Podcasts about uhnw

Today, it is my pleasure to speak with Alicia Fritz, Founder and Principal Designer of A Day in May Events, an event production firm sought after for mastering the art of entertaining. With a mission to preserve the unique history and life experiences of her clients and their families, Alicia and her team have been entrusted as strategic partners for their private, legacy clients for close to two decades. Since 2007, Alicia has built a dedicated staff of event specialists and creative thinkers who operate with a methodical and intuitive system that prioritizes collaboration with their clients, respectful partnership with their creative teams and an unwavering commitment to a flawless event. Alicia has been recognized as one of the country's top event planners by VOGUE and Martha Stewart Weddings to name a few. From the serene, idyllic coastline of Northern Michigan to the exquisite landscape of the South of France, Alicia and her team rarely create in the same place twice and welcome the challenge of producing these exceptional moments for beloved clients in unchartered territory. Alicia describes the world of events for UHNH families and their family offices, and highlights the occasions, formats, and experiences for which families most commonly turn to a professional, experiential event production specialist. She walks us through some of the unique aspects of events in the family wealth space and talks about the unique challenges, opportunities, and needs that family offices must understand and manage when overseeing such events. Alicia offers her tips for engaging family members – especially the rising gen – during family events and gatherings organized by the family office or the family leadership. Producing elaborate, experiential events takes a village of service providers. Alicia provides practical suggestions for families and their family offices on how to work with the universe of specialized vendors to make their events special and memorable. Enjoy this illuminating conversation with one of the leading professionals in the UHNW events production space.

Serving ultra-high-net-worth families requires more than technical expertise. It demands deep attention to detail, a strong supporting team, and a planning approach capable of navigating complex tax, estate, and investment structures. This episode explores what it really takes for advisors to successfully move 'upmarket' and support clients whose financial lives involve high stakes, fast-moving parts, and opportunities measured in millions. Blair duQuesnay is a Lead Advisor at Ritholtz Wealth Management, an RIA based in New York City that oversees $6.5 billion in AUM for 3,900 households. Listen in as Blair shares how she transitioned from working with traditional wealth-management clients to serving ultra-high-net-worth families, and what she learned about applying advanced expertise in real-world scenarios where accuracy and timeliness are critical. You'll hear why flat-fee models often make more sense than AUM fees at the highest wealth levels, how she demonstrates multimillion-dollar planning value through sophisticated tax and estate strategies, and how UHNW clients' biggest fear isn't running out of money but making a catastrophic financial mistake. We also discuss how Blair manages impostor syndrome, the confidence that comes from having a strong team behind her, and why advisors can thrive with any client segment as long as they intentionally choose the work they enjoy most. For show notes and more visit: https://www.kitces.com/474

Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain (of money) and a painful loss (of identity, role, belonging, meaning and purpose of life). Because of this, the UHNW client needs their advisor to help them not only manage their assets but to manage their needs for creating a new meaning and purpose and to be able to create a vision for their family that extends out several generations into the future. Most advisors are fully capable of managing significant pools of assets, but many have not developed the skills to meet uniquely successful families and their new point of need. In this fast paced conversation Ken and Scott explore the mistakes advisors typically make with these types of clients and what an advisor can do to avoid them. See more from the AB Advisor Institute: https://www.alliancebernstein.com/us/en-us/investments/advisor-institute.html?mid=sco:usr:insights:youtube:2025 Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach   DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. 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.    

Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector's watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led Phillips's inaugural New York watch auction, Winning Icons, where Paul Newman's legendary Rolex "Paul Newman" Daytona sold for $17.8 million - the highest result ever for a vintage wristwatch sold at auction. Under his leadership, the Phillips New York team as sold many legendary pieces, including a Heuer Monaco wristwatch gifted by Steve McQueen, Marlon Brando's Rolex GMT-Master worn in "Apocalypse Now", Jack Nicklaus' Rolex Day-Date, and Paul Newman's Rolex "Big Red" Daytona, to mention just a few. In December 2021, his team's fifth annual flagship watch auction achieved $35.9 million, breaking the record for the highest watch auction total in U.S. history. A collector of wristwatches since childhood, Paul is a specialist in their authentication and valuation. Frequently appearing on television programs sharing tips on watch collecting, he has hosted talks for investment banks, luxury brands, and magazines. As the former watch columnist for Barron's PENTA, Paul has been published or cited in numerous publications including The New York Times, Wall Street Journal, Bloomberg, Forbes, and Robb Report. Paul serves as a Trustee for the Horological Society of New York, an Honorary Committee Member of the Gerald Genta Heritage Association, and as an Academy Member of the Grand Prix d'Horlogerie de Genève (GPHG). Paul also serves as a strategy consultant to luxury brands through his firm, Boutros Group. To start off, Paul tells us about the exotic world of luxury time pieces. He tells the story of how the luxury watch landscape has evolved and how UHNW individuals and families are viewing watches today as a component of their portfolio's alternative assets allocation. We then talk about what sets unique time pieces apart from the "mere mortal" expensive watches. Paul helps us understand and define what makes a luxury watch a collectible piece.>/p> Paul offers some tips for families and family offices on how to get started, especially if they are new to luxury watch investing and collecting. He goes into detail on how one can find the right watch for their needs and goals. An important consideration in this specialized segment of alternative investments is protecting against fraud and other unique threats. Paul provides invaluable pointers into what UHNW families need to know about how to avoid the risks inherent in the world of luxury watches and how to protect against being taken advantage of. Finally, he describes the important role the family office can and should play in this process. Do not miss this fascinating and deeply insightful conversation with one of the world's leading experts on luxury time pieces and collectible watches.

Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain (of money) and a painful loss (of identity, role, belonging, meaning and purpose of life). Because of this, the UHNW client needs their advisor to help them not only manage their assets but to manage their needs for creating a new meaning and purpose and to be able to create a vision for their family that extends out several generations into the future. Most advisors are fully capable of managing significant pools of assets, but many have not developed the skills to meet uniquely successful families and their new point of need. In this fast paced conversation Ken and Scott explore the mistakes advisors typically make with these types of clients and what an advisor can do to avoid them. See more from the AB Advisor Institute: https://www.alliancebernstein.com/us/en-us/investments/advisor-institute.html?mid=sco:usr:insights:youtube:2025 Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. 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.

