[Easemakers Podcast E56] Maximizing value for families, family offices and estate management teams

How do you maximize value across an organization? Family office specialist Alison Marckstadt shares her tips on the Easemakers Podcast!

By Kristin Twiford

Alison Marckstadt has 20 years of experience honing her ability to increase efficiency, bring the best out of her teams, and deliver the highest level of service to her principals.

Her background ranges from private equity and wealth management to supporting entrepreneurs and investors. She served as the Chief of Staff for Marty Geller of Geller & Company, and worked for Tom Barrack, the Founder/Chairman/CEO of Colony Capital. As a family office specialist, she’s worked with family offices both directly and indirectly. She’s served as the COO for a family office, as well as Vice President and Client Relations expert at the Caprock Group, a multi-family office, SEC-registered investment advisory firm.

Now, she’s the Co-Founder of Succession Advisors, created to support families and family offices as they navigate challenges around family governance, estate planning, wealth succession, next generation stewardship, and more. The firm’s latest endeavor is an education initiative, designed to equip inheritors with financial literacy and the wealth education they need to navigate the intricacies of wealth.

In this episode of the Easemakers Podcast, Alison shares her unique perspective on maximizing value across your organization. We cover:

  • Why it’s important to maximize a household’s budget, and how to do so effectively
  • How to create efficiencies and ensure team members are performing at the highest level — without asking too much of your household staff
  • What estate managers can do to set their teams up for success and deliver service beyond their principals’ expectations

The Easemakers Podcast is available on Apple PodcastsSpotify, and anywhere you listen to your favorite shows.

Follow along with Alison on LinkedIn and learn more at successionadvisors.com.

Catch up on past episodes of the Easemakers Podcast to hear from more experts in the private service industry, and don’t forget to subscribe on Apple Podcasts to get notified about future episodes. Follow along with @easemakers on social media, and of course, be sure to join the conversation in the Easemakers community after you listen!

The Easemakers Podcast is presented by Nines, the household management software solution built for high net worth households, family offices and the private service professionals who support them. Questions about household staffing, luxury home management, or how to create a better workflow for everyone on your team? Start a conversation today.

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