Stop Keeping Up Appearances with Wendy Craft

Join Francesco Lombardo for this week's Safe Space as he speaks with Wendy Craft, a lawyer by trade, who “fell” into Family Office about 20 years ago. She is currently Chief Of Staff at Fulcrum Equities, LLC in New York City. In this episode, Wendy & Francesco talk about how keeping up appearances will not make you more successful or happier in the family office. It took many years for Wendy to realize that trying to fit into the perceived family office professional mold wasn’t really about how she dressed or what she knew, it was who she worked for. What can you do to create a safe space in the family office or family business where you’ll be happier, can be yourself and be a better contributor? Take a listen! Wendy’s one piece of advice to the Senior generation…if you love them let them in. Don't wait until it’s too late; hear them, teach them, let them speak their peace, and give them spaces to be involved. For the NxtGen’s, yes maybe you could run the business better but find ways to contribute, find ways to support them instead of trying to wrestle everything away from them, let them be human beings, give them time.

If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)