Successfully navigating family office conversations on transitions, motivations and expectations
Play • 27 min

In this episode, we are joined by Greg Mech, Managing Director at Caprock, a US-based MFO with clients all over the world. Greg was a former Regional Managing Director for Bank of America Merrill Lynch and was a founder of eMaxx Partners, a virtual advisory firm.  In this episode of #FamilyOfficeIntel, Greg discuss the importance of family business and family office transitions, growth, values and expectations, as well as tips on navigating conversations around family member motivations and concerns.


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