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Personal Insurance

Family Office: Diversity, Equity and Inclusion (DE&I)

Blog Post - Diversity, Equity, and Inclusion

Family offices, like most organizations in the U.S. and globally, are facing interesting and radically changing times. Not only are family offices growing and expanding along with the wealth under their management, but new ones are being formed each day. Family business exits, the desire to preserve family legacy, the rise of tech entrepreneurs with a new wave of wealth, along with the ever- shifting talent, business, government and social landscapes — each play a significant role in driving this trend. These market shifts are requiring family offices to rethink and realign their purposes, their organizational structures, and their growth and risk- mitigation strategies as they plan for their future.

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