Jun 15, 2022
In this revisited episode of Beyond the Balance sheet, we are joined by Tavan Pechet, founder of Pechet Advisors, where he provides management consulting to affluent families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediation. Tune in as we chat about managing conflict and communication with families who disagree and the importance of due diligence, even with your family members.
IN THIS EPISODE:
Tavan Pechet is the founder of Pechet Advisors where he provides management consulting to wealthy families. He helps them design, build, and manage their operations to navigate complex family wealth matters. He has advised clients from entrepreneurs to inheritors to widows, controlling assets from $20 million to $5 billion.
Previously, Tavan spent a decade as CEO of a multi-generational family office. He also served as an executive of that family’s operating business and as Trustee of their family trusts.
He has also worked as an executive for a venture-backed tech company, practiced law, and clerked for a federal judge. Tavan earned his AB from Harvard College, his JD from Harvard Law School, and his MBA from UCLA Anderson.
Grateful for his good fortune, Tavan donates time and money to gender equity, veterans’ affairs, democracy reform, and the environment.