Sean Plummer

In this engaging discussion, Sean Plummer, founder of Haystack Capital Partners and advisor to over 160 family offices, delves into the unique investment strategies of high-net-worth families. He highlights the importance of relationship-building, trust, and emotional intelligence over mere returns. Sean shares insights on how generational transitions are reshaping wealth management and discusses the rise of direct deals. The conversation emphasizes aligning investments with personal values and the role of philanthropy in creating long-term impact.