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Investors First Podcast - 4.10.25

By Allison Roberts posted 10 Apr, 2025 09:28 AM

  

New episode w/ Michael Thrasher, Founder of Modus News, hosted by Steve Curley, CFA, CFP® & Chris Cannon, CFA.

*Structure, benefits, & when (and what amount of assets) it makes sense to form a family office
*The mystique surrounding them
*The rapid growth of family offices & the investment professionals that power them
*Trends such as tech, private markets, family dynamics & governance
*Modus News (free newsletter) & the need for more journalism/resources in the family office space

Enjoy! https://lnkd.in/ec4YfNjE