Blue Sands Wealth spotlights women in the great wealth transfer

Blue Sands Wealth used a June 17 event in Ketchum, Idaho, to frame estate planning as a key issue for women as an estimated $84 trillion shifts hands by 2045. The firm says the move is part education, part strategy: helping women protect assets, transfer wealth efficiently and plan for financial, wisdom and impact legacies.

Why it matters: - Blue Sands Wealth is positioning estate planning as a central issue for women facing the coming transfer of family wealth. - The firm says women are not a niche audience for estate planning, but the primary audience shaping what gets preserved and passed on. - The message matters because a missed plan can reduce how much wealth moves to the next generation and how values move with it.

What happened: - Blue Sands Founder Letitia Berbaum hosted the "Ladies Investing and Estate Planning" experience on June 17, 2026. - George Berridge, senior wealth advisor and director of the Pacific Northwest at Blue Sands, joined the presentation. - Laura Smithman, attorney with Alturas Law Group, collaborated on the event. - The presentation, titled "Her Legacy," took place exclusively at the Blue Sands office in Ketchum, Idaho. - Blue Sands said the presentation was powered by RFG Advisory's StrongHer Money.

The details: - Berbaum said about $84 trillion is projected to change hands in the U.S. by 2045, with about 70% of that wealth anticipated to flow through women. - Berbaum said estate planning is about putting values into action over a lifetime, not just for the wealthy, the elderly or after death. - The presentation covered what happens when no estate plan exists. - The event also addressed estate-planning considerations that are uniquely relevant to women. - Blue Sands outlined strategies aimed at transferring wealth efficiently. - Berbaum said thoughtful planning today helps preserve more of what has been built for tomorrow. - Blue Sands described legacy planning as more than dollars, identifying three parts of inheritance: Financial Legacy, Wisdom Legacy and Impact Legacy. - The firm said it helps women navigate what it called a rare and consequential shift in financial power. - Blue Sands Wealth provides strategic investment management and legacy planning for women in transition, business owners and families. - The firm is headquartered in Irvine, California, and serves clients nationwide. - Blue Sands said the event will come to the California office in the second half of 2026.

Between the lines: - The event blends education with positioning, linking estate planning to a broader conversation about women, control and generational influence. - Blue Sands is also signaling that its advisory model is built around legacy, not just portfolio management. - The emphasis on nonfinancial inheritance suggests the firm is selling a planning framework as much as a service offering.

What's next: - Berbaum plans to bring the "Her Legacy" presentation to Blue Sands' California office in the second half of 2026. - Blue Sands is likely to keep using the Great Wealth Transfer as a theme for outreach to women and families.

The bottom line: - Blue Sands Wealth is making estate planning for women a strategic priority, not a side topic, as trillions of dollars move between generations.