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Family Office Principals
When Family Values Meet Business Values
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When Family Values Meet Business Values

Family Office Principals Podcast, Episode 7

Join us for a special mother-son episode of Family Office Principals! We welcome Drew Payne, CEO of Upmetrics, an AI planning tool for entrepreneurs, and Roslyn Payne, President of the Payne Family Foundation and Chair at Upmetrics. We delve into their family's approach to change-making and vision alignment and how family values and dynamics exist in a business environment.

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ONE WORLD's Substack
Family Office Principals
Welcome to Family Office Principals, hosted by One World Founder and CEO, Scott Saslow. In this series, you'll hear from principals of a wide range of backgrounds as we discuss how family offices can be built and strengthened to last for generations. We'll cover management best practices, succession planning, the role of sustainable and impact investing, gender and the family office, and much more. We're glad you're here!
Also be sure to check out Scott's new book, Building a Sustainable Family Office: An Insider's Guide to What Works and What Doesn't, launching July 9th! Learn more on ONE WORLD's website: https://www.oneworld.investments/ideas