I spoke on a panel for IVY Family Office Network on June 27th,  2023 about private equity, mergers & acquisitions in Family Office space. Please enjoy the recording of the panel discussion, which was moderated by Mark Heil of Pacific Premier Trust.

Panellists included:

  • Carol Pepper, CEO – Pepper International Family Office
  • Phillip Toth, Founder, Managing Director – QueensGiant
  • Samy Dwek, CEO – The Family Office Doctor