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This month’s theme was inspired by our podcast conversation with Eti and Chaz Lazarian—co-founders, co-parents, and co-preneurs running both a real estate company and a family office while raising three daughters. Their story sparked a deeper look at what it means to build a cohesive family enterprise, one that blends leadership, legacy, and lived values.
In this issue, we explore the often-overlooked elements that shape a thriving family office: emotional intelligence, relational trust, and inclusive leadership. From elevating women’s voices to re-centering the family in family office strategy, each article points to a simple truth, how we relate matters just as much as what we manage.
Plus, don't miss our June 10th webinar, Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next.
Learn more below or register here.
| | | | | | She's GOD (General Operations Director), He Says 'Yes Dear': Making Family Office Work | | In this episode of the Tamarind Learning podcast, Eti and Chaz Lazarian open up about the realities of co-leading a real estate firm and single-family office while raising three daughters. Eti, in her role as General Operations Director (“GOD”), brings a powerful lens on female leadership, family engagement, and building structure without losing heart. Their story reinforces what many overlook—the true strength of a family office is the family. | | | | The Overlooked Drivers of Family Office Success | |
Women In Wealthtech: Female Leaders Reshaping Family Office Technology |
Female leaders are transforming the family office tech landscape, bringing purpose, empathy, and innovation to wealth management. This shift is redefining leadership models and driving more inclusive, resilient solutions for modern families. Their presence is not only driving inclusive decision-making but also helping family offices adapt to a rapidly evolving financial and technological landscape.
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The Rising Role of Women in Family Offices and Family Businesses: A Podcast Interview with Sasha Lund, Jessica McGawley, and Larisa Miller |
This FFI Practitioner podcast explores findings from the special report The Rising Role of Women in Family Offices and Family Businesses, featuring Sasha Lund, Jessica Magali, and Larissa Miller. The episode highlights how women are reshaping leadership, governance, and innovation within family offices—bringing emotional intelligence, long-term vision, and inclusive decision-making to the forefront. Their advice: trust your gut, ask questions, and claim your seat at the table.
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Embracing Gender Diversity in Family Offices |
This Agreus article examines the underrepresentation of women in family office leadership, despite women increasingly controlling global wealth. It highlights how diverse leadership—particularly with higher emotional intelligence—can enhance decision-making and foster inclusive cultures. The piece calls for intentional hiring practices to close the gender gap and align family offices with the evolving demographics of wealth ownership.
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The Missing Link in Many Family Offices is the Family | This CFEG article argues that many single-family offices focus too narrowly on financial management, neglecting their potential to support family cohesion, governance, and long-term unity. It outlines five common challenges, including lack of mission, weak governance, and poor generational alignment and recommends that family offices adopt a more holistic, family-centered approach to ensure multigenerational success.
Read More >> | | | | Upcoming Family Wealth Tax and Policy Webinar: June 10th, 12:00 ET | | | | In a year marked by political transition, economic unpredictability, and the looming sunset of the 2017 Tax Cuts and Jobs Act, family enterprises are navigating a uniquely uncertain tax landscape. Join Tamarind Learning's Chief Learning Officer, Torri Hawley, for a forward-looking conversation with Pat Soldano and John Gugliada of Family Enterprise USA, as they share key insights from their Annual Survey of Family Businesses.
We'll explore why nearly half of family business owners now rank personal income taxes as their top concern, what the future may hold for TCJA provisions, and why calls for tax certainty are growing louder. Whether you're advising clients or managing family wealth, this session will help you think clearly and act strategically in the current environment. | | | | | | | | | | | | Brought to you by Tamarind Learning
Editorial Mission: To provide monthly news, education, and professional guidance that help families, advisors, and trustees become extraordinary stewards of wealth. | | | | | | | |
