Rosemont Roundtable: Exploring the Business of Investment Management

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:
  • How Landmark has structured its team to address the complex needs of the ultra-high-net-worth families it serves
  • How planning early and over a long period of time can lead to greater comfort and optimize outcomes
  • How the multi-generational concerns of Landmark's clients have influenced Trip's approach to succession planning and long-term sustainability
  • The role Rosemont has played in the broader context of the firm's long-term plan over the past six years and the future of their relationship
  • The importance of prioritizing people and philosophical alignment over liquidity and valuation when considering the firm’s long-term continuity 
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. 
 
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What is Rosemont Roundtable: Exploring the Business of Investment Management?

Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.