Podcasts about Family office

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ron Diamond, Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million to $30 billion, and serves on the Advisory Board of 12 privately held companies and acts as Chairman for 4 of them. Ron is also the past Chairman of the Advisory Board for the Disruptive Technology and Digital City's Program at Stanford University and taught classes in the Entrepreneur Program at Stanford.

How does a young intern with a passion for real estate go on to raise over 1.2 billion for student housing projects?    Dive into the world of Fred Pierce, an experienced and successful investor who has raised over 1.2 billion in investments for his student housing projects across 39 states. He'll dive into how he jumped the queue and attracted capital from institutional investors, family offices, and retail investors. We'll hear about the different tiers of investor capital, from friends-and-family capital to country club capital to family office and institutional investors. He'll also walk us through his capital life cycle in commercial real estate and explain the advantages and disadvantages of each type of investor.    Tune in to gain powerful insights from Fred Pierce!   [00:00 - 06:22] Becoming a Billion-Dollar Student Housing Investor Fred Pierce is an experienced real estate investor, having done over 1.2 billion in student housing projects His journey started when he was 21 and interned at the Goodkin Group, a market research firm He took his platform national in 2006 and, within 90 days, had 1.2 billion of development rights at two major universities   [06:23 - 12:49] How to Leapfrog the First Couple Rungs in Commercial Real Estate The capital life cycle in commercial real estate consists of four main food groups and niche sectors Early in their career, people usually start with friends and family capital Country club capital route is the next tier, which involves friends of your friends and family The third tier is the family office, managed by millionaires or billionaires The fourth tier is institutional capital from investment advisors with multi-billion dollar commingled funds   [12:50 - 25:59] Exploring the Benefits for Retail and Family Office Investors Retail investors have been gaining access to student housing investments Student housing is a defensive and recession-resistant asset class Starting in 2016, institutional investors began to allocate capital into niche sectors of commercial real estate such as student housing, senior housing, self-storage and data centers Transaction volume has slowed significantly, and valuations have decreased due to the higher cost of debt   [26:00 - 32:20] Closing Segment Best investment: in Fred's own company Worst investment: Fred's first and second home purchase due to bad timing. The most important lesson learned: keep it simple and scalable Quote:   "Keep it simple and scalable if you want to accept exponentially growing your business and your opportunities." - Fred Pierce Connect with Fred! Website: https://pepstudent.com  Number: 619-297-00400 Apply to Invest with Taylor at www.investwithtaylor.com   Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com   Please leave a review and help others escape Wall Street and build wealth on Main Street!

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ron Diamond, Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million to $30 billion, and serves on the Advisory Board of 12 privately held companies, and acts as Chairman for 4 of them. Ron is also the past Chairman of the Advisory Board for the Disruptive Technology and Digital City's Program at Stanford University and taught classes in the Entrepreneur Program at Stanford.

จีนเผชิญปัญหาเงินทุนไหลออกหนักสุดรอบ 8 ปี เดือนเดียวหาย 4.9 หมื่นล้านดอลลาร์ หลังมรสุมรุมเร้ากดดันหยวนอ่อนค่าต่อ รายละเอียดเป็นอย่างไร วิเคราะห์ ‘เก็บภาษีลงทุนนอก' ต้องเตรียมรับมืออย่างไร พูดคุยกับ ดร.สาธิต ผ่องธัญญา ผู้อำนวยการอาวุโส Wealth Planning and Family Office and Wealth Platform ธนาคารไทยพาณิชย์

Our private investor club proudly presents the Players Family Office division.We have a strategic commitment to forming strong partnerships with professional athletes who seek investment opportunities. In this video, we break down our process of closely collaborating with professional athletes to support them in making informed and prudent financial choices.Discover how the Family Office Club can serve as your reliable and trusted resource, assisting you in sports team transactions, investments, brokerage, or athlete collaborations.00:12 American Football in Europe: A Unique Perspective from Vienna, Austria00:23 Inside the World of Team Ownership: Structuring Deals and Financing00:37 Exploring the Value of Professional Athlete Teams in the United States00:48 Introducing Players Family Office: Connecting Athletes with Conservative Cash Flow and Real Estate Opportunities01:01 Exploring Medical Practice Deals and Financial Challenges Faced by Professional Athletes 01:29 - Observing High Valuations in U.S. Sports Teams and the Associated Opportunities and Risks 01:41 - How the Family Office Club Can Support Sports Team Transactions and Athlete Collaborations 01:56 - Join Our Community of Athlete Investors and Explore Opportunities at FamilyOffices.com#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

In part 1 of this two-part episode, Mike Linter, Global Head of Private Enterprise Tax, Global Tax & Legal, KPMG International, Shay Menuchin, Policy Lead for KPMG's Private Enterprise Tax Network, KPMG in Canada, John Riva, Head of Tax for the KPMG Islands Group, and Greg Limb, Global Head of Family Office and Private Client at KPMG International unpack some of the potential impacts of the Global Minimum Tax on private companies and family offices.

In part 2 of this two-part episode, Mike Linter, Global Head of Private Enterprise Tax, Global Tax & Legal, KPMG International, Shay Menuchin, Policy Lead for KPMG's Private Enterprise Tax Network at KPMG in Canada, John Riva, Head of Tax for the KPMG Islands Group, and Greg Limb, Global Head of Family Office and Private Client at KPMG International, continue the conversation on the potential impacts of the Global Minimum Tax on private companies and family offices.

Be Uncommon If You Can – Because in our Uniqueness & Struggles – Give Birth to our GREATNESS! Listen Now as I interview uncommon people, business owners & top level entrepreneur assassins & their uncommon journey! This is the Journey with Christian D Evans Podcast! Be Uncommon….If You Can! __________ CONNECT WITH ME: Twitter: https://twitter.com/be_uncommon_now?t=3bJA68AUmCxFBjciRGm8Tw&s=09 TikTok: https://vm.tiktok.com/ZTdujUXWv/ YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en Journey with Christian Podcast: https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349 #entrepreneur #business #success #investing #motivation #investingtips #investing #wealth

Be Uncommon If You Can – Because in our Uniqueness & Struggles – Give Birth to our GREATNESS! Listen Now as I interview uncommon people, business owners & top level entrepreneur assassins & their uncommon journey! This is the Journey with Christian D Evans Podcast! Be Uncommon….If You Can! __________ CONNECT WITH ME: Twitter: https://twitter.com/be_uncommon_now?t=3bJA68AUmCxFBjciRGm8Tw&s=09 TikTok: https://vm.tiktok.com/ZTdujUXWv/ YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en Journey with Christian Podcast: https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349 #entrepreneur #business #success #investing #motivation #investingtips #investing #wealth

