Drew McMorrow

Drew McMorrow, President & CEO of Ballentine Partners, shares insights on optimizing family office design. He discusses the trade-offs between insourcing, outsourcing, and partnering for single-family offices, using real-world examples like custody arrangements. Drew also introduces the Center for Family Wellbeing, emphasizing effective partnering for communication and HR needs. He offers practical strategies for managing family dynamics and enhancing next-gen engagement, ensuring families leverage their unique strengths while navigating complex financial landscapes.