Episode 34

Published on:

13th Jul 2022

Defining family office success for the NextGen

In this episode, Edward Marshall is joined by Brian Adams, president and founder of Excelsior Capital. Brian leads investor relations and capital markets arms of the Excelsior. Brian has extensive experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties, an institutional real estate private equity sponsor.  Brian and Edward discuss the current state of the family office ecosystem on a global level, including tips for the NextGen to successfully maintain the family office structure, how to choose family office solutions and advisors, and how to develop the requisite culture needed to ensure that the family office attains its goals.

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About the Podcast

Family Office Intel
Family Office Intel
In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office. If you’d like to get in touch with our guests or have any questions, please send an email to familyoffice@dentons.com. To sign up for our newsletters and learn more about our solutions and research in the family office space, check out our website: www.dentons.com/familyoffice.

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