
In a technology-driven world, the importance of human connection and communication skills is emphasized. The conversation highlights the need for individuals to develop their personality and articulate their thoughts, as these traits will become increasingly valuable in the future.
For nearly two decades, Kristen Oliveri has been at the intersection of content, community, and connection in the family wealth industry. She began her career as a beat reporter for Institutional Investor, honing her ability to distill financial narratives into compelling stories. From there, she expanded her expertise into event curation and investor relations for family offices, at companies including With Intelligence, Markets Group, and Crain.
Today, Kristen serves as Senior Family Office Advisor and Co-Chair of the SFO Executive Advisory Board for The UHNW Institute, where she helps lead the SFO Circle—a private membership network for senior single-family office executives. In that role, she curates content, moderates thought-leadership programs, and fosters collaboration among the world’s most sophisticated wealth stewards.
Her career has taken her around the world, uncovering the luxurious side of wealth—from bespoke travel experiences to fine wine, wellness retreats, and culinary excellence.
Yet, beyond the opulence, what truly drives Kristen is the people. She has an innate ability to foster authentic, long-term relationships, seamlessly moving between curating exclusive gatherings, moderating thought-provoking discussions on topics like philanthropy, and connecting next generation family office leaders.
A reformed theater geek at heart, Kristen thrives in front of an audience, lending her voice to podcasts, panels and personal brand storytelling. Helping industry leaders craft their narratives isn’t just her profession—it’s her passion.
A native New Yorker, Kristen now calls the North Fork of Long Island home, where she shares her love of Italian culture, wine collecting, and home-cooked meals with family and friends. When she’s not traveling, you’ll find her on the dance floor.
Takeaways
People are going to go so far into technology.
The commodity that's going to be sought after is someone with a personality.
I want to teach my kids to connect with others.
Looking someone in the eye is essential.
Chat GBT won't be able to create genuine connections.
Communication skills will be crucial in the future.
Articulation and personality will stand out in a tech world.
Teaching kids to engage personally is vital.
Human connection is irreplaceable by technology.
The future will value emotional intelligence.
Sound bites
"The commodity that's going to be sought after is someone with a personality"
"I want them to look somebody in the eye"
"That's what chat GBT won't be able to do"
Chapters
00:00 Introduction and Background
00:26 Salesmanship in the Age of AI