The Role of Concierge Management in Family Offices

In this conversation, Judy Lin Walsh discusses the essential characteristics of successful family offices and their leaders, emphasizing the importance of curiosity, purpose, collaboration, and candor. She highlights the need for family offices to define their unique value proposition and the significance of regular evaluations to ensure alignment with family goals. The discussion also touches on the challenges of creating a culture of open communication and the necessity of asking tough questions to drive improvement.

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