In the latest episode of the Global Investment Leaders podcast, Chas Burkhart, CEO of Rosemont, engages in a thought-provoking conversation with Earl “Trip” Samson III, co-managing partner of Landmark Management, LLC, a NYC-based, multi-family office with approximately $5 billion in assets under management. The conversation revolves around Landmark's transition to next-generation leadership and the strategic partnership between Landmark and Rosemont, which was announced in June 2023.
Throughout this episode, Trip and Chas discuss:
Overall, this episode provides a glimpse into what a deliberate, thoughtful approach to succession planning looks like, as well as the importance of creating a solid foundation to ensure the best possible outcome for clients.
All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.
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