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 have 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.