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Uncovering the principal's perspective with Tapestry Associates CEO Anne Lyons and President Judy Boerner-Rule
Manage episode 404879338 series 3021995
Вміст надано Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
What are principals really thinking?
After making the transition from working within family offices to consulting for family offices, Tapestry CEO Anne Lyons and President Judy Boerner-Rule have a new perspective.
In this episode of the Easemakers Podcast, Anne and Judy share their aha moments from moving to the other side, as well as the patterns they see across families, family offices, and teams of private service professionals. Tune in to hear the stories of how they went from managing the estates of Paul Allen and Bill and Melinda Gates to running their own firm, and what they’ve learned along the way.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
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