Legacy Lounge
The Changing Face of Wealth: Women and Wealth Management
18th March 2024
While women are increasingly taking control of an increasing amount of wealth, the financial services industry, as a whole, has done little to address this changing face in wealth. The result, 70% of women report changing their financial advisors within one year of their partner dying. Why? Affluent women approach wealth management differently than their male counterparts.
Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry
19th February 2025
As February is Black History Month, and as Stavis Wealth Transfer Solutions was co-founded by three women, we wanted to take this opportunity to highlight a pioneer in the life insurance industry who deserves far more recognition that she currently receives. Let us introduce you to Minnie Geddings Cox.
The Perfect Estate Planning Storm
26th January 2024
This is a unique, and uniquely challenging, point in time for estate planning. Two developments are bringing to an end the platinum age of planning in the near future, meaning the time to act is now.