Sarah Kaufman

Founder of Viridian Legacy Partners. She offers services as a fractional chief learning officer to families and has experience working within single family office structures.

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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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