Name
Breakout Discussions - You Talkin’ To Me?” How best to manage interactions with Family Offices
Date & Time
Friday, November 15, 2024, 12:30 PM - 1:30 PM
Speakers


Description
How do you get past your clients gatekeepers, and do you need to? Are they indeed in the way, and can they stand up to the p/matriarch in the first place? How are they organized? How do we handle it when one of our clients wants to ‘sneak’ around their Family Office directly to the lawyers when they want to do something they would not approve of? What do they do right, and what do they do wrong?