Mark Tepsich, a Family Office Design and Governance Strategist, joins former COO Seth Gardner, an experienced advisor to affluent families. They discuss the critical role of the Expert Generalist in family offices, highlighting how this role weaves together complex family dynamics and investments. Topics include the need for emotional intelligence, flexibility, and the ability to communicate across various family and specialist perspectives. They also touch on the unique educational backgrounds that enhance problem-solving in wealth management.
