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January 28, 2025 38 mins

In this episode, Mark Wickersham discusses with Stephen Harris:

  • Introduction and overview of the  Family Wealth Report
  • The Importance of Industry Awards
  • Regional Differences in Family Offices across the Globe
  • Technology Adoption by Region
  • Family Office Struggles with Talent Acquisition & Retention
  • The Future of Family Offices and the Impact of Next Gen
  • Will Arsenal win it all


About Stephen Harris
Stephen Harris is the founder and Chief Executive Officer of ClearView Financial Media, which was established in 2004. Under his leadership, ClearView has become a prominent publisher in the global wealth management industry, producing regional focused publications including WealthBriefing, Family Wealth Report, and WealthBriefingAsia.

Beyond his role at ClearView, Stephen serves on the Advisory Board of The UHNW Institute, contributing his extensive knowledge to the ultra-high-net-worth wealth management community.

About ClearView Financial Media
ClearView Financial Media Ltd provides concise, accurate and timely professional information to wealth managers, HR executives and their advisors around the globe. 

Founded in 2004, ClearView has already become the leading provider of news and information to wealth managers and private bankers as well as publishing the number one executive compensation news and analysis service. Family Wealth Report was started in 2009 with a focus on the North American Family Office.  

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. ClearView Financial Media Ltd. is an independent company and is not affiliated with Risclarity.

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Mark as Played

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