Should We Stay or Should We Go: The Decision to Keep the Family Together

Ultra high net worth families face the question of whether to keep the financial family together at many points in time. From the first liquidity event through the continued branching of the family tree, family members must regularly determine if and how they should continue their wealth management work together. This complex decision can also surface long-standing conflicts, assumptions, and governance issues — issues that call for thoughtful and informed resolution.

Ms. McCarthy has over 25 years experience managing the financial affairs of wealthy families and individuals. She is currently a consultant to families and family offices and a Director of the Rockefeller Trust Company. Prior to her consulting practice, Kathryn was a Managing Director and the Director of Client Advisory Services at Rockefeller & Co., Inc., as well as the founding president of another major multigenerational family office.