Welcome back to the Alt Goes Mainstream podcast.Today's episode brings us to the apex of the wealth channel. We sat down in Goldman Sachs' HQ at 200 West with Sara Naison-Tarajano, a Partner and Global Head of Private Wealth Management Capital Markets and Global Head of Goldman Sachs Apex Family Office Coverage. Sara is also responsible for the One Goldman Sachs Family Office initiative in the Americas.Sara has been at Goldman Sachs for over 26 years, where she's worked in a number of roles across the firm, equipping her with a multi-disciplinary background that is brought to bear in her current role leading a global platform that delivers multi-asset investing, financing, and direct investment opportunities to some of the world's largest family offices. Goldman Sachs Apex Family Office Coverage now serves more than 600 family offices across the globe.Sara and I had a fascinating discussion about the growing intersection between private markets and private wealth and what some of the wealth channel's largest investors find interesting and differentiated in private markets. We covered:How Sara expected to spend one year at Goldman and it turned into 26 years at the firm.How her background in derivatives structuring in public markets has helped her approach private markets – and what investors in private markets can learn from being exposed to public markets.Why Sara decided to create Goldman Sachs Apex to build a dedicated group to help large family offices invest directly into private markets.How Apex is related to Goldman's “One Goldman Sachs” initiative.How the power of the platform helps to differentiate Goldman's wealth management business.What lessons the wealth channel can learn from how the UHNW and billionaire family office segment approaches private markets.Takeaways from the Goldman Sachs Family Office Insights Report.How the wealth channel can engage the next generation clients and how private markets play a role in reaching the next gen.Thanks Sara for coming on the Alt Goes Mainstream podcast to share your expertise and wisdom on private markets and working with the wealth channel.Show Notes00:00 Introduction: 26 Years at Goldman Sachs00:59 Welcome to the Alt Goes Mainstream Podcast01:05 Meet Sara Naison-Tarajano03:07 Sara's Career Path04:51 Intellectual Curiosity in Finance05:29 The Role of Derivatives06:59 Transition to Wealth Management07:51 Goldman's Culture of Creativity08:48 The Birth of Apex09:12 Why Apex?10:48 Serving Family Offices11:25 The Apex Model12:46 Early Days of Apex14:09 Family Offices and Direct Deals16:12 The Growing Role of Family Offices19:56 Misconceptions About Family Offices23:26 Engaging the Next Generation34:29 Liquidity in Private Markets34:41 Decline in Public Companies34:52 Access to Capital in Private Markets35:14 Emerging Trends in Private Markets35:36 Focus on Secondaries36:02 Family Offices and Secondaries38:19 Goldman's Secondary Market38:56 Goldman's Acquisition of Industry Ventures39:55 Family Offices' Investment Strategies40:14 US vs Global Family Offices40:38 Private Markets and Inflation42:42 Advice for Wealth Channel Investors43:02 Illiquidity Premium in Private Markets43:56 Importance of Vintaging44:28 Evergreen Funds vs Drawdown Funds47:22 International Family Offices49:27 Geopolitical Concerns and Investments52:55 Mega Trends in Investing54:15 Infrastructure and AI56:16 Simple Wealth Management Strategies58:57 Private Credit and Fixed Income01:00:48 Risks in Private Markets01:02:22 Future of Apex and Wealth ManagementEditing and post-production work for this episode was provided by The Podcast Consultant.

Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who has spent the better part of the last 35 years assisting executives and families in preparing for and navigating career-defining moments. His clientele is broad and far-reaching, ranging from non-profit organizations to the Fortune 100, and includes names such as the Federal Reserve System, MD Anderson Cancer Center, Whirlpool, Steel Dynamics, The Hyatt Corporation, and many more. Carl is a highly regarded public speaker, who has authored a number of articles and has frequently been interviewed by various business publications, including the Wall Street Journal. He is a longtime friend, collaborator, and former member of the Advisory Board of FOX. Succession is arguably the most important evergreen topic on the minds of enterprise families and their family offices. Carl shares his views on what is required for success in successions among UHNW families and family offices and talks about the importance of talent assessment as families undertake leadership and ownership succession journeys. Carl offers practical advice for the older generation and those in leadership who are looking to transition control, responsibility, and ownership to the next generation. He also provides invaluable tips and suggestions for the rising gen and those who are poised to step into leadership and fill the shoes of their parents and predecessors. Don't miss this highly instructive conversation with one of the longest-serving, deeply experienced advisor and coach to multigenerational enterprises and family leaders.

Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is the national leader of the Private Client Services practice at CBIZ, and she played an instrumental role in the organization and institutionalization of the practice. Marina's career has been concentrated on supporting robust, complex families heavily invested in the Alternative Investment space, which enables her to deliver essential insights when analyzing financial statements and investment portfolios. She specialized in building out and setting up Family Office structures and Private Foundations, and routinely speaks at conferences, discussing the intricacies of Family Office structure and governance. Marina and her company, CBIZ, are an Advisor Member of FOX, and we are happy to have her expertise and thought leadership within our membership community. Today, we cover a topic that comes up more and more frequently among family offices – sustainability. Marina offers her definition of what sustainability of a family office means and shares her views on what it takes for a family office to achieve longevity and enduring relevance across generations of family principals. One important dimension of ensuring sustainability is the rising trend of institutionalizing and professionalizing the family office. Marina talks about this trend and how families can approach the process of formalizing and professionalizing their family office. An increasingly critical practical implication for UHNW families is the role of technology when institutionalizing the family office. Marina provides her insights and suggestions on how best to understand, select, and deploy technology to enhance the capabilities of the family office. Another important pillar of family office sustainability is to assemble and manage an ecosystem of mission-critical service providers. Marina and CBIZ have developed the "4 pillar approach" to creating a web of specialized vendors. She introduces this framework and explains how family offices can apply it. Don't miss this highly relevant and instructive conversation with one of the leading practitioners and professional service providers in the UHNW family wealth and family office space.

Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and consultant, as well as a certified CINERGY® Conflict Management Coach and a Conflict Dynamics Profile® Certified Practitioner. She works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Jane is the host of the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. In 2014, she received The Honorable Robert C. Zampano Award for Excellence in Mediation, which recognizes and celebrates leadership, initiative, and creativity in mediation in Connecticut. The word "conflict" comes up often in our work with UHNW families and few people misunderstand its meaning, so Jane provides some useful foundational definitions. She defines what conflict is, both in general as well as in the context of family enterprises and family wealth situations and describes the different manifestations of conflict that are common among families of wealth. Jane zeros in on conflict within families and explains how families generally deal with different kinds of conflict and highlights the best ways for them to manage and cope with conflict in order to achieve the best possible outcomes for the family. Dealing with conflict is a sensitive subject, and many families are not familiar with the kind of resources that are available to them in this field. Jane describes the conflict resolution landscape and the different professionals out there, pointing out how families can decide whom to work with or whether to deal with the conflict on their own. Family advisors and service providers – even those who are not experts in conflict management – can get caught up in the middle of tense family situations. Jane offers her practical advice on how professional family advisors should deal with conflict in the family when they encounter it or get drawn into it. Enjoy this practical discussion with one of the most experienced and recognized practitioners in the field of UHNWE family conflict management.

