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