Podcasts about Family office

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook.Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmakers from the rest and how they consistently identify high-value assets others miss.

Family Office Security with EDWARD MARSHALL, CEO of PRESAGE GLOBAL https://youtu.be/uLbbZg52ABg In this conversation, Frazer Rice and Edward Marshall delve into the complexities of security within family offices, emphasizing the importance of understanding risk as a multifaceted concept. They discuss the vulnerabilities unique to family offices, the interconnected nature of various risks, and the necessity of a comprehensive approach to security that encompasses governance, internal threats, and physical safety. The dialogue highlights the need for families to engage with security experts who prioritize diagnosis over fear-based marketing, ultimately aiming to enhance the quality of life for families through effective risk management. Transcript Frazer Rice (00:01.173)Welcome aboard, Eddie. Edward Marshall (00:03.074)Hey Fraser, how are you? Frazer Rice (00:04.375)Great. Thanks. You are now a member of the two episode club. We've got a few of them out there. We one of my favorite ones was with you talking about there is no such thing as the family office, which I thought was a terrific bromide that I bring out every once in a while. It can be controversial depending on who you're talking to. Edward Marshall (00:23.15)So some people like that and some people hate when I say that, but it's all good. I mean, it speaks to the whole issues around family offices and I think some of the things that we'll probably talk about today around security is if you're defining it so many different ways, we've to look at it more as a process than some actual thing that we can put our finger up. Frazer Rice (00:46.421)Well, so security and whether it's family office or regular high net worth or people generally is foremost in the headlines these days. We had the United Health Care executive who got shot. We've got different scenarios of global conflict out there. The theft around financial assets is everywhere. The urgency in the family office space, though, it seems like it's really taken on a new thing. What is your experience with it? Edward Marshall (01:17.612)Well, mean, I think we could take a look at it from the perspective and start out with this, is risk is really what we deem it and how families and companies… offices and investors are looking at risk, they can perceive it in a lot of different ways. But I think one of the things that are important for high net-worth individuals or family offices is that some parts of their just organizational DNA create these engineered vulnerabilities. So what they are makes them more susceptible. And if you think of it just from the Willie Sutton effect, right? Why do you rob banks? Because that's where the money is. It's kind of myopic. Because you have to look at the other factors. What does the family office typically have as characteristics? You tend to have a very lean operation. There tend to be sources of time, line, agnostic capital. They have a lot of trusted relationships. Their customer is the family. And they're pretty agile. So a lot of those factors come together and make them attractive for bad actors in a lot of different aspects. They could also be politically outspoken, which attracts a different kind of attention to them. And so it is… It's really an ability to understand the nature of family offices and what makes them attractive for them because they have enterprise level wealth and oftentimes amateur or retail level security and risk management practices and processes in place. Frazer Rice (03:08.009)So how do you get your arms around it? When I hear risk, think, my gosh, you've got physical risk, you've got technological risk, you've got all sorts of other things. One of the frameworks you have is really these 10 domains of risk. And we may not list all 10, but how do you get your arms around it when you're helping a client think through what their vulnerabilities are? Edward Marshall (03:30.873)Yeah,

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.You'll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.

LG Hamburg bestätigt: ZDF kein Nachrichtenmedium +++ LG Hamburg rückt gerade: ZDF nur Meinungsorgan +++ Trump-Putin-Gipfel abgesagt – Fronten verhärtet +++ Minister Weimer unter Druck: Urheberrechtsverletzungen, Abmahnungen & dennoch Staatsgelder +++ Brüssel stutzt Berlin: Nur 12 statt 20 GW Gaskraft +++ AWO-Urteil: Haft ohne Bewährung für AWO-Leute +++ TE-Energiewendewecker +++ SIGMA Holding – Ihr inhabergeführtes Family Office aus Hohenlohe für Gewerbeimmobilien. Mit 15 Jahren Erfahrung, über 350.000 Quadratmetern vermieteter Flächen und Lösungen für Unternehmer, die mehr wollen als Kreditlinien.

Send us a textIn this powerful panel discussion from the Family Office Club, top investors and family office executives explore how to supercharge your investment opportunity set — finding and structuring deals that others never get to see.Learn how experienced investors identify off-market opportunities, build strategic relationships, and perform deep due diligence to reduce risk and enhance returns.Key topics include:✅ Sourcing exclusive and under-the-radar deals✅ How to gain access to top-tier investment opportunities✅ Balancing risk and reward through due diligence✅ Building relationships that lead to better deal flow✅ The evolving landscape of real estate, private equity, and venture investingIf you're an investor, fund manager, or entrepreneur looking to gain an edge in deal origination, this discussion delivers practical insights you can use right away.

