Q2 2023 Summary – Human Capital: Achieving a Balance

For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large. You may recall during our January 18 webcast on “The Rise of Human Capital” we stated that the “New Era of Family Wealth” has arrived. In large part, this “new era” is fueled by the family’s desire to harness the energy, capacity, and plurality of their family members to help drive better, more sustainable decisions and outcomes. The resulting impact on the family’s priorities and behaviors, as well as the implications for their family offices and advisors, are now beginning to take shape.