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GFO Pulse

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GFO Pulse: Insights and Perspective from the Global Family Office Client Community

Amy Szostak, Director of Family Education & Governance, sat down with Jane Flanagan, Director of Family Office Consulting, to discuss some common family governance practices.

Dan Lindley, Fiduciary Practice Executive for GFO, discusses the merits of a Private Trust Company (PTC) relative to directed trusts.

Belinda Aspinall, head of our GFO EMEA business, discusses some of the strategies and opportunities that she is seeing GFO clients that have headquarters in Europe, the Middle East and Asia (EMEA) consider in these uncertain times.

Katie Colelli, our GFO Investment Practice Lead, discusses investment strategies and opportunities that she is seeing GFO clients consider in these uncertain times.

Marguerite Griffin, Director of Philanthropic Advisory Services, discusses some of the philanthropic strategies that she and her team are seeing GFO clients consider in these uncertain times.

Dan Lindley, Fiduciary Practice Executive, discusses some of the wealth planning strategies that he is seeing GFO clients consider in these uncertain times.

Mary Timmons, Chief Operating Officer for our family office group, who is also responsible for our family office technology products, discusses some of the technology trends that she is seeing GFO clients consider in these uncertain times.

As part of our GFO Pulse Q&A series, Jane Flanagan, Director of Family Office Consulting, sat down with Mark Maly, the Practice Lead for our GFO Investment Advisory Team, to discuss when it makes sense for families to consider working with an investment advisory team.

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