2022 Conference Recap: Family Office

By Jay Mehta ’22 Speakers Jolyne Caruso-FitzGerald Divisional Vice Chair, Global Wealth Management, UHNW, UBS Eduardo Rossi ’00 Vice … More

2022 Conference Recap: Academic Presentation with Professor Rita McGrath

by Pooja Deva ’22 About this session CBS Professor Rita McGrath shared her expertise on innovation in times of uncertainty. … More

In the classroom, we introduce students to the importance of family systems theory to understand their own families, and the … More

Hear from Founding Women panelist Charlotte Beyer, founder of the Institute for Private Investors, author of Wealth Management Unwrapped, and … More

A hot topic in family firm research today is socio-emotional wealth. Studies are focused on the reality that families look … More

In this video, Kathryn McCarthy, advisor to families and family offices, provides historical context on how private wealth management worked … More

In a previous article, I provided an overview of the “failure to launch” syndrome, including its causes and potential implications for … More

Family business owners and their advisors spend a lot of time and money seeking to optimize business performance and family … More

What the rescue of Dan & Whit’s General Store can teach us. I’ve got a special place near my heart … More

Entrepreneurs are different from other people. Their talent lies in imagining a new solution or a fresh approach that gives … More