Key Takeaways: Know your options after selling a business: Understanding different types of business entities helps you plan for taxes and align with your financial goals. Choose the right structure for your needs: Setting up trusts or family offices can reduce taxes, protect your assets, and support long-term legacy planning. Plan early before the sale: Preparing in advance gives you more control and flexibility for your next ventures or retirement. Work with financial and legal experts: A trusted team can help you make smart decisions to protect and grow your wealth. Consider a family office: This setup helps business owners manage their money and investments effectively after exiting their company.   Chapters: 0:00 Entity Planning for Big Liquidity Events 2:47 Strategic Planning for Business Sale and Wealth Allocation 5:08 Tax Implications of Trusts and Family Limited Partnerships 6:47 Using Life Insurance Trusts for Legacy and Wealth Transfer 8:08 Understanding Family Offices for Wealth Management and Estate Planning 10:06 Planning Business Exits 11:21 Consult Advisors Before Investment; Past Performance Isn't Future Proof   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Jsou věci, na které není čas. Témata, která se odkládají. Jedním ze zásadních témat, jež současnou českou podnikatelskou elitu čeká, je předání rodového majetku a businessu. Proto jsme ve spolupráci s J&T Family Office připravili sérii videorozhovorů, kde s odborníky hledáme odpovědi na otázky, které s předáváním úzce souvisí. V prvním dílu s Helenou Svárovskou a Petrem Laštovkou diskutujeme např. tato témata:- Proč využít family office k předávání rodového majetku- Jak regulatorně funguje family office- Jak probíhá proces předávání majetku- Jaké soft skills musí lidé z family office mít- Jak předat rodový majetek s nadhledem

SPD-Drama vor Bundestagsdebatte: „Er hat die SPD-Fraktion angezündet“ +++ Wehrdienst-Krach eskaliert – Pistorius steht vor Scherben seines Gesetzes +++ Pistorius gegen die eigene Fraktion – Pistorius blockiert Wehrdienst-Reform +++ Eine Milliarde für Afrika – während deutsche Kliniken schließen +++ Obama unter Verdacht – Geheimdienst soll Russland-Bericht gefälscht haben +++ Clinton, Harris, Obama – alle loben plötzlich Trump: „Er hat's geregelt“ +++ Suse Heger aus den USA: Amerika feiert Trumps Nahost-Deal +++ Energiewende-Rekord: Windräder schlafen, Kohle und Importe retten die Stromversorgung +++ SIGMA Holding – Ihr inhabergeführtes Family Office aus Hohenlohe für Gewerbeimmobilien. Mit 15 Jahren Erfahrung, über 350.000 Quadratmetern vermieteter Flächen und Lösungen für Unternehmer, die mehr wollen als Kreditlinien.

René Adler war einer der besten Torhüter Deutschlands – heute ist er erfolgreicher Unternehmer. Im Moneytrain-Podcast spricht der Ex-Nationalkeeper offen über seine größten Fehler mit Schifffonds, die Irrtümer vieler Profis beim Vermögensaufbau – und was er heute besser macht. Er erzählt, wie er sein eigenes Family Office aufbaut, warum Gold und Krypto zu seinem Portfolio gehören und weshalb Investieren für ihn keine Spielerei, sondern Verantwortung ist. Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

13 years on the both sides of family office investments, from smaller to very large ones, will teach you a few things. Most are positive, some are challenging, nearly all are unique to this client type. Shaun's named 11, there's plenty more. Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice.

Jim Dew, Founder of Dew Wealth Management,  joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family's wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today's show to hear about Jim's story and how he's built his unique wealth management approach.Dew Wealth Management ⁠https://www.dewwealth.com/⁠Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

Host Jeremy C. Park talks with Pam Reynolds, CEO of TASC, which is the flagship entity of TCB Enterprise and celebrating it's 50th anniversary this year, along with Abby Schulz, Community Investment Administrator for the Family Office within TCB Enterprise, who both highlight the importance of corporate philanthropy and making individual charitable giving as easy as possible to support nonprofits and communities.During the interview, Pam explains that TASC was founded by Don Rashke in 1975 to provide tax advantages for small employers, and has since grown to serve over 1 million individuals nationwide through a wide range of employee benefits and third-party administration services. Abby discusses TCB Enterprise, the family-owned business ecosystem that includes TASC, as well as other operations in financial technology and payroll services. Pam discusses TASC's mission to improve health, wealth, and well-being through innovative financial services, including employee benefit offerings that enable charitable giving. She highlights trends in employee benefits, such as rising healthcare costs and the importance of attracting top talent through philanthropic programs. Abby emphasized the strategic value of philanthropy for TCB Enterprises, including their 10-year $15 million commitment to United Way Dane County. Both encourage employers to start small and integrate giving opportunities into the workplace, noting the positive impact on employee engagement and company culture.Visit www.tasconline.com to learn more about TASC.

