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Challenges Facing Family Offices with R. Adam Smith of Salomon Brothers

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Manage episode 418344866 series 3010994
Content provided by McGuireWoods. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McGuireWoods 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 have been growing since the end of the Great Recession. Now, family offices face new challenges such as determining diversification strategy and succession planning.

In this episode of The Corner Series, McGuireWoodsGeoff Cockrell welcomes guest R. Adam Smith, the Managing Director of Salomon Brothers, who advises many family office clients.

Tune in to hear Adam share his thoughts on family offices engaging in direct investing, the need to hire experienced staff and advisors, and how diversification can provide more financial security.

Connect and Learn More

☑️ R. Adam Smith | LinkedIn

☑️ Salomon Brothers | LinkedIn

☑️ Geoff Cockrell | LinkedIn

☑️ McGuireWoods | LinkedIn | Facebook | Instagram | Twitter/X

☑️ Subscribe Apple Podcasts | Spotify | Amazon Music

This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 418344866 series 3010994
Content provided by McGuireWoods. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McGuireWoods 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 have been growing since the end of the Great Recession. Now, family offices face new challenges such as determining diversification strategy and succession planning.

In this episode of The Corner Series, McGuireWoodsGeoff Cockrell welcomes guest R. Adam Smith, the Managing Director of Salomon Brothers, who advises many family office clients.

Tune in to hear Adam share his thoughts on family offices engaging in direct investing, the need to hire experienced staff and advisors, and how diversification can provide more financial security.

Connect and Learn More

☑️ R. Adam Smith | LinkedIn

☑️ Salomon Brothers | LinkedIn

☑️ Geoff Cockrell | LinkedIn

☑️ McGuireWoods | LinkedIn | Facebook | Instagram | Twitter/X

☑️ Subscribe Apple Podcasts | Spotify | Amazon Music

This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

  continue reading

48 episodes

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