All in the Family: the Family Offices and Other High-Net-Worth Wealth Vehicles
Wed, Mar 13
|Webinar
What do Jeff Bezos, Sam & Helen Walton, and Cresset Capital have in common? Their point of commonality: The family office. But what does that mean? In this session, we’ll explore this giving vehicle to help you better understand how high-net-worth individuals think and organize their wealth.
Time & Location
Mar 13, 2024, 1:30 PM – 2:30 PM
Webinar
Guests
About the event
What do Jeff Bezos, Sam & Helen Walton, and Cresset Capital have in common? Obviously, Bezos and the Waltons are billionaires, but what does Cresset Capital have to do with them? Their point of commonality: The family office. But what does that mean? What does that tell us about wealth? And better yet, how does that impact their philanthropy? In this session, we’ll explore this giving vehicle to help you better understand how high-net-worth individuals think and organize their wealth.
Elisa Shoenberger, Research Consultant (she/her), is the profile lead at Aspire. She is a researcher and writer in Chicago with over eight years of experience in the fundraising sector. Prior to Aspire, she served as a prospect researcher at Loyola University Chicago and a benchmarking analyst at Grenzebach Glier and Associates.
Elisa earned her MBA in marketing and operations management from Loyola, an MA from the University of Wisconsin-Madison, and…