From training at the world-renowned International Butler Academy to running households for aristocratic and UHNW families across the UK, Rhian Thoma's journey is a masterclass in resilience, professionalism, and the evolving reality of private service.With ten years' experience across stately homes, formal estates, and high-expectation principals, Rhian shares the truth behind the job — the pressure, the unpredictability, the burnout, and the moments that make it all worth it.He opens up about managing understaffed homes, navigating employer expectations, building strong household teams, and how becoming a father has reshaped his view of work–life balance in an industry that rarely slows down.In this episode, Philippa and Rhian dive into:

Today, I'm excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Estate Officer at the United Soccer League (USL). Justin joined the USL in 2014 and has held various roles including President of Commercial Ventures and Chief Operating Officer and has led its expansion efforts across the USL Championship, League One, and Super League, and most recently, the announcement of USL's plans to launch a Division One men's professional league in 2027-2028. Prior to the USL, Justin served as leasing director, and later business development director, at DDR Corp, now called SITE Centers. While earning his dual degree in Public Policy and Economics at Duke University, Justin also played four seasons for the Blue Devils' Men's Soccer program. He has been recognized on America's Power List and Florida Trend's Florida 500, a list of 500 most influential business leaders in Florida. With Justin's help we delve into the world of soccer. He describes how the sport – and the business of soccer – has evolved in recent years and points out what sets soccer apart from other major sports. He also paints a picture for our audience of the soccer landscape today and how the USL fits in that landscape. We then take a look at soccer as an asset class in the broader category of sports and entertainment investment properties. Justin provides an educational overview of the unique investment attributes of soccer and soccer teams, highlighting how they are distinct from other major-league sports and what makes soccer franchises particularly attractive right now. Justin talks about the purpose and the mission of the United Soccer League (or USL) and explains how his organization helps UHNW clients and their family offices invest in and operate soccer franchises. Finally, he shares some practical considerations and risks family offices need to consider when they contemplate investing in sports in general and in soccer in particular. He offers valuable tips on how families and family offices should educate themselves and what resources exist for them to lean on in this growing and specialized segment of sports investing. Don't miss this educational conversation with a leading expert and experienced practitioner in sports franchise investing and operations.

Luxury, Trust & the Future of Travel: Inside THIRDHOME with Giles Adams What if your second home wasn't just a retreat—but a passport to the world's most extraordinary properties? In this episode of The Jess Larsen Show on Innovation & Leadership, Jess sits down with Giles Adams, Partner & President at THIRDHOME—the global private club redefining luxury travel, home exchange, and how the world's wealthiest families experience their time off. With more than 20,000 properties across 103 countries, THIRDHOME has built a trusted network of second-home owners who trade time at multimillion-dollar estates, private islands, penthouses, safari reserves, and even yachts. Giles shares the origin of THIRDHOME's “club over platform” philosophy, why simultaneous swaps don't work for ultra-high-net-worth travelers, and how they built a brand so trusted that growth is driven almost entirely by member word-of-mouth. He also breaks down the creation of THIRDHOME Reserve, the ultra-exclusive tier for owners of $10M+ homes—and what it takes to serve some of the world's most discerning clientele. Jess and Giles dive into the art of earning trust with luxury homeowners, the surprising impact of their Paramount+/Netflix TV series Millionaire Holiday Home Swap, and why connection—not consumption—is the currency that really powers global travel at this level. Whether you're building a premium brand, navigating UHNW markets, or simply fascinated by the future of luxury hospitality, this conversation is packed with insight, psychology, and strategies from a company that has quietly mastered them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking culturally respectful and clinically effective mental health services. Dr. Paul serves as the Senior Wellness Expert to Ispahani Advisory, a London-based consulting firm specializing in multijurisdictional, ultra-high-net-worth families. He is an Associate Member of the American Association for Addiction Medicine and holds a Clinical Fellow designation with the American Association for Marriage and Family Therapy. In addition to his academic and clinical work, Dr. Paul has extensive experience in the realm of philanthropy. He has stewarded over three million U.S. dollars to enhance the delivery of direct mental health services to disenfranchised communities across America, as well as through the Yale School of Public Health, and he serves as a trustee of the Palm Springs Art Museum, one of the world's premier centers for mid-century art, architecture, and design. Dr. Paul's research in the realm of wealth and mental health has been peer-reviewed and published in the Journal of Wealth Management, the International Family Offices Journal, Globe Law and Business, and Lambert Academic Press. His work has been featured in a wide variety of international media outlets including The New York Times, The Wall Street Journal, The World Economic Forum, the Johns Hopkins Newsletter, Harvard Business Review Arabia, CNN, Men's Health, The Guardian, Tatler, WebMD, Psych Central and others. Dr. Paul starts by explaining what intersectionality is. He tells us about the origins of the construct of intersectionality and highlights some of the key premises underlying the term and the studies behind it. He then describes how intersectionality plays in the UHNW and family office space, and how it manifests itself in the lives and wellbeing of UHNW clients. Dr. Paul offers his practical tips for wealth owners, family wealth principals, and UHNW family members? He offers his advice on what they should know about intersectionality and how they should incorporate this knowledge into their lives and their relationship with wealth. He also provides practical suggestions for family wealth advisors and how they should integrate this concept into their advisory practice and utilize it to strengthen their relationships with their UHNW clients. Enjoy this illuminating conversation with one of the leading academics and practitioners at the complex intersection wealth management and personal health and wellness.

