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The Rise of Women in Family OfficesThe Rise of Women in Family Offices

How they’re helping to reshape SFOs and the private wealth market that serves them.

Mindy F. Rosenthal, Vice President

July 25, 2018

13 Min Read
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It’s subtle. It’s anecdotal. But, it’s happening.

More women are becoming involved in their family’s single family offices (SFOs). Matriarchs, daughters, granddaughters and even, in some cases, in-laws, are finding a range of roles stewarding their family wealth. In tandem, more women are becoming substantial wealth creators, and with their new-found wealth, they’re setting up their own SFOs.1 This rise in the influence of women is boosting a change that’s occurring in the tenor of SFOs and how they’re seeking to be served from wealth management providers and advisors. 

Women tend to take a holistic approach to how they feel about money.2 They often look at wealth in terms of how it can be used to help achieve things that are important to ...

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About the Author

Mindy F. Rosenthal

Vice President, PNC Financial Services Group

http://www.memberlink.net/

Mindy F. Rosenthal is a Senior Vice President of the PNC Financial Services Group and the National Managing Director of the PNC Center for Financial Insight. 

Mindy joined PNC in 2016 to create PNC’s center of educational excellence focused on developing content and experiential learning opportunities on a full range of wealth management topics for individuals and families of wealth and professionals. The PNC Center supports the Hawthorn and PNC Wealth Management teams, bridging client goals and challenges to actionable solutions. 

With 20 years of experience, Mindy specializes in the governance and wealth management needs of ultra-high-net-worth families. Before joining PNC, she served as President of the Institute for Private Investors and prior to that, she built and ran Campden Wealth’s North American division. Mindy is a 21/64 certified advisor.

Mindy has appeared on CNBC and been quoted in a number of news outlets including The Wall Street Journal, the Financial Times, the New York Times and Barron’s. She serves on the Trusts & Estates Editorial Advisory Board High-Net-Worth Family and Family Office Committee. She is the author of numerous articles on wealth management and the author eight research reports: Next Generation Wealth: Defining A New Direction; Moving Forward: How Owning a Family Business Impacts Family Offices; Next Generation Wealth: The New Face of Affluence; Safeguarding Prosperity: The State of Family Wealth; and Building for the Future: How Family Offices are Evolving to Meet New Challenges; The New Wealth Paradigm: How Affluent Women are Taking Control of their Futures; Fortune’s Fortress; and Protecting the Family Fortune. Mindy is a frequent presenter at industry conferences and events.