Podcasts about Family office

Send us a textExplore how ultra-high-net-worth individuals approach luxury and collectibles—not for short-term gains, but as a form of cultural expression, security, and legacy-building. From Persian carpets to fine art and gold, these assets are chosen not just for their beauty, but for their enduring value and meaning across generations.https://familyoffices.com/

Send us a textStep inside our first-ever Family Office Club Retreat in Hawaii, hosted by Richard C. Wilson. This milestone event brought together top-tier investors, capital raisers, and family offices for a full day of powerful networking, fireside chats, and advanced insights on deal structuring, artificial intelligence, and investor relations.In this video, you'll hear directly from Richard as he sets the tone for the day, shares key statistics on the family office industry, and introduces 25 expert speakers who discuss:• Smart capital raising strategies• Using AI to work 33% faster with fewer mistakes• Investor mental models & deal structures• How to build powerful investor relationships• Tools to find and structure better deals

Van vermogen naar vrijheid: hoe je vermogen écht voor je laat werkenWat succesvolle ondernemers fout doen met hun geld (en hoe je dat voorkomt)

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)

Send us a textWhile vacationing in Thailand, I took a moment to reflect on a pattern I've noticed after working with hundreds of centimillionaires, billionaires, pro athletes, and driven founders: real success takes both hard work and smart work.In this video, I break down what sets the top 0.1% apart — their mindset, relentless drive, and how they leverage tools like AI without losing their edge. If you're raising capital, building a business, or managing a family office, this message is for you.

Could opening up the Single Family Office to other families produce a unique model for wealth management? Shaun goes through the benefits, and challenges for those looking at building a true to label "Multi Family Office" and provides insight for anyone looking to use this outsourcing option.     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. 

Send us a textI've noticed a major shift among my DecaMillionaire and Centimillionaire clients: smaller, leaner teams—paid significantly more. Why?In this video, I break down:✅ Why top family offices are prioritizing efficiency over headcount✅ How AI is accelerating productivity (and job displacement)✅ Why high-performing team members are more valuable than ever✅ What this means for the future of payroll, privacy, and deal executionThis trend is shaping how $250M+ and $1B+ family offices operate—and how you can stay ahead of the curve.

Send us a textDiscover the top secret to raising capital faster and more efficiently from Richard C. Wilson, founder of Family Office Club. In this short video, Richard explains the most powerful shortcut: securing an anchor investor who has already built and exited companies or assets in your niche.Learn how to identify, approach, and benefit from strategic investors who can accelerate your capital raise by 4x or more. Whether you're in real estate, tech, or private equity—this tip could unlock your next big raise.

Meta und Microsoft brechen alle Rekorde, dank KI. In diesem Video erfährst du, warum diese Firmen den Markt dominieren, welche Rolle KI dabei spielt und was das für dein Portfolio bedeutet. ------- Mit meinem Family Office arbeite ich an KI-gestützten Portfolios. Wenn du Einblick in Struktur und Überlegungen willst - Im Inner Circle bekommst du Zugang dazu:

Wie kommt man vom sicheren Beamtenjob zum gefeierten Reality-Star? Fabio Knez, der Mann mit der unbezwingbaren Energie, enthüllt genau das. Fabio tauschte seinen Polizeidienst, zuerst gegen Staubsauger und landete dann im Rampenlicht des Dschungelcamps. Doch wie gelang ihm dieser Sprung? Mit purer Sympathie und einem Blick, der Türen öffnet. Er erzählt, wie er McLaren-Träume auf Instagram entdeckte und die Welt von Luxus und unbeschwertem Leben zu einem Karriere-Turbo wurden. Auch bei Fabio zeigt sich wieder, dass Erfolg kein Zufall ist, sondern ein Puzzle aus Disziplin, Mut und wie er es so treffend sagt: bei „Zufällen“ muss man auch mal „zupacken“. Seine Geschichte zeigt, wie man Ablehnung abschüttelt und dennoch glückliche Beziehungen pflegt. Dieser Podcast ist ein Weckruf für jeden, der mehr will! Schaue jetzt rein und erlebe, warum Fabio's Weg alles andere als gewöhnlich ist. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Instagram Fabio Knez: https://www.instagram.com/fabioknez YouTube: https://www.youtube.com/@DaryaFabio __________ Mehr von Jörg:

In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The discussion is in regard to Family Participation Plans, which is based off an article Josh recently wrote for the UBS Family Office Quarterly.