Discover how the wealthy are investing in AI. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

Welcome to another episode of Founders Club! On this episode we'll be talking to Richard Wilson about How To Raise Money For Real Estate Deals.   Connect with Founders Club Host Oliver Graf on Instagram: @OliverGraf360   In this episode of Founders Club, host Oliver Graf sits down with Richard C. Wilson, founder of the Family Office Club, the world's largest network of ultra-wealthy investors. Richard shares insider strategies on how to raise millions in capital for real estate deals directly from billionaires, centimillionaires, and family offices. Learn what high-net-worth investors are really looking for, how to structure deals they'll say yes to, and how to position yourself as a capital magnet. Do me a solid and…   Leave a 5 star review!   Find me on Instagram: @OliverGraf360   Founders Club TikTok: @FoundersClubPodcast   Subscribe to my YouTube channel: http://www.youtube.com/c/OliverGrafTV   Get on my VIP email list and get new episodes of Founders Club straight to you inbox: http://eepurl.com/g_L2Ev    Book me to speak: https://olivergraf.tv/speaking   Book a 1-on1 coaching session: https://calendly.com/olivergraf360/vip ► JOIN OUR NATIONWIDE REAL ESTATE TEAM: https://www.100commissionrealestate.com

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.

Many entrepreneurs fail at investing for one simple reason: they say “yes” too much. In this episode, Erik Van Horn and Justin Donald break down the investor mindset, tax plays that compound, and how world-class networks unlock better terms, sponsors, and returns—plus the Guardian Bikes grand-slam story (featuring Mark Cuban).   Timestamps:   00:00 – Why great investors say “no” 95% of the time 01:57 – Solar credits & how fast legislation changes 03:56 – Masterminds that pay for themselves 04:24 – Compounding: tax, education, deals 07:37 – Money-back guarantees from sponsors?! 11:06 – The real ROI of networks (vendors, sponsors, peers) 12:40 – Deal terms you should ask for: the “put option” 24:53 – How to spot outlier deals that look “the same” 46:56 – Family-office asset allocation (60/40 is dead) 50:44 – Build a non-emotional investment machine   Resources Mentioned   Website: lifestyleinvestor.com  – free resources, masterclasses, masterminds, and courses   Podcast: https://lifestyleinvestor.com/podcast/   Book: The Lifestyle Investor (updated & expanded edition) https://access.lifestyleinvestor.com/lifestyleinvestor-book?utm_source=website&utm_medium=organic&utm_campaign=redirect   Free strategy call: lifestyleinvestor.com/consultation     Connect with Erik Van Horn:

Connect with Richard:https://familyoffices.com/https://www.linkedin.com/in/singlefamilyoffice/ Click to Access the Southwest Airlines 100,000 Point OfferEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

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.

Kontrovers, klar und mutig – dafür ist Anabel Schunke bekannt. In diesem Interview spricht sie mit Jörg über Meinungsfreiheit, Kritik und den Preis, den man zahlt, wenn man öffentlich Haltung zeigt. Anabel erzählt, wie sie als Frau in den sozialen Medien polarisiert und warum sie sich davon nicht bremsen lässt. Sie erklärt, wie man mit Gegenwind umgeht, ohne sich zu verbiegen, und weshalb Diskussionen unsere Gesellschaft stärken können. Es geht um Werte wie Freiheit, Verantwortung und Mut – und darum, warum sie trotz aller Widerstände sagt: „DAS mag ich an Deutschland.“ Eine Folge über Haltung in Zeiten, in denen Schweigen oft einfacher wäre. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Instagram Anabel: https://www.instagram.com/ainyschu Mehr von Jörg:

How do you break into the world of family office investing and build real, lasting partnerships? In this episode of The Property Profits Podcast, host Dave Dubeau sits down with John Pugh, founder of Pew Management, to talk about his unique journey from Wall Street to real estate, and even professional basketball, to now helping family offices match capital with the right deals. John shares how he built credibility, the importance of patience when nurturing long-term investor relationships, and why providing value upfront is the key to standing out in a space filled with opportunities and competition. He also explains where he's seeing the best opportunities in today's market, including multifamily and industrial projects, and how family offices approach deals differently than other investors. If you've ever wondered how to connect with high-net-worth investors or family offices, this conversation is full of practical insights and strategies you can use.   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Fernando Bonardi is currently working as a family office advisor from his base in Buenos Aires. He formerly was head of BNY Mellon Investment Management in Santiago, Chile for 17 years, and prior to that held a series of financial roles. With a career that has spanned decades, Fernando has worked through many different cycles in Argentinian market history, and we discuss the evolution of his career adaptations he had to make – such as relocating to work from Chile for a number of years, when the bank he was working with pulled out of Argentina. We then explore the current climate in Argentina, and reflect on the adjustments that the population has had to make. We discuss persistent inflation and other economic crises, and how this led to a breach of trust and drove savings overseas. We examine the psychological impact of a lack of trust and ongoing uncertainty, and ask whether it instills a resilience, agility and an ability to move quickly in a population.Turning then to the current election cycle, Fernando lays the groundwork for some cautious optimism, but recognizes that the situation is and continues to be fluid.We recorded this podcast prior to the September 8 elections in Buenos Aires which delivered a blow to President Milei's party.

