A daring, innovative, authentic, and relentlessly optimistic exploration of women in family office and family business. This Special Report is a must-have guide for women in wealth, regardless of age, geography, or background. It brings together global research, inspiring words, and trail-blazing case studies with financial literacy and tangible next steps – all of which combine into a practical guide for women to spearhead sustainable, competitive, and innovative family firms into the future. Leaning on the themes of authenticity, advocacy, and education, Sasha Lund and her community of thought leaders paint a picture of a changing tide. Women are leading and shaping the conversation about wealth management today, and rather than suggesting they change form to be more like their male counterparts or strip themselves of femininity, this report tells women to be women. It guides leaders to stay true to their authentic selves and lean on strengths of emotional intelligence, compassion, mentorship, and strategic foresight, as well as their often-dual role as mother and leader, to thrive. The report also explores the idiosyncratic challenges that female leaders face and presents practical next steps for readers, their families, and their firms to consider - from childcare support and infrastructure to mentorship and opportunity. The Rising Role of Women in Family Offices and Family Businesses is a brilliant read that arms women with the agency they need to change the world of wealth.

I. Introduction: the rising role of women in family offices and family businesses 5 Sasha Lund Core Values Consulting II. Hidden stumbling blocks: how female family firm successors in Germany navigate their professional and private lives 15 Friedrich Kammerlander Zebracorn GmbH Nadine Kammerlander Institute of Family Business and Mittelstand; WHU – Otto Beisheim School of Management Rolf Wilmes WHU – Otto Beisheim School of Management III. Balancing tradition and innovation in family offices 29 Larisa B Miller Phoenix Global Group Holdings IV. The next generation of wealth holders and advisers: six women changemakers discuss the evolving landscape of family business, family offices and family legacy 45 Jennifer Wines Invisible Wealth Consulting V. How security and reputation is evolving for the modern family office 65 Kate Bright UMBRA International Group India Wooldridge Catalyst VI. Artful investments: how women are shaping the future of art in family offices 77 Ann Priftis Krause Group; CP/Art VII. Balancing roles: challenges and strategies for success for women working in family wealth and business 89 Jessica McGawley Dallington Associates VIII. Building a supportive community: mentorship and networking 105 Elizabeth Bagger Avanti Family Business Advisory LLC Brian Thompson Ducere Advisory IX. Women, wealth and divorce – pioneering female litigants in family law 119 Miranda Fisher Charles Russell Speechlys LLP X. Philanthropy and impact: women leading the charge 131 Donzelina A Barroso DA Barroso Consulting LLC About the authors 143 About Globe Law and Business 155