Family Business Audiocast · 2024-03-11 · 36 min
In the seventeenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Jason Ma (founder and CEO of 3EQ) and Michelle Bross (founder of Tresynergy Family Office). Bross shares her journey from real estate entrepreneur to family office founder after a significant liquidity event, describing her innovative three-bucket approach to family wealth management inspired by her children's input: preservation, philanthropy, and alternative investments. Ma discusses his comprehensive framework for mentoring next-generation leaders, emphasizing both vertical goal achievement and horizontal development of mindset and skills. Together, they explore succession planning strategies, impact investing as a tool for next-gen engagement, and the importance of balancing financial returns with meaningful social impact in family enterprise development.
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