Industry Rising Leaders Panel I 2024 Family Forum

Overview

This dynamic panel will bring together those making new or significant contributions to the enterprise family space and the family office industry, to discuss their visions for the future and the evolving landscape of our field. These professionals will discuss how they redefined traditional practices, integrated innovative strategies, and wrestled with the unique challenges faced while rising into leadership positions.

Stacy Allred, Managing Director, Head of Family Engagement & Governance, J.P. Morgan Wealth Management
Nathan Dungan, Founder and President, Share Save Spend® LLC
Russ Haworth, Family Business Adviser, Podcast Host, Speaker
Mitchell Spearman, Founder and Family Guide, Gifts of a Lifetime, LLC

Moderated by Mindy Kalinowski Earley, Chief Learning Officer, FOX

FOX Event Replay