Finding Her Voice & Creating a Legacy
Uncovering fundamental truths about family, wealth, and legacy through the stories and perspectives of today's wealthy women.
Inside the Stories
“The real power of this research comes from the stories themselves. We've been afforded an exclusive opportunity-the chance to hear from women who have achieved tremendous success by finding their voice and creating their legacy.”
- Amy Hart Clyne
Pitcairn, Chief Knowledge and Learning Officer
In the Media
Nasdaq TradeTalks
Amy Hart Clyne spoke with Jill Malandrino at Nasdaq #TradeTalks about better advising wealthy women and what women look for in financial advisors.
Watch
Private Wealth Magazine
Amy Hart Clyne discusses ways that family offices can improve serving ultra-wealthy women with Executive Director Russ Alan Prince.
Read
ThinkAdvisor
Amy Hart Clyne highlights the importance of women’s roles in the family enterprise and financial planning meetings.
Read
Reflective Conversations, Impactful Insights
Finding Her Voice draws from intimate, in-depth conversations with nearly three dozen women of wealth about how they came to wealth, their role in the family, the obstacles they overcame, and how they prepared their rising generation while sustaining family connections and family harmony.
These stories have important implications for evolving gender roles across society as well as for wealthy families and the industries that serve them.
Industry Accolades
Amy Hart Clyne
Amy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise and potential of their legacies. As Chief Knowledge and Learning Officer at Pitcairn, Amy empowers wealthy families through education while pioneering research and best practices that elevate the role of advisors to one of true partnership.
Amy runs Pitcairn's Gen7 Project, the firm's thought leadership and learning lab providing unique resources, actionable content, and educational tools to families undergoing major wealth transitions. She has an MBA in Marketing from Columbia Business School, Columbia University, and a bachelor's degree in international relations from Colgate University. She hold the designation of certified financial planner™ and is a Certified Family Business Advisor.
Dennis Jaffe, Ph.D
Dennis T. Jaffe, Ph.D., Senior Research Fellow at Banyan Global Family Enterprise Consulting, is a San Francisco-based advisor to families about family business, governance, wealth, and philanthropy. The author of several books, Dennis is also a research associate at Wise Counsel Research, where he leads their 100-Year Family Enterprise Research Program.
He is a Family Business Fellow at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, a regular contributor to Forbes Leadership channel, reporting on family cross-generational family business and wealth, and a professional member of STEP, Society for Trust and Estate Planners.
