In this in-depth panel conversation, host Brian Adams is joined by Jennifer Strom, James Rosebush, and John Russo to explore one of the most complex, and often underestimated, topics in the family office world: distribution policy.
Drawing on decades of experience working with multi-generational families, the panel examines how thoughtful distribution structures can preserve not only financial capital, but also family relationships and long-term legacy. The discussion opens with the philosophical foundations of distribution policy and how it is often perceived by beneficiaries as either protection or control.
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