Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
On this episode, host Adam Fisch sits down with Sharna Goldseker, the founder and vice president of 21/64, a non-profit practice serving next gen and multigenerational philanthropic families. Sharna has also been named to the New York business journal's women of influence list. Sharna is the co-author of the award-winning best seller, Generation Impact: How Next Gen Donors Are Revolutionizing Giving. She chairs the Goldseker Foundation, founded by her great-uncle, and serves as non-family trustee on the Felicity House board and Leonard & Helen R. Stulman Charitable Foundation. They discuss the ways that the rising generation views philanthropy (07:15), what “impact” means to the next generation (13:48) and the work that she's done with next generation family members to help them on their philanthropic journeys (21:06).Additional Resources:The 21/64's Motivational Values Cards® mentioned during this episode are designed to facilitate self-awareness as users explore how their values align with their giving and other resource allocations as well as spark meaningful multigenerational conversations.For professionals seeking additional training in working with next gen donors and multigenerational family enterprises, 21/64 offers trainings which can be found here. For next gen who are looking for a group of peers considering their philanthropic identity and the impact they can have, 21/64 is offering a retreat for 20 and 30-something next gens January 2026 in New York City. For more info email andine@2164.net.For those interested in reading or listening to Sharna and Michael Moody's book, Generation Impact, you can find it here.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.
On this episode of the Our Family Office podcast, host Adam Fisch discusses how the rising generation invests with Charlie Scharfe, a portfolio manager at Our Family Office. Their conversation covers the similarities and differences of investment approaches between generations (00:50), the challenges and complexity of ESG investing (03:00), and how Our Family Office works alongside the rising generation to build portfolios aligned with their goals (14:40). For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
In Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspectives about wealth preservation (14:58), and how to empower the rising generation to live lives of purpose and fulfillment (21:02).More information about Dr. Grubman can be found at jamesgrubman.comAdditional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.
In the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).More information about Dr. Grubman can be found at jamesgrubman.com Additional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.
In this special episode, host Adam Fisch sits down with Our Family Office Chief Investment Officer and Co-Founder Neil Nisker for a 2024 year in review. They discuss investment performance over the last year, concerns around equity market concentration (01:39), the uncertainty of a Trump presidency (09:36), and the Canadian economy (12:30).Our Family Office's annual investment commentary can be found at ourfamilyoffice.ca/our-thinking/investment-thinking/For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.
On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client. Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Office has helped his family (18:00). For more information about Sam, visit www.sammercanti.com. For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family's financial and non-financial objectives.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 3 of the Our Family Office podcast, host Adam Fisch sits down with fellow Client Advisor Connor Kelly to discuss philanthropy. Adam and Connor walk through the “capital pyramid” and what it means to engage in strategic philanthropy (maximizing personal impact, charitable impact, and tax efficiency). They also discuss the benefits for families in establishing family foundations, and the ways in which a foundation can pass on family values and build connection across generations.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 2 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about family continuity. Adam and Kevin work through the definition of what “family continuity” means, and the ways families can determine if the next generation is prepared to look after the family's wealth. This episode includes a conversation about the unique continuity needs that affect ultra-wealthy families, as Adam and Kevin walk through examples of families that have dealt with continuity challenges, and the ways in which a family office can help navigate those challenges. Finally, they discuss the concept of a family constitution, and the myriad benefits that it can provide.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 1 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about investments. Neil and Adam discuss the philosophical difference between “getting rich” and “staying rich”, the ways in which the ultra-wealthy should be thinking about risk when making investments, and the importance of due diligence in finding superior investment managers.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
In the pilot episode of the Our Family Office podcast, host Adam Fisch sits down with Our Family Office CEO and Co-Founder Tim Cestnick, to define the concept of a “Family Office”. They describe the benefits of integrating services around an affluent family's wealth, the ways in which a good family office should be able to work with outside professionals, and questions to ask when considering a multi-family office.For more information about Our Family Office, visit www.ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
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