Give to Gain: Female Leaders Empower Women in Wealth and Succession

In this edition of ‘Perspectives’, we focus on female leaders at JTC, exploring how they embrace the “Give to Gain” theme of International Women’s Day, which was earlier this month. By sharing expertise to enable clients to navigate wealth and succession planning, these leaders demonstrate how shared knowledge and collaboration can deliver client service excellence. 

According to McKinsey&Co, women are expected to receive over $30 trillion in wealth transfers in North America over the next decade, driven in part by career success. Financial advisory firms are adapting to cater to a more female clientele and charities stand to benefit, with women being more likely to donate than men*. 

This shift means they are playing a bigger part in investments, business decisions and charitable projects. Rochelle Boyd, Associate Director at JTC Isle of Man comments: “Working with high-net-worth families, I see a significant rise in female entrepreneurs taking charge of their wealth. I proactively support them to ensure they have the clarity and guidance needed to protect their legacy and plan for the next generation.” 

Our client-centric approach ensures that mentoring and succession planning are also considered for families seeking both short and long-term solutions. Actively instilling stewardship, responsibility and good governance is key to ensuring that the transfer of wealth includes not just money, but traditions and a philanthropic outlook. 

Victoria Backburn, Director at JTC Private Office comments: “Good governance is key to building a lasting family legacy. We set up clear structures as well as setting out strategies for managing both personal and business wealth, which means clarifying roles, responsibilities and processes to avoid misunderstandings and conflicts down the line. We also know how important it is to ensure that the next generation feel supported, so much so that we have established a formal partnership with the SDA Bocconi School of Management, to promote greater understanding and insights around legacy-building for wealthy global families.”  

Marina Cristiani, JTC’s Head of Client Solutions in the US, and recent winner of Mentor of the Year at the Citywealth Powerwomen USA awards comments: “Helping ultra-high-net-worth people thrive begins with active listening. Every client brings distinct priorities, family dynamics, jurisdictions and long-term ambitions. By taking the time to truly understand these goals, we can translate them into practical, structured strategies. Cross-border fiduciary matters are often complex and layered, spanning multiple legal systems, regulatory environments and family considerations. My focus is on making these complexities accessible. By breaking down technical structures into clear, actionable guidance, I help clients make informed decisions with confidence. Ultimately, it’s about more than technical execution. It’s about creating clarity, building trust and empowering clients to engage proactively in the stewardship of their wealth across generations.”  

“Women are often balancing multiple responsibilities such as family, business and philanthropy, which demands a creative and empathetic approach,” says Carece Rufe, JTC’s Chief Trust Officer, Delaware, and nominee for Woman of the Year – Leadership at the Citywealth Powerwomen USA Awards. She adds “As a female adviser, I can build trust by truly understanding their values and goals and leading with empathy. This helps them feel confident in making informed, strategic financial decisions for themselves and their families.” 

Providing personalised and proactive support is essential for engaging and empowering entrepreneurs and families to grow their business and to plan for the long-term. 
 

* CAF World Giving Index 2024 (data released Jan 2025) 

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