November 23, 2024 • 39 mins
In this episode, host R. Adam Smith welcomes Brandon Henry, founder of Mosaic Advisors. Brandon shares insights from his work advising first-generation family enterprise owners whose wealth is primarily tied to illiquid assets. The conversation explores the intersection of family wealth office technical planning and the human dynamics that shape family legacy decisions. Brandon's unique "fixed fee" advisory model allows Mosaic to serve as an objective guide through complex family business transitions, especially when different generations have conflicting visions for family assets.
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