William Masucci describes his extensive responsibilities as the CEO/CFO of a large single family office in Upstate NY. He manages the family's financial assets, real estate, and other investments, and coordinates with accountants and attorneys on tax and legal matters. He also oversees domestic staff and administrative personnel. Masucci is considering new opportunities due to the patriarch's age and lack of a succession plan.
documents/EFTA00582853.pdf
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