#424: 50 Multi Millionaires Give You Their Advice About The Struggle In this episode, I share my journey and 50 other multi-millionaires ranging from Mark Cuban, Elon Musk, Steve Jobs, Spotify, Indiegogo, Simon Sinek, Seth Godin,  LinkedIn and so many others. We all need a bit of motivation sometimes, and if that is you, this is the episode for you!   SHARE, RATE AND FIND ME ON SOCIAL   3 WAYS TO LEVEL UP YOUR GAME WITH ME 1. Connect and chat with Andy about his services.  Re-ignite, Strategize, and Expand https://andymurphy.online/connect-2   2. Total Mind Control Handbook (1 week remaining ONLY) Value $27 for free https://andymurphy.online   3. 8 Figure Thinker University & Genius Trader The most complete mind training systems available https://andymurphy.online/shop   4. The Best Nootropics In The World https://rb.gy/u2j9j3   You can also Hire Andy For Stage, Interviews, and events https://andymurphy.online/speaking   SOCIAL Facebook https://www.facebook.com/andymurphyperformance   LinkedIn https://www.linkedin.com/in/andy-murphy-070400273   Instagram https://www.instagram.com/andymurphymindset

Today Erik explains what family offices are and what are their basic structure. We talk about the minimum costs of starting a family office in Miami. Erik also explains how Klosters Capital helps families manage their wealth by providing family office services. Erik has extensive experience in the international financial sector, prior to joining Klosters Capital in 2019. Since 1997 he has provided independent financial advice to high net worth families in Latin America, the United States and Europe, holding management positions in various international financial institutions dedicated to Wealth Management in the United States and Europe, such as Santander and Bank of America, among others. Erik has a degree in Economics from the Andrés Bello Catholic University in Caracas and has a FINRA  Series 65 license.Guest LinksErik Halvorssen klosters-capital.com

Be Uncommon If You Can – Because in our Uniqueness & Struggles – Give Birth to our GREATNESS! Listen Now as I interview uncommon people, business owners & top level entrepreneur assassins & their uncommon journey! This is the Journey with Christian D Evans Podcast! Be Uncommon….If You Can! __________ CONNECT WITH ME: Twitter: https://twitter.com/be_uncommon_now?t=3bJA68AUmCxFBjciRGm8Tw&s=09 TikTok: https://vm.tiktok.com/ZTdujUXWv/ YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en Journey with Christian Podcast: https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349 #entrepreneur #business #success #investing #motivation #investingtips #investing #wealth

Be Uncommon If You Can – Because in our Uniqueness & Struggles – Give Birth to our GREATNESS! Listen Now as I interview uncommon people, business owners & top level entrepreneur assassins & their uncommon journey! This is the Journey with Christian D Evans Podcast! Be Uncommon….If You Can! __________ CONNECT WITH ME: Twitter: https://twitter.com/be_uncommon_now?t=3bJA68AUmCxFBjciRGm8Tw&s=09 TikTok: https://vm.tiktok.com/ZTdujUXWv/ YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en Journey with Christian Podcast: https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349 #entrepreneur #business #success #investing #motivation #investingtips

In this episode, Ron interviews Marc Lipschultz, one of the true pioneers in private equity, on how he has been able to build Blue Owl into a $160 billion company ...

In this intriguing episode, I have the pleasure of talking with Richard C. Wilson, founder of the Family Office Private Investor Club, host of his own podcast, the Family Office Podcast and a wealth of resources and inspiration to many, including myself very early on in my investing career.  Richard started the Family Office Private Investor Club in 2007, despite many saying it wasn't a viable concept, and it has now blossomed into a powerhouse with over 4,000 registered ultra-wealthy investors.   As the Family Office aficionado he is, Richard is sharing what he knows best - the stories, strategies, and mindset of the most successful ultra-wealthy investors in the fascinating realm of Family Offices.  We delve into how the wealthiest families we know concentrate their efforts and unearth some priceless gems about the art of branding that resonates with the endeavors of Family Office fundraising and investing, and building relationships of value more effectively with Family Offices. And he divulges the mindset commonalities he's learned over decades of working with the ultra-wealthy and how to authentically connect with them using the knowledge and expertise you already have. Get ready to absorb billionaire-level knowledge and ideas that can reshape your investing trajectory.  Connect further with Richard at richard@familyoffices.com or go to www.familyoffices.com.  To work with family offices and raise capital you can become a Charter Member in our investor club at www.familyoffices.com/Join  Download your free copy of The Single Family Office, the #1 most popular book ever written on ultra-wealthy investor best practices and industry trends and gain specialized knowledge on how to add value and build relationships faster with private investors at lp.familyoffices.com/book. To delve deeper into the secrets, strategies and mental models of becoming a billionaire visit billionaires.com to listen to Richard's exclusive billionaire interviews. To learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

Selling your business through a rollover is complicated. Attorney Trevor Crow breaks this technical topic down into clear language as he explains how a rollover works, discusses major terms and documents involved, offers insights into the tactics and negotiating strategies employed by PE firms, explains what to expect, and highlights the critical element of understanding the economic provisions involved in a rollover. Listen to this discussion and maintain your negotiating leverage by knowing what to expect. View the complete show notes for this episode. Learn More: Earnouts When Selling or Buying a Business | Complete Guide Retirement Funds Financing When Buying or Selling a Business Small Business Acquisition Financing M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes: Upper Middle-Market M&A How to Use Your Retirement Account to Fund Your C Corp and Other Funding Options Selling Your Company to a Private Equity Firm vs. a Family Office

In this episode, I have the pleasure of speaking with Leslie Voth, Chairman, Chief Executive Officer & President of Pitcairn. Leslie has been with Pitcairn for 30 years, serving in a variety of leadership roles, and is the first chairman of the board who is not part of the Pitcairn family. She is a prominent senior executive and thought leader in the multifamily-office (MFO) industry. Leslie shares the story of Pitcairn, which this year celebrates its 100th anniversary, and its evolution from a firm initially established to serve the needs of one family to its status today as a premier player in the fast-evolving MFO space. We discuss the factors that enabled Pitcairn's continued presence and enduring relevance as a top MFO, and Leslie offers her thoughts on the on the formula for MFO longevity and enduring success. As the MFO model continues to gain popularity among private wealth clients and companies in this space experience growing interest from families, Leslie offers her perspective on the challenges and opportunities faced by many firms established in this segment as well as those that are transitioning into the MFO model. We talk about growing and developing scarce human capital, building a sustainable and profitable business model and pricing structures, and nurturing an ecosystem of specialized and reputable partners to meet the increasingly complex and niche needs of enterprise families. Leslie and I also discuss what families need to know and what parameters to evaluate as many of them consider whether to build their own single-family office or outsource their service needs to an established and capable MFO. Please enjoy this illuminating conversation with one of the most distinguished CEOs in our industry, who is successfully leading one of the most storied MFO brands into its second century of success and prominence.

