The Family Office Exchange’s CEO Peter Moustakerski hosts Drew McMorrow, our President & CEO, during an episode of the FOXCast CEO Series.
As family offices become increasingly popular and as families look to them for an ever-broader range of services and expertise, many families are weighing the pros and cons of in-housing vs. outsourcing vs. partnering as they try to decide on the optimal operating model for their family office. During their discussion, Drew shares his insights on the strategic tradeoffs between in-house, outsourced, and partnered family office designs. He explores which functions are best kept internal, which lend themselves to outsourcing, and how families can think more intentionally about building an operating model that truly fits their needs. Drew also describes the mission of The Ballentine Partners Center for Family Well-being in its work serving families.
Visit the FOXCast CEO Series page to learn more and listen to the podcast.