Send us a textDiscover how this  founder of a multi-family office based in Los Angeles, manages capital globally across real estate, credit, and growth-focused private investments. In this fireside chat, Sahil shares rare behind-the-scenes insights on family office operations, cross-border dealmaking, trust-based partnerships, and how to build a resilient investment strategy across generations.✅ What You'll Learn:- How experienced family offices vet and structure global investment deals- Real-world examples of managing capital across real estate, credit, and venture- The critical role of trust, alignment, and governance in ultra-wealthy families- Insights on working with next-gen investors and building multi-generational wealth- How AI is transforming due diligence and investor decision-making

Bobby Genovese - 361Firm Newport July 2025 InterviewSUMMARY KEYWORDS Bahamas, family office, investing, AI, conference, ideas, connect, Canadian, Newport July 2025.SPEAKERS Bobby GenoveseGood morning. My name is Bobby Genovese. I am a Canadian living and working out of the Bahamas. Our company is called both BG Capital Group and BG signature. The conference has been amazing. I've been a lot of like-minded people. I'm looking forward to investing some money with these people and sharing some of the ideas that our family office does. I don't know. I'm curious to know more about AI, I'm sort of a dinosaur in that world, but I'm fascinated to learn more about it as I'm sure it can help. Yeah, we'd love to connect with anybody who wants to reach out. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times

Erfolg ist keine Frage von Talent – sondern von Disziplin. In dieser Folge zeigt dir Jörg, warum es nicht reicht, begabt zu sein, wenn du es nicht auf die Straße bringst. Er nimmt dich mit zurück zu seinen Anfängen als Schuhverkäufer – und erklärt, wie genau dort die Grundhaltung entstanden ist, die ihn später zum erfolgreichen Unternehmer gemacht hat. Es geht um Denkfehler, die dich ausbremsen, um Verantwortung, die du nicht wegschieben kannst – und um den Unterschied zwischen Meinung und echter Haltung. Außerdem gibt es eine neue Ausgabe Hate FM – inspiriert von Kommentaren unter einem YouTube-Interview. Eine Folge für alle, die spüren: Da geht noch mehr. Aber nur, wenn du bereit bist, dir selbst was abzuverlangen. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

One of the most important hires is the person that takes responsibity for implementation. This "general manager" is the first delegation point as they will put the wheels in motion. Shaun has seen this work and details what offices should look for.  The family office pay report mentioned in the episode: https://www.morganstanley.com/articles/single-family-office-compensation 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. 

Dans cet épisode, Julien Lescs (Kimpa) me fait le plaisir de me rejoindre en studio pour un échange profond autour de la transformation des familles entrepreneuriales et de leur gouvernance. Il y introduit le concept de Family Office 2.0, une approche qui dépasse la seule préservation du patrimoine. Ce nouveau modèle vise à rendre les familles plus résilientes, plus conscientes et plus en phase avec leur temps.Le Family Office 2.0 se construit autour de trois objectifs majeurs : rendre le patrimoine interdépendant (et non plus dépendant de l'entreprise), encourager une orientation entrepreneuriale continue dans chaque génération, et intégrer un prisme à trois dimensions dans l'évaluation du patrimoine : rendement, risque et impact. Ce modèle permet d'éviter la triple charge qui pèse trop souvent sur l'entreprise familiale : innover, verser des dividendes et assurer la transmission.Julien revient aussi sur les quatre capitaux essentiels à toute famille entrepreneuriale : le capital financier (évidemment), mais aussi le capital humain, le capital réputationnel (souvent sous-estimé) et le capital sociétal (qui regroupe l'impact social et environnemental). Il démontre comment ces dimensions, si elles sont pleinement assumées, permettent d'aligner gouvernance, stratégie patrimoniale et projet de vie familial.L'épisode aborde également les dynamiques émotionnelles à l'œuvre dans les familles : Julien partage son approche issue de la psychogénéalogie, et introduit des figures clés comme le Chief Emotional Officer, rôle souvent informel mais décisif dans la cohésion intergénérationnelle. Il met en lumière les loyautés invisibles, les tensions récurrentes entre les cercles « entreprise / actionnaires / famille », et l'importance de la charte familiale comme socle non juridique mais fondateur.Enfin, Julien insiste sur la nécessité de structurer un récit familial clair, partagé, et porteur de sens. Ce récit – distinct de l'histoire de l'entreprise – est un outil puissant de transmission. Il ancre les valeurs, crée une colonne vertébrale pour les générations futures, et nourrit l'ambition de faire évoluer le capital entrepreneurial tout en honorant l'âme fondatrice.***************************Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.

Send us a textWhat's the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade.You'll hear powerful guidance on:Investing with authenticity and purposeThe role of storytelling in portfolio strategyWhy uncertain times are a breeding ground for innovationThe importance of diversification and alignmentLegacy building through culture, education, and valuesWhether you're a family office, fund manager, or solo investor, these 60-second gems are filled with timeless wisdom for long-term investing success.

