Episode 36

Published on:

12th Sep 2022

Successfully navigating family office conversations on transitions, motivations and expectations

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.


Listen for free

Show artwork for Family Office Intel

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.

About your host

Profile picture for Dentons Law Firm

Dentons Law Firm