Throughout March, our special report focuses on the evolution of women in the family office space. What’s driving that evolution? Among other factors, the great generational wealth transfer and its future impact on family offices. By 2030, it’s estimated that women will control close to 40 per cent of wealth, spurring family offices and advisors to adjust today.
Related video: Watch our panel on Women in Family Offices
On March 25, our special report coverage continues with a panel discussion featuring four accomplished women in the industry. On the agenda:
- The opportunities for women in the family office ecosystem
- The transition of wealth from patriarchs to matriarchs
- The unique skills women bring to the table
- Insights for women starting a career in family offices/financial service
To ask questions in advance, you can do so upon registration. Or you can reach out to Canadian Family Offices via LinkedIn.
Our panelists:
Carolyn J. Cole, Founder & CEO, Cole & Associates
Martha Simmons, Co-chief Operating Officer, Forthlane Partners
Anna Dayan, Head of TD Wealth Family Office
Patricia Saputo, Co-founder, Crysalia
The panel will be moderated by Canadian Family Offices’ Ashley Redmond.
Interest in the event has been strong so far, so be sure to secure your space by registering here.
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