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What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters
Manage episode 451313010 series 2583972
Вміст надано Whitley Penn. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Whitley Penn 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.
In this 23-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. This episode marks the beginning of an exciting new series dedicated to unraveling the complexities of family offices.
Our hosts will break down the basics, explaining what a family office is and introducing you to the key players and companies that make up this unique sector. They discuss the many reasons why families might choose to establish a family office, highlighting the diverse structures and services available. You’ll quickly see that when it comes to family offices, there’s no one-size-fits-all solution.
Expect a lively and insightful discussion, with professional debates and differing viewpoints on what truly defines a family office. Whether you’re already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you.
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