Anna Dunn Tabke, President of Leita Advisory, joined The Mack Podcast for a panel discussion on the evolving role of Outsourced Chief Investment Officers (OCIOs) for family offices.
The conversation explored how family offices are reassessing investment governance, operational complexity, and the “buy versus build” decision in a post-COVID environment, with increasing attention to private investments and tax-aware portfolio construction.
Listen to the full podcast episode here.
