In this episode, Scott Fitzpatrick sits down with Jason Chequer from the Linara Group for a wide‑ranging conversation on the evolving world of wealth management.
Together, they explore the role of family offices, multi‑family offices, the changing expectations of high‑net‑worth clients and what the future holds for those managing complex wealth.
The discussion goes deeper into what it truly means to be an integrator of wealth - bringing together the best expertise, structures, and strategies around the client.
Scott and Jason unpack client‑centred principles, examining what clients genuinely value, how trust and outcomes are built, and how professional services should be priced in an increasingly demanding environment.
This is a conversation you won’t want to miss.
