Family Capital

Financial Services

Structuring your family office: A purpose-driven approach

Family offices are growing in number and rapidly evolving to meet a wide range of needs. As founders think about how to create the office that will work for them, articulating the purpose of the family office can help them determine the optimal organizational structure and leadership approach to meet their goals.
Daniel Aghdami
,
Renee Neri
Wealth & Asset Management

Harnessing the impact of female talent in asset management

Asset management firms can benefit from gender DEI by developing a customized career development approach and nurturing an inclusive culture where women can make a significant contribution to the business.
Renee Neri
Financial Services

Asset management: Improving connectivity and profitability by rethinking one key role

Rethinking the focus and structure of the chief product officer role will help asset management firms better connect with customers, innovate more effectively, and operate more nimbly.
Renee Neri

Related Services & Industries

Learn more about our Family Capital Practice

Let’s take the next step together! Please complete this quick form so that one of our Family Capital experts can connect with you and provide the support you need.