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Anna Nichols

Director of Communications
Altair Advisers LLC
As the Director of Communications, Anna is responsible for creating and leading the communications and client education initiatives for the firm. Anna has more than 17 years’ experience in marketing, research and educational programming in the family wealth industry. Prior to joining Altair, she was the Managing Director for Content at Family Office Exchange (FOX), a membership organization for ultra-high net worth families and their advisors. Anna has authored multiple studies, articles and whitepapers and is a well-known writer and speaker on a wide range of generational wealth issues. Her work has been published in the Journal of Trusts and Estates, Private Wealth Management, Family Business, and SRR magazines among other publications. Anna is a frequent presenter at family office, family business and wealth management conferences. Previous to her work at FOX, Anna held management positions with the New York City Bar Association, and the YWCA of New York City. Anna came to Chicago as a consultant for the real property, probate and trust section of the American Bar Association. Anna is on the board of directors for the YWCA Evanston-North Shore and on the women’s advisory board for Metropolitan Capital Bank and Trust. She is a member of the executive committee for the Chicago Chapter of the Family Firm Institute (FFI) and is a 21/64 certified facilitator. Anna received her bachelor’s degree from Guilford College and MBA from Fordham University. She lives in Evanston, IL with her husband and two children.

SESSIONS

Growing Wealth Outside the Family Business Speaker

Each generation defines their own path. Supporting this evolution requires building multiple sources of sustainable revenue streams for income generation. In this breakout, we’ll talk about the benefits of diversifying family wealth beyond the core operating business. We’ll look at examples of families who have taken this path as a means for funding new ventures and engaging family members in shared ownership.