• I. Introduction: the rising role of women in family offices and family businesses 5Sasha LundCore Values ConsultingII. Hidden stumbling blocks: how female family firm successors in Germany navigate their professional and private lives 15Friedrich KammerlanderZebracorn GmbHNadine KammerlanderInstitute of Family Business and Mittelstand; WHU – Otto Beisheim School of ManagementRolf WilmesWHU – Otto Beisheim School of ManagementIII. Balancing tradition and innovation in family offices 29Larisa B MillerPhoenix Global Group HoldingsIV. The next generation of wealth holders and advisers: six women changemakers discuss the evolving landscape of family business, family offices and family legacy 45Jennifer WinesInvisible Wealth ConsultingV. How security and reputation is evolving for the modern family office 65Kate BrightUMBRA International GroupIndia WooldridgeCatalystVI. Artful investments: how women are shaping the future of art in family offices 77Ann PriftisKrause Group; CP/ArtVII. Balancing roles: challenges and strategies for success for women working in family wealth and business 89Jessica McGawleyDallington AssociatesVIII. Building a supportive community: mentorship and networking 105Elizabeth BaggerAvanti Family Business Advisory LLCBrian ThompsonDucere AdvisoryIX. Women, wealth and divorce – pioneering female litigants in family law 119Miranda FisherCharles Russell Speechlys LLPX. Philanthropy and impact: women leading the charge 131Donzelina A BarrosoDA Barroso Consulting LLCAbout the authors 143About Globe Law and Business 155

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.