Ep. 110 - Family Office Governance & Investment Policy Statements
Family Office Real Estate Institute Podcast

Ep. 110 - Family Office Governance & Investment Policy Statements

2023-12-21
Guest: Andrew Pitcairn - Family Council Chair/Director | Pitcairn MFO In this enlightening conversation, we explore the multifaceted role of education in wealth management and legacy planning with Andrew Pitcairn of Pitcairn, emphasizing that it goes beyond financial literacy to include understanding one's family history and values. We discuss the holistic approach of a true family office, which encompasses investments, family dynamics, and transitions. The conversation also delves...
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