Sep 12 2022 26 mins 2
In this episode, we are joined by Greg Mech, Managing Director at Caprock, a US-based MFO with clients all over the world. Greg was a former Regional Managing Director for Bank of America Merrill Lynch and was a founder of eMaxx Partners, a virtual advisory firm. In this episode of #FamilyOfficeIntel, Greg discuss the importance of family business and family office transitions, growth, values and expectations, as well as tips on navigating conversations around family member motivations and concerns.
