This one-off report provides insight into the way that 40 women between the ages of 40 and 65 with a net worth greater than $25m, view their wealth. It documents their attitudes to wealth, what they would like to achieve with it for themselves, their families and communities and key concerns they have regarding their wealth. The report is invaluable for wealth advisors seeking to understand and serve these clients.
Campden Research reports are available on a complimentary basis to all qualifying family principals and family office executives who complete a request form. Campden Research reports are available for purchase to all other individuals.
Request and purchase your copy of the Women and Wealth Research 2009 at the bottom of this page.
Mindy F. Rosenthal
Mindy F. Rosenthal is the managing director, North America, for Campden Media. She specializes in the wealth management needs of ultra-high-net-worth individuals and families with a focus on alternative investments and holistic family office services. She was previously the conference editorial director at MARHedge and an executive editor at Institutional Investor. Ms. Rosenthal has created and run numerous newsletters, including those covering the private wealth and hedge fund markets. She is co-author of several Campden Research reports in North America, and has written numerous white papers and articles covering wealth management issues of the affluent.
Fredda Herz Brown
Fredda Herz Brown, Ph.D., is a pioneer in the field of family enterprise. Her career in working with families who share substantial assets began almost 20 years ago. Dr. Herz Brown was a member of the founding board of The Family Firm Institute, where she spearheaded the work developing the body of knowledge that defined the field of family wealth management. She has received three major awards recognizing her work. She has written and presented extensively on the subjects of women in family enterprise, raising children in wealth, board and leadership development, family governance, harmony and communication and philanthropy. Recently she began a second book The First Organization; the influence of the family on our emotional intelligence.
Samuel Davis III
Samuel Davis III brings more than 25 years of strategic management experience to the service of family enterprises. Mr. Davis is recognized for addressing issues experienced by families and their enterprises, including leadership and ownership transitions, business strategy, family governance and organizational change. Mr. Davis enjoyed earlier success as a senior executive in the real estate development and manufacturing industries. He earned an MBA in Finance at The Wharton School of Business in 1978 and graduated from The Episcopal Divinity School in Cambridge, Massachusetts in 1975 with an MTS in Ethics and Theology. He graduated from the U.S. Naval Academy at Annapolis, in 1967, where he received his BS degree in Naval Engineering.
Dennis T. Jaffe, Ph.D.
Dennis T. Jaffe, Ph.D., was a principal at Relative Solutions and a professor of organizational systems at Saybrook Graduate School at the time this report was published. He is an advisor to families about family business, governance, wealth and philanthropy. In 2005 he received the Richard Beckhard Award for service to the field from the Family Firm Institute (FFI). He is co-author of Working with the Ones You Love: Building a Successful Family Business; Working with Family Businesses: A Guide for Professional Advisors; Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It, and more than 100 management articles. He serves on the boards of the World Business Academy, Saybrook Graduate School, the Center for Mind-Body Medicine and the FFI.
Fran Lotery, Ph.D.
Fran Lotery, Ph.D., has worked with professional firms, family enterprises, owners of closely held companies and non-profit institutions since 1995 on issues of governance, board development, conflict management, organizational change and leadership development. At the time this report was published, as managing principal of the Family Enterprise Leadership System, a 360-degree survey that evaluates leadership capability in next-generation leaders, Dr. Lotery continued her interest in understanding gender differences in leadership development. She has written and spoken on related topics as well as coproduced two conferences focusing on overcoming the obstacles women face in their efforts to move into C-level positions. Additionally, she co-authored Live Inside Out Not Upside Down.
For over 100 years, Wilmington Trust has advised families with significant wealth. The firm has retained clients and multiple generations of their families because of its unwavering commitment to their best interests, its technical expertise and its outstanding breadth and depth of resources. Supporting this research is a natural extension of that commitment.
The firm’s objective and independent affiliate, Wilmington Family Office, serves ultra-affluent clients seeking comprehensive management of complex and changing financial needs.
Wilmington Trust is proud to support this research and invites you to learn more about these women.
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