Virtual Roundtable Replay: The Evolving Family Enterprise

In our latest virtual roundtable, experts examined the evolving roles and challenges within family enterprises.

This session featured a panel of experts who shared their perspectives on the evolving nature of family enterprises and how they continue to grow and succeed across generations.

Key highlights include:

• Approaches to managing generational shifts within family enterprises
• Effective communication strategies for defining roles and responsibilities
• Insights into balancing family offices, investments and philanthropy

To access the full recording, accessible to UHNW Institute members, visit our Resource Library here and the event’s dedicated member portal page here.

Not yet a member? Find more information about joining the Institute here.

We extend our gratitude to our expert moderator and panelists for their time and insights:

Pat Soldano, President, Family Enterprise USA & Founder and President, Policy and Taxation Group

David Novick, Managing Director, Family Enterprises, PwC US

Michael Zeuner, Managing Partner, WE Family Offices

Linda Mack, Founder and President, Mack International, LLC

Andrew Busser, President and CEO, Pitcairn