Today, I have the pleasure of speaking with Janet Arzt, Founder and Managing Partner of Parere Advisory, an independent consulting firm guiding clients across all stages of family office strategy, development, operations, and implementation. Prior to founding Parere Advisory, Janet served as Chief Executive Officer of a newly launched family office in Charlottesville, Virginia, where she built out and oversaw investments and operations for the family and its businesses. In 2020, Janet was named one of the “Top 50 Leading Women in Hedge Funds” by The Hedge Fund Journal in association with Ernst & Young.

In this episode, we’ll talk about the role and experience of women in the world of family wealth and wealth management. Janet shares the historical perspective of how women have been involved and positioned in the enterprise family and family wealth space, both as wealth owners and as wealth manages or advisors.

The environment today is transforming quickly, and Janet describes what is happening now in the family office field and the changes she is seeing that impact women in wealth.

Janet offers her tips and suggestions for women who are wealth owners, or who are stepping into family leadership or family office principal roles in the midst of the “greatest generational wealth transfer” that is already under way.

We also talk about the “supply side”, i.e., the family wealth advisory firms and the women who are family wealth professionals. She provides some tips for wealth advisor firms about serving female clients and to women who are in wealth management, family office, and wealth advisory roles at external advisor firms.

Please enjoy this informative conversation with an experienced and successful professional in the family wealth space.