Ned Rollhaus

Ned Rollhaus and Luke Jernagan from Matter Family Office discuss the emerging trend of hybrid family offices, combining single and multi-family office models. They highlight the benefits, risks, and practical tips for families considering this structure, emphasizing the importance of collaboration, managing family dynamics, and long-term planning. The podcast also touches on transitioning single family offices, building family unity, and legacy creation.

Kathy Lintz and Ned Rollhaus discuss the importance of choosing the right advisor for family prosperity. Topics include aligning advisor services with family goals, navigating complex financial decisions, understanding family dynamics, choosing advisors based on needs and fee structures, guidelines for selecting wealth advisors, prioritizing family discussions, and ensuring advisor alignment with family requirements.