Leading with Purpose: From Business to Family Office Stewardship
Join Danielle Patterson, CEO of Family Office List, for an exclusive MasterClass featuring Carol Lavin Bernick, former CEO of Alberto Culver and Founder of Polished Nickel Capital Management. With a remarkable journey from leading a $3.7 billion global enterprise to stewarding a multi-generational Family Office, Carol brings a wealth of insight on leadership, legacy, and impact.
In this live, interactive session, Danielle and Carol will explore how modern Family Offices can:
✔ Successfully transition from operating businesses to managing generational wealth
✔ Structure a Family Office with the right investment strategies, governance, and advisory teams
✔ Merge purpose with capital through impact investing and philanthropy
✔ Prepare the next generation for leadership and responsible wealth stewardship
✔ Balance family dynamics while preserving values and legacy
Whether you're a Family Office principal, executive, trusted advisor, or simply looking to better understand how to manage family wealth with purpose, this conversation offers rare insights from Carol’s unique perspective as both a business leader and Family Office steward.
Live Q&A: Bring your questions! The session will include an open Q&A so attendees can engage directly with Danielle and Carol.
What You’ll Learn:
-How to navigate the transition from wealth creation to wealth management
-Practical strategies for building governance and preparing the next generation
-Insights on impact investing and creating meaningful philanthropic initiatives
-Leadership lessons from Carol’s journey that apply to Family Offices of all sizes
Reserve your spot now and join us for this inspiring LIVE ZOOM MasterClass on May 22, from 1-2 pm ET.
May 22nd, 2025
ZOOM, 1- 2 pm ET