On this episode of Investor Connect, we welcome Dr. Guy Cooper, MD, an orthopedic surgeon by training, who discusses his company's breakthrough treatment for bladder cancer, the world's most expensive cancer. Dr. Cooper explains that his company, Combat Medical, is seeking $2.3 million to close a $5 million investment round to further their innovative approach that utilizes heated chemotherapy. This method enhances the drug's effect, improves penetration into cancer cells, and significantly reduces recurrence and progression rates. Combat Medical has already conducted over 100,000 procedures outside the US, generating $4.3 million in revenue last year and holding patents that cover their products globally. Dr. Cooper articulates the company's successful trials and their aggressive expansion plans that project a substantial market growth by 2032. He outlines the potential for significant exit opportunities through acquisition by major medical device companies or IPOs on the Nasdaq.   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 .

River Ewing of Hadley Family Capital is Mario Nigro's guest in this episode. Hadley has evolved from a manufacturing business into a diversified “family office” investor that focuses on supporting searchers in Canada and the United States. River highlights the unique advantages family offices bring to the search fund ecosystem, including flexibility and a deep understanding of small-enterprise entrepreneurship. Hadley is industry-agnostic, targeting traditional searches in the $1-5 million EBITDA range and favouring businesses with strong governance structures. Canada's unique search fund ecosystem is expanding, particularly in the self-funded segment. Hadley sees vast opportunities in Canada and River anticipates continued growth of self-funded searchers, regardless of tariffs and other economic concerns. Thank you for tuning in to Views from the Market.

Mike Kron serves as Chairman of the Guardian Net Lease Fund, where he is focusing on finding single tenants on net leases of the top Fortune 350 companies. In addition to that, Mike helps to manage a family office consisting of over 14,000 multi-family units in multiple states as well as being a real estate broker and attorney. He got his start in college after buying a 6 unit complex in Michigan renting out to fellow students while also renovating old houses while attending school. Hear Mike share how his journey has taken him investing in multiple states and asset classes as his portfolio grows and how he works with his family and kids while running a family office.Follow Mike

„Wenn das Wichtigste in meinem Leben hinten anstehen muss, weil ich arbeiten muss, dann muss die Arbeit auch was bringen.“ In dieser Folge gibt Jörg – inspiriert von Torben Platzer - einen Einblick in seinen Terminkalender und spricht darüber, wie er seinen Tag heute organisiert. Du erfährst, wie er seinen Alltag neu strukturiert hat: kürzere Termine, bewusste Pausen, klare Prioritäten. Außerdem erklärt Jörg, warum ein Fahrer für ihn mehr ist als Komfort, weshalb echte Disziplin bei der Tagesplanung beginnt – und wie du wieder zum Gestalter deiner Zeit wirst. Eine Folge für alle, die mehr Raum für das wirklich Wichtige schaffen wollen – und bereit sind, konsequent zu denken. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

In this powerhouse episode of 9x90™, Adi Soozin the Managing Director of Heritage Real Estate Fund, sits down with Jason Ma, Founder, CEO, and Chief Mentor at ThreeEQ, CBO and an investor at AdXero, acclaimed author of “Young Leaders 3.0”, a leading B20/G20 member (since 2014), and a sought-after speaker.As an award-winning chief mentor, AI/tech investor, and global strategist, Jason coaches and prepares select Next Gen leaders for greatness, and advises UHNW families, CEOs, and Single Family Offices on achieving elite outcomes across business, lifelong learning, and life.With 40+ years of industry experience spanning AI/technology, education, business strategy and execution, and Family Office advisory—and 2M+ miles of world travel—Jason unveils his uniquely empowering 4S and 3EQ one-on-one mentorship framework. This blends visionary roadmap and storytelling, emotional/mental states mastery, strategic thinking and execution, and next-level soft skills to prepare Next Gen leaders for next-level generational impact and UHNW legacy building.Jason also pulls back the curtain on AdXero, a patented, cutting-edge AI/tech platform poised to quietly disrupt the $700B+ legacy (programmatic) digital advertising industry in a massive market of consumers, brands, and distribution platforms. AdXero's vision and compassion includes increasing consumer spending power in a mentally healthier way; eliminating annoying ad intrusions, frauds, cookies, bots, and other programmatic inefficiencies; dramatically increasing conversion rates and attribution; automating ad campaigns; maximizing ROI/ROAS for brands; adding billions in new, high-margin revenue streams to distribution partners—unprecedented, transformative ecosystem impact and benefits, along with exceptional MOIC potential.In addition, Jason and Adi explore:Why resilience and external work experience are critical for Next Gens before joining family enterprises.The stark skills gap elite universities aren't addressing—and how leaders can close it.How AI, emotional intelligence, and mentorship intersect to shape the future of real-world impact and wealth.This conversation is a must-listen for visionary founders, family offices, and leaders seeking to build not just wealth, but enduring legacies across generations.Read more at 9x90.co/Jason-Ma