Ethan, a devoted family man with five kids, once found England, including its renowned institutions like Oxford and Cambridge, pretty dull. He laments the inefficiencies of the American financial system and wonders aloud if "anyone truly cares if half of all banks just vanished?" From China to the U.S., Ethan's remarkable academic journey showcases his sheer drive and tenacity. We delve into his vibrant personal life, the rich tapestry of cultures in his family, and the reasons Houston became home.He offers a candid look at the dual landscape of opportunities private capital holds, juxtaposed with the often intricate maze of obtaining bank loans. Through Ethan's eyes, you'll gain a deeper grasp of the nuances in the American system and their bearing on loan sanctions.And as we navigate the waters of real estate investment, Ethan unveils the strategies that powered his thriving family office. Transitioning from conventional employment to hard money lending and private equity funds, he provides sage advice on wealth management, underscores the importance of a professional class, and offers a treasure trove of insights into real estate ventures.Live free. Get Educated. Master Your Money. Subscribe to our Podcast here! https://investingstuffyoushouldknow.buzzsprout.comYoutube Videos now up as well! Subscribe here:https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

Interested in how to protect newly acquired wealth or manage an embedded family office?In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years. He focuses on three main areas: existing single-family offices, embedded family offices within operating companies, and concept family offices that are formed to protect newly acquired wealth. Rich also explains how embedded family offices can blend business assets and personal assets, which can lead to problems if not appropriately managed. Tune in to learn more about evolving strategies for managing a successful single or embedded family office![00:01 - 08:05] Exploring the Evolving World of Family Offices with Rich WolkowiczIntroducing Richard to the showFamily offices have evolved dramatically over the last 30 years, becoming more fluid in the previous five yearsThe three main types of family offices: existing single-family offices, embedded family offices, and concept family offices[08:06 - 17:48] Best Practices for Protecting Liability and Maintaining LicensesFamily offices are complex, involving financial management, tax, family dynamics, and valuesGuardrails need to be put back in place to protect from legal liability, audits, and regulatory risks[17:49 - 21:29] Setting Up Shared Services Agreements and Mitigating RisksThree components to focus on: operational excellence, financial prosperity, and durable family harmonyRichard shares the challenges of multitasking for family office executivesMitigation techniques such as setting up a shared services agreement[21:30 - 32:34] Examining the Benefits and Costs of Embedded vs. Separate Family OfficesBanks, lawyers, and IRS are becoming more interested in looking into the expenses and overhead of family-owned businessesFamilies can decide to keep it embedded or lift it out based on their discipline[32:35 - 35:30] Closing SegmentQuotes:"Life takes you on different courses. You can't plan it." - Jason Wolkowitz"Pierce that corporate veil by commingling business with personal. Treat the business as if it's your personal." - Jason WolkowitzConnect with Richard!Website: www.Xylogenesis.com LinkedIn: https://www.linkedin.com/in/richardjwolkowitz/ Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

The first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I cover: The performance of stock and bonds markets year-to-date;Why the US stock market is up so much;The recession that's always predicted by some but has yet to arrive;How to play the bond market with rates now much higher;Our outlook for inflation;The most compelling opportunities today.This episode is a replay of a client webinar from July 2023.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

As the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have unique investment and financial planning challenges I'm joined on this episode by Chris Opie, a Managing Director at Bernstein who leads the firm's global families practice. We cover everything from the complications of US citizens marrying not US person,  estate tax challenges, managing multiple currencies, amongst other topics. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

If you're wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode's for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, founder of Yearwood Young Advisors.  From engineering to Wall Street to founding a successful business, she acquired the skills and services to meet her client's needs where they are.  And their needs dictated that she take custody. Born into the advisor role despite her family's best efforts—her father, aunt, and cousin are in the industry—Kate was encouraged to explore other avenues of interest, but sometimes it's in your blood! After getting a degree in engineering, Kate pivoted back to finance and soon found herself on the Wall Street Trading Floor. She developed her knowledge and expertise in evaluating hedge fund managers for large pension funds and ultra-high-net-worth clients. In 2019, she made the decision to leave her last firm and start her own business. She launched in May 2020 with a six-month-old baby but found a way to persevere and began to grow her firm. Kate has a really unique service offering.  In addition to comprehensive financial planning and investment management, she also has a family office service. She needed to take custody of client accounts because she has bill pay authority for her office service. A deeper dive into the topic reveals her experience with the audit process and the documentation required when you have full control of a client's bank account. We also dive into what she's building and how she plans to get more control of her calendar, the number of hours she works, and how she's leveraging a virtual assistant and soon-to-be outsourced paraplanner. From being in touch with her clients' needs to growing her business in the most sane and productive ways, Kate's story is one that we need to hear. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/366 

Bundeswirtschaftsminister Robert Habeck (Grüne) hat auf seiner Indien-Reise betont, dass das Land ein wichtiger Partner für die Diversifizierung der deutschen Wirtschaft sei - auch um unabhängiger von China zu werden. "Zurzeit braucht Deutschland vor allem China. Auf der Importseite sind wir gerade in den Sektoren, die für die Zukunft sehr wichtig sind, erheblich von China abhängig. Auf der Exportseite ist es auch so, dass speziell Deutschland sehr abhängig ist von China. Der Schritt nach Indien ist absolut richtig und strategisch notwenig", sagt Reinhard Panse. Passend dazu investieren immer mehr Anleger immer stärker in Schwellenländer. Aber lohnt sich das? Der Chefanlagestratege vom Family Office Finvia weiter: "Unsere Prognosen sagen für Schwellenländern, dass die Erträge im sehr hohen einstelligen Bereich liegen werden. Es gibt viele moderne Geschäftsmodelle. Von daher sind die Schwellenländer wahrscheinlich momentan billig und attraktiv." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://www.finvia.fo

Beth Lilly is a highly successful value investor and an amazing woman. She has set up two asset management firms, worked with and learned from some of the most famous and some of the most successful value investors in the world, and now runs money for the multi-billion Pohlad family in Minnesota. We discuss the power of compounding, Beth's research process and how she conducts company meetings. We disagree on the attractiveness of the auto dealership industry, and Beth explains how she approaches the management of inter-generational wealth, how she decides much cash to hold and we debate private equity. Full show notes here. If you like the show, it would mean a lot to us if you would please rate the show on Apple Podcasts or Spotify. If you don't enjoy this episode, please let us know why - you can reach Steve at info@behindthebalacnesheet.com. He responds personally to every critical email.

