Women/Wealth/Family Offices. Caitlin Clark Impact. Jolyne Caruso, most recently Vice Chair, UBS.

Women/Wealth/Family Offices. Caitlin Clark Impact. Jolyne Caruso, most recently Vice Chair, UBS.
We discuss so much incredible things over two hours including: Biggest takeaway from meeting over 1,000 single family offices over three years? What does the research show as the greatest concern for family offices in 2024? Jolyne shares two amazing stories on the changing dynamic of two family offices as shared by the family principals.
Hot take on the differences between male and female rising generations and as advisors! The real story behind impact investing and equality in the family office community… why you may be left behind! Your opinion on DEI? What will be the impact of Caitlin Clark (not just in the WNBA)?
Will PE firms be threatened by large family offices (with no time constraints) as direct investors? Will single family offices dwindle in number? What will happen to MFOs (will only the large survive)?
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