Crain Currency

Had the pleasure of moderating a thoughtful and dynamic panel on “The Art and Science of Manager Selection” earlier this week at #FutureProof Citywide in Miami. On behalf of Crain Currency, I joined Brian Andrew of Merit Financial Advisors and Donald Calcagni of Mercer Advisors on the Lummus Park Stage to explore how allocators can effectively evaluate managers, balance qualitative and quantitative strategies, and navigate the evolving investment landscape. Crain Currency is all about helping family offices and the professionals who serve them make informed decisions and build powerful peer networks. Future Proof provided an ideal platform to do just that. Grateful to the organizers for bringing such a smart and energetic crowd together—and a big thanks to Brian and Don for sharing their insights and perspectives. More than anything, it was great reconnecting with some of my old peeps from the financial advice world. Thank you Jimmy Moock #FutureProofFestival #CrainCurrency #FamilyOffices #WealthManagement #ManagerSelection #InvestingInsights #FinancialAdvisors

Jody K. Thelander founded the compensation data and consulting firm J. Thelander Consulting about 30 years ago, providing comprehensive data on private capital markets. She talked with Crain Currency about compensation trends at family offices and how they’re competing for top talent. Subscribe to Crain Currency today to learn more: https://lnkd.in/gyXQjdiA #familyoffice #hiringtrends #talentacquisition #leadership #futureofwork #investing

Women are poised to take control of an unprecedented share of wealth, setting the stage for a seismic shift in financial decision-making. By 2030, they are expected to manage $30 trillion in assets, according to a report from McKinsey & Company Register today to learn more: https://lnkd.in/gUevzhh8 #familyoffice #women #leadership #business Carrie Pallardy | Rose V. | DRA Family Office | Female Founders Institute | Vertical Harvest Farms | Sharon Olson, CFP®, CEPA | Forbes | Crain Currency

Where Industry Leaders Come Together 2,500+ attendees. 1,300+ asset owners. Future Proof Citywide is where the entire ecosystem—advisors, allocators, GPs, fintech leaders, and more—comes together. It’s not just a conference; it’s where the industry’s biggest moves are planned. Don’t miss your chance to be part of it on March 16-19 in Miami Beach. Register today!  https://lnkd.in/drzQVBt9

Mark Somers is the co-founder of the Somers Partnership, an executive recruitment firm specializing in family offices and wealth management. With over 25 years in executive search, he works with global clients to attract and retain top talent. Learn more by subscribing to Crain Currency today: https://lnkd.in/drh6QXmv #familyoffice #leadership #wealthmanagement #talent

More Than an Event, It’s a Movement 150+ sponsor activations. 175+ speakers. 50+ co-located Breakthru Experiences. From iconic venues like the Versace Mansion to cutting-edge content on the beach, Future Proof Citywide delivers what other events can’t: bold ideas, new opportunities, and connections that last. Be part of the industry’s most transformative gathering on March 16-19 in Miami Beach. . Register today! https://lnkd.in/drzQVBt9

A growing number of family offices are shifting away from traditional charity and embracing strategic philanthropy — an approach designed to create long-term, systemic change. To learn more, subscribe to Crain Currency today: https://lnkd.in/ge4iJgef #familyoffice #pilanthropy #strategy #wealthmanagement Katherine Lorenz | The Cynthia and George Mitchell Foundation | Tom Hall | UBS | Michael Moody | Indiana University Bloomington | Indiana University Lilly Family School of Philanthropy | Brett Bernstein, CFP® | XML Financial Group | Betty Pettine, CAP® | Callan Family Office | National Center for Family Philanthropy (NCFP) | Miki Akimoto | Marcus Baram

Philip Richter is the president and a partner at Hollow Brook Wealth Management LLC in Katonah, New York, where he oversees client relations, marketing and business development and sits on the investment committee. Richter sits down with Crain Currency to discuss why it’s important for financial advisers to integrate emotional intelligence into strategic planning for family office clients. Subscribe today to read more: https://lnkd.in/dUG4JH66 #familyoffice #investments #finance #wealthmanagement

For high-net-worth families and family office professionals, securing the right insurance coverage requires careful planning. Nontraditional households — such as blended families, multigenerational homes and those with varying immigration statuses — face additional complexities. Traditional policies may not provide adequate protection, necessitating a strategic approach to risk management. Learn more by subscribing to Crain Currency today: https://lnkd.in/gKUKz7vQ #familyoffice #insurance #investment #strategy Ryan Gassaway Northwestern Mutual Darlene White