In dieser zweiteiligen Serie erwarten dich zwei Q&As – ein privates und ein berufliches. In der heutigen Folge beantwortet Jörg die privaten Fragen, die euch unter den Fingern brennen. Es kommen immer wieder viele Fragen zu Jörgs Familie – Rocket und den Kindern. Warum er Rocket nicht zeigt und seine Frau so prägend für sein Leben ist, das erfährst du heute. Außerdem: Glaubt er an Sternzeichen? Wie alt ist er und wie bringt er Familie und Arbeit unter einen Hut? Jörg spricht über seine Ziele, seine Schulzeit und Ängste. Wie viele Autos und Uhren er hat und wann er sich im Leben trennen musste – all das und noch viel mehr erwartet dich in der heutigen Folge. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg: ► Backstage: https://joergkintzel.com/backstage/ ► Inner Circle: https://joergkintzel.com/innercircle/ ► Instagram: https://www.instagram.com/joergkintzel/ ► YouTube: https://www.youtube.com/channel/UCWAkwU2cxOH2ehjtvX24xzA ► LinkedIn: https://www.linkedin.com/in/jörg-kintzel-vertrieb-unternehmertum/ ► Homepage: https://joergkintzel.com/ Jörg Kintzel ist Vorstand, selbstständiger Handelsvertreter und Aktionär der Valuniq AG, Deutschlands viertgrößtem unabhängigen Finanzdienstleister (gem. jährlichem Cash-Rangliste). Gemeinsam mit seiner Frau Birgit Elisabeth Kintzel führt er als Unternehmer und Investor die SVART GmbH, ein Family Office, das verschiedene Beteiligungen an Unternehmen und Start-ups bündelt. Mit der SVART GmbH fördern Jörg und Birgit Elisabeth Kintzel zusammen ganz gezielt Ideen und setzen sie gemeinsam in die Tat um. Über Erfolge wird leider in Deutschland viel zu wenig geredet, dabei hat dieses Land Unglaubliches und auch viele Innovationen zu verbuchen. Darum ist es ihnen ein persönliches Anliegen, ihr Wissen und ihre Finanzkraft in Menschen zu investieren und diese Erfolge sichtbarer und größer zu machen. Denn sie werden zukünftig dazu beitragen, dieses Land nach vorne zu bringen. Impressum: https://joergkintzel.com/impressum/ __________ KINTZEL MINDSET, Jörg Kintzel, Business, Unternehmertum, Wirtschaft, Interviewpodcast, Wirtschaftspodcast, Investor, Geld, Autos, Uhren, Mindset, Family Office, Unternehmer, Performance, Unternehmen gründen, Verkauf, Sales, Start-Up

Melissa Lucas currently serves as the CIO for the investment vehicles of two extended families. She has decades of experience handling the unique investment needs of extended families, and investing across asset classes from venture capital to credit to equities. Prior to her work for families, she spent nearly a decade working at several subsidiaries of The Capital Group – first, as an investment analyst of, and later, as an investor in, the healthcare and chemical industries. In this episode we dive into topics such as where venture fits into her portfolios, the current state of the market across asset classes, how she finds new managers, and how to think about and consider family offices as LPs.

Mike offered some thoughts to consider before selecting partners in your commercial real estate business. Some topics we discussed include:  Suffering from SFR burnout Scaling to Small Multi's Scattered Management Boom! 2500 Units AUM In house Asset Management New hires/ virtual assistants Compliance for podcasting Investor Onboarding Investor Communications Scaling as a team manager that has unforeseen duties Do your employees get equity? How the Co-GP's communicate to LP's Selecting Co-GP's Negotiating Co-Gp Shares of fees CRM's and Mass Texting Find Mike at granitetowersequitygroup.com   If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth   Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

A lot of you know Dr. Erin Hudson and her company Quattro Capital but have you heard the story of how she found her partners? I thought it was cool! Maurice Philogene told me to ask her about it!   On the full show we covered: From SFR Mailbox Money to Multifamily It took 2 years to get the first deal Working with the right partners that have the same goals Being in bed with some frauds I got on stage and raised for charity and the people who helped me became my partners  The mindset of worthiness to buy $15M properties Where Quattro invests    Find Dr. Erin at https://www.thequattroway.com/   If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth   Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

“I hope they invest in the local ecosystem and not just in financial assets. The benefit of being wealthy is you can do what you want. Instead of a Lamborghini, can you invest in public art and public education? Can you invest in sports and things that a lot of people can enjoy? That improves the quality of life in the city and the people around you. It's not just for personal benefits. Hopefully, we build more robust and deep capital markets, which are things that New York and London have had a stranglehold on, and it would be great to be able to shift some of that center of gravity out to Asia.” - Shiyan Koh “In the short term, family offices will continue to go up. Singapore is working hard to attract wealth from Europe, the US, and China. I think more jobs will be created because more family offices will start to hit their two to three- year timeline to start hiring local professionals. That will start emerging as its own vertical.” - Jeremy Au “One of the concerns people have in working for a family office is how much decision-making authority they will have. Ultimately, is everything going to be decided by the principal, or will you have the latitude to build a more institutional investment process and committee? At the same time, there is an incredible opportunity in working with families that want to be aggressive, want to diversify, and build new platforms. I've seen friends come out from institutions to help bigger families build new verticals.” - Shiyan Koh Jeremy Au and Shiyan Koh shared insights regarding family offices and their influence on Singapore's economy were discussed. They explored the motivations behind family offices seeking global investments, the unique characteristics of family office landscapes, and the challenges and opportunities they present. Key Topics Discussed: Global Investments: Family offices are increasingly diversifying their portfolios by seeking investments outside their home countries, driven by the desire for exposure to different geographies and asset classes.Role of Private Banks: While family offices typically receive advice from private banks, they seek additional opportunities beyond what traditional financial institutions can provide, particularly in terms of access to emerging managers or smaller funds.Allocation and Family Dynamics: Financial advice to family offices revolves around diversification, helping them move away from being solely exposed to their core operating businesses. Discussions around wealth transfer, familial decision-making, and philanthropy play a crucial role in shaping their strategies.Impact on Local Economy: Singapore has witnessed a rise in family offices, attracting talent and investments, which contribute to job creation and economic growth. Family offices are encouraged to invest locally and contribute to the development of capital markets.Societal Considerations: Balancing the influx of wealth with social cohesion is a challenge, and conversations around social support, inequality, and defining the notion of "local" are ongoing. The importance of avoiding conspicuous consumption and embracing community engagement is emphasized. Watch, listen or read the full insight at https://www.bravesea.com/blog/family-office Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde Spotify: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T YouTube: https://www.youtube.com/@JeremyAu Apple Podcasts: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZC5jby9icmF2ZWR5bmFtaWNz TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea Learn more about Esevel here: https://esevel.com/it-services-carepacks/

