• Family Office Sessions, Episode 3

  • Nov 14 2022
  • Length: 36 mins
  • Podcast

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Family Office Sessions, Episode 3

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  • Summary

  • In the third episode of Family Office Sessions, Agreus Head of Communications Jacqueline Andrews hosts IQ-EQ Founder and Chairperson, Serge Krancenblum and Agreus Senior Advisor Christopher Costi to talk all-things Trusts.


    Tune in to hear about:


    ·       The last three decades of Trusts: Serge’s favourite and scariest moments

    ·       The relationship between Trusts and Family Offices

    ·       How the Archegos Scandal and conflict in Russia has impacted that relationship

    ·       The challenges of working with Family Offices

    ·       The surge in demand for Trust professionals and where to find them

    ·       Where Family Office Trust resources should sit, in-house or within external providers

    ·       A focus on compensation and long-term incentive plans for Trust professionals

    ·       The key talking points of 2022 and expectations for 2023


    Keep an eye out for our next podcast with fellow Thought-Leadership Council Member Kirby Rosplock, Agreus Co-Founder and President of Agreus USA Tayyab Mohamed and Agreus US Team Head Kay Shah to talk about all-things Family Offices in America today. 


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