Today, it is my pleasure to speak with Brian Adams, Partner at Mack International, where he specializes in C-suite executive search and human capital consulting for family offices and enterprises. Brian serves on the board of Sirrom Partners LP, a single-family office, and is the host of the Mack Podcast, which provides expert insights for family office professionals. Alongside his family office expertise, Brian co-founded two real estate private equity firms and was a former practicing attorney. Mack International is a former long-time member of FOX. Talent – especially top leadership talent – continues to be among the top evergreen needs of enterprise families and their family offices. We begin with Brian's insights on talent search for family offices. He paints the picture of the current landscape for identifying and attracting leadership talent to SFOs and covers the most prominent trends he sees in the marketplace. Another persistent challenge for family offices is holding on to the top talent they have – especially, since most SFOs tend to be small, flat organizations without much of a career path or growth options for their key people. Brian shares his view on the key talent retention strategies and tools utilized by family offices and how they have evolved over time. An interesting, and somewhat counterintuitive, consideration family offices face when they think about attracting and retaining talent is their location strategy. Brian talks about why and how the choice of where the office is located can have a significant practical impact on SFOs' ability to recruit and engage their key people. Another practical tool that families and family offices have at their disposal – yet don't always deploy fully in their talent management strategy – is their values, governance, and mission. Brian describes how these foundational elements of governance and collective decision-making that families establish and follow come into play when it comes to recruiting and retaining top talent. Don't miss this highly insightful conversation with one of the top executive recruiting firms serving the family office space.

Heute verrät dir Jörg die 5 größten Fehler beim Verkaufen – und wie du sie ab sofort vermeidest. Du erfährst, warum schon das Umfeld beim Verkauf entscheidend ist – bis hin zur Frage, ob der Kunde sich wohlfühlt, wenn er auf die Toilette geht. Außerdem geht es um Rhetorik: warum nicht nur die Worte selbst, sondern auch Tonfall und Geschwindigkeit deiner Sprache den Unterschied machen. Jörg zeigt dir, wie Bilder im Verkauf wirken – und warum ein Autoverkäufer einem Arzt mit „Harry Potter“ den Porsche verkaufen kann. Er erklärt, weshalb du deinen Kunden nicht mit Ich-Botschaften überrollen solltest und wieso der Entertainment-Faktor oft der letzte Schlüssel zum Abschluss ist. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

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.

Émission du 16/09/2025 présentée par Amaury de Tonquédec avec Christopher Wangen, Investisseur et entrepreneur et Barthélémy Fendt, Fondateur du média Extraterrien. Nouveau concept : on a proposé à Barth de venir en studio pour un live de 1h pour être "coaché" par Christopher. Barth est entrepreneur, il a déjà investi mais jamais en immobilier. Alors pendant 1h, on lui procure les meilleurs conseils et stratégies pour des investissements réussis. Découvrez : Par où commencer ? Comment trouver la stratégie adaptée à votre profil ? Réussir à obtenir vos prêts à la banque, et ceux dans les meilleures conditions possible, quelle que soit votre situation. Si vous aussi vous voulez venir vous faire "coacher" en studio, ou simplement nous envoyer vos questions, ça se passe ici :

Er zijn alsmaar meer family offices die het vermogen van rijke families helpen investeren. Het gaat om 40 miljard euro aan activa in België. Reden genoeg om ons oor te luisteren te leggen bij Patrick Claerhout van Trends. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benefits of Family Office Funding Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Family offices bring many benefits over other investor types as a funding source. Here's a list of reasons why family offices should be considered for your fundraising: Family offices have deeper pockets than angel investors. This allows them to make more follow-on investments. Family offices are not tied to a ten-year fund cycle as venture capitalists are. This allows them to be more patient for the exit.  Family offices will fund deals outside the traditional venture model. This provides capital for a wider variety of startups. Family offices typically don't have a Limited Partner base to appease. This allows them to invest at other times in the startup's life cycle. Many family offices have deep experience in business. This gives the startup another source of mentorship for growing their business. Family offices can take the role of a passive investor. This gives the startup the freedom to take the company in the direction they want. Consider these benefits of taking family office funding.   Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at:   Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

Warum denken „Reiche“ anders – und welche Denkfehler halten dich arm? In dieser Folge spricht Jörg über fünf typische Fehlannahmen, die dich bremsen, wenn du wirklich erfolgreich werden willst. Du erfährst, warum Rendite nicht alles ist, was Sprüche auf Geburtstagskarten mit deinem Mindset zu tun haben und weshalb die Lorbeeren von gestern der Kompost von heute sind. Eine Folge voller Klartext, Denkimpulse und praktischer Beispiele – damit du erkennst, welche Haltung dich zurückzieht und wie du dein Denken neu ausrichtest. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