Mike and I deep dove into communications and what problems you might see when scaling quickly in syndication and partnering with others. Some topics we discussed include:  Suffering from SFR burnout Scaling to Small Multi's Scattered Management Boom! 2500 Units AUM In house Asset Management New hires/ virtual assistants Compliance for podcasting Investor Onboarding Investor Communications Scaling as a team manager that has unforeseen duties Do your employees get equity? How the Co-GP's communicate to LP's Selecting Co-GP's Negotiating Co-Gp Shares of fees CRM's and Mass Texting Find Mike at granitetowersequitygroup.com   If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth   Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

If you interact separately with professionals such as your financial planner, CPA, and attorney, and each is working independently on your behalf, you may not be getting the full benefits of their integrated expertise. Now, imagine the impact of these professionals working together on your overall financial health, and that of your family. Today, John Walker, Regional Vice President, Mercer Advisors, discusses financial, and other benefits, available through a family office service which had previously been available only to ultra high-net-worth families. Listening Time: 19 Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

I got to dive into the story of how Quattro Capital was created and about their scaling. Great converstion with Dr. Erin Hudson that I hope you enjoy! Some of the Topics we covered today include: From SFR Mailbox Money to Multifamily It took 2 years to get the first deal Working with the right partners that have the same goals Being in bed with some frauds I got on stage and raised for charity and the people who helped me became my partners  The mindset of worthiness to buy $15M properties Where Quattro invests    Find Dr. Erin at https://www.thequattroway.com/   If you would like to find out more about Family Office Capital Raising events you can visit lnkd.in/gD6mJ5gp Book a call with Ruben at calendly.com/rlgreth   Join Me in Miami 8/1/2023 Use Promo Code Titans50 to get 50% off the Capital Raising Titans Event or use the buy one get one free option. Single events are only rarely offered as Family Office focuses on memberships, not conferences. Click lnkd.in/gD6mJ5gp to purchase or get info!

In dieser zweiteiligen Serie erwarten dich zwei Q&As – ein privates und ein berufliches. In der heutigen Folge beantwortet Jörg die beruflichen Fragen, die euch unter den Fingern brennen. Es geht unter anderem darum, ob du als Einzelunternehmer lieber dein Unternehmen in deine GmbH umwandeln oder eine komplett neue GmbH gründen solltest. Außerdem um die ersten Schritte als Unternehmer und warum Jörg der Überzeugung ist, dass du nichts Außergewöhnliches tun musst, sondern lediglich besser und schneller sein musst als alle anderen. In der Rubrik „Trashtalk“ wird es doch recht tief-gehend, denn Jörg verrät, warum er sich gerne Trash-TV-Formate anguckt und und was du als Unternehmer von den Teilnehmern solcher Formate lernen kannst. Erfahre in der heutigen Folge von KINTZEL MINDSET außerdem, warum es besser ist, das Wort „Aber” durch „Und” zu ersetzen und warum du niemals aufhören solltest, in dich selbst zu investieren. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg: ► Backstage: https://joergkintzel.com/backstage/ ► Inner Circle: https://joergkintzel.com/innercircle/ ► Instagram: https://www.instagram.com/joergkintzel/ ► YouTube: https://www.youtube.com/channel/UCWAkwU2cxOH2ehjtvX24xzA ► LinkedIn: https://www.linkedin.com/in/jörg-kintzel-vertrieb-unternehmertum/ ► Homepage: https://joergkintzel.com/ Jörg Kintzel ist Vorstand, selbstständiger Handelsvertreter und Aktionär der Valuniq AG, Deutschlands viertgrößtem unabhängigen Finanzdienstleister (gem. jährlichem Cash-Rangliste). Gemeinsam mit seiner Frau Birgit Elisabeth Kintzel führt er als Unternehmer und Investor die SVART GmbH, ein Family Office, das verschiedene Beteiligungen an Unternehmen und Start-ups bündelt. Mit der SVART GmbH fördern Jörg und Birgit Elisabeth Kintzel zusammen ganz gezielt Ideen und setzen sie gemeinsam in die Tat um. Über Erfolge wird leider in Deutschland viel zu wenig geredet, dabei hat dieses Land Unglaubliches und auch viele Innovationen zu verbuchen. Darum ist es ihnen ein persönliches Anliegen, ihr Wissen und ihre Finanzkraft in Menschen zu investieren und diese Erfolge sichtbarer und größer zu machen. Denn sie werden zukünftig dazu beitragen, dieses Land nach vorne zu bringen. Impressum: https://joergkintzel.com/impressum/ __________ KINTZEL MINDSET, Jörg Kintzel, Business, Unternehmertum, Wirtschaft, Interviewpodcast, Wirtschaftspodcast, Investor, Geld, Autos, Uhren, Mindset, Family Office, Unternehmer, Performance, Unternehmen gründen, Verkauf, Sales, Start-Up

