In this episode I have a chat with Brian C. Adams who grew into a family office as an in-law member. We talk about how hitting numbers does not provide happiness and how to find a sense of purpose by encouraging change on a larger scale.

Brian also gives in depth insights into the inner workings of a G1 family office to a small family and the challenges that come along with being part of it. He explains how a governance structure can help to provide a link between the generations and be a safeguard for rainy days. He makes the case for treating a family office like a small business and for making sure that the family office can sustain a lifestyle for more than one generation of the family.

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How to find Brian:

https://www.linkedin.com/in/brian-c-adams/

https://www.excelsiorgp.com/resources/

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