Charmaine Tang
CEO of Orca Americas, discussing the unique challenges and opportunities for women in wealth management and family offices. She highlights the growing trend of female CIOs and the long-term investment perspectives they bring.
Best podcasts with Charmaine Tang
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Feb 13, 2025 • 33min
The Elephant in the Room and Next-Gen Sandwich
Charmaine Tang, CEO of Orca Americas and a seasoned investment banker, shares her insights on managing family dynamics in wealth management. She delves into the 'next gen sandwich', explaining the complexities of multi-generational family businesses. The discussion emphasizes the importance of structured communication and the role of technology in easing family dialogues. Charmaine also highlights how third-party advisors can help facilitate tough conversations and the need for families to adapt to the evolving landscape of wealth management.
May 30, 2025 • 1h 30min
Family Office Roundtable: The Next Generation of Decision Makers
Join Jay Rogers, a family office executive, and Ben Goldman, a PR expert, as they dive into the intricacies of family dynamics and decision-making in wealth management. Fred Gluckman shares insights on governance and mentorship, while Charmaine Tang highlights the rising influence of women in finance. They discuss the need for effective family governance, the pros and cons of AI in operations, and the benefits of storytelling in engaging younger family members. This enlightening conversation is packed with strategies for empowering the next generation and navigating the evolving landscape of family offices.
