“Another example of a meeting guideline that I talk about in the book is from this content marketing company called Percolate. And they've got a meeting guideline that says no spectators. You're not contributing to the meeting. You don't need to be there.”

“The very first thing that should happen is a family meeting with all impacted stakeholders where the only rule is there are no decisions to be made”

“The board should carry out due diligence on the service provider… and get comfortable that the delegates' controls meet the rules… you can only rely on a service provider's own AML audit if it includes testing that's specific to the fund's compliance program.”

“We have a system where we have two SMEs right now, including myself. We stay on top of this to make sure that all of our regulatory requirements are aligned with what's present.”

“I am only going to do any type of meetings with the mastermind or podcast interviews from Tuesdays to Thursdays. ... I’m only going to do it when I feel the most productive, which is nine to one.”