James Rosebush

Advisor and outsourced CEO for families with decades of family office experience, including early work at the Mott family office and service in the Reagan White House, specializing in strategy and multigenerational wealth management.

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Feb 5, 2026 • 1h 7min

Bespoke Discipline: Navigating Distribution Policy, Governance, and Family Dynamics in Family Offices

John Russo, former family office CEO who protects families from legal and financial risk. James Rosebush, veteran advisor and outsourced CEO with decades in multigenerational strategy. Jennifer Strom, systems therapist focused on family dynamics in family enterprises. They discuss distribution policy philosophy, governance structures, beneficiary education, balancing protection versus perceived control, and real-world family office frameworks.

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