Wealth, Capacity, and Mental Health: Bridging the Generational Divides
By Jill Shipley & Andrew Rodger
Family Governance and Education, Wealth Management
Published December 11, 2023
Join our Co-Head of Business Development Andrew Douglass and Jamie McLaughlin, as they discuss industry trends in the wealth advisory business and the shift in client needs.
Jamie McLaughlin founded J.H. McLaughlin & Co in 2010, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multifamily offices. He has over 30 years of experience in both senior operating roles and client facing roles in the ultra-high-net-worth space and family office segments for the wealth management industry.
By Jill Shipley & Andrew Rodger
Family Governance and Education, Wealth Management
Wealth Management
By Joshua Green
Wealth Management