Jamie McLaughlin

In this engaging discussion, Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., shares insights from his 30+ year career in wealth management and family offices. He reveals how the industry has evolved, driven by regulatory changes and shifting client demands. Jamie explains the importance of intimacy and trust in a competitive landscape and outlines the diverse types of firms serving ultra-high-net-worth clients. He emphasizes the duty of wealthy families to use their capital for social good, advocating for thoughtful advisor selection and business design.