Succession Planning and Strategic Partnerships with Landmark’s Trip Samson

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.  All episodes of the Global Investment Leaders podcast are available on Apple Podcasts, Spotify, Google Podcasts and more. Receive the episodes as soon as they premiere by subscribing today.