Today's guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm's largest family offices. In today's episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices. (0:00) Starts (1:53) Sara's role at Goldman Sachs (7:12) Challenges faced by wealthy families (14:02) Concentrated wealth for family offices (23:31) Portfolio strategies and alts (30:40) Asset allocation and educating the next generation (37:39) Insights from Goldman Sachs family office conference (43:18) Risk management and market outlook for 2025 ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Investor Connect, we are joined by Ron from South Highland Ventures for an enlightening presentation on search funds, touted as the best-performing asset class in the world. Ron dives deep into the 40-year-old model initially developed by Stanford and Harvard, highlighting its relevance and success today in addressing the $10 trillion succession challenge faced by businesses globally. He emphasizes the robust returns and lower risks associated with search funds compared to traditional venture capital or private equity, detailing how they capitalize on small, stable companies with strong profit margins that lack succession planning but have immense growth potential. Ron also shares insights into the distinctive features of South Highland Ventures and its collaboration with Nova Stone Capital Advisors in building a streamlined deal flow machine, underscoring the firm's innovative and scalable approach to search fund investments. For more updates and information, connect with Ron through the contact details provided, and join us next time on Investor Connect.    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

Ever wonder what really happens when you decide to work with a financial advisor for the first time, especially when life already feels like a full-time juggling act? I sat down with Marisa Lonic—author, coach, and founder of Mama Work It—to talk about the emotional side of money, career pivots, and raising four kids, including twins. We dive into what it's like to navigate big life changes like moving states, the vulnerability that comes with opening up about your finances, and why timing and trust matter so much when you're leaning on experts.  Marisa also shares a powerful personal story about motherhood and a surprising tattoo that taught her something unexpected about growth. Please enjoy my conversation with Marisa Lonic. Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

Details machen den Unterschied – besonders im Unternehmertum. In dieser Folge spricht Jörg darüber, warum dein Auftreten nicht Nebensache, sondern Businessstrategie ist. Was haben Sneakers zum Anzug, braune Business-Outfits oder Fake-Hintergründe in Videocalls gemeinsam? Für Jörg sind sie vor allem eins: Erfolgsbremsen. Er verrät, warum die äußere Haltung oft mehr über die innere Einstellung sagt, als uns bewusst ist – und weshalb Auftritt, Stil und Wirkung elementare Erfolgsfaktoren sind. Du erfährst außerdem, warum Jörg einen Fahrer hat, was er wirklich von Homeoffice und der Vier-Tage-Woche hält – und was Handtücher auf Toiletten mit Anspruch zu tun haben. Obendrauf gibt's ein kleines Update zum Dörr Hypercar Day. Eine Folge über klare Standards, unternehmerisches Auftreten und die Kraft der kleinen Unterschiede. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

Send us a textIn this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messaging, stand out from the crowd, and avoid the common pitfalls that get deals overlooked. Includes takeaways on using AI tools to craft powerful one-liners and improve pitch performance.----------------------------------------------------------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We've built over 50 AI tools using data from 300 events.  Event calendar: https://familyoffices.com/ Ways to join: https://familyoffices.com/join/Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.Want free resources or one of my books on investing, family offices, or raising capital? Just ask. Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Justyn Volesko – Partner and Co-Head of Family Office at Cerity Partners – for an insightful discussion on redefining the modern family office. Justyn shares his career journey, from his time at Goldman Sachs to the big ideas that drove him to launch AJ Wealth, and ultimately his decision to join Cerity Partners to build a premier family office offering. He explains what truly differentiates a family office from firms merely offering “family office services,” emphasizing the critical need to understand and integrate tax, estate, asset protection, and financial planning disciplines to develop an optimal plan and deliver a holistic perspective. Throughout the conversation, Justyn shares why leading with “yes” is essential in complex planning, describes the infrastructure behind scaling a high-touch family office model, and explains how proactive tax planning and technical expertise protect and enhance wealth while staying firmly within legal boundaries. David and Justyn also discuss planning amid geopolitical uncertainty, noting that truly knowing their clients allows them to anticipate risks and adjust planning strategies proactively. They highlight how flexible trust jurisdictions like South Dakota, and tools like decanting, make it possible to revise structures swiftly as circumstances evolve, ensuring clients' plans remain aligned with their goals in a shifting landscape.

