In this conversation, David Savir, co-founder of Element Point, discusses the motivations behind starting his firm, the evolution of client needs in financial services, and the complexities of family offices. He emphasizes the importance of understanding the unique needs of families, the challenges of illiquid holdings, and the future trends in the multifamily office space. The discussion also covers the significance of transparency, the role of outsourcing, and the impact of private equity on advisory firms.
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The Mack Podcast