Responding to the Crisis: Business as Usual or New Behavior for Family Businesses?

The current crisis is turning everyone’s world around in ways that couldn’t even have been anticipated a few weeks ago. After a half century of talking about the pace of change speeding up and the many innovations that are reorganizing our behavior, now we suddenly have come upon a situation that makes it impossible not to change. We simply have no way to plan for what to do next, or how to manage the pace of the upheaval. And yet every day we must act, and even make some tough choices, without any real information about what’s the best direction to take.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry