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Elizabeth Thiessen

ON THE RECORD · 2 verbatim quotes · every quote source-verified

“I think there's a different risk tolerance for the next gen,”

Elizabeth Thiessen · said date not stated · reported 2026-10-23

A Bank of America Private Bank executive notes that younger family office principals have a different risk tolerance than older generations.

verbatim, matched to source CNBC
“The next generation is navigating how they can honor their existing family legacy while creating their own philanthropic identity,”

Elizabeth Thiessen · said date not stated · reported 2026-10-23

A Bank of America Private Bank executive observes that younger heirs are balancing family legacy with their own philanthropic identity.

verbatim, matched to source CNBC
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