I spoke on a panel for IVY Family Office Network in New York in December 2021 about best practices for Family Offices in 2022. Please enjoy the recording of the panel discussion, which was moderated by Eric Eklund

Panellists included:

  • Clint Haggard, President – Burgher Haggard
  • Samy Dwek, Founder & CEO – White Knight Consulting

www.familyofficedr.com