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

Summary by Dallas Innovates
Dallas Innovates, Every Day: Here's what's new + next in North Texas. “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.…The post The Last Word: Schwab’s Susan Hirshman On How Generational Wealth Transfer Is About…
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Dallas Innovates broke the news in on Wednesday, June 4, 2025.
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