Wendy’s Words of Wisdom: Women in Family Offices

In this video snippet from this morning’s broadcast, Wendy Craft reminds us that you can either focus all your energy on impressing those who don’t like you, or you can dedicate your time to the individuals who have and will always support and cherish you.

Watch the full broadcast on Facebook (fb.watch/4tVo9PgiWz) or YouTube (tinyurl.com/8fh3bd96)!
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#FamilyOffice provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

 

 

Women in Family Offices: Women’s History Month

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This morning, the powerhouses of Family Offices, Wendy Craft, Marty Dutch, De Anna Guerreiro, and Desirée Patno joined forces to deliver a powerful Live Broadcast about what it means to be a woman working in a Family Office.

Watch the full broadcast on Facebook (tinyurl.com/WFOfb) or YouTube (tinyurl.com/WFOut)!

A #FamilyOffice provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

Desirée Patno, CEO & Founder of Women in the Housing & Real Estate Ecosystem (NAWRB) and Desiree Patno Enterprises, Inc.

Wendy Craft, Chief of Staff, Fulcrum Equities LLC

Marty Dutch, VP & Director of Philanthropy Services First Foundation Inc.

De Anna Guerreiro, Founder & Managing Partner at Athlon Family Office and Vinecrest Investments

#QuoteOfTheDay with Marcia Davies

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To Marcia Davies, COO and Founder of mPower at Mortgage Bankers Association, #PassTheTorch means mentoring and creating opportunities for future generations of women when YOU have reached the top yourself! By doing so, you have the ability to inspire the individuals who look up to you and build a foundation for them to succeed.

To learn more about Marcia’s experiences as a C-Suite Woman and how she chooses to #PassTheTorch, watch the full video here: tinyurl.com/PassTheTorch4

Don’t Forget! Women in Family Offices event THIS FRIDAY!

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Don’t forget to tune in tomorrow!

To continue our celebration of Women’s History Month, join us LIVE this Friday, March 26th at 8 AM PST in a roundtable discussion on Women in Family Offices with Powerhouses: Desirée Patno, CEO and Founder of NAWRB; Wendy Craft, Chief of Staff, Fulcrum Equities LLC; Marty Dutch, VP and Director of Philanthropy Services First Foundation Inc.; and De Anna Guerreiro, Founder and Managing Partner at Athlon Family Office and Vinecrest Investments

A #FamilyOffice provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

Come join our meeting of the minds to learn more about what it’s like being a woman in Family Offices: https://lnkd.in/gA-jK_3

Brateil Aghasi’s Three Rules!

This morning’s Know the Rules of the Game Podcast: COVID-19 Impact on Homelessness with Brateil Aghasi and Kellie Aamodt was moving and inspirational. Huge shoutout to Aghasi, CEO of WISEPlace, for all the tremendous work she & her team does in aiding displaced women.

Aghasi’s Three Rules when it comes to aiding the impacted, especially during a pandemic are:

Rule #1: Put People First
Rule #2: Acknowledge the Importance of Volunteers
Rule #3: Focus on Housing

Watch or Listen to the full video broadcast here:  tinyurl.com/WISEPlace & nawrb.com/podcast

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To learn more about Aghasi’s mission to lead the effort of ending homelessness for unaccompanied women through housing solutions and empowering wrap-around services that provide a path toward personal self-reliance, visit https://wiseplace.org/

Interested in being a guest or sponsor on “Know the Rules of the Game” Podcast? Email us at info@nawrb.com

#QuoteOfTheDay with Rebecca Steele

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As Heraclitus once said, “the only constant in life is change”.

In our #PassTheTorch call on March 4th,

NAWRB Diversity & Inclusion Leadership Council

member, Rebecca Steele, reminded us that patience is also needed when you make change.

To hear more about Steele’s journey about making change in her career, you can watch the full #NDILCLeadership #ndilctenfortwenties #PassTheTorch call on the NDILC’s YouTube Channel: https://www.youtube.com/watch?v=Ois96-tRlVA

Women’s History Month: Women in Family Offices

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Over the past few weeks, NAWRB, NDILC, and Certified Delegates have hosted events for Women’s History Month to convey what this month means to us!

To continue our celebration of Women’s History Month, join us LIVE this Friday, March 26th at 8 AM PST in a roundtable discussion on Women in Family Offices with Powerhouses: Desirée Patno, CEO and Founder of NAWRB; Wendy Craft, Chief of Staff, Fulcrum Equities LLC; Marty Dutch, VP and Director of Philanthropy Services First Foundation Bank; and De Anna Guerreiro, Founder of Vinecrest Investments LLC and Managing Partner of Aenon Capital Ltd.

A Family Office provides full-service private wealth management services serving one or a small number of ultra-high-net-worth families.

Come join our meeting of the minds to learn more about what it’s like being a woman in Family Offices: tinyurl.com/WomenFamilyOffices

#4 Pass the Torch with the NAWRB Certified Delegate Spokeswomen: “Getting Real About Leadership”

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Yesterday’s “Getting Real About Leadership”: #4 Pass the Torch Live Broadcast with the NAWRB Certified Delegate Spokeswomen was so powerful! Special shout-out to Nancy Obando for being an amazing and captivating host for this call. We hope that our delegates’ stories and experiences as leading women inspire you to #PassTheTorch to the younger generations of women in YOUR lives!

We want to know how YOU continue Passing the Torch – Let us know by using these hashtags in your Journey Stories: #NDILCLeadership #NDILCPrinciples #NDILCTenForTwenties #NDILCTopTen

You can check out the Live here (https://tinyurl.com/passthetorchLIVE) OR you can watch it on YouTube (https://tinyurl.com/PassTheTorchYT)!

Learn more about NAWRB’s Certified Delegate Spokeswomen and how YOU can join the team at nawrb.com/delegate!