The Expert Generalist: The Role Most Family Offices Are Missing

In this conversation, Brandon Henry discusses the complexities and challenges faced by first-generation entrepreneurs in managing their family offices. He highlights the differences between typical family office structures and more professionalized models, emphasizing the need for coordination among various service providers. The discussion also covers the importance of understanding family dynamics, succession planning, and the role of a general contractor in overseeing financial affairs. Brandon shares insights on the common gaps in family wealth management and the priorities for clients, particularly those in pre-liquidity situations.

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