I spoke on a panel for IVY Family Office Network in Miami in November 2021 about best practices for Family Offices in 2022. Please enjoy the recording of the panel discussion, which was moderated by Adam Sendzischew.

Panellists included:

  • Carol Pepper, Founder / Chair – Pepper International
  • Samy Dwek, Founder & CEO – White Knight Consulting
  • Paul Cummings, Head of Family Office & Estates – FTCI
  • Moderator, Helen Rosen, Chief Strategist – Kipu Health