Roundtable Replay: Business Sustainability and Capital Structure in a Maturing Industry

As organizations in the family wealth field evolve, new questions are emerging around ownership models, capital planning, and the structures that support long-term stability.

In this roundtable replay, moderator Jamie McLaughlin (J. H. McLaughlin & Co.) is joined by Liz Nesvold (Emigrant Bank), Kevin Casey (Pathstone), Kathy Lintz (Matter Family Office), Claire O’Keefe (Cerity Partners), and Andrew Busser (Pitcairn) for a candid conversation on how capital strategy intersects with growth, culture, governance, and enterprise value.

Topics covered include:

• What shapes enterprise value and why it matters in long-term planning
• Evaluating capital partners and finding alignment around goals and values
• Approaching ownership, equity, and capital use from within the firm
• Deal structures that support both expansion and cultural cohesion
• Considerations for single family offices assessing a shift toward multi-family models

This session is for leadership focused on building resilient enterprises and making capital decisions that support future continuity.

UHNW Institute members can access the full replay in the Resource Library here or on the event’s dedicated member portal page here.

Not yet a member? Learn more about joining The UHNW Institute here.