Sign up free Log In
Scheduled Maintenance: this site will be undergoing a system upgrade and will be unavailable on
Thursday, August 20th 2026 from 8PM-10PM CST
Shape What We Build Next | Take the 3-Minute Survey

Marta Widz

Marta Widz Public Member
Member Since: June 26, 2020
Senior Research Fellow Wealth Management Institute

Interest:

Industry:

Interviewee:


Authored Resources

Designing and Experiencing the Family Business Advisory

1579 views

This classroom exercise shows family business members and others how different kinds of advisors can get the firm back on course.