The Role of Family Governance in Private Wealth Management
The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.
In episode #079, Barbara Hauser discusses the kinds of families
that can benefit from a formalized governance structure and
discusses key considerations when implementing a family governance
About the Podcast
Take 15 Podcast Presented by CFA Institute is a series of 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.
Host: Lauren Foster
Producer: Mitchell Forst