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It’s Time for a Checkup: An Interview With the Family Office Doctor

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Konten disediakan oleh BNY Wealth. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BNY Wealth atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when they require further assistance? In this episode of Your Active Wealth, Samy Dwek, founder and CEO of the Family Office Doctor, shares best practices he developed to help family offices reach their full potential. Throughout the discussion, he provides tips for crafting and maintaining mission statements, pointers for preserving family values across generations and anecdotes describing how to overcome emotive challenges that can affect family dynamics.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

Follow us on: Twitter | LinkedIn | Instagram

  continue reading

20 episode

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Manage episode 424566915 series 3314916
Konten disediakan oleh BNY Wealth. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BNY Wealth atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when they require further assistance? In this episode of Your Active Wealth, Samy Dwek, founder and CEO of the Family Office Doctor, shares best practices he developed to help family offices reach their full potential. Throughout the discussion, he provides tips for crafting and maintaining mission statements, pointers for preserving family values across generations and anecdotes describing how to overcome emotive challenges that can affect family dynamics.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

Follow us on: Twitter | LinkedIn | Instagram

  continue reading

20 episode

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