About this episode

JD Montgomery discusses the complexities of family offices and succession planning for multi-generational wealth.

“To whom much is given, much is expected.” — JD Montgomery JD Montgomery leads the Family Office division at Canterbury Consulting and is a seasoned advisor with nearly four decades of experience serving prominent families with a focus on strategy, organization and measurement. Based in Newport Beach, he serves a select group of multi-generational families and helps them navigate the complexities of wealth, purpose, and legacy. Mr. Montgomery partners with his clients to help them optimize the allocation of their resources across generations. Over the years, Mr. Montgomery has developed a deep network of relationships in the venture capital industry. He has helped his clients gain meaningful exposure to venture funds and direct investments and develop relationships with leading innovators and investors globally. He is a Managing Director, shareholder, and board member at Canterbury Consulting. He graduated from Stanford University and holds the Chartered Alternative Investment Analyst (CAIA) designation. You can find JD on his socials here: LinkedIn: https://www.linkedin.com/in/jd-montgomery-6161341b/ OUTLINE: (00:00) Intro (02:00) The definition of family offices (03:01)…

People in this episode

Host: David Zhou

Guest: JD Montgomery

Topics covered

• family offices
• succession planning
• wealth management
• multi-generational families
• venture capital

Mentioned in this episode

Organizations: Canterbury Consulting, Stanford University

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