Danielle Patterson, Executive Director of Family Office at ISS Market Intelligence, recently visited the New York Stock Exchange for the launch of the Women in Wealth Collective. The event brought together leaders across investing, entrepreneurship, and capital allocation to highlight the growing influence of women shaping wealth and private markets.
While at the NYSE, Danielle joined Asset TV’s Erin Real in-studio to share perspectives on the evolving Family Office landscape, the strategic importance of ISS MI’s recent acquisition of Family Office Access, and where opportunity is emerging for clients. Watch the video below and read on for three key highlights from the conversation.
Watch Interview Here:
1. Bridging the Visibility Gap in the Family Office Ecosystem
Historically, many single-Family Offices have operated privately by design, with no requirement to register and little incentive to make their information public. As Danielle explained, this intentional privacy, combined with fragmented, inconsistent data, has left a visibility gap for firms trying to understand or engage the sector.
Drawing on more than a decade spent building trusted relationships inside the Family Office world, Danielle noted that most existing datasets rely on scraped or outdated information, often blurring the boundaries of what truly qualifies as a family office. By bringing Family Office Access into ISS Market Intelligence, that gap can now be addressed through a combination of manually verified intelligence, ecosystem‑level relationships, and ISS MI’s global data infrastructure.
Together, this creates a more complete view of the investment landscape, mapping both the visible, structured segments (RIAs, wealth advisors, broker‑dealers) and the historically opaque private‑wealth side. For clients, the result is the ability to see opportunities that were previously “invisible,” or as Danielle described it, like “clearing the fog off the glasses” so they can take the next strategic step with confidence.
2. A Shift Toward Transparency, Professionalization, and Growth
While privacy remains a defining characteristic of many Family Offices, Danielle pointed to a notable shift underway. As Family Offices grow more sophisticated, many are hiring talent from institutional firms and adopting more formal structures.
This evolution is driving increased interest in visibility, brand building, and strategic partnerships. At the same time, traditional boundaries are beginning to blur. RIAs are expanding their services to Family Offices, and single Family Offices are operating more like institutional investors.
ISS MI’s differentiated approach, rooted in manually verified data and deep industry relationships, positions clients to better understand these changes. Beyond data alone, Danielle emphasized the importance of context and strategy in navigating the mindset of Family Offices and successfully engaging this audience.
Related: How to Build Trusted Relationships with Family Offices
3. Generational Wealth Transfer and the Rise of Women in Wealth
Danielle’s interview at the NYSE coincided with the inaugural gathering of the Women in Wealth Collective. An estimated $124 trillion in wealth is expected to transfer to the next generation through 2048, with women projected to inherit a majority share.
Related: A Snapshot of Women in Wealth and Asset Management Across the Globe
This transition is shaping investment preferences, decision-making frameworks, and the types of opportunities that gain traction. Next-generation investors, particularly women, are increasingly focused on collaboration, long-term impact, and investments aligned with their values.
Family Offices are also well positioned to pursue these opportunities due to their ability to deploy patient capital across longer time horizons. This flexibility allows them to invest in transformative sectors and emerging technologies that may not align with shorter-term institutional cycles.
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