Josh Miller

Join family office veterans Josh Miller, Linda Mack, and Rich Wolkowitz as they redefine the role of the expert generalist in wealth management. Josh shares insights from his journey in law and wealth strategy, while Linda discusses her pioneering concept of the expert generalist as a coordinator across disciplines. Rich emphasizes the essential traits of servant leadership and intellectual curiosity. They dive into balancing depth and breadth of knowledge, anticipating challenges, and the future of family offices, highlighting the need for customization and professionalism.