I spoke on a panel for IVY Family Office Network on November 29th,  2022 about Family Office Best Practices for 2023. Please enjoy the recording of the panel discussion, which was moderated by Mark Heil of Pacific Premier Trust.

Panellists included:

  • Michael Cabanas, Managing Director – Fiduciary Trust 
  • Clint Haggard, President – Burgher Haggard
  • Samy Dwek, CEO – The Family Office Doctor