Craig Armstrong

In this engaging discussion, Craig Armstrong, Managing Partner of Veridian, shares his extensive experience in public accounting and family wealth management. He reveals how the roles of CPAs and family advisors have shifted with technological advancements, particularly the rise of AI, which enhances decision-making rather than replaces it. Craig also highlights the need for younger generations' involvement in wealth conversations and emphasizes the importance of family capital, stewardship, and fostering relationships across generations.