Elevating Women in Family Wealth

6:30am – 9:00am

Morning Recreation Activities (optional; advanced registration required)

Seaport Run: 6:45am – 7:15am

Walking History Tour: 7:15am – 8:45am

Yoga @ Equinox: 7:30am – 8:30am

Coffee available starting at 6:30am

 8:30 – 9:45 am

Breakfast

You are welcome to arrive early for a light drop-in continental breakfast outside of the Ballroom in the morning anytime between 8:00 am and 9:30 am.

Conference room doors open 9:45am

10:00am – 10:20am

Welcome Remarks & Alliance Updates

Speaker: Rachel Hyman, The Family Wealth Alliance

10:20am – 11:10am

A Look at Working Women in 2023

Working women face significant headwinds contributing to less women, especially women of color, in the c-suite. Join us in a discussion of the Women in the Workplace report, the largest study on the state of women in corporate America, by LeanIn.org and McKinsey & Company. While progress has been made on gender equality, retaining women remains a challenge. In this session we will hear concrete actions companies can take to retain and advance women and build more equitable and inclusive workplaces.

Speakers:

• Megan Ann Greenfield, Partner, McKinsey & Company
• Lucy Perez, Partner, McKinsey & Company

11:10am – 12:00pm

Nurturing the Next Generation of Female Advisors

Diverse leadership drives successful organizations. Businesses with more women in senior leadership positions experience greater productivity, higher profitability, and better company performance. Despite the numbers, according to The Family Wealth Alliance 2022 Talent and Compensation in Family Wealth Report, only 35% of the family office C-suite are female.

It’s no secret this industry has traditionally been dominated by men; however, the landscape is shifting. When it comes to looking towards the next generation of advisors, it will be important for firms to build and nurture an internal pipeline of diverse female leaders in their firms at every level. 

This session will discuss how wealth advisors have a unique opportunity to engage in mentoring and allyship to help support the growth and development of female advisors and promote diversity in the industry.

Speakers

• Cate Luzio, Founder and CEO, Luminary
• Leslie Tabor, Managing Director of Business Consulting and Education, Schwab Advisor Services
• Gabrielle Bailey, Chief Fiduciary Officer, Glenmede
• Moderated by Meeta Yadava, Managing Director, BMO Family Office

12:00pm – 1:30pm

Networking Lunch

1:30pm – 2:00pm

Alliance Research 

Speaker: Tom Livergood, The Family Wealth Alliance

2:00pm– 2:50pm

Harness the Power of Money Psychology to Better Serve Women

Better serving women represents a $700 billion-dollar annual revenue opportunity, yet many firms fail to adequately focus on the unique needs of women as part of the client engagement.  As more wealth is created by and transferred to women, advisors must practice in a more gender savvy, emotionally intelligent way to remain competitive.

This session will explore the psychology of women and wealth and how gender influences financial decision-making, money competence and confidence, and communication skills. Discover why women want emotionally intelligent advisors and how to engage them in meaningful conversations that foster trust and loyalty. Walk away with tactics for better serving women and their families today and into the future.

Speaker: Kathleen Burns Kingsbury, Wealth Psychology Coach, International Author and Speaker, and Founder, KBK Wealth Connection

2:50pm – 3:40pm

Navigating Life Transitions: How Wealth Advisors Can Best Serve Female Clients

By 2030, more than two-thirds of wealth in the United States will be held by women. Women face different challenges and opportunities when it comes to financial planning, especially during life transitions such as marriage, divorce, becoming a widow, and others.

In this session, we will explore the specific financial concerns and considerations that arise during critical life transitions for female clients. We will discuss strategies that wealth advisors can implement to ensure that their female clients feel empowered, informed, and supported throughout these changes.

Speakers

• Maria Chrin, Founder and Managing Partner, Circle Wealth Management
• Christopher M. Floss, Counsel, ArentFox Schiff
• Debbie Bing, President and Principal, CFAR
• Moderated by Ella Chase, Wellth Works

3:40pm – 3:55pm

Break

3:55pm – 4:45pm

Adapting Your Client Experience to Support Female Entrepreneurs, Investors, & Donors

Family offices specialize in complexity. The more generations, entities, and components a new client has the better because it almost guarantees you can deliver value. They’ve outgrown the ‘do it yourself’ option. But is your firm prepared to serve the complexities of female clients?

We’ve all seen the numbers and know investing in women is not a social plea – it’s good business. While there are still major disparities in the capital women have access to, they are still starting businesses as a rapid pace. A recent study showed that half of millennial women have gained their wealth through business, as opposed to inheriting it. In comparison, only 37% of baby boomer women gained their wealth through business.

For many women, linking purpose, values, and life goals with investing strategy is as important as investment performance. Women take a holistic approach to managing wealth, which includes their investment portfolio and philanthropy. As society’s caregivers, being socially responsible is second nature to women. They have a high propensity for risk, a preference for investing in systemic change, early experiences with philanthropy and are more likely to use impact investing to complement their charitable giving.

This session will explore the complexities and needs of a woman with significant wealth in today’s world. We will examine the unique challenges they face, what they are looking for in an advisor, and discuss how advisors can evolve their client experience to effectively serve women. 

Speakers:

• Carey Shuffman, Director & Head of the Women's Strategic Client Segment, UBS Global Wealth Management
• Betty Pettine, Director of Philanthropic Consulting, Callan Family Office
• Moderated by Amy Hart-Clyne, Chief Knowledge and Learning Officer, Pitcairn

4:45pm – 5:00pm

Closing Remarks

5:00pm – 6:30pm

Networking Reception

Megan Ann Greenfield

Partner, McKinsey & Company

Lucy Pérez

Senior Partner, McKinsey & Company

Maria Chrin

Founder and Managing Partner, Circle Wealth Management

Leslie Tabor 

Managing Director, Charles Schwab

Meeta Yadava

Managing Director, BMO Family Office

Carey Shuffman

Director & Head of the Women's Strategic Client Segment, UBS Global Wealth Management

Cate Luzio

Founder and CEO, Luminary

Debbie Bing

President and Principal, CFAR

Ella Chase

Co-Founder, Wellth Works

Amy Hart-Clyne

Chief Knowledge and Learning Officer, Pitcairn

Christopher M. Floss

Counsel, ArentFox Schiff

Betty Pettine

Director of Philanthropic Consulting, Callan Family Office

Kathleen Burns Kingsbury

Wealth Psychology Coach, International Author and Speaker, and Founder, KBK Wealth Connection

Gabrielle Bailey

Chief Fiduciary Officer, Glenmede

Rachel Hyman

Executive Director, The Family Wealth Alliance

Tom Livergood

Head of The Family Wealth Alliance