WS1101: Getting Started with Family Offices with Spencer Gray | #TechandTacticsTuesday

There are multifamily offices that function like institutions – billions of dollars and large staff members. There are also single-family offices that have one family investor and staff. But it’s all about forming a relationship and trust between the investor and the operator. Just the term “family office” can already be intimidating. So, for our #TechandTacticsTuesday episode, Spencer Gray shares with us how he got started and how to approach and communicate with these sophisticated groups. ...