In der Nachmittagsfolge begrüßen wir heute Dirk Zechiel, CEO und Co-Founder von Quantagonia, und sprechen mit ihm über die erfolgreich abgeschlossene Seed-Finanzierungsrunde in Höhe von 4,3 Millionen Euro.Quantagonia hat eine Hybrid-Quantum-Plattform entwickelt, die bestehenden Programmcode sowohl auf klassischen als auch auf Quantencomputerarchitekturen ausführen kann, wodurch der Einsatz innovativer und überwiegend KI-basierter Lösungen ermöglicht wird. Die Plattform bietet Usern Zugang zu Anwendungen in den Bereichen KI, Optimierung und Simulation. Sie lässt sich nahtlos mit führenden Herstellern von klassischer Hardware und Quanten-Hardware integrieren. Durch den sofort verfügbaren HybridSolver können die Kundinnen und Kunden nun Optimierungsprobleme mit Optimalitätsnachweis lösen. Quantagonia bietet seine Expertise für die Durchführung von Use-Case-Analysen und die Implementierung zukunftsweisender Lösungen auch für Kundenunternehmen an, die noch keine aktiven Quantenanwendungen einsetzen. Das Unternehmen wurde im Jahr 2021 von Dirk Zechiel, Prof. Dr. Sabina Jeschke, Prof. Dr. Sebastian Pokutta und Philipp Hannemann in Frankfurt am Main gegründet. Mittlerweile beschäftigt Quantagonia 15 Mitarbeitende mit Expertise aus den Bereichen Informatik, Physik, Mathematik und Business Development.Das auf Quantencomputer-Software spezialisierte Startup hat nun in einer Seed-Finanzierungsrunde 4,3 Millionen Euro unter der Führung von Tensor Ventures eingesammelt. Neben drei europäischen DeepTech-VCs zählen auch eine staatliche Holding und ein Family Office zu den Kapitalgebern. Um den technologischen Wandel weiter anzuführen, wird das frische Kapital dafür eingesetzt, die Entwicklung und Implementierung der Plattform zu beschleunigen und gleichzeitig die Marktreichweite zu erhöhen.

Ron Diamond witnessed the effects of mass layoffs. He's become a leading voice in the family office sphere. Hear his insights on the future of family offices. Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million and $30 billion. Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance. Ronald serves on the Advisory Board of 10 privately held companies and acts as Chairman for 4 of them. Ronald is also the Chair of two TIGER 21 chapters in Chicago and Chairs a newly created Family Office Group for TIGER 21. A frequent speaker at Family Office and Alternative Investment Conferences, Diamond has spoken at over 100 conferences around the globe. Mr. Diamond is also the Founder of Family Office World — (www.familyofficeworldpodcast.com) a podcast whose mission is to educate the market about Family Offices. Earlier in his career, Mr. Diamond founded Pinnacle Capital — a $250 million hedge fund that outperformed the S & P index 10 out of 10 years — before ultimately selling his company to an international investment firm. Previously, Diamond served as a Senior Managing Director at Bear Stearns. He began his career as an analyst at Drexel Burnham Lambert. Deeply committed to giving back, Diamond is an active philanthropist and civic leader. He serves on the Leadership Circle of the Aspen Institute and sits on the Board of several other charities and non profit organizations in his community. Diamond studied at Northwestern University, graduating Magna Cum Laude and earning his degree in Economics.

Heute hat Jörg einen ganz besonderen Gast vor dem Mikrofon. Aufgrund der zahlreichen positiven Reaktionen aus der Community ist Rocket, Jörgs Ehefrau, heute wieder mit dabei. Was ist das Erfolgsrezept dieses Power-Paars? Sind es die Prinzipien, nach denen Entscheidungen getroffen werden, z.B. dass es immer (!) zwei Jas geben muss, sonst wird es nicht gemacht? Oder ist es die ehrliche und unumstößliche Liebe und Wertschätzung, mit der beide sich betrachten? Das und was Rocket glaubt, warum Jörg eine so ausgeprägte Sammelleidenschaft für Uhren und Autos hat, erfahrt ihr in der heutigen Folge von Kintzel-Mindest. Es ist ein privater Einblick in das Zusammenleben sowie die Geschäftsbeziehung der beiden. Ihr lernt außerdem eine neue Rubrik kennen: „ACHTUNG ANSAGE!” Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg: ► Backstage: https://joergkintzel.com/backstage/ ► Inner Circle: https://joergkintzel.com/innercircle/ ► Instagram: https://www.instagram.com/joergkintzel/ ► YouTube: https://www.youtube.com/channel/UCWAkwU2cxOH2ehjtvX24xzA ► LinkedIn: https://www.linkedin.com/in/jörg-kintzel-vertrieb-unternehmertum/ ► Homepage: https://joergkintzel.com/ Jörg Kintzel ist Vorstand, selbstständiger Handelsvertreter und Aktionär der Valuniq AG, Deutschlands viertgrößtem unabhängigen Finanzdienstleister (gem. jährlichem Cash-Rangliste). Gemeinsam mit seiner Frau Birgit Elisabeth Kintzel führt er als Unternehmer und Investor die SVART GmbH, ein Family Office, das verschiedene Beteiligungen an Unternehmen und Start-ups bündelt. Mit der SVART GmbH fördern Jörg und Birgit Elisabeth Kintzel zusammen ganz gezielt Ideen und setzen sie gemeinsam in die Tat um. Über Erfolge wird leider in Deutschland viel zu wenig geredet, dabei hat dieses Land Unglaubliches und auch viele Innovationen zu verbuchen. Darum ist es ihnen ein persönliches Anliegen, ihr Wissen und ihre Finanzkraft in Menschen zu investieren und diese Erfolge sichtbarer und größer zu machen. Denn sie werden zukünftig dazu beitragen, dieses Land nach vorne zu bringen. Impressum: https://joergkintzel.com/impressum/ __________ KINTZEL MINDSET, Jörg Kintzel, Business, Unternehmertum, Wirtschaft, Interviewpodcast, Wirtschaftspodcast, Investor, Geld, Autos, Uhren, Mindset, Family Office, Unternehmer, Performance, Unternehmen gründen, Verkauf, Sales, Start-Up

Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they 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/ Connect with Jim Maffuccio on LinkedIn ⁠⁠⁠⁠https://www.linkedin.com/in/james-maffuccio-77440813/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