In this conversation, Stephan Livera and Matt McClintock delve into the complexities of wealth management in the context of Bitcoin, exploring the concept of the Sovereignty Paradox. They discuss the nuances of sovereignty, the importance of preparing the next generation for wealth, and the role of philanthropy. The conversation also covers tax implications, strategies for managing Bitcoin wealth, and the risks associated with custodianship. Matt emphasizes the need for diversification and the evolving landscape of Bitcoin custody and regulation, while also addressing common pitfalls in wealth management.Takeaways:

Today, I am delighted to welcome Dan Veitkus, CEO & Managing Partner of Corsica Partners, LLC, a global executive search and strategic talent management firm specializing in recruiting executive leadership for private equity, venture and family office backed companies. Dan grew up in a family business and started his first company at the age of 13. Prior to entering the field of executive search and coaching, he served 20+ years as a business leader and executive for private and public companies ranging in size from $10M - $1B annual turnover in the telecom, software/SaaS and corporate learning sectors. Dan is an active advisor to CEOs and boards and a former distinguished mentor & executive coach for the Branson Centre of Entrepreneurship, an organization founded by Richard Branson to support entrepreneurs by providing leadership development, mentoring and coaching to help launch and grow their businesses. Dan is the author of the Amazon Best Seller Straight Talk Your Way to Success. He also produced a Broadway Show, Dream Big: The Rudy Ruettiger Story, now available on Amazon Prime. Succession is easily one of the top three evergreen topics and challenges that UHNW families and their family offices contend with all the time. Dan explains why it is important that succession happens in the family office in a planful and smooth way. He highlights how succession in the family office is different from traditional corporate succession and business continuity practices and points out the unique distinctions of family office transitions and successions. Based on his extensive experience advising and recruiting talent for family offices, Dan offers his practical suggestions for family offices and family principals looking to hire key executive talent as part of their succession planning. He also offers practical tips for all the other stakeholders in the succession process, including the candidates looking to land the key role at a family office, but also the advisors, family office employees, and family members who participate in or are impacted by the leadership transition. Enjoy this insightful conversation with a leading talent and operations practitioner and advisor in the UHNW and family office space.

On the season finale of the Our Family Office podcast, host Adam Fisch speaks with Jenny, a fifth generation member of a successful European family, and a longtime Our Family Office client. Jenny is a member of the rising generation, having begun to assume management of the family's assets after a long journey of discovery.Jenny discusses growing up with wealth (02:10), the succession process in her family (17:18), and her family's experience working with a family office (29:42).Thank you to all of our listeners for your support throughout this season. We hope you enjoyed it.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Kirsten Fargotstein is a veteran executive and personal assistant with over a decade of experience supporting celebrities, founders, and ultra-high-net-worth individuals across entertainment, nonprofits, luxury fashion, and tech. In this episode of The Leader Assistant Podcast, Kirsten talks about the world of celebrity and UHNW assistance, how to know if you're cut out for assisting in that world, and how to land a job as a celebrity assistant.Show Notes -> leaderassistant.com/347--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Live from New York... it's Leader Assistant Live! Join top assistants in NYC for inspirational training, engaging discussion, and a networking party to finish the night. Grab your seat for Leader Assistant Live: NYC before it's too late -> leaderassistantlive.com/nyc --Eliminate manual scheduling with YouCanBookMe by Capacity's booking links, automated reminders, and meeting polls. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community

Today, I am excited to speak with Teresa Leigh, owner and founder of Teresa Leigh Home + Family Office an award-winning, nationally recognized boutique firm advising UHNW clients on staff and service vendors for the home, property and family office. Teresa has worked with high-net-worth clients for over 39 years, and is a passionate educator, speaker and author of multiple published white papers, educational videos and articles focused on helping high net worth clients make the best decisions for their homes and family offices. Teresa is often quoted by The Wall Street Journal, Forbes, Institutional Investor, The New York Times, and Worth Magazine. Teresa offers our listeners an overview of in-home elder care for families and highlights some of the challenges family members and family offices face when they seek and employ such in-house support. She describes the different options for in-home elder care services family members and family offices should consider and evaluate, and enumerates the pros and cons of these different solutions that families should be aware of and know how to compare. For families who are in need of in-home support and are in the early stages of this journey, Teresa provides some practical tips for how they can get started and then how they should manage all the change and the steep learning curve they are facing. There are many risks associated with in-home elder care – personal safety and financial fraud are just two common examples. Teresa explains how families should protect themselves and their elder family members and emphasizes what they should watch out for as they explore these in-home services. Don't miss this highly practical conversation with a recognized leader and practitioner in the field of household management for UHNW families.

On this episode, host Adam Fisch sits down with Tim Yeung, a Family Enterprise Advisor who is himself, a member of the third generation of an UHNW family. Tim spent 10 years at his family's commercial real estate company, before leaving to eventually pursue family enterprise advising and coaching. He draws on his personal experience to connect with business owning families and help them create a vision for the future together.On this episode, Adam and Tim discuss his journey as a family employee (01:10), using his experience to help other families (09:43), and the common challenges that business families face (14:39).Additional Resources:Tim YeungFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Today, I am delighted to speak with Joe Pellegrino, co-founder of The Pantheon Group, a bespoke residential management company. Joe partners with leading family offices to transform how their clients' residential estates are managed. He has pioneered a comprehensive residential estate management approach that seamlessly integrates with family office operations, reducing property management complexity to near-zero. Serving ultra-high-net-worth families with multiple properties across the United States, Joe and his team act as the dedicated real estate arm for discerning family offices, ensuring their clients' properties are managed with the same level of sophistication as their investment portfolios. Joe and his firm, The Pantheon Group, are a Specialist Advisor member of FOX, and we are thankful to have his expertise within our membership community. The luxury property space is unique and there is a lot of operational complexity and risk involved. And yet, it is also the home or a place UHNW clients really should enjoy rather than worry about operating. Joe talks about the interplay between the risks involved and the experience clients seek, and how estate managers, like his firm, navigate and simplify this complex equation. Family offices are increasingly being asked by their clients to do more and handle a broader scope of services, including lifestyle and concierge services. Joe shares his views on the role of the family office when it comes to working with the estate management specialists who support the family and handle their luxury properties and everything the family needs and expects in that aspect. One important decision in luxury estate management is selecting the right vendors and partners. Joe offers practical tips and advice for families and their family offices on how to best evaluate and select the professional firms they work with to manage their properties. Finally, Joe provides his suggestions for estate management vendors and specialists serving UHNW families. He emphasizes the importance of building connections with the family, and uses the term “anticipatory excellence”, which he unpacks in detail for our audience. Don't miss this deeply informative conversation with one of the leading innovators and service providers in the luxury estate management space.

