The Transformational Role of the Family Advisor
Overview
Panelists will discuss how the role of the advisor is changing within families and what is driving that change. Attendees will walk away with tools to help advisors adapt and develop their skills to better serve families of wealth, especially during their transitions.
Amy E. Szostak, Director of Family Education and Governance, Northern Trust
Dien Yuen, JD/LLM, CAP®, AEP®, Blunt-Nickel Professor in Philanthropy, Assistant Professor of Philanthropy, The American College of Financial Services
Moderated by Jeff Strese, Family Learning and Leadership Consultant, FOX