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Aug 2024
31m 27s

The Role of a Family Office Expert Gener...

CLIENT STRATEGY OFFICE
About this episode
Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Seth Gardner, former COO of a single family office and senior advisor to the family's first generation wealth creator. Together, they discuss the importance of the role of an Expert Generalist and how that role truly understands the interconnectedness ... Show More
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