EPISODE · Jan 13, 2021 · 33 MIN
Family Office Dynamics: People Over Process
from Middle Market Growth Conversations · host Association of Corporate Growth
This episode is part of ACG's Family Office content series, brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market. *** In this episode, Michael Beduze, managing partner of Da Vinci Global Consulting, and Tom Stewart, chief knowledge officer at AchieveNext, discuss the family dynamics that can impact the success of a family office. Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called "soft" issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business is involved. They also point to ways that families can develop their non-financial wealth, and how to engage members of the younger generation to instill a stewardship mentality needed for multigenerational growth and success. Learn more about our guests' firms: Da Vinci Global Consulting: https://www.davincigc.com AchieveNext: https://www.achievenext.com *** Find more family office-related content at https://middlemarketgrowth.org/category/middle-market-trends/family-office/. Learn more about the series sponsor, RSM, at www.rsmus.com. The Middle Market Growth Conversations podcast is produced by the Association for Corporate Growth. To learn more about the organization and how to become a member, visit www.acg.org.
What this episode covers
This episode is part of ACG's Family Office content series, brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market. *** In this episode, Michael Beduze, managing partner of Da Vinci Global Consulting, and Tom Stewart, chief knowledge officer at AchieveNext, discuss the family dynamics that can impact the success of a family office. Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called "soft" issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business is involved. They also point to ways that families can develop their non-financial wealth, and how to engage members of the younger generation to instill a stewardship mentality needed for multigenerational growth and success. Learn more about our guests' firms: Da Vinci Global Consulting: https://www.davincigc.com AchieveNext: https://www.achievenext.com *** Find more family office-related content at https://middlemarketgrowth.org/category/middle-market-trends/family-office/. Learn more about the series sponsor, RSM, at www.rsmus.com. The Middle Market Growth Conversations podcast is produced by the Association for Corporate Growth. To learn more about the organization and how to become a member, visit www.acg.org.
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Family Office Dynamics: People Over Process
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