The Evolution of Wealth Management and the Modern Family Office

A Family Office Access MasterClass with Scott Roulston Wealth management has changed dramatically over the past several decades, shaped by shifts in regulation, technology, investment access, fee structures, consolidation, and client expectations.

Family Offices are evolving alongside it. In this Family Office Access MasterClass, Danielle Patterson, Executive Director at ISS Market Intelligence, will host Scott Roulston for a conversation exploring how the wealth management industry has evolved, what those changes mean for today’s Family Offices, and how families should think about the institutions, advisors, and structures surrounding their wealth.

Drawing on Scott’s experience across Family Offices, institutional capital, investment management, public and private companies, M&A, governance, and Family Businesses, the conversation will explore:

- The evolution of wealth management and the traditional advisory model

-How AI and technology are changing what families should expect from advisors

- Industry consolidation and what independence means in practice

- The continued evolution of Single and Multi-Family Office models

-What distinguishes patient Family Office capital from other forms of investment capital

- How governance and decision-making change as the next generation becomes more involved

- What the modern Family Office may look like 10 to 20 years from now

Who should attend?

This MasterClass is designed for Family Office executives, family members, wealth managers, investment professionals, advisors, and others serving or working alongside families of significant wealth who want to better understand how the landscape is changing and what those changes may mean for the future.

Join the live conversation. This is designed to be a conversation, not a presentation. We invite you to join us live, bring your questions, and learn alongside the Family Office Access community. We’ll reserve time for audience Q&A with Scott at the end of the discussion.