In this conversation, Alison Marckstadt shares her journey into family wealth management, highlighting the importance of understanding the dynamics of wealth, family engagement, and the need for education in managing family assets. She discusses the evolving structures of family offices and the role of third-party advisors in bridging gaps in knowledge and communication. The conversation emphasizes the significance of preparing the next generation for wealth management and the changing landscape of wealth transfer.

To learn more about Mack International, please visit www.mackinternational.com.