From leaving Kazakhstan with no English to managing multimillion-pound estates in Surrey, Marina Grigoryeva's story is one of determination, adaptability, and emotional intelligence.With over 20 years' experience working for UHNW families, Marina shares how she built longevity in some of the most demanding households — often staying with principals for over a decade. She opens up about managing difficult personalities, setting emotional boundaries, and why counselling training has completely transformed the way she approaches leadership, communication, and staff wellbeing.In this episode, Philippa and Marina dive into:

On this episode, host Adam Fisch sits down with Jess McGawley, the founder of Dallington Associates, a London based firm that provides discreet, highly tailored mentoring and psychological consulting for young inheritors, helping them step into adulthood with confidence, clarity, and a deeper understanding of their role within the family system and the wider world.  With over 16 years of experience, Jess has supported more than 150 families as they navigate the private and often complex dynamics that come with adolescence, inheritance, and growing up in the context of wealth and public success.On this episode, Adam and Jess discuss the unique challenges that wealthy adolescents face (04:40), the importance of failing well (13:19), and some success stories from her work at Dallington (24:14).Additional Resources:Dallington AssociatesFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

On this very special episode, host Adam Fisch speaks to author and investor Morgan Housel, the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over ten million copies and have been translated into more than 60 languages. His new book is called the Art of Spending Money, and was released on October 7. Adam and Morgan discuss how the wealthy think about money (01:07), how the rising generation can apply the lessons from his writing (05:29), and his advice for young inheritors in forging their own identity (19:59). Additional Resources:Morgan's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

This week on Life in Private Staffing we're joined by Veronica Lajud, an international childcare specialist based in Miami and founder of the Stellar Insight Method.With a background in Montessori education and over a decade working inside UHNW households, Veronica has built a unique approach that goes far beyond traditional nannying. She now mentors nannies, supports families worldwide, and creates tailored routines designed to unlock each child's full potential.Together we explore how childcare in UHNW homes differs from the traditional world, why empowering household staff is just as crucial as supporting the children themselves, and how one nanny's role can completely change the course of a family's future.

On this episode, host Adam Fisch sits down with Sharna Goldseker, the founder and vice president of 21/64, a non-profit practice serving next gen and multigenerational philanthropic families. Sharna has also been named to the New York business journal's women of influence list. Sharna is the co-author of the award-winning best seller, Generation Impact: How Next Gen Donors Are Revolutionizing Giving. She chairs the Goldseker Foundation, founded by her great-uncle, and serves as non-family trustee on the Felicity House board and Leonard & Helen R. Stulman Charitable Foundation. They discuss the ways that the rising generation views philanthropy (07:15), what “impact” means to the next generation (13:48) and the work that she's done with next generation family members to help them on their philanthropic journeys (21:06).Additional Resources:The 21/64's Motivational Values Cards® mentioned during this episode are designed to facilitate self-awareness as users explore how their values align with their giving and other resource allocations as well as spark meaningful multigenerational conversations.For professionals seeking additional training in working with next gen donors and multigenerational family enterprises, 21/64 offers trainings which can be found here. For next gen who are looking for a group of peers considering their philanthropic identity and the impact they can have, 21/64 is offering a retreat for 20 and 30-something next gens January 2026 in New York City. For more info email andine@2164.net.For those interested in reading or listening to Sharna and Michael Moody's book, Generation Impact, you can find it here.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Today, I am delighted to speak with Mohamed Elzomor, Co-Founder of Nines, a household management platform trusted by hundreds of family offices around the world. He and his co-founder Jacco de Bruijn created the company and lead its mission to bring ease, structure, and innovation to the world of household management. Mohamed and his company Nines are a FOX technology resource partner, and we are excited to have their expertise as part of our membership community. Mohamed focused his entrepreneurial attention and creativity on the niche segment of managing the private estates and household operations of UHNW families, and he gives us an overview of this space, highlighting the unique aspects of luxury estate management. He helps our audience understand what is considered a top-notch client offering and service – what does good look like – in this unique market niche. Mohamed explains how most UHNW families are managing their private properties today – whether most attempt to self-manage or they turn to professional property managers – and he paints the picture of the major pain points they UHNW clients commonly experience. When Mohamed founded Nines, he and his co-founder set out to alleviate many of the pain points experienced by both UHNW owners and their luxury property managers. He gives us an overview of the Nines platform, describing its key functionalities and the main problems it solves for families, family offices, and estate manages. One practical advice Mohamed has for UHNW families and their family offices is to learn and understand the world of estate managers – how it works and how to best engage with the professionals in this space. He shares his views on why this is important and offers his recommendations to families and their staff on what they should know on the subject. Enjoy this highly illuminating conversation with one of the most prominent disruptors and technology providers in the UHNW estate management space.

On this episode of the Our Family Office podcast, host Adam Fisch discusses how the rising generation invests with Charlie Scharfe, a portfolio manager at Our Family Office. Their conversation covers the similarities and differences of investment approaches between generations (00:50), the challenges and complexity of ESG investing (03:00), and how Our Family Office works alongside the rising generation to build portfolios aligned with their goals (14:40). For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

In Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspectives about wealth preservation (14:58), and how to empower the rising generation to live lives of purpose and fulfillment (21:02).More information about Dr. Grubman can be found at jamesgrubman.comAdditional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

In this episode of Life in Private Staffing, I sit down with Daniela Vasconcelos, a Brazilian-born estate manager and personal assistant who has spent over a decade building her career in Miami's ultra-competitive private staffing market.From launching her own cleaning business to overseeing 30+ luxury properties, and later managing the lifestyle of a single UHNW principal, Daniela's journey is nothing short of inspiring. Together, we explore:✨ Her transition from recruitment into private staffing – and what her HR background taught her about leadership✨ The reality of Miami's luxury market and why personality fit is more important than skills alone✨ How to balance resilience, discretion and heart when managing UHNW households✨ The challenges of returning to work after a career break – and why candidates deserve respect in the recruitment process✨ Some of the quirkiest client requests she's ever received (including sourcing a lion

Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee benefit plans at PwC in Miami. Craig co-founded CAPA, a certified public accounting firm in 2004 and merged with Hancock Askew in 2020 prior to forming Veridian in 2025. He serves on the audit and finance committee of the Board of Directors for Catholic Charities of the Archdiocese of Miami and is a member of the University of Miami's School of Business Accounting Advisory Board. Craig and his firm, Veridian, are advisor members of FOX and we are thrilled to have their expertise available within our membership community. In recent years, technological advancements have transformed the role of the advisor serving UHNW families. Craig talks about how the role of the advisor has evolved alongside technology, and particularly how the role of the CPA has changed. With the rise of AI, we are beginning to witness the next-stage transformation of the family advisor role. Craig shares his thoughts on what is likely to happen to the role of the fiduciary advisor in the era of AI – how will CPAs, estate planners, and wealth planners will coexist with the AI tools. One practical consideration advisors and families need to navigate is the increasingly divergent preferences between older-gen and rising-gen clients. Craig offers his tips on how professionals and clients can best manage the “generational tug of war” caused by their different values and preferences. Finally, Craig provides his and suggestions for UHNW clients on how best to interact with their CPA – especially given all the self-serve tools and AI solutions that are increasingly available in all professional services fields. Please enjoy this highly informative conversation with a leading expert and experienced UHNW advisor serving enterprise families.

