• Family Office Sessions, Episode 3

  • Nov 14 2022
  • Duración: 36 m
  • Podcast

Family Office Sessions, Episode 3

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  • Resumen

  • In the third episode of Family Office Sessions, Agreus Head of Communications Jacqueline Andrews hosts IQ-EQ Founder and Chairperson, Serge Krancenblum and Agreus Senior Advisor Christopher Costi to talk all-things Trusts.


    Tune in to hear about:


    · The last three decades of Trusts: Serge’s favourite and scariest moments

    · The relationship between Trusts and Family Offices

    · How the Archegos Scandal and conflict in Russia has impacted that relationship

    · The challenges of working with Family Offices

    · The surge in demand for Trust professionals and where to find them

    · Where Family Office Trust resources should sit, in-house or within external providers

    · A focus on compensation and long-term incentive plans for Trust professionals

    · The key talking points of 2022 and expectations for 2023


    Keep an eye out for our next podcast with fellow Thought-Leadership Council Member Kirby Rosplock, Agreus Co-Founder and President of Agreus USA Tayyab Mohamed and Agreus US Team Head Kay Shah to talk about all-things Family Offices in America today.

    Hosted on Acast. See acast.com/privacy for more information.
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