The Mack Podcast Educating the Next Generation: Insights from Family Office CLOs
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Sep 5, 2025 Join Sarah Kaufman, Dawn Marie, and Mindy Kalinowski-Early as they delve into the pivotal role of Chief Learning Officers in family offices. Discover how they balance quantitative skills and emotional intelligence to prepare the next generation for leadership. They share insights on bridging generational divides, creating tailored educational approaches, and the importance of human connection amidst digital distractions. Engage with their innovative strategies for fostering family cohesion and aligning investments with values for sustainable wealth transfer.
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Learning As Human Capital Investment
- A CLO role is emerging to treat learning as an investment in family human capital.
- It combines qualitative personal development with quantitative financial education to support family flourishing.
Start With Qualitative Foundations
- Prioritize qualitative work like trust, communication, and decision-making before deep technical training.
- Build personal development first so quantitative training can be effective later.
Investor Identity First
- Sarah built an investment fundamentals course that began with investor identity and purpose rather than portfolio mechanics.
- She made module one assessment-driven to connect values to investing choices.
