Dawn Marie

Family office advisor specializing in next gen prep. Her work deals with issues around the transition of wealth and bridging the gap between generations within families.

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Sep 5, 2025 • 1h 16min

Educating the Next Generation: Insights from Family Office CLOs

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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