I spoke on a panel for IVY Family Office Network on December 5th,  2023 about the great generational asset shift. Please enjoy the recording of the panel discussion, which was moderated by Mark Heil of Pickwick Capital Partners.

Panellists included:

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

www.familyofficedr.com