This conversation explores the evolving role of Chief Operating Officers (COOs) within family offices, highlighting their unique responsibilities compared to traditional firms. The panelists share their personal journeys to becoming COOs, discuss the impact of technology and governance structures, and emphasize the importance of risk management and data ownership. Networking and collaboration are also identified as key components for success in the family office space, along with insights into career paths for aspiring COOs.

This episode was recorded on May 19, 2025.

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