I am delighted today to speak with Bob Jordan, retired Emmy-Award-winning TV journalist and owner of Jordan & Jordan Communications, Inc. Bob has spent his distinguished career as a journalist reporting on the stories that shaped the news of the day for over 5 decades. But over the last 25 years, he has also taken on the worthy task of helping enterprising multigenerational families capture the stories of their ancestors and pass on their defining values and legacy to their descendants. For all of us in the private wealth and family office space, it is becoming increasingly apparent how important it is to be nurturing and building the human capital of the families we serve. Ensuring the people within the family, across all its generations, are engaged and flourishing is often more important – and more difficult – than securing and growing the family's financial capital. As FOX founder, Sara Hamilton, recently wrote, “Families have come to realize over time that preserving the family in the midst of wealth is more difficult than preserving the wealth.” There are many ways to engage and energize the family's human capital – family purpose and values, robust governance, formalized learning and education, and regular family meetings are just some of the established and reliable tools sophisticated families employ. Through his creative and profound experiences as a family videographer, Bob highlights the galvanizing and unifying power of one still relatively underused tool – family histories. Tune in to learn about the many ways and formats families can capture and pass on the stories of their origins and of their ancestors' formative journeys – from books to videography to heirlooms and artifacts to DNA analysis. Bob shares invaluable insights on how to get started recording family stories and how to select the service providers who can help guide the family through these complex, emotional, and sometimes even difficult discovery and storytelling projects. He offers priceless hard-learned lessons and proven recipes for overcoming the many challenges families face as they embark on the path of recording and passing the stories that comprise their family heritage. Most importantly, Bob illustrates with multiple examples from his long career as a family videographer, that the ultimate reward families enjoy as they successfully capture and convey their family histories is the shared purpose and meaning these stories instill among their family members across generations.

Did you know that the odds of a Family Office lasting over 100 years is approximately 1 in 1000? When it comes to the longevity of your portfolio, there are more than just numbers and statistics that you must make yourself aware of. It is crucial to regularly evaluate and adjust your strategies to ensure the family office remains resilient, adaptable, and aligned with the family's evolving needs and aspirations. Here are the Top 3 "Musts" for keeping your family business alive and well.Thank you for watching this video. Please share it and leave a comment – we appreciate your feedback. ► Subscribe to My Channel: /familyofficesgroup#legacyplanning   #generationalwealth  #businesscontinuity   #successionplanning  #legacybuilding 

Today we have Peter Powers on the show! Have you ever been in a family office and want to learn more about real estate investments? Whether you're managing the family office or trying to get into a family office, Peter Powers is your go-to source. With his experience with working and managing a real estate portfolio within his father's family office, he knows how to leverage relationships for success. He established SP Venture Partners and now helps other family offices deploy their capital into sound real estate investments. In this episode you will learn: that building relationships instills confidence to be curious about learning from all your experiences and your team members most family offices have a cash cow operating business Listen and learn! For links and resources discussed in this episode, please visit our show notes at https://darinbatchelder.com/family-office  

Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office  On this episode of The Family Biz Show, Kirby Rosplock*, founder of Tamarind Partners, shares her journey growing up in a multi-generational family business and becoming a consultant. We covered topics such as the history of Kirby's family business, challenges faced by women in patriarchal family businesses, and planning for the future of family wealth. Kirby also discusses managing wealth and services available for families with varying net worth. Don't miss this unique episode & share with others who might enjoy!  OUR GUEST  KIRBY ROSPLOCK*  Kirby is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also the Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries, and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices.  Born into a complex enterprising family, Kirby understands first-hand being a beneficial owner, inheritor, fiduciary, board member, and an operator.  Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, which have culminated in many articles, research studies, and books including The Complete Family Office Handbook (2014, 2021) and The Complete Direct Investing Handbook (2016). Kirby received honors including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance and the Richard Beckhard Practice award for life-time achievement and outstanding contributions to family business practice from the Family Firm Institute (FFI) in 2018.  Kirby earned her undergraduate degree from Middlebury College, her MBA from Marquette University, and her Ph.D. from Saybrook University. For more than 20 years, she has worked in the world of finance, family wealth, and family business, including working in the securities industry for a broker-dealer and more than a decade in a prominent multi-family office as the head of Research and Development. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and faculty at the Family Office Real Estate Institute at the University of Denver, former FFI GEN Faculty, co-trustee of the Harbeck Family Foundation, and currently serves on various advisory boards.    ---  If you're a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  -  CRN-5713295-053123  *not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs' Asset & Wealth Management business, and Ken Hirsch and Tony Pasquariello from Global Banking & Markets, break down the findings of the firm's latest Family Office survey, Eyes on the Horizon. 

Hear Patricia Woo and I talk about why she integrates her spiritual gifts with evidence-based knowledge into her legal sessions with clients. This conversation is all about marrying the tangible side of life with the intangible and how they must go together in order to create one's desired future.  

We like to kick off every live investor summit by setting the tone with a few opening remarks from our founder, Richard C. Wilson. Not only does this help to establish some of the key talking points, but it also explains everything you have to walk away with by attending. Check out these opening remarks from our 2023 Single Family Office Summit here:#FamilyOffice #teamwork #SingleFamilyOfficeSummit #PersuasivePitches #ValueAddedPresentations #EnhanceYourPitch #UnlockSuccess #PitchInvestors#CapitalRaising#ProactiveSelling #PitchingInvestors #InvestorFunnel #successfactors #leadershipvalues #investingtips #dealmaking #investors --------------The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Is loneliness the new smoking? A number of studies and polls have recently come out that indicate Americans of all ages, socioeconomic, and geographic locations are more isolated and alone that in any other time in recent history. Some postulate this has been spurred by people isolating themselves via increased screen time, alienating and divisive social media posts, remote working, and perhaps augmented by living in a post-Covid era.  Regardless of the causes, Nick Gray is wielding name tags and a harmonica, and rolling up his sleeves to remedy this new plague, which we'll be discussing in this episode. But first who is Nick Gray? Well, he is a bit of an underdog wunderkind. Let me explain. At age 14, Nick while in middle school, built websites and was making $70 per hour, which later on helped pay his tuition at Wake Forest University. After graduating, he helped build and grow the family business, which they sold and now Nick manages their family office. While living in New York and, based on his disdain for museums, but smitten on a date to The Met, he built and launched a multi-million dollar, Inc. 5000 company, called Museum Hack. He also did a TEDx talk about it (which has been watched by more than 75,000 people), and then sold the company, as many of us do. Along the way he also lived in India and produced a Bollywood music video. He's been featured in The New York Times, The Wall Street Journal, The Washington Post, Newsweek, and New York Magazine. In addition to having been a featured speaker at TEDx, he's also presented at The DO Lectures and The Skift Conference, among many others. Needless to say, Nick is not your everyday entrepreneur, or person. His latest foray is that of author, and we'll do a deep dive into his new book, The 2-Hour Cocktail Party, a step-by-step handbook that teaches you how to build relationships by hosting small gatherings. Nick is the poster-boy for living your life in full, connecting with others and building community more so than an audience. Tune in to learn how he does it, and how you can, too.

