In this episode of The Hopeful Pioneers, Ali sits down with Jolyne Caruso-FitzGerald—Chair of Align Impact’s Board, former UBS Vice Chair, and a powerful advocate for women and next-gen leadership.

Jolyne reflects on four decades in finance, from the early days of hedge funds to advising billionaire family offices today. She shares her front-row insights on the great wealth transfer, the evolving role of financial advisors, and why family legacies must be built on intention, not just inheritance.

You’ll hear about:

* The professionalization of family offices—and where they’re headed

* How women are shifting the private wealth landscape

* The future of wealth advisory in the age of AI

* Why impact investing isn’t a trend—it’s the future

* And what it looks like to pass the baton across generations

This conversation is a powerful reminder that legacy isn’t just about what we leave behind—it’s about how we show up now.

Listen now and join the conversation about what’s possible when we steward power with purpose, invest in the next generation, and treat legacy as something we live—not just something we leave.

The Hopeful Pioneers is produced by Align Impact, a firm dedicated to helping families and executives align their resources with their values to create meaningful change.

Also available on Apple Podcast and Spotify

Disclaimer: The personal ideas and opinions expressed on The Hopeful Pioneers podcast and Substack may not reflect the views of Align Impact. All content is provided for informational purposes only and should not be relied upon or construed as investment, legal, tax, financial or other advice. Likewise, nothing should be construed as a solicitation, recommendation, endorsement, or offer by Align Impact to buy or sell securities or other financial instruments. Information posted is subject to change at any time without notice or obligation to update. Investment in securities involves the risk of loss, and there is no guarantee of future returns. A professional advisor should be consulted if you have investment questions. Align Impact does not provide personalized investment advice through podcasts or social media.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit alignimpact.substack.com