Aligning profit, philanthropy and priorities for both current and NextGen family members
Play • 33 min

Edward Marshall is joined by William Akridge, who helps lead the early stage investments of single family offices. Together, they discuss the development of his family office, how to align ROIs with philanthropic goals, and the priorities of the NextGen family members. William also identifies trending topics in family office portfolio investments and shares his insights on the advantages and challenges of families collaborating on investments.

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