Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

In this revisited episode of Beyond the Balance Sheet, Naz discusses some of the most memorable family systems she has seen in her career. Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. Tune in as we talk about the needs of advisors during Covid-19 and how Naz’s work significantly impacts the way she manages her own family dynamics.

 

IN THIS EPISODE:

 

  • [01:50] Naz speaks about some of the most memorable family systems she has seen in her career. 
  • [14:10] Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. 
  • [16:15] Advisors have a lot of needs. We speak about the struggles of advisors during Covid. 
  • [21:30] How Naz’s work impacts the ways that she manages her own family dynamics. 

 

KEY TAKEAWAYS:

 

  • Professional recommendations will come down to personal connections. 
  • The industry has been lucky during Covid because most advisors have had more business than they can manage. 
  • As families increase their wealth, their lives become more complicated.
  • We’re seeing clients with needs that aren’t always easily answerable; the more complex your life becomes, the more complex your needs will be. 

 

LINKS MENTIONED:

 

Website

www.worthycircles.com

 

BIO:

 

For the past 20 years, Naz has worked in the family office community, both in Boston and nationwide. She served as a managing director at Family Office Exchange (FOX) for 8 years, overseeing the single-family office, multi-family office, and advisor relationships. From there, she went on to manage the center-of-influence strategy at Ballentine Partners, a multifamily office based in Waltham. In 2015, she created Worthy Circles as a family office club for advisors in the Boston area to meet, network, and share their thought leadership.

 

Prior to her work in the family office market, Naz worked at the Corporate Executive Board (CEB) in Washington, DC, where she oversaw the firm’s relationships with the financial services sector through programs such as The VIP Forum. 

 

Naz graduated summa cum laude from Middlebury College, where she majored in English, and spent time studying abroad at King’s College London.  

 

She now resides in the Boston suburbs with her husband and two daughters. She manages the Professional Advisor Leadership Council (PALC) for the Foundation for MetroWest; is on the Marketing, Memberships, and Programming Board for the UHNW Institute (UHNWInstitute.org); sits on the board of the Agamenticus Yacht Club in York, Maine; and is an active member of the Hunnewell Elementary School Parent Teacher Organization. In her spare time, she enjoys writing for local publications and dreams of someday writing a novel. In the meantime, she feels fortunate to work with the wonderful community of peers that is Worthy Circles.

Unintended Consequences
Unintended Consequences
Revisited – It Takes A Village: Finding the Right Professional Match With Naz Hassanein
Loading
/