
Fixing Estate and Family Office Communication Breakdowns
One of the most common frustrations I hear from both Estate Managers and Family Offices sounds remarkably similar: "I thought someone told them." And yet somehow, nobody knew.
The project went over budget. The timeline changed. The scope expanded. And the principal knew.
But the family office was surprised. The Estate Manager was caught in the middle. And everyone believes they communicated. Because they did.
The problem wasn't a lack of communication. The problem was the absence of a communication structure.
In this episode, I share the best two questions to jump to the next time someone…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.