In the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).More information about Dr. Grubman can be found at jamesgrubman.com Additional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

In this episode of Life in Private Staffing, I sit down with David Cannie, senior estate manager of a 15,000-acre private estate in the UK with hundreds of residential properties, heritage buildings, and a team of 100+ staff.Having transitioned from a career in property management into the UHNW private sector, David shares what it's really like to oversee one of the country's most impressive landed estates. Together, we dive into:✨ The day-to-day reality of managing a vast estate with multiple departments, tenants, and heritage properties✨ Building relationships with UHNW families and navigating their unique expectations✨ How to keep large in-house teams motivated and collaborative✨ The quirks of life in private staffing – including the time David was asked to move 80-year-old oak trees

Send us a textIn this high-level Family Office Club panel, leaders managing billions in assets share their current investment mandates, how they're navigating market uncertainty, and the creative deal structures driving results right now.Hear from experts in real estate, venture capital, alternative investments, and private equity as they discuss diversification strategies, opportunistic investing during times of distress, and the importance of listening for unexpected opportunities.What You'll Learn:• Why chaos in the markets can create once-in-a-decade investment opportunities• How to structure revenue-sharing, co-GP, and joint venture deals for win-win outcomes• The overlooked role of diversification for long-term portfolio resilience• Sectors top family offices are targeting right now — from AI to energy storage to hospitality• How relationship-driven investing uncovers deals others never see• Why alternative investments are becoming the dominant allocation for UHNW investors

Send us a textDo billionaires like Warren Buffett actually live frugally—or is it just for show? In this insightful conversation, Jonathan unpacks the frugality of ultra-high-net-worth (UHNW) individuals, the truth behind Buffett's modest lifestyle claims, and how many wealthy investors are turning to affordable housing, especially mobile home parks, as both a profitable investment and a way to give back. Learn how UHNW individuals invest in purpose-driven assets while flying under the radar—and why frugality and philanthropy aren't mutually exclusive.https://familyoffices.com/

Send us a text"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversation, we explore how ultra-high-net-worth investors and family offices are leveraging data and AI to enhance fund selection, streamline due diligence, and identify top-performing GPs.You'll learn:- How data analytics drives fund-of-funds selection- Why AI is powerful in PE but limited in early-stage VC- The critical role of founder storytelling in attracting UHNW capital- How single family offices balance technology with personal relationships

In this episode, Mark Ledlow is joined by Jennifer Laurence, an Estate Management Consultant in Private UHNW Service, and a Founder and President of Luxury Lifestyle Logistics. They discuss her role in estate management consultancy, focusing on operational logistics, standard procedures, and family management for high-net-worth individuals. Jennifer shares her insights into personalized service, the nuances of security for the ultra-wealthy, and the importance of protecting every aspect of a client's lifestyle. They also dive into Jennifer's passion for archery and how it serves as her personal therapy. Mark and Jennifer further delve into the critical need for risk assessment and the subtle complexities of maintaining privacy and security in the lives of affluent families.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSEstate management for high-net-worth individuals requires personalized, holistic solutions beyond standard hospitality. Security is a spectrum: risk assessments and tailored strategies are essential for each client's unique profile. Privacy and confidentiality are major concerns for both clients and staff in luxury estate management. Every data point—utility bills, car titles, reservations—can be a vulnerability for high-profile individuals. The “circle of trust” must be carefully managed to balance service and privacy.QUOTES“We're serving individuals in their homes, and it's a very close, personable working relationship.” “Security risk is a spectrum. You have to understand what you can do internally, externally, and when it's right to bring in somebody full-time.” “Every single data point that you put your name on is ultimately a weak point for threat mitigation.” “You don't get to make your dinner reservations in your last name anymore. The world is too rich in data.” “Protective intelligence—that's the new era of security.”Get to know more about Jennifer Laurence through the links below.https://www.linkedin.com/in/jenniferlaurence/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

Today, I have the pleasure of speaking with Amy Castoro, President and CEO of The Williams Group, where she leads a team dedicated to ensuring the smooth transfer of wealth across generations. Amy is a recognized expert in preparing high-net-worth families to successfully transition wealth while maintaining family unity and control over assets. She is also an accomplished author, keynote speaker, and senior family coach known for her direct yet compassionate approach, which fosters long-term relationships and delivers measurable results. Amy is the author of Bridging Generations—Transitioning Family Wealth and Values for a Sustainable Legacy. She is a long-time friend of FOX and has been a speaker at FOX events and council meetings. Amy has helped many UHNW families navigate intergenerational transitions, and she shares her experience on what are the hallmarks of a successful wealth transition and what role trust and communication play in achieving such successful transitions. Throughout her career, Amy has created a framework for how to build, repair, and manage trust in a family. She tells us about this framework and highlights how families can successfully leverage it. One practical tip Amy offers to many families is how to have challenging conversations and how to structure this often-uncomfortable process. She provides her recipe for success with necessary but difficult discussions within the family. Another practical tool Amy has developed is her “10 Questions Quiz” that she uses to help families strengthen relationships with each other and prepare for a smooth and successful intergenerational wealth transition. She describes the 10 questions and how she applies the quiz to help families succeed. Enjoy this insightful conversation with a leading advisor of UHNW families and practitioner in the field of family transitions and wealth transfer.

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

Picture this: You've got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband.That's exactly what Liz Fritz did.In this Episode, she joins Stacy Havener to chat about: Taking the leap from corporate to co-founder (with two babies in tow)What it's actually like building a company with your spouse Why staying in your lane is the secret to growing fast without burning outHow story and authenticity help you stand out in the wealth management worldThe future of AI in finance Owning her voice in a male-dominated industry (and the resource that helped her do it)More about Liz:Liz Fritz is the Co-Founder and legacy CMO of F2 Strategy, the largest pure-play wealthtech consultancy in the U.S. With nearly 20 years of experience leading marketing for HNW and UHNW brands like Wells Fargo, U.S. Bank, and BNP Paribas, Liz knows how to turn strategy into real business growth—especially in the entrepreneurial and M&A space. She's a frequent industry speaker, a fierce advocate for women in wealthtech, and a champion of workplace well-being. Liz lives just outside Chicago with her husband (and F2 co-founder) Doug, their two boys, and one very lovable Labradoodle.Resources Mentioned in This Episode: The Hard Thing About Hard Things The Confidence Code: The Science and Art of Self-Assurance---What Women Should Know Blue MindWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

