Jan 31, 2023
Join Francesco Lombardo for this week's Safe Space as he speaks
with Wendy Craft, a lawyer by trade, who “fell” into Family Office
about 20 years ago. She is currently Chief Of Staff at Fulcrum
Equities, LLC in New York City.
In this episode, Wendy & Francesco talk about how keeping up
appearances will not make you more successful or happier in the
family office. It took many years for Wendy to realize that trying
to fit into the perceived family office professional mold wasn’t
really about how she dressed or what she knew, it was who she
worked for. What can you do to create a safe space in the family
office or family business where you’ll be happier, can be yourself
and be a better contributor? Take a listen!
Wendy’s one piece of advice to the Senior generation…if you love
them let them in. Don't wait until it’s too late; hear them, teach
them, let them speak their peace, and give them spaces to be
involved. For the NxtGen’s, yes maybe you could run the business
better but find ways to contribute, find ways to support them
instead of trying to wrestle everything away from them, let them be
human beings, give them time.
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