What happens when you stop chasing returns and start investing in purpose?Ron Diamond, Founder and Chairman of Diamond Wealth, believes the future of finance isn't just about building wealth—it's about what that wealth can do. As a trusted advisor to over 100 family offices ranging from $250 million to $30 billion, Ron has spent more than two decades helping ultra-wealthy families align their capital with causes that matter.In this episode, Ron shares how the collapse of Drexel Burnham shaped his perspective on loyalty, legacy, and leadership—and why “patient capital” is poised to disrupt the short-termism of private equity. We explore how purpose-driven investing is solving real-world challenges, from cancer to climate, and what it takes to build sustainable family office infrastructure in an era of unprecedented generational wealth transfer.And the timing couldn't be more relevant: family offices are no longer niche players. The number of single-family offices has surged 31% since 2019, with projections reaching over 10,700 globally by 2030. As trillions of dollars transition to the next generation, Ron offers a front-row seat to the values, strategies, and systems needed to steward that wealth wisely.Ron is also the Founder, Host, and CEO of Family Office World Media, and helped establish the Family Office Program for TIGER 21, where he chairs a national peer group. He lectures at Oxford, Stanford, Harvard, and the University of Chicago Booth School of Business, and was recently appointed Editor-in-Chief of The National Law Review's first Family Office newsletter. A LinkedIn Top Voice, TEDx speaker, and former hedge fund founder, Ron began his career on Wall Street at Bear Stearns and Drexel Burnham.Key TakeawaysPeople Over Companies: Ron's experience during Drexel's collapse taught him that relationships—not institutions—are what endure.Patient Capital Is a Game-Changer: Family offices can think in decades, not quarters, offering strategic advantage over traditional funds.Purpose Before Profit: Legacy and social impact must anchor investment decisions.Professionalization Is Essential: Governance, infrastructure, and talent are what turn capital into capability.The Ego Barrier: Great wealth doesn't guarantee great management—humility is crucial for longevity.Five Core Principles from Ron Diamond1. Guiding North Star: Profit with PurposeAnchor investments in something bigger than financial return—personal mission, legacy, or societal impact. → Tip: Define your North Star early and align capital accordingly.2. Trust & Relationships FirstBack character over credentials. Trust and personal integrity build more resilient partnerships than models or metrics. → Tip: Focus on people, not pitch decks.3. Patient, Long-Term CapitalThink in decades, not exit cycles. Family offices can outperform by holding steady and avoiding short-termism. → Tip: Let compounding do the heavy lifting.4. Professionalizing Family OfficesFamily offices must evolve beyond legacy systems—invest in governance, talent, and infrastructure like any top-tier fund. → Tip: Treat talent as a profit center, not a cost.5. Entrepreneurial PhilanthropyDeploy strategic, venture-style capital into social challenges. Purpose and profit can—and should—coexist. → Tip: Apply the same rigor to social impact as you do to your investments.Episode Highlights00:00 – Episode...

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.

Émission du 09/09/2025 présentée par Amaury de Tonquédec avec Jean-Baptiste de Pascal, DG d'Inter Invest et Bertrand Merveille, DG de BDL capital management. 60 % de l'épargne des Français dort …Dans des livrets, du cash ou des fonds en euros. Autrement dit : dans des placements « sûrs » mais non productifs.Pendant ce temps, la création de valeur (et donc d'emplois, d'innovation, de croissance) se fait… dans les entreprises.Alors pourquoi notre épargne n'y va pas assez ?Par manque de pédagogie ? Par peur du risque ? Par habitude ?Dans cet épisode, on parle de comment réorienter son épargne vers les entreprises.Vos questions en live : Etienne : "Mon fils Oscar est né cet été, qu'est-ce que je peux faire pour investir pour lui entre ses 0 et 18 ans ?"Thomas : "J'épargne depuis la naissance de mon fils qui a 8 ans, que faire pour investir pour lui dès maintenant ?" Et les questions CASH.

India's family office ecosystem is scaling fast. Joining us is Valmik Iyer, CFA (Co‑Founder & Joint CEO, ILIOS 72 Alternative Capital; CFA) to unpack what's driving the surge—from AIF Cat I/II/III and co‑investments to governance, reporting, and AI-powered operations. Practical frameworks, not theory.

Émission du 02/09/2025 présentée par Amaury de Tonquédec avec Edmée Chandon-Moet, Présidente d'Imani & You FO du groupe Cyrus Herez et Souleymane-Jean Galadima, Directeur général et co-fondateur du Multi Family Office augmenté Sapians.Ils y a ceux qui sont "riches" et qui veulent le rester, et ceux qui veulent simplement devenir "riches". Edmée et Souleymane-Jean partagent leur expérience pour mettre toutes les chances de votre côté, quels que soient vos objectifs.Vos questions en live :- J'ai la trentaine, je suis en CDI, par quoi commencer pour bien investir ?- D'une manière générale, comment faire grandir fortement son capital ?- Comment utiliser l'IA pour mieux gérer mon patrimoine ?- Et les deux questions CASH.