The rising generation today is different. The idea that you have to earn credibility over decades doesn't make as much sense as it did in the past.Join us as we explore how Greg McCann, founder and board member at Generation6, and Jesus Casado, one of the advisors at Generation6, work to empower the younger generations and help families adjust to challenges. They discuss the design flaws in existing family offices, solutions for improvement, and the European families' ability to remain unified and prosperous for hundreds of years through their key characteristics such as family cohesion, financial benefits, emotional connection to business endeavors, and being proud stewards of their wealth. Tune in now to learn more![00:01 - 07:05] Opening SegmentIntroducing Greg and Jesus to the showGreg is a founder and board member of Generation Six, a family enterprise consulting firmJesus is an advisor of Generation Six, focusing on succession issues and governanceGeneration Six has an innovative approach to family business consulting with a holistic approachGeneration Six helps families through leadership transition by developing leadership and helping with the handoff[07:06 - 14:05] Uncovering the Design Flaws and Hidden Assumptions of Family OfficesProfit is necessary for life, but not a good reason for livingLack of purpose and ownership are design flaws in family officesPrivate equity is becoming more widespread in Europe, but families still prefer long-term investments[14:06 - 22:32] The Gathering: Discussions about Family OfficesGreg shares what The Gathering is and how it was writtenThe book was meant to be provocative and not a templateWealthy people do not think of themselves as rich and would be better[22:33 - 30:27] Family Cohesion, Financial Benefits, Business Emotional Pride, and Stewardship of WealthEuropeans tend not to show wealth and have a negative perception of it compared to the USThe rising generation needs to create their own space for self-identification and be perceived as credible in some fieldFamilies need four types of cohesion (family, financial, business & emotional) to survive over time[30:28 - 32:03] Closing SegmentConnect with Greg and Jesus through the links belowGreg and Jesus' daily practiceFinal wordsQuotes:"If the human capital is being sacrificed at the cost of financial capital, nobody wins." - Greg McCann“It's not up to the senior generation to be the drivers of change. Transformation, and especially digital transformation, should be led by the next generation." - Jesus CasadoConnect with Greg and Jesus!Website: www.Generation6.com Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

On today's episode, Clay chats with John Jennings about his new book - The Uncertainty Solution. John Jennings is President and Chief Strategist of St. Louis Trust & Family Office, which has $12 billion dollars in assets under management. He is also a member of the firm's Management Committee, on its Board of Directors, and also serves on the Investment, Risk Management, and Trust Committees. John works closely with client families, advising them in all areas of wealth management.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro.01:38 - Why humans are hard-wired to avoid uncertainty.06:40 - Mental models we can use to invest more intelligently.10:08 - How humans tend to react when faced with uncertainty.16:56 - Why we are wired to quickly come to conclusions and tend to confuse correlation with causation.27:17 - How the improbable is much more probable than we might expect.32:13 - Why the economy is not directly correlated with the stock market.47:51 - Where investing falls on Michael Maubbousin's Skill vs Luck continuum.1:00:53 - How behavior biases like loss aversion and overconfidence affect our investment decisions.1:06:14 - How storytelling can trick us into making poor investment decisions.1:10:13 - What base rates are and understanding base rates can help us make more intelligent decisions.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESJohn's new book - The Uncertainty Solution.John's website.John's firm - St. Louis Trust & Family Office.Check out our newly released TIP Mastermind Community.Check out our recent episode covering the 2023 Berkshire Hathaway Shareholder Meeting or watch the video.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.Join over 5k investors in the data security revolution with Atakama.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Invest your retirement savings in what YOU know and are passionate about with a Self-Directed IRA with New Direction Trust Company.Enjoy flexibility and support with free cancellation, payment options, and 24/7 service when booking travel experiences with Viator. Download the Viator app NOW and use code VIATOR10 for 10% off your first booking.Send, spend, and receive money around the world easily with Wise.Beat FOMO and move faster than the market with AlphaSense.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Richard C. Wilson is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients.  Join our conversation with Richard as he discusses his company, the Family Office, managing the time of entrepreneurs, and working with high-net-worth individuals. Richard shares… ●    How to connect with high-net-worth individuals' ●    The challenges of working with high-net-worth clients ●    Why family offices are willing to take on riskier deals to generate higher returns ●    The importance of having a track record of success when approaching family offices for syndications. ●    And so much more! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you! Thank you in advance!

This week's episode is a special one. I have a chat with my partner and CIO of the Interplay Family Office, Chris Zhang, to discuss China's remarkable advancements over the past few decades and what its current status looks like.Chris is uniquely positioned to opine on this topic. He was born in China and spent the first 16 years of his life there, moving to the United States for high school. Since his move, he has visited China annually until Covid-19 halted all travel. After a three year hiatus, Chris visited this past April and was astounded at the progress he witnessed, including how built up his hometown of Zhengzhou had become (known as the iPhone city since they've produced most iPhones there).That's what inspired this episode. By challenging outdated perceptions and showcasing China's progress, this conversation is meant to highlight the need for a nuanced understanding of China's current status as a global powerhouse.Here are some of the main topics covered:Education and work ethic: Chris shares insights into his rigorous Chinese middle school experience, highlighting the dedication and discipline ingrained in the system.China's private sector contributes over 50% to GDP more than 80% of employment opportunities, fostering a competitive landscape and driving innovation.China's middle class has grown significantly, with the number of Chinese citizens enjoying a standard of living comparable to the US increasing steadily.Chinese technology companies are making significant strides, particularly in the electric vehicle (EV) industry, with high-quality, affordable EVs gaining popularity globally.China's infrastructure growth has been substantial, with the construction of entire cities and urbanization projects transforming landscapes previously dominated by farmlands and villages.The Chinese currency, the yuan, is gaining prominence, as demonstrated by its surpassing of the US dollar in Chinese cross-border transactions.Links:Links: Interplay Family OfficeFollow us on Twitter: @mpd, @interplayPodcast Links: Website, YouTube, Twitter, LinkedIn