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Family Office Roundtable: The Next Generation of Decision Makers

The Mack Podcast

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Navigating Investment Dynamics for Family Offices

This chapter explores how family offices are reshaping investment platforms and the responses of banks and institutional groups. It discusses the implications of emerging private markets, the necessity of aligning interests between investors and advisors, and the complexities of engaging next-generation family members in financial decision-making. The conversation highlights the importance of personal relationships and trust in the evolving landscape of finance, along with challenges posed by transparency and institutional agendas.

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