Single- and multi-family office principals on allocation, direct deals, governance and the next generation. Picked by our desks.
5 videos and podcasts · new this week: 4
For wealth professionals advising founders or executives with concentrated private-company equity, the video frames the pre-transaction decisions that can affect tax, liquidity, and ownership structure. It may be useful as a high-level overview of the planning topics to raise before a liquidity event.
New manager videos, podcasts and our own family offices stories on My Desk and in your morning edition.
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