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Family Office Environment

   

In this episode, Matt Kerzner and Tim Schuster discuss the Family Office Environment with special guest Nancy Vailakis from IQ-EQ.

IQ-EQ is a leading investor services group supporting fund managers, global companies, family offices and private clients operating worldwide.


Transcript

Tim Schuster:Welcome to our podcast for “Generations and Family Business, Past, Present, and Future.” Our host for this podcast are myself, Tim Schuster, and I'm a manager in The Center For Family Business Excellence. And along with me is Matt Kerzner, as always.

Matt Kerzner: Hi, this is Matt Kerzner.

Tim Schuster: What’s up. Matt is a senior manager in The Center Of Family Business Excellence. Today we have a special guest, Nancy Vailakis from IQEQ, and today we will be discussing the family office environment. Nancy, great to have you here today.

Nancy Vailakis: Oh, thank you so much, Tim and Matt, for having me. Pleased to be here and pleased to share my expertise with your clients and your family office colleagues who work with you.


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Mr. Kerzner is a Senior Manager in the Center for Family Business Excellence. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses.

Mr. Schuster is a Manager providing tax compliance services to individual filers, as well as assistance on tax returns for companies in the manufacturing and real estate industries.