"IS THE CIO DRAGGING DOWN THE FAMILY OFFICE'S PERFORMANCE? (And What Can You Do About It?)" with R. ADAM SMITH. https://open.spotify.com/episode/1Cl26HkpjZBnovg3zumuBx?si=0c7e252e629d4603 https://youtu.be/p3VtFCVpp8o The Family Office CIO job involves a delicate high wire act. The position can be the fraught intersection of: Asset Allocation (& collision of "endowment" vs "family adjacent" strategy) Cash Management Deal Sourcer/Vetter Club Deal Gatekeeper Risk & FOMO mitigater Overall One-Man Band R. ADAM SMITH advises families around deal and investment structure via RAS CAPITAL PARTNERS. We discuss the evolving CIO in family offices, Our discussion addresses the importance of expectation-setting on both sides. We get into what the families can do to understand their own needs (and why they might be the problem!). The goal is to help both sides unlock potential and get out of the way of performance. Adam Smith's Background (2–3 min) Adam gives a brief personal background and current work with family offices Set up the problem: Many family offices operate with misaligned or underperforming CIO structures Mention growing tension between opportunistic deal flow vs. structured allocation frameworks CIO Dragging: Defining the“Non-Functioning CIO” (3–4 min) Describe what a non-functioning or misaligned CIO looks like in a family office Common traits: reactive, relationship-driven over process-driven, lacking risk discipline The consequences: inconsistent returns, governance confusion, lack of accountability Deal-Driven vs. Allocation-Based Models (4–5 min) Explain the difference between a deal-centric CIO vs. one focused on institutional-style allocation Why the dealmaker mindset often prevails in emerging family offices Tradeoffs: speed and access vs. diversification, scalability, and defensibility Challenges when there's no clear investment policy statement (IPS) Why Do Families Tolerate This? (2–3 min) Emotional and trust-based dynamics—families often default to familiarity over structure Over-indexing on "access" as value Underestimating the long-term risks of ad hoc strategies What CIO Institutionalization Looks Like (3–4 min) What a functional, institutional CIO framework looks like (clear mandate, reporting, delegation, rebalancing discipline) Role of governance in supporting this structure When and how to make the transition—triggers and best practices Cultural and Generational Resistance (2–3 min) Why some families resist institutionalization How generational shifts are challenging legacy CIO models Importance of aligning values and objectives—not just tactics Closing Thoughts THE CIO DRAGGING ON THE FAMILY OFFICE PERFORMANCE (2 min) Tie back to broader themes of sustainability, legacy, and governance in family offices Call to action: revisit your CIO model—does it reflect your goals or just your past? Emphasize the importance of aligning investment leadership with broader family vision Other CIO Dragging Considerations- Do the staffing and comp models adequately align the employer and employee?   What does a successful structure look like and how much does it cost?   What dos a minimum structure look like and how much does it cost?   Are CIO's under resourced and put in a failing position?   How does career risk factor into CIO decision-making?   Does the threat to the family's relevance in decision-making risk factor into this?   How much time is wasted doing “pretend” work to maintain access to other family offices deals?   Do you measure investment adjacency to the family specialty and how should that affect the evaluation of the CIO's performance?   What happens when a deal-centric CIO is thrust into an asset class that is out of their expertise?   What is the benchmark performance for a FO CIO these days?   On the ESG, DEI,

Vendredi 4 juillet, Marc Fiorentino a reçu Mounir Laggoune, président et fondateur de Finary, Meyer Azogui, coprésident de Cyrus, Joachim Savigny, président de Cheval Blanc Patrimoine, et Julien Magitteri, président et fondateur de Côme Family Office, dans l'émission C'est Votre Argent, Spéciale placements, sur BFM Business. Retrouvez l'émission le vendredi et réécoutez-la en podcast.

Bist du schon eine Marke? Wenn du den Schritt in die Selbstständigkeit gehst, ist deine Personenmarke oft dein größter Hebel – gerade zu Beginn. In Teil 4 der Reihe „Vom Angestellten zum Selbstständigen“ erklärt dir Jörg, warum Sichtbarkeit kein Zufall ist und weshalb der Aufbau deiner Marke absolute Priorität haben sollte. Du erfährst, wie du dir als Selbstständiger Schritt für Schritt Reichweite und Vertrauen aufbaust, welche Fehler du vermeiden solltest – und warum Social Media dabei keine Spielerei, sondern echtes Business ist. Jörg teilt konkrete Beispiele, darunter die Story eines bekannten Süßwarenherstellers – und erzählt, warum auch er nicht einfach als „Story-Profi“ gestartet ist. Eine Folge für alle, die endlich sichtbar werden wollen – und bereit sind, dafür Verantwortung zu übernehmen. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

