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How Millenials and Women Are Changing Finance in America

Meghan French Dunbar July 4, 2015

MILLENNIALS

 WOMEN

$2 TRILLION

The estimated amount of liquid assets currently controlled by Millennials.

45%

The percentage of wealthy Millennials who want to use their wealth to help others.

$7 TRILLION

The estimated amount of liquid assets that Millennials are projected to control by 2020.

$30-$41 TRILLION

The projected amount of financial and non-financial assets that will transfer from Baby Boomers to Millennials over the next 40 years.

50%

The approximate percentage of estates in the U.S. valued at over $5 million that are controlled by women.

70%

The percentage of the wealth transfer that will be inherited by women over the next 40 years.

66%

The estimated percentage of the total private wealth in the U.S. that will be held by women by 2030.

50%

The percentage of wealthy women who have expressed an interest in social and environmental investing (compared to one-third of wealthy men).

Stakeholder Capitalism
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