How does a fifth grader baking cherry clafoutis grow into a celebrity pastry chef whose creations grace the pages of Vogue, Good Morning America, exclusive finance events in the world's financial capitals, and the ultra-private weddings of UHNW tastemakers?In this spellbinding episode of 9x90™, Adi Soozin sits down with Daniel Colonel to uncover the wild journey from non-profit bakeries to crafting a world-class edible luxury empire.Daniel shares the raw, unfiltered moments that shaped his career: the pandemic pivot that sparked his brand's meteoric rise, the deeply personal stories infused into his couture cookies and intricate wedding cakes, and the mindset shifts that took him from surviving to redefining luxury in the pastry world.For aspiring creatives, luxury entrepreneurs, or anyone intent on leaving a lasting legacy, this episode is your blueprint for building magic—and success—on your own terms.See all of the photos & more at: 9x90.co/Daniel-Colonel

Bridging the worlds of food, writing, and the behind-the-scenes realities of celebrity chefs, today's guest is a true powerhouse! Laurie Woolever is best known as the longtime assistant and trusted collaborator of the legendary Anthony Bourdain. But her story stretches far beyond that role, from working as a receptionist, a private chef to a UHNW health-conscious family, to graduating from culinary school and serving as assistant to Mario Batali at the height of his fame. Laurie's career evolved into food media and writing, culminating in co-authoring several books with Bourdain. A three-time New York Times bestselling author, she completed World Travel: An Irreverent Guide after Bourdain's passing and penned Bourdain: The Definitive Oral Biography. Her latest memoir, Care and Feeding, is a raw, witty, and moving reflection on carving out her own voice while supporting someone else's. In this episode, we dive deep with Laurie into her memoir Care and Feeding and the pivotal events that have shaped her life. Laurie pulls back the curtain on navigating the world as an assistant to larger-than-life culinary personalities, breaking into food media, and forging a new path as a writer. We explore the highs and lows of her journey, as she reflects on years spent supporting others and how it ultimately led her to tell her own story. You don't want to miss this amazing episode and Laurie's insights on what it truly means to find your own voice after a career spent amplifying others!

This week we're joined by Maud, a true powerhouse in the world of private staffing. While many strive for long-term positions, Maud carved her own path – thriving in seasonal roles across Europe, working in chalets, villas, and luxury properties for UHNW clients.Starting as a total newcomer with just 15 minutes' notice before her first butler shift, she's now built a reputation as the ultimate fixer – trusted to walk into any household and deliver excellence. Her story takes us from Courchevel to Saint-Tropez, from working solo in high-pressure environments to becoming a sought-after property manager and remote PA.If you've ever questioned the value of a seasonal CV, this episode will make you think again. Maud's adaptability, drive, and perspective on success show there's more than one way to thrive in the private sector.

The ‘luxury hotel superyacht' is one of the most competitive and exciting new areas of luxury travel. The Ritz-Carlton was the first to market with the launch of the Ritz-Carlton Yacht Collection's 'Evrima' superyacht in 2022. Scott Kerr sits down with Jim Murren, executive chairman and CEO of the Ritz-Carlton Yacht Collection, to discuss why the Ritz-Carlton expanded into superyachts, the complexities of designing and building its ships and the similarities to designing one of its land-based hotel properties, and why its third superyacht 'Luminara' (embarking on her maiden voyage in July) is its most ambitious creation yet. Jim also talks about why the luxury hotel superyacht market is still relatively untapped and how the Ritz-Carlton Yacht Collection is shaping its itineraries and destinations to meet the demands of UHNW travelers who are increasingly valuing purity of experience over traditional luxury amenities. Plus: Why most of its guests are first-time cruisersFeaturing: Jim Murren, Executive Chairman and CEO of the Ritz-Carlton Yacht Collection (ritzcarltonyachtcollection.com)Host: Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast: It's a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend or a colleague!

Today, I'm excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Group. Amy works closely with families to identify their goals around values, ownership, and financial wealth, and helps them establish family offices, councils, and enterprise governance systems to support these goals. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, communication, and listening skills. She serves on multiple family business advisory boards and frequently teaches and speaks at business forums, including YPO, YPO Family Office, Private Company Governance Conference, and The Exit Planning Institute. In today's conversation, we'll zoom into generation-skipping trusts, which are both powerful and popular estate planning vehicles deployed by UHNW families and their advisors. We start with the basics, and Amy providing a definition of what generation-skipping trusts are and why are they so commonly utilized by families of wealth. Like all estate planning, risk management, and tax optimization strategies, there are both pros and cons and complexities associated with generation-skipping trusts. Amy talks about the long-term implications for families who establish and subsequently must live within these legal structures. Amy offers some practical tips and suggestions for families who are just starting to consider generation-skipping trusts, helping outline what they should know and beware, and how they should prepare the family for these structures. Amy then offers some pointers and advice for families who already have established generation-skipping trusts, sharing her insights into how they can live their lives in accordance with their goals and preferences while still managing and complying with the complexities of these existing legal structures. Please enjoy this deeply insightful conversation with one of the leading practitioners and consultants in the area of trust and estate planning for UHNW families.

Today we are back! After taking our first-ever break since starting this podcast five years ago, we're back to launch Season 6 of Life in Private Staffing. Uncovering the extraordinary careers available within the private sector. It is always fascinating to learn how different people discover this industry, but more importantly, how they break into it, and today brings a journey Lara made from working as an Au Pair to House Manager, and she is still only in her early 20s.To anyone out there at the start of their career and perhaps feeling that a career working with UHNW families is too far out of reach, then this is the episode for you. Lara's story is truly inspiring.

Today, I am pleased to welcome Bob Weinhold, Partner at Velocity Advisory Group, an advisory firm helping clients accelerate organizational success through leadership development, executive coaching, cultural alignment, and strategic execution. Bob oversees the firm's Family Business Advisory and Executive Coaching practices. He began his career in healthcare working with executives in 1996 and later that year was fortunate to support the Atlanta Olympic Games with his individual and team performance enhancement experience. Bob supports the development of next generation leaders to prepare for succession and help senior family members transition responsibilities while mitigating risk. In his work with families, Bob talks about the concept of “mental scripts” that family members have in their heads that, while helpful in some cases, can also get in the way of successful transitions, communications, and relationships within family enterprises. He elaborates on this concept and gives some examples of how these mental scripts form and manifest themselves within families of wealth. One common challenge related to the “mental scripts” topic is the “fear of screwing up” mentality that so often guides and derails progress among enterprise families and their members. Bob explains why this “Don't Mess It Up!” attitude is so pervasive both among older generations looking to transition control and their next-gen descendants who are looking to step into leadership. He also offers some insights into what families can do to avoid or navigate this common pitfall. One practical tip Bob offers is for family members to really mind their language – to study the phrases they use in their conversations. Bob delves into why language is so important and unpacks what family leaders and members can do to make sure how they speak to each other helps them grow and succeed rather than derail or hold them back. Another practical tool Bob uses and recommends is “the list”, which often older generations have in their mind before they can be comfortable transitioning power and control. He talks about this mental list – what's often on it, how to deal with it, and how rising-gen members can manage toward and around this list. Enjoy this instructive conversation with a prominent and experienced thought leader and practitioner in the field of intergenerational transitions and succession within UHNW families.

