Family Offices a Force for Good | Stephen Harris

Описание: Stephen Harris, CEO of Family Wealth Report, discusses with Mark Wickersham on ‪@TheWealthTechPodcast‬ how hands on philanthropy can better prepare the next gen and how family offices can be a force for good.

About Stephen Harris
Stephen Harris is the founder and Chief Executive Officer of ClearView Financial Media, which was established in 2004. Under his leadership, ClearView has become a prominent publisher in the global wealth management industry, producing regional focused publications including WealthBriefing, Family Wealth Report, and WealthBriefingAsia.

Beyond his role at ClearView, Stephen serves on the Advisory Board of The UHNW Institute, contributing his extensive knowledge to the ultra-high-net-worth wealth management community.

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🔗 Stephen Harris:   / stephen-harris-90944b  
🔗 Mark Wickersham:   / markwickersham  

About The WealthTech Podcast
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

About Risclarity
Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to bring together disparate data sets, scale their operations and provide comprehensive client reporting. We take an innovative approach to simplify complexity so our clients can scale efficiently and securely.

To learn more visit: https://www.risclarity.com/

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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