KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)
Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families.
Together, they go beyond the numbers to discuss:
- How family dynamics impact estate and wealth planning
- How women are leading and guiding the next generation
- How to take a more active role in your family’s financial future
Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.
Your Host
Sarah Bull, CIM®
With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high-net-worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.
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