Redefining Investment Education: The Importance of Identity and Purpose

This conversation explores the role of Chief Learning Officers (CLOs) in family offices, emphasizing the importance of learning in wealth transfer and family dynamics. The panel discusses the balance between qualitative and quantitative learning, the engagement of the next generation, and the customization of learning programs. They also touch on the impact of technology and the future trends in family learning, highlighting the need for personal connection and values alignment in educational approaches.

This episode was recorded on May 19, 2025.

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