July 6, 2023
Crain Currency: Barbara Goodstein on Women in Wealth Management
R360 managing partner Barbara Goodstein’s career spans wealth management, from corporate CEO to entrepreneur to board member. Barbara sat down with Crain Currency to discuss how women in wealth management are redefining the impact of wealth and focusing on shaping their legacies through philanthropy.
R360 managing partner Barbara Goodstein’s career spans wealth management, from corporate CEO to entrepreneur to board member. Barbara sat down with Crain Currency to discuss how women in wealth management are redefining the impact of wealth and focusing on shaping their legacies through philanthropy.
Article highlights include:
· Women at R360 are establishing their own charities aligned with personal interests, such as supporting people with disabilities.
· Female members of R360 engage in impactful work, from fighting sex trafficking to mentoring women in their field, aiming to build legacies of good work.
· Legacy is crucial for family offices, and R360 members emphasize educating their children to manage wealth responsibly (through programs like the Rising Leaders Circle).
· Women in family office communities will become more prominent as a significant transfer of wealth from men to women is predicted in the next 10-15 years.
· The Women's Circle at R360 facilitates connections among women to navigate this wealth transfer and its impact on families and communities. They're creating a roadmap for future generations.
Disclosure: R360 is not an investment adviser. Information provided within is for educational purposes only and should not be construed, nor is intended to be, investment advice or a recommendation to invest in any types of securities. R360’s views are subject to change at any point without notice. No investment decision should be made based solely on the content herein and only a financial professional should be engaged for providing investment advice and recommendations. Past performance is not an indication of future returns.