A Enseada gere parte do patrimônio da família Larragoiti, fundadora da SulAmérica. Nesta entrevista ao Café com Investidor, Louis de Ségur de Charbonniéres explica a razão de investir diretamente em startups no Brasil Resumo de Episódio — Café com Investidor Entrevista sobre trajetória, investimentos e estratégias de gestão patrimonial 00:00 Abertura do programa e apresentação de um executivo responsável por um Family Office ligado a uma tradicional família brasileira. 01:00 Fundação do Family Office, motivada por complexidade patrimonial e organizacional familiar. Criação de estrutura profissional com apoio jurídico e financeiro. 03:20 Expansão para Londres, visando uma plataforma global de investimentos e maior aproximação com dinâmicas europeias. 04:30 História centenária da família. Início das atividades no Brasil com uma seguradora americana e criação da SulAmérica após mudanças regulatórias. 06:00 Atuação pioneira da família em diversos setores: capitalização, arte moderna e saúde pública. 07:00 Estratégia de investimentos: foco em diversificação setorial e geográfica para diluir o risco Brasil. 08:40 Investimentos diretos em startups no Brasil. Vantagem competitiva por conhecer o ecossistema local e ter contato com empreendedores. 10:00 Exemplos de empresas investidas: exames laboratoriais acessíveis, tratamento de autismo, astrologia, gestão de saúde, criptomoedas — com foco social e impacto. 17:00 Saídas parciais de investimento para gestão de risco. Valorização gradual e reaplicação de capital. 18:30 Participação relevante como investidor em grandes fundos internacionais. Priorização de casas com reputação sólida e visão de longo prazo. 20:00 Investimentos em Private Equity no Brasil são menos frequentes. Preferência por valores menores e acompanhamento estratégico. 22:30 Processo de análise criterioso: cheques entre R$ 500 mil e R$ 10 milhões. Ênfase em entender o histórico e os erros do empreendedor. 25:00 Liquidez internacional: maior presença fora do Brasil por conta da escala dos mercados americano, europeu e asiático. 26:45 Criação de vinícola em Portugal. Projeto pessoal arriscado que se tornou referência mundial, resgatando tradição familiar francesa. 30:00 Análise do mercado pós-pandemia. Valuations mais equilibrados e maior oportunidade para investimentos conscientes. 32:00 Postura cautelosa em 2021: foco na preservação de patrimônio e resiliência diante da incerteza. 33:00 Bate-bola final: - Arrependimento: investimento em direitos cinematográficos - Orgulho: projeto da vinícola - Livro favorito: Alegria Triunfo - Hobby: arte e colecionismo histórico - Mantra: “Temos que mudar tudo para continuar como estamos”

In this deeply resonant episode of The Family Biz Show, Michael Palumbos sits down with Mike Young, fourth-generation family business leader and author of The Farmer's Code. From a humble start farming rice in the Californian desert to exiting a vast family farmland portfolio, Mike offers a masterclass on pivoting, stewardship, and enduring family cohesion. Key Themes: Roots in the Soil (00:00–06:30) Mike recounts the origins of Wegis & Young—his great-grandfather's immigration, renaming, and pioneering efforts in California's Central Valley. Their early crops, including rice and sugar beets, were nourished by water captured in sloughs, laying the groundwork for some of the most productive farmland in the world. Scaling Across Generations (06:30–10:00) Each generation innovated: Mike's grandfather focused on water infrastructure and expansion His father and uncle introduced higher-return crops like almonds and grapes Mike's generation added vertical integration with alfalfa cubing and tomato processing before exiting those businesses From Dirt to Data: The Tech Pivot (10:00–13:00) A standout innovation was a water infrastructure monitoring company—proof that the family adapted not only operationally but strategically, leaning into regulatory change as a catalyst for growth. Exit to Endure (13:00–16:00) Selling 85% of their farmland wasn't easy. But with water rights tightening and G5 & G6 in mind, they chose continuity over sentiment. Mike emphasizes that the land still operates—but now from a stewardship mindset. Legacy is Relational (17:00–20:30) The spark for Mike's book The Farmer's Code was his 99-year-old grandmother. The message: Legacy isn't what you leave for people—it's what you leave in them. His book is broken into three parts: Me, Them Now, and Them to Come—mirroring his family's approach to multi-generational values. Governance Done Right (30:00–36:00) With a family board of directors, six trusts, and a family council, Wegis & Young model effective governance. Their structure includes even non-active family members and outlaws—communicating, sharing philanthropic decisions, and guiding distribution policies. Challenges Ahead (41:00–46:00) Mike's top challenge? Maintaining cohesion in a generation that won't work together daily. With 11 next-gen family members ranging from 12 to 24, the family is experimenting with ways to build connection across the branches. Tangible Takeaways Don't fear the exit—it may be your legacy's best move Legacy isn't inheritance—it's influence Strong governance includes everyone Strategic philanthropy is a sandbox for rising leaders Always build with the 7th generation in mind

Welcome

Send us a textIn this episode, private equity experts share some of the most surprising and counterintuitive lessons they've learned throughout their careers. From the importance of people and leadership to the power of physical proximity during acquisitions, discover how these lessons shaped their investment strategies. They also delve into the challenges posed by unexpected market shifts, including the impact of the pandemic on multifamily markets and the rapid rise of interest rates. Additionally, they discuss the importance of understanding industries before investing and the hard realities of direct investing, especially when family offices are involved.

