It’s Time for a Checkup: An Interview With the Family Office Doctor

Your Active Wealth

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5M ago 29:01

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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 CEO 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.

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