EPISODE · May 8, 2025 · 50 MIN
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
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Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
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