In this conversation, Peter Moustakerski, CEO of Family Office Exchange (FOX), discusses the journey of ultra-high-net-worth families, emphasizing the importance of understanding their evolution over time. He outlines the stages families go through, from business ownership to financial investment and enterprise development. The discussion also delves into the emerging federated family office model, which allows families to share resources and expertise. Finally, Peter highlights current concerns among families, including risk management, technology integration, and insurance challenges.
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