Podcasts about uhnw

Damaune serves as Global Chief Growth Officer at 72andSunny, one of the world's most admired and innovative creative agencies, where he is responsible for the global revenue of the business including marketing and revenue operations, business development, and corporate communications.For Journey, success means driving growth on both the agency and the client sides of the partnership, and he works across 72andSunny's four global offices, as well as its long roster of brands, including the National Football League, United Airlines, Zoom, and Audible. Previously, Journey was Chief Growth/Marketing Officer at Private Medical, a concierge medical practice serving select UHNW families across the United States. In this role, he successfully developed and led the organization's growth and expansion strategy. Prior to Private Medical, Journey was hired by private equity firm TPG Growth to serve as Chief Revenue Officer at the renowned private security firm Gavin de Becker & Associates, where he was responsible forrevenue growth, marketing and commercial operations, and scaling strategy.As an executive and business unit leader at ShotSpotter, a venture-backed technology company, Journey helped lead thefirm's IPO with its 2016 NASDAQ listing and was a featured protagonist in the Harvard Business School case, “ShotSpotter: A Gunfire Detection Business Looks for a New Market” about his efforts. Before ShotSpotter, he led global marketing and business development for CSECO, where he successfullyexpanded the business to international markets on four continents.Outside of his private-sector career, Journey has proudly served as National Chairperson and advisory board member of the National Society of Black Engineers and currently serves as a board director for a number of non-profits and social enterprises. Journey has a Bachelor's degree in Industrial & Operations Engineering from the University of Michigan-Ann Arbor and an MBA from Harvard Business School. Born and raised in Flint, Michigan, helives in Oakland, CA with his wife and their two young children.

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.

Recent high-profile transactions by prominent family offices have further accelerated interest in this space, positioning sports as a compelling alternative asset class for ultra-high-net-worth individuals seeking portfolio diversification and long-term value. To address this growing demand, Standard Chartered has announced the launch of a new alternative fund focused on sports for ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients under its Global Private Bank. On Wealth Tracker, Hongbin Jeong speaks to Sumeet Bhambri, Global Head, Advisory and Managed Investments, Wealth Solutions, Standard Chartered, to find out. See omnystudio.com/listener for privacy information.

Today, I'm excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting firm. