Navigating Family Offices in Wealth Management

Today's panel conversation delves into the current landscape of family offices, focusing on generational shifts in decision-making, the empowerment of the next generation, and the increasing role of women in wealth management. The panel discusses the importance of mentorship, effective family governance, and the value of storytelling in engaging younger family members. They also explore the dynamics of family office conferences and the emerging trend of executive education programs aimed at preparing future family office professionals. The participants discuss the role of institutional investment platforms, the challenges of misalignment of interests, and the significance of next-gen engagement. They also explore the impact of AI and outsourcing family office operations, as well as the pros and cons of intra-family loans. Overall, the discussion highlights the need for careful evaluation of service providers and the importance of building strong relationships within the family office ecosystem.

This episode was recorded on April 21, 2025.

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