Carol Schleif, chief investment officer at BMO Family Office, has been in the financial advisory space for more than 40 years.
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Richard Wilson is the founder and CEO of the Family Office Club, a club with over 4,000 registered ultra-high-net-worth investors and family offices.
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A pioneer in impact investing, Freundlich founded ImpactAssets in 2010.
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Adam Lipton is a senior wealth adviser and shareholder at Truepoint Wealth Counsel, a Cincinnati-based wealth management firm. Lipton advises families and professional athletes, strategizing, structuring and managing portfolios with a minimum value of $3 million.
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Amit Bhouri, CEO of the Global Impact Investing Ne
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The head of private-bank family-office solutions, she has worked at the bank for 29 years.