Family Office Connections: Evolution of the Estate and Lifestyle Management Industry

Edward Marshall, Managing Director at Boston Private, is joined by Anne Lyons and Judy Boerner-Rule from Tapestry Associates for a discussion on the evolution of the estate and lifestyle management industry. Their conversation covers the evolution of the estate and lifestyle management industry, how to meet expectations for principals, staffing considerations, privacy and security issues, project management best practices, event planning, property maintenance tips and potential pitfalls, what changes to this industry in an “after Covid-19 environment”. Listen Now.