The Family-Focused Office

Scott Peppet, President, Chai Trust Company

What happens in the rarified world of family offices has hidden applicability to advisors who seek to serve their clients holistically. In that light, what makes a family office truly family-focused? In this session, Matt Wesley will interview family office President and advisor Scott Peppet about the “MLF Ratio,” what a “family-focused office” really is, and how families and family office professionals can shift their orientation towards investing in family well-being...