Schwab Wealth Advisory

The Last Word: Schwab’s Susan Hirshman On How Generational Wealth Transfer Is About More Than Money

by | Jun 4, 2025
“Gifting is about more than passing down wealth—it’s about passing down purpose.”

Susan Hirshman Director of Wealth Management Schwab Wealth Advisory and Schwab Center for Financial Research …on the motivations behind high net worth gifting, via Schwab’s latest HNW Client Pulse Survey.

Despite market volatility and economic uncertainty in early 2025, high net worth investors aren’t pulling back on their wealth transfer plans....

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