Maryann Fernandez is the co-founder of Shaking the Tree Interactive Productions, a nonprofit content production company with a theater-based approach to enriching intergenerational conversations about wealth and purpose.

Alvina H. Lo, chief wealth strategist and executive vice president at Wilmington Trust | M&T Bank, discusses closing the wealth gap in the U.S., empowering women for the impending wealth transfer and exploring emerging trends in wealth management.

The CEO of the digital admin software company Arch discusses how family offices can best leverage technology for tax filing and investment benefits.

Emily Green is the director of private wealth for Ellevest, an independent wealth management firm for high-net-worth women launched by industry veteran, Sallie Krawcheck.

Julie Ratner, the chair of the Ellen Hermanson Foundation, has been a champion of breast cancer research since the foundation’s start in 1997.

Melissa Dincher, a financial adviser at UBS and mother of three, found her own path toward great success, but not without some serious introspection on what really matters in life. She shared her story with Crain Currency.