In this episode we are joined by Chris Wheatley, advisor to Next Gen Single Family Offices.
We discussed the intricacies and pitfalls to avoid in the great wealth transfer. We cover asset allocation, due diligence, family dynamics and how co-investing opportunities can change the game for family offices.
This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. Learn more via the link below.