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. 

Hosted on Acast. See acast.com/privacy for more information.

In the second episode of Family Office Sessions, Agreus Head of Communications Jacqueline Andrews hosts Agreus US Team Head Kay Shah and UK Team Head Jeremy Green to talk about the differences in Family Office culture, compensation and hiring across the pond.

Tune in to hear about:

·      How American Family Offices are navigating a lack of employment rights to attract the top talent

·      How UK Family Offices are dealing with a talent shortage

·      Compensation trends in both parts of the world and how they differ

·      Macroeconomic factors in Europe and their impact on UK Family Offices

·      Biden’s leadership and proposed changes to Family Office taxation in the US

·      The key differences between Family Offices in the UK and USA

Keep an eye out for our next podcast which focuses on the relationship between Trusts and Family Offices.

Hosted on Acast. See acast.com/privacy for more information.

In the first episode of Family Office Sessions, Agreus Head of Communications Jacqueline Andrews hosts Agreus Founders Paul Westall and Tayyab Mohamed to talk all-things Family Office in a post-pandemic world.

Tune in to hear about:

• What impact COVID-19 had on Family Offices
• What an increased appetite for private investments means for hiring
• What a looming $5TRN generational wealth-transfer means for Principals today and tomorrow's leaders
• How compensation differs for professionals coming from PE Firms
• What the Family Office of the future looks like
• Regulation, are Family Offices ready?

Keep an eye out for our next podcast which unpicks the differences between Family Offices in the UK and US...

Hosted on Acast. See acast.com/privacy for more information.