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It’s Time for a Checkup: An Interview With the Family Office Doctor
Manage episode 424566915 series 3314916
Content provided by BNY Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BNY Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 Chief Executive Officer 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 bnymellonwealth.com.
24 episodes
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Manage episode 424566915 series 3314916
Content provided by BNY Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BNY Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 Chief Executive Officer 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 bnymellonwealth.com.
24 episodes
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Similar to Your Active Wealth
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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