Compound Insights

← Compound Insights28. Apr. · 31 Min.

Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA

Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA28. Apr.31 Min.

Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth families. He also provides his perspective on portfolio construction and risk management.