Sophia Ruffolo

In this engaging discussion, Sophia Ruffolo, General Counsel and Head of Compliance for the Zell Family Office, shares her extensive expertise in fiduciary roles. She explores the evolving responsibilities of fiduciaries in today’s complex family dynamics. Sophia emphasizes the importance of human-centric values like empathy and loyalty while offering actionable advice for maintaining transparency and managing conflicts. Her insights encourage families to choose flexible trustees and focus on education, ensuring their wealth is effectively stewarded across generations.