Today, I'm excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & fan engagement company that works directly with artists, estates, athletes, brands, and individual celebrities on finding, organizing, preserving, and monetizing their artifacts and history. Brad also founded Agent Phoenix, a brand realignment and creative consulting agency, which works with companies to improve and enhance their relationships with their target audiences. Brads businesses have served such iconic artists as Coldplay, Metallica, Norah Jones, Jeff Bridges, Questlove, and Elvis Costello, to name just a few. Prior to founding Inveniem and Agent Phoenix, Brad was President of the Phoenix Media/Communications Group, a multi-media organization, and is a veteran of several media and technology start-ups in the US and UK. Brad talks about the world of iconic creators – artists, actors, athletes, and other creative personages – and provides an overview of this exclusive niche and how he and other experts serve these VIP UHNW clients, especially helping them preserve and manage their intellectual property, intangible assets, and unique artifacts. The knowledge, tools, and processes Brad and his firm have developed and apply are not limited to just in this creative niche of the market. Brad describes how families of wealth can also leverage this approach and solutions to preserve and pass down their artifacts, heirlooms, and collections – but also their legacy and values more broadly. Brad goes over the practical steps of how families and UHNW clients can get started on this journey of understanding, managing, and making the most out of their creative assets and intellectual property. He delves into one of the most common roadblocks for many families and clients – how to first organize all the artifacts and creative assets they have so they can know what is there, what exists, and then follow the robust process to begin to manage these collections of unique, alternative assets. Enjoy this informative conversation with the leading service provider in this exclusive niche of the UHNW wealth management landscape.

This week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design and Governance Specialist in the Family Office Solutions group at UBS Private Wealth Management. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm, where he built the firm's family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. Prior to that, he spent a decade at a large single-family office where he served as General Counsel of a dynastic, multi-generational family, advising on family office structuring, governance design, personal, estate and income tax issues, as well as business formation and operations, investment due diligence and real estate development. Many firms and institutions serving UHNW family clients are creating in-house family office groups and centers of excellence. Mark talks about this trend, explains its rationale, and outlines the different varieties of internal family office groups, and what capabilities they usually offer. We then delve a bit deeper into the rationale, addressing why it makes sense to create these internal family office teams, and describing the scenarios when it makes sense for a UHNW family client to engage with such closely held family office groups. Mark also paints the picture of how these internal groups fit within the broader advisory and service provider ecosystem of players serving the UHNW and family office clientele. Mark offers his practical tips on how UHNW clients should go about identifying and selecting the external partners they work with and what process they should follow – including how to identify, compare, and select internal family office groups that are part of a larger wealth advisory firm. Finally, Mark shares his views on now the UHNW and family office ecosystem is evolving, highlighting how the different kinds of firms and internal family office groups not only coexist but actually collaborate with each other with the goal of to providing their (often shared) clients the best possible advice, solutions, and service. Enjoy this illuminating conversation with one of the leading practitioners in the UHNW family wealth management space.

Today, I have the pleasure of speaking with Sharon Schneider, founder of Integrated Capital Strategies. She works with families and foundations to align all of their activities with their values, expanding from philanthropy and impact investments to advocacy, operating businesses and property management/household operations. She is the author of "Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices with Your Internal Compass". Previously Sharon served as Executive Director of the Telluray Foundation and was the founding Director of the Walton Personal Philanthropy Group. She was also co-founder and CEO of the for-profit social enterprise Moxie Jean, a Chicago Innovation Award winner in 2013 and a 2012 portfolio company of renowned tech accelerator Excelerate Labs (now TechStars Chicago). Moxie Jean was acquired by Schoola in 2015. Before starting Moxie Jean, Schneider spent 12 years as a staff member and consultant to private foundations, including the Bill & Melinda Gates Foundation, the Pew Charitable Trusts, and dozens of small family foundations, working on issues ranging from strategic planning and outcome management to engaging your family in philanthropy. Sharon wrote a highly regarded book about the concept of an “Integrated Life”, and she shares with our audience the meaning of this term and its key takeaways for UHNW families. In her writings, Sharon posits that these is a “3rd Gen Problem” – that by the time G3 steps into the leadership role, the family office structure begins to strain. She describes this problem, and illustrates how it is manifested across families, why it occurs, and most importantly, what to do about it. Through her work with families, Sharon has formulated 8 principles for a values-aligned family office, and she unpacks her thinking and practical insights related to the 8 principles. She then provides some specific practical applications of the principles, and shares some use cases that can help bring the principles to life for our audience. Enjoy this informative conversation with one of the best recognized philanthropy advisors and practitioners in the family wealth space.

Today, it is my pleasure to speak with Drew McMorrow, President & CEO of Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. In addition to being responsible for the day-to-day management of the company, Drew also continues to consult with families on all aspects of their financial lives. Prior to joining the firm in 2002, Drew worked at Mercer Management Consulting, where he advised technology companies on their strategic plans, and before that, he was the Director of Business Operations at Oracle Corporation, where he directed financial and business analysis for procurement and distribution operations. Drew, and his firm Ballentine Partners, are valued members of the FOX MFO Council and we are very proud to have their expertise as part of the FOX membership community. As family offices become increasingly popular and as families look to them for an ever-broader range of services and expertise, many families are weighing the pros and cons of in-housing vs. outsourcing vs. partnering as they try to decide on the optimal operating model for their family office. Drew shares his perspectives on the tradeoffs between in-house and partnered design options for SFOs and explains when and what should families consider outsourcing when building our their SFO, highlighting the functions or situations that lend themselves better to one model vs. another. Drew and his firm Ballentine Partners have built the Center for Family Wellbeing as a practical resource to help families make the best resourcing choices for their FOs. He tells our audience about the Center, its mission, and how it serves multigenerational families of wealth. Another practical insight Drew offers is regarding the often-neglected qualitative disciplines in support of the family's long-term success – functions such as family communications, education and learning, and next-gen engagement and preparation. He provides his practical recommendations on how families can utilize internal resources and external partners to develop and deliver these mission-critical services to the family. Do not miss this engaging conversation with one of the most prominent thinkers and leaders in the UHNW family wealth management space.