Today, it is my absolute pleasure to speak with Amy Hart Clyne, Chief Knowledge & Learning Officer at Pitcairn. Amy is responsible for Pitcairn’s Family Engagement Services function and leads the firm’s thought leadership and learning initiatives. Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at FOX, and led our knowledge, learning, and education strategies serving our community of families and multi-disciplinary advisors.

Amy is the co-author of the book Finding Her Voice & Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families – an exploration that draws from intimate, in-depth conversations with over 40 women of wealth about how they came to wealth, their role in the family, and the obstacles they overcame.

Amy holds a Certified Financial Planner™ (CFP®) designation and an Advanced Family Business certification (ACFBA) from the Family Firm Institute where she is also an FFI Fellow. She, and her firm Pitcairn, are valued wealth advisor members of FOX and we are thrilled to have their expertise as part of the FOX membership community. Finally, Amy is a former member of the FOX team, and I am thrilled to welcome such a distinguished FOX alumna to FOXCast.

Amy’s book, Finding Her Voice is a groundbreaking book and, in my view, required reading in the family wealth space. Amy shares with our audience the story of the book, including what motivated her to write it and what methodology she used for gathering the insights and stories captured in the book.

Having captured the fascinating and unique stories of these 40 women, Amy talks about the main revelations and learnings that she took away from her research and that she is passing on to the readers of the book.

We then talk about the more practical outcomes of Amy’s research and the applied learnings for female wealth owners, starting with some practical tips and suggestions for the women who are founders or wealth-creators and built their wealth from scratch.

Next, we discuss the advice and suggestions Amy would offer to female inheritors – those who are the recipients of generational wealth being passed on to them.

This is a must-hear conversation with one of the pioneers of family wealth learning and education, and a groundbreaking researcher, writer, and thought leader in the field of women in wealth.