Family Office Roundtable: Women Shaping the Future of Family Offices

Today's episode features an insightful all-female panel exploring the evolving role of women in family offices, investment strategies, and leadership. The panelists share their perspectives on celebrating women’s accomplishments, the obstacles they encounter in leadership roles, and the need for greater transparency and education for the next generation. They dive into the power of networking and support among women in the industry, the influence of diversity, equity, and inclusion (DEI) policies on investment decisions, and the unique challenges and opportunities faced by female founders today. The conversation covers the complexities of family offices, touching on key topics such as succession planning, philanthropy, technology integration, and regulatory hurdles. With a focus on navigating the dynamic family office landscape, the panelists highlight the significance of community, strategic giving, and the role of effective technology solutions. They also examine the generational shifts in values and the ongoing impact of regulatory changes on family office operations.

This episode was recorded on March 17, 2025.

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