Did you listen to the latest episode of the podcast yet? In the intro, @Phelim (BBA Team) asked me why I thought the family office held so much intrigue with us on the protection side. Personally, I've never witnessed that dynamic but it made me wonder what other peoples experiences were. Have your dealings been positive or otherwise? Have you had an urge to switch things up and exchange roles? Do you have any tips or takeaways from your own experiences of dealing with the family office? Oh, and if you haven't listened to the podcast yet, here's a 60-second taster.

Posted by Jon (BBA Team) at 2021-04-07 21:05:03 UTC