Learn more about Eddie at: www.officialew.com Become a champion for Orphans : Project Dakota: Championing For Orphans | Impact Others™ Show Notes with Timestamps:[00:36]

What really makes a family office different from a traditional real estate syndicator? In this episode of The Property Profits Podcast, Dave sits down with Colby Swartz, an experienced real estate developer who's now part of the Birkentine Real Estate Group — a vertically integrated family office with a focus on long-term real estate development. Colby explains how family offices operate, why they prioritize capital preservation and generational wealth over short-term returns, and how their approach to risk, deal flow, and property management differs from that of most developers. He shares insights on building for rent vs. building for sale, running a vertically integrated operation, and scaling with both efficiency and stability. You'll hear how Birkentine delivers over 1,000 rental units a year, why vertical integration matters, and what it's like to run a business where the capital is all in-house. Whether you're a real estate investor curious about working with a family office or simply want to understand a different investment philosophy, this episode is packed with valuable takeaways.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Today, it is my pleasure to speak with Eric Hohauser, President of Harvey Hohauser & Associates, a firm specializing in the assessment, identification, integration, and placement of culturally aligned and strategically adaptive C-Suite & Vice President level leaders. Prior to joining Harvey Hohauser & Associates in 2008, Eric worked at a multi-site distribution and retail business, where he was responsible for the management of cross-functional operations, merchandising, recruitment, and training teams. Eric, and his firm Harvey Hohauser & Associates, is a valued and generous advisor member of FOX, and we are fortunate to have his expertise available to our membership community. Recruiting executive leaders and expert staff for family offices continues to be one of the top priorities, and challenges, for enterprise families. Eric talks about what it takes to successfully recruit and assimilate senior leaders into a family office, as well as what the family office recruiting landscape and marketplace looks like today. Beyond identifying and recruiting talented leaders, building a strong culture in the family office is really important – and has its own unique challenges. Eric points to what wealth owners and family leaders should be doing to foster a vibrant and attractive culture within their family offices, and how they can imbue the family office with a strong purpose and vision that attracts and retains top talent. One practical tip Eric has for family leaders is to link the family office design, governance, and even culture with those of the family. He describes how that can be done and why it helps strengthen the bonds between the family and its family office staff. Another strong suggestion Eric has for family leaders is to engage in continuity planning for the family office in a systematic and intentional manner – actively managing the organizational design of the family office and aligning it with the needs and values of the family. Eric paints the picture for our listeners of how to do that and what are some of the best practices you see families apply to achieve this goal. Please enjoy this very relevant and illuminating conversation with one of the most experienced thought leaders and practitioners in the world of family office talent recruiting and development.

If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets.   Key Takeaways: → The importance of offering both traditional and alternative asset solutions. → Why alternative investments are crucial for ultra-high-net-worth families. → The key to differentiating a wealth management firm in a crowded market. → The rise of multi-asset portfolios and how to manage them effectively. → The role of sophisticated clients in helping shape investment offerings. Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM's CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London's Imperial College of Science, Technology, and Medicine and an MBA from Cornell University's Johnson School of Management.   Connect With Gerasimos:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Jill Barber is President of CYMI Holdings, which serves as the family office for the Mathile Family. Jill joined CYMI in 1999 just prior to the family's sale of Iams Pet Food Company to Procter & Gamble. With more than two decades of experience advising three generations of the Mathile family, Jill has become a widely respected voice in the global family office community.  On today's episode, we do a deep dive into family offices – how they work, how they evolve, and how they support the needs and legacy of the family. (0:51) – Where did Jill grow up?(2:17) – How did Jill find her way into the family office space?(4:00) – What questions should families ask if they are thinking of setting up a family office?(8:11) – How should family offices decide which services to build in-house and which to outsource?(10:46) – How does the family office engage with younger generations of family members?(13:24) – How do you approach governance in a family office?(17:14) – How has the family office evolved over the years?(20:52) – Do family offices have a “culture”?(23:35) – What are some defining moments during Jill's career at CYMI?(25:22) – What questions are top of mind for family offices today?(28:12) – What is the “why” that drives Jill?

Send us a textJoin Richard C. Wilson, founder of the Family Office Club, as he shares 18 years of insights from running the world's largest ultra-wealthy investor community. In this powerful mastermind session, Richard covers:How the Family Office Club connects 7,500+ investors, including 1,500+ deca-, centi-, and billionairesCutting-edge AI tools for sourcing deals, performing due diligence, and scaling investor outreachProven capital raising strategies from billionaires, Shark Tank investors, and top dealmakersWhy trust, relationships, and in-person meetings matter more than ever in the AI eraThe three levels of AI sophistication and how to implement them in your businessCase studies on using AI for real estate, investor relations, and business growth