, and to explore funding opportunities with 10 Capital, visit .   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 .   

Was wäre, wenn es kein Social Media gäbe? In dieser Folge ist Torben Platzer zu Gast bei KINTZEL MINDSET – und gibt direkt zu Beginn ein ehrliches Update, was er aktuell macht, was ihn beschäftigt und was ihn nach wie vor an Social Media fasziniert. Torben spricht darüber, warum er sich selbst längst nicht mehr als Influencer sieht, sondern als Unternehmer – und wie er bei einer Stern TV-Aufzeichnung fast verpasst hätte, dass die Sendung längst live läuft. Im Gespräch mit Jörg geht es um Motivation, Haltung und die Frage, warum Jörg Social Media nutzt, obwohl er es finanziell nicht müsste – und was ihn trotzdem antreibt. Die beiden beantworten eine Community-Frage („Was würdest du machen, wenn es kein Social Media gäbe?“), sprechen über ihre erste Begegnung, die Vor- und Nachteile von Bekanntheit – und natürlich über ihren gemeinsamen Boxkampf. Eine Folge zwischen Unterhaltung, Ehrlichkeit und unternehmerischem Tiefgang – mit einer guten Portion Selbstironie. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Torben: ► Instagram: https://www.instagram.com/torbenplatzer/ ► Podcast: https://podcasts.apple.com/de/podcast/outside-the-box/id1474075406 Mehr von Jörg:

Tuesday - Rauce is in and picks a video for us to watch for WYDTN. What is an AI baby? We talk trends in baby names. Car talk with Rauce life returns. It's Only Money with Scott Brown with Edgewater Family Wealth on oil prices with trouble in the Middle East and what it means to be a "Family Office." Plus, JCS News, JCS Trivia & You Heard it Here First.

Send us a textWhat does it really take to build a family office from scratch? Yahya Mahmud went from a tech career to scaling a private credit and real estate business that led to a life-changing exit. In this fireside chat, hosted by Richard C. Wilson at the Family Office Club, Yahya shares:✅ How he leveraged systems thinking for sustainable wealth✅ His approach to private lending & co-investments✅ Why character returns when doing due diligence✅ The "barbell strategy" & his favorite mental models✅ What first-gen family offices get right (and wrong)Whether you're raising capital, building a legacy, or scaling your own family office—this is a masterclass in wealth creation through trust, leverage, and discipline.To attend upcoming investor events or explore membership:www.FamilyOffices.com/joinRichard@FamilyOffices.comCall/Text: +1 (305) 333-1155

En la hora de la inversión José Antonio Esteban nos cuenta las últimas novedades de IronIA Fintech. Además en el Foro de la inversión entrevistamos a Santiago de la Torriente, Sales Manager de los fondos de Bellevue en España. Y hacemos una radiografía de la industria del asesoramiento financiero independiente poniendo el foco en tendencias, retos y oportunidades con Fernando Hernández, Director de Family Office services de Insignium, Emilio Andreu, Socio director Red Agentes Diaphanum y con José Tailhan, Director de ASEAFI.

Scott Brown with Edgewater Family Wealth talks about oil prices and the conflict with Iran, and does it matter as much as it used to? Scott also discusses what a “Family Office” practice is and why they have chosen to be one.

On this episode of Investor Connect, Hall welcomes Lance Tkach, Co-Founder of Printed Technologies. Located in Dallas, Texas, Printed Technologies is leading the charge to revolutionize the home construction industry through the integration of automation, AI, and large-scale 3D printing. With the U.S. facing a shortage of over 7 million affordable homes and traditional construction lagging behind in innovation, Printed Technologies is tackling this crisis by bringing precision manufacturing techniques to the job site—cutting costs, reducing build times, and improving sustainability. Printed isn't just building homes; they're designing and manufacturing the machines that will enable builders across the country to adopt 3D-printed construction at scale. Their homes are fire-, mold-, termite-, and storm-resistant, and their vertical integration with All Metals Fabricating gives them a significant edge in cost control and production capacity. With a pipeline of $2.5 million in early sales activity and proprietary patents secured, Printed Technologies is not just solving a market problem—it's transforming an industry. Their mission is simple yet powerful: to make home ownership more accessible while creating a scalable, high-growth business built for the future.   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 .

