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Educating the Next Generation: Insights from Family Office CLOs

The Mack Podcast

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Navigating Legacy and Learning in Family Offices

This chapter examines the delicate balance between busyness and productivity within family offices, highlighting the importance of intentional engagement and genuine connections over transactional interactions. It emphasizes the role of Chief Learning Officers in facilitating communication across generations and addressing the evolving values among families managing wealth. The discussion underscores the innovative approaches adopted by younger generations, focusing on aligning investments with personal values and fostering a culture of learning for future leaders.

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