Vive la inspiración y el aprendizaje en Gofest, el evento que reúne a las mentes más brillantes de la tecnología y el emprendimiento. Del 26 al 30 de agosto, disfruta de cinco días de charlas, ideas y conexiones de clase mundial que no te puedes perder.⁠⁠Inscríbete aquí⁠-Santiago Tamayo es cofundador de Santa María Group Investment, un family office colombiano que impulsa proyectos en agroindustria, tecnología y venture capital con visión de largo plazo.“El capital no solo es dinero, es legado, es unión y es futuro para las próximas generaciones.” – Santiago TamayoEn este episodio, Santiago comparte su recorrido desde el mundo de la música y el emprendimiento hasta la construcción de un grupo de inversión familiar que busca diversificar con propósito. Nos habla de cómo nació Santa María Group Investment, los retos de invertir en distintos sectores y la importancia de generar impacto sostenible para las próximas generaciones.-Sponsors:Visita ⁠⁠kinnto.ai⁠⁠ hoy mismo y agenda una demo personalizada y crea una experiencia de aprendizaje que tus empleados realmente amarán usar.-Links al Invitad@:Linkedin: ⁠⁠https://www.linkedin.com/in/fedesoria/⁠⁠-Marcas de Tiempo:(00:00) - Intro(02:40) - Transición de la Música a la Inversión(08:46) - Inversiones en Startups y Venture Capital(14:41) - Diferencias entre Inversiones Tradicionales y Startups(19:46) - Reimaginando Negocios Tradicionales(27:09) - El Imperativo Moral de Invertir en Emprendedores(31:02) - La Digitalización y el Futuro de las Inversiones-Contacto:The Frye Show.com (https://thefryeshow.com/) Newsletter: https://robbiejfrye.substack.com/ Kinnto: https://www.kinnto.ai/LinkedIn: https://www.linkedin.com/in/robbiejfrye/Twitter: https://x.com/robbiejfrye/Instagram: https://www.instagram.com/robbiejfrye/Facebook: https://www.facebook.com/robbiejfrye/

Today's guest is Stacy Kehren Idema. Rooted in feminine and emotional intelligence, and shaped by personal experiences, Stacy empowers women to embrace radical responsibility, lead authentically, and redefine wealth beyond money.   Stacy combined her family business background with corporate expertise to create Equati, a Family Office technology that aligns values, investments, and data for smarter decisions.   In this episode, we'll explore: Her generational business background and how that led her to focus on bridging generational divides in family offices How she teaches women to consciously rewrite their wealth stories The way she helps people create more balanced and effective business relationships and decision-making Her current favorites: Book: Never Split the Difference, Speaker: Sara Blakely, and Podcasts: Billion Dollar Backstory and Masculine & Feminine Dynamics More from Stacy Kehren Idema LinkedIn: https://www.linkedin.com/in/stacykehrenidema/ & https://www.linkedin.com/company/equati/  Instagram: https://www.instagram.com/stacykehrenidema/    More from Tricia  Go from idea to stage-ready during 12 weeks with me inside The Big Talk Academy Founder Edition Join me LIVE for my Free Monthly Workshop Explore my content and follow me on YouTube Follow me on Instagram  Connect with me on Facebook  Connect with me on LinkedIn  Visit my website at TriciaBrouk.com 

Send us a textIn this panel segment, seasoned family office investors reveal how they approach turbulent markets, rising interest rates, and global instability — and why chaos can be a prime time to invest.Key Takeaways:• Uncertainty can create the best deals — savvy investors profit while others hesitate.• Real estate and ancillary businesses remain hot targets during market volatility.• In tech, initial seed investments are “toe in the water” opportunities — follow-ons are where big gains happen.• Strategic involvement (board roles, connections, guidance) is as valuable as capital for early-stage companies.• Liquidity is power: cash reserves allow nimble moves when valuations correct.• Diversification across real estate, operating businesses, and liquid portfolios ensures long-term stability.

Send us a textIn this lively exchange, top family office investors share the principles and mental models that guide their decisions — from gut checks to focus discipline.Key Takeaways:• The Mom Test – If you can't explain the deal in one minute so a smart outsider understands, it's too complex.• Happiness First – Success without personal fulfillment isn't worth it; assess downside risk and personal payoff.• The Twitch Factor – Listen to your instincts when markets feel “off”; holding cash is sometimes the best move.• Focus on Your Niche – Stick to industries where you have expertise, relationships, and proven track records.• More Than Money – Family offices increasingly look for opportunities where they can add strategic value, not just capital.

On this episode of Unlimited Capital, Richard McGirr interviews Danny Gould about building a truly LP-first fund-of-funds: retail SPVs for diversified access paired with an institutional “capital desk” that connects standout sponsors with family offices. Danny traces his path from leading a top Silicon Valley real estate team to co-managing a $300M hospitality portfolio, then pivoting to a FoF model that solves investor problems first—income targets, depreciation needs, and risk profile—before picking deals. He breaks down avatar-driven marketing (Stanford execs, physicians, senior sales pros) and why family offices require a long-game relationship approach. They wrap with how he's using HubSpot now—and AI soon—to scale high-touch nurturing without losing authenticity. Danny Gould Current role: CEO at Gould Capital Based in: Silicon Valley, CA. Say hi to them at: LinkedIn | Youtube Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Can open deal data and standardized reporting might help fix blended finance? How the Singapore-based Tsao family office deploys its capital towards impact (10:00). And, goodbye accelerators, hello venture studios – how emerging market investors are helping startups survive the valley of death in reaching impact at scale (15:07).Story links:“Can AI collapse transaction costs and make high-impact investments viable at scale?” by Human Planet's Florian Kemmerich.“Fix for blended finance: Open deal data and standardized reporting,” by Erik Stein“From Singapore, Tsao Family Office expands the LP pool for impact strategies in Africa,” by Jessica Pothering"These DIY investors are notching impact and exits with venture studios to build startups from scratch," by Lucy Ngige.

