Succession Planning and Strategic Partnerships with Landmark’s Trip Samson

Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)

In the latest episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, engages in a thought-provoking conversation with Earl “Trip” Samson III, co-managing partner of Landmark Management, LLC, a NYC-based, multi-family office with approximately $5 billion in assets under management. The conversation revolves around Landmark's transition to next-generation leadership and the strategic partnership between Landmark and Rosemont, which was announced in June 2023.

Throughout this episode, Trip and Chas discuss:

• How Landmark has structured its team to address the complex needs of the ultra-high-net-worth families it serves
• How planning early and over a long period of time can lead to greater comfort and optimize outcomes
• How the multi-generational concerns of Landmark's clients have influenced Trip's approach to succession planning and long-term sustainability
• The role Rosemont has played in the broader context of the firm's long-term plan over the past six years and the future of their relationship
• The importance of prioritizing people and philosophical alignment over liquidity and valuation when considering the firm’s long-term continuity

Overall, this episode provides a glimpse into what a deliberate, thoughtful approach to succession planning looks like, as well as the importance of creating a solid foundation to ensure the best possible outcome for clients.

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