In this episode we discuss both sides of the family office coin  with a G3, or third generation, family member and a professional from a significant family office.

The former would actually not describe his situation as a traditional family office as he and his siblings each are active participants in the ventures they invest in, while the latter has been with his employer for many years, working with the investment team and family to guide the investment plan.

Both have deep and varied experience and expertise in a number of areas, which is key to propelling wealth and thoughtful impact to, for, and from successive generations.