EFTA02681772.pdf
EFTA02681772.pdf
Why This Matters
William Masucci, CEO/CFO of a large single-family office in Upstate NY with 15+ years of experience, is considering a change due to the Patriarch's need for relocation and lack of succession plan.
AI-Generated Summary
William Masucci, CEO/CFO of a large single-family office in Upstate NY with 15+ years of experience, is considering a change due to the Patriarch's need for relocation and lack of succession plan. His responsibilities include financial management, asset allocation, real estate transactions, and overseeing various family projects. He has full discretion over the portfolio and performs all duties from financial to non-financial management.
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