New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office
In the latest episode of the SFO Podcast, host Kristen Oliveri, senior family office advisor at the UHNW Institute, is joined by Linda Mack (Founder and President, Mack International and UHNWI board member), Rich Wolkowitz (Founder Xylogenesis® Family Office Advisory), and family office executive Josh Miller (CEO, Minot’s Light Management, Inc.) for a focused conversation on one of the most essential roles in the single family office: the expert generalist.
They define what this role involves, how it differs from technical specialists, and why it plays such a central part in day-to-day decisions. With broad exposure to wealth disciplines and a deep understanding of family dynamics, expert generalists are often the point of connection across advisors, generations, and business interests.
The discussion also touches on how future leaders can prepare for this role, where current training falls short, and what it takes to support a modern family office.
Topic highlights:
- How the term “expert generalist” came to be and why it stuck
- The balance between technical knowledge and interpersonal skill
- What it means to manage complexity without losing focus
- The value of a strong network and reliable outside experts
- How family offices are changing and what’s expected from leadership
- What families look for when evaluating return on internal talent
Listen to the full episode:
