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These women of wealth found a way to share wisdom and have a little fun, too

Women leading their family offices face daunting challenges, from managing generational enterprises to raising responsible inheritors of family wealth. They often deal with these pressures in isolation, given the unique nature of their affluent circumstances and with few peers who have similar experiences.

When four such women got together to compare notes, they realized they are not alone—and they pledged to expand the conversation to others like them.

The four—Kim Collins of Collins Capital, Shelby McDonald of Waltmar Capital, Olive Ojala of WPW Management and Carolyn Cole of Cole & Associates—created Women Shaping Wealth, a private organization that provides retreats designed to support and inspire women who are connected to family wealth, family enterprises and family offices. 

It was one of our most popular articles of the week.  

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MEMBER CONTENT

Risk matrix: A valuable tool to help protect investors

In an economy where extreme volatility seems now to be normal, investors need the right tools to analyze the turbulence they should expect over the longer term. Foster & Associates has developed its own risk matrix—a tool its experts deploy to help clients manage today’s complex challenges. 

“Using the matrix helps us facilitate discussion with clients on what kinds of risk they would be comfortable taking," says portfolio manager and financial planner Victor Todorovski. "From there, we can develop strategies to manage particular risks.”

This story is brought to you by Foster Family Office. 

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More this week & from our archives

Rubach: A founder’s quiet fatigue, and what it can cost the family

Deep exhaustion felt by long-time leaders can chip away at the legacy they’ve worked so hard to build, writes Elke Rubach

Steady as she grows: Infrastructure investments ‘well insulated’ from market mayhem

Private projects provide stability even as the U.S. backs away from the asset class’s fastest growing sectors

The evolution of family wealth: Two SFOs and an MFO recount their strategies for success

One new single-family office is busy investing. A second dove into the mortgages sector. Another firm started an MFO from scratch