Send us a textIn this exclusive Family Office Club Fireside Chat, Richard C. Wilson sits down with John Lettera, co-founder of Fairbridge Asset Management, to explore how he built a $1 billion+ real estate platform from scratch—without an Ivy League pedigree, and with a military-honed mindset of discipline, transparency, and boots-on-the-ground diligence.John shares:How he scaled from $100K to $1B+ in real estate assetsWhy institutional capital found himThe power of walking every property himselfWhy real estate is “99% B.S.” and how to cut through itThe investor mindset shift that separates $50M players from $1B platformsHis take on sweat equity, downside risk, AI in real estate, and why he never chases capital

Send us a textIn this episode, the group of seasoned investors shares invaluable insights that can save you from costly mistakes and enhance your investment strategies. From learning how to trust but verify, the importance of pattern recognition in founder behavior, to understanding how to navigate multiple rounds of funding, the discussion is filled with strategies that can turn small investments into major returns. Panelists discuss the nuances of team dynamics, due diligence, legal structures, and the importance of connecting with local experts to streamline the investment process. Whether you're an angel investor or part of a family office, these insights will guide you in making informed decisions and optimizing your investment journey. Tune in for real-world advice, cautionary tales, and tips on working together as a group to maximize success.

In this episode of The Family Biz Show, host Michael Palumbos sits down with Scott Saslow—entrepreneur, author, and founder of One World Investments. Together, they explore the overlooked complexities of what comes after the liquidity event. From defining a family office to uncovering its entrepreneurial DNA, this episode is a must-listen for legacy-minded leaders preparing for the next stage. Key Themes: What Is a Family Office, Really? Scott demystifies the term “family office” for founders and next-gen leaders. It's not just an investment vehicle—it's an infrastructure. And it often starts embedded within the family business itself.

Send us a textIn this episode, Richard C. Wilson, founder of the Family Office Club, shares his expertise on how Artificial Intelligence (AI) is transforming the investment landscape. Drawing from insights gathered at the AI mastermind event hosted earlier this year, where top decamillionaires and centimillionaires discussed how they are leveraging AI for growth, Richard reveals the tools and strategies that are driving success in family offices today.Throughout the episode, Richard outlines the various stages of AI adoption and explains how AI is evolving from basic applications to more sophisticated systems. He introduces several proprietary AI tools that the Family Office Club has developed to streamline due diligence, improve investment decision-making, and enhance the efficiency of investors and entrepreneurs.Here are the key AI tools Richard discusses in detail:Dewey: Instant Due Diligence Advisor – An AI-driven tool designed to assist in due diligence by analyzing 100+ checklists and white papers. Dewey can quickly digest extensive documents (like pitch decks or PPMs), identify red flags, and highlight areas of concern, offering valuable insights to investors without replacing human expertise.Billionaire Collective Intelligence – A tool built by feeding insights from 45 billionaire interviews and over 900 public talks. This tool allows users to interact with the collective wisdom of billionaires, gaining advice on scaling businesses, negotiations, and investment strategies, all tailored to the mindset of high-net-worth individuals.1 Line Capital Raising Pitch – This AI tool analyzes pitch decks based on 25 factors, offering immediate feedback on areas that need improvement. It generates multiple one-liner options based on specific criteria, helping entrepreneurs perfect their pitch to investors.Instant Partner Insight – A personality profiling and background analysis tool. This tool pulls publicly available data and offers insights into the red flags or risks associated with potential investors or partners, helping you make faster, informed decisions without a lengthy search.Investor Advantage – By feeding all the transcripts from events hosted by the Family Office Club, this AI tool serves as a powerful knowledge base, offering feedback on structuring deals, capital raising, joint ventures, and more, all based on the lessons shared by seasoned investors who have spoken at Family Office Club events.Throughout the episode, Richard emphasizes the importance of AI tools in enhancing productivity and making smarter, more efficient decisions in the fast-paced world of investing. These tools aren't just designed to replace human input but to augment it, enabling investors to leverage AI for more informed decision-making and a competitive edge.This episode is packed with insights into AI's role in family office operations, and Richard's practical approach to integrating these tools into your investment strategy. Whether you're a family office, investor, or business owner, these AI-powered solutions can help you streamline your operations, mitigate risks, and scale your business efficiently.

In this episode of the Main Street Business Podcast, Mark J. Kohler shows how simple board meetings and a strategic plan can supercharge your finances. He explains how to turn ordinary family gatherings into legitimate, tax-deductible business meetings that strengthen your entity structure. Get inspired to organize your goals, sharpen your decision-making, and create a family office that supports real wealth-building.Here are some of the highlights:Mark explains the concept of a family office, emphasizing that it is not limited to billionaires but can be set up by anyone.The benefits of a family office include tax write-offs, better asset protection, and wealth building.Mark advises participants to legitimize their LLC or corporation by holding board meetings and documenting the minutes.The difference between boards of directors for corporations and boards of advisors for LLCs.Mark introduces his "trifecta" concept, which includes a revocable living trust, 1040 tax return, and various assets and operations.Encouragement to set up boards for all their entities, even if they only have one or two.Mark emphasizes the need to update the plan regularly and share it with tax and legal advisors. Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!