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Episode Description:

Danielle Roseman is a Managing Director and Co-Head of Lazard Family Office Services, a multifamily office that started managing capital for some of the world’s most sophisticated families over 175 years ago.

Danielle started her career at Goldman Sachs where she worked on the mortgage desk during the Great Financial Crisis. Danielle joined Lazard following the acquisition of Truuvo Partners.
If you work with family offices or want to learn more about it, this is the episode.

Danielle goes deep on how to provide operational value to families, the power of operational support as a skill set and how the next generation is changing the client service engagement model. Danielle riffs on their tech stack, data consumption trends, family governance, and the complexity of tracking documentation of family assets.

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