quoted in hundreds of publications including the Wall Street Journal, Barron’s, Forbes, REAL SIMPLE, Private Wealth Magazine and many others on the topic. Her most recent study, completed in connection with the Family Wealth Advisor Council: Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them? is the most comprehensive study ever undertaken on affluent women. More than 550 successful women from 44 states weighted in on money, what they seek from a financial advisory relationship and the critical issues they now face and anticipate for the future.
The study reveals that women must be understood individually for their unique money journey and that different financial demands will come with different stages of their lives. Transitions through career changes, divorce, losing a spouse, entering retirement, or balancing the demands of raising children and aging parents impact their financial lives in distinctly different ways. As a result, women want an authentic advisory relationship where they are heard, treated with respect, and educated about personal finance so that they can become their own best advocate. The often cited study is helping change the way the financial services marketplace views women as clients.
NEWLY RELEASED – Women of Wealth: What Do Breadwinner Women Want?
The second of a series of studies led by Eileen O’Connor, Harvard MBA and CEO of Hemington Wealth Management and in conjunction with the Family Wealth Advisors Council, Women of Wealth: What Do Breadwinner Women Want? is a groundbreaking study of more than 1,000 ‘breadwinners’ that offers insight into what today’s working woman is looking for in a financial advisory relationship. The study has been cited thousands of times in the past two years as Eileen continues to strive to raise the bar for women investors everywhere.
Download Women of Wealth: What Do Breadwinner Women Want? EPUB File (For viewing on eBook Devices) (4.8MB)
Download Women of Wealth: What Do Breadwinner Women Want? MOBI File (For viewing on Kindle Devices) (2.3MB)
Women of Wealth: The Sandwich Generation Woman
We understand that many of our women clients are ‘caught in the middle’ between caring for aging parents while raising children and oftentimes juggling a career as well.
In Eileen’s Women of Wealth Study, an overwhelming majority of women indicated that their biggest worry for the coming year was being caught in the ‘sandwich’. As such, the Family Wealth Advisors Council has created a go to resource: Caught In The Middle: How Does The Sandwich Generation Woman Not Get Squeezed?
Download Women of Wealth: Sandwich Generation EPUB File (For viewing on eBook Devices) (1.0MB)
Download Women of Wealth: Sandwich Generation MOBI File (For viewing on Kindle Devices) (1.7MB)