• Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

  • May 8 2025
  • Duración: 51 m
  • Podcast

Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

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  • Resumen

  • Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
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