Are you ready to supercharge your understanding of family wealth management? Dive into an enlightening episode featuring Trey Taylor, a seasoned expert in family office management. So press play to join us in unraveling the complexities of managing...
Are you ready to supercharge your understanding of family wealth management? Dive into an enlightening episode featuring Trey Taylor, a seasoned expert in family office management. So press play to join us in unraveling the complexities of managing family wealth today!
Key takeaways to listen for:
Resources:
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About Trey Taylor
Trey Taylor is the managing director of Threadneedle, the Taylor Family Office, the chief executive officer of Taylor Insurance Services, the managing director of Trinity Blue Consulting, and the founding partner of Ascend Partners. He holds a Bachelor’s degree in History from Emory University, & a Juris Doctor degree in Tax and corporate Transactions from Tulane. In 2013, Trey was named one of Georgia Trend Magazine’s 40 Under 40.
In 2020, Trey published his first book, A CEO Only Does Three Things. Since that publication, he has appeared on 60+ podcasts and been featured in publications like INC., Entrepreneur, SHRM, and others.
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