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 Apr31 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.