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Secret Thoughts of CEOS Ep. 140 Succession without Sabotage: How to Pass the Baton and Protect Your Culture with Andy Busser In this high-level conversation, Chris Yonker interviews Andy Busser, President and CEO of Pitcairn, a multi-family office with a deep legacy of serving ultra-wealthy families. Together, they unpack what it means to lead a family-owned enterprise, especially as a non-family CEO, and how modern governance, culture, and communication influence business longevity. Andy shares strategic insights and lived experience from both inside and outside the boardroom, including best practices for building fiduciary boards, designing family councils, developing rising generations, and aligning leadership around shared values. From employment policies to emotional landmines, this episode offers a rare look into the psychology, strategy, and heart of enduring family enterprises.   Timestamps 02:00 - Meet Andy Busser: from consulting and PE to Pitcairn's first non-family CEO 07:15 - Working with wealthy families: early client relationships that changed everything 11:10 - Educating the next generation: where and how to start the conversation 15:45 - Aligning values, interests, and business literacy in rising generations 20:00 - Family employment policies and why billion-dollar firms still lack them 24:10 - Hiring non-family CEOs and building fiduciary boards 28:40 - How to handle founder resistance, power transitions, and board pushback 32:20 - Addressing accountability and culture as primary family values 36:00 - Philanthropy: how separate pools can create clarity and harmony 39:30 - The importance of conflict, clarity, and governance documentation 45:15 - Trends in family business: what's changing, and what's still missing 50:30 - Why family retreats matter—and how to design them well 55:00 - Decision-making frameworks, role clarity, and culture building 1:00:00 - Andy's perspective on culture, hiring, and leadership assessments 1:04:15 - Where to learn more about Pitcairn and connect with Andy Quotes ·       "If you want to own the business for generations, P&L has to come last. It's not unimportant, it's a byproduct of vision, people, and strategy."[31:30] ·       "Problems age like milk, not wine. If you let them fester, they only get worse."[48:10] ·       "We're very intentional about the culture we want. Then we hire people who are great carriers of that culture."[60:45] Websites: ·       fambizforum.com. ·       www.chrisyonker.com ·       Pitcairn.com  Andy Busser President & Chief Executive Officer Bio: As CEO, Andy is responsible for guiding the firm's client-centric culture and overseeing all of Pitcairn's operations. His vision for the company is to continually evolve the Pitcairn client experience by enhancing the firm's integrated approach to sophisticated family office services for multi-generational families. Andy has a passion for solving complex problems. He also has a gift for establishing meaningful, lasting professional relationships. These traits were instrumental over the past decade as he spearheaded efforts to make Pitcairn's client experience a standard of excellence for family office service. His enthusiasm and curiosity inspire the entire Pitcairn team toward an unwavering focus on integration, innovation, and lifelong learning. Though known for his commitment to objective analysis, Andy sees Pitcairn as a driver of growth for both wealth and family relationships. His key priorities for Pitcairn are delivering an outstanding client experience, investing in talent, and leveraging technology. Andy's previous professional positions positioned him to acquire the knowledge, proficiency, and insight needed to steer a 100-year-old family office into its next century. Before becoming CEO in 2023, he served as Pitcairn's President of Family Office, where he led the firm's team of relationship managers, analysts, and client communications professionals. Prior to joining Pitcairn in 2015, Andy was a partner at Symphony Capital, a healthcare-focused investment manager of private equity and hedge funds, and a management consultant at The Wilkerson Group/Wilkerson Partners. A steadfast advocate for the importance of helping families become successful stewards of wealth, Andy is an in-demand public speaker and frequently presents at events hosted by industry organizations, such as Family Wealth Alliance, Family Office Exchange, and Family Business Magazine's Transitions and Family Business Legacy conferences. He is also sought out for his industry perspective by the business media and has been quoted in Barron's, Bloomberg, Crain Currency, NPR, Family Business Magazine, and elsewhere. He is also a regular contributor to Forbes where he writes a column about issues relevant to family office operations. Andy is a member of the Wigmore Association, a global collaboration of chief executive officers and chief investment officers from five leading family offices around the world. Additionally, he has served on multiple boards and is currently on the CEO Council of Family Wealth Alliance and is a trustee of the National Committee on American Foreign Policy. A graduate of Colgate University, where he majored in history, Andy is naturally creative and enjoys painting, especially landscapes. He is an avid reader and usually travels with a history or economics book in hand. Originally from Columbus, Ohio, Andy, his wife, and two sons now call suburban Philadelphia home. Whenever possible, Andy enjoys skiing in the Rockies or fishing the waters off Cape Cod.  

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)