Key Highlights

[00:01 – 06:42] Opening Segment

• Celine Fitzgerald is a NextGen leader and G3 in a long line of successful bankers
• At the time, her father and his four siblings all went their own way, without setting up a multi-family office
• Celine plans to have a different conversation with her children about money than her father had with her

[07:17 – 13:47] Navigating the Family Office World: Lessons Learned by a Millennial

• Understood the value of a dollar and responsible tools to handle wealth
• How Celine learned about trust, lawyers, and navigating assets
• How Celine learned about succession planning, governance, next-gen education, financial literacy
• Connecting with peers is key to success in the family office world

[13:48 – 32:03] Navigating Pre-Nuptial Agreements and Financial Discussions with a Millennial: A Journey of Learning and Growth

• Start education earlier and use the right words when discussing family assets
• Choke points have been understanding roles and building reporting
• Philanthropy is a pillar of the single-family office, which dad is letting daughter manage
• Women are sometimes assumed to be less intelligent in meetings
• Conversations about philanthropy

[32:03 – 33:15] Closing Segment

Additional Links:

Celine’s LinkedIn: https://www.linkedin.com/in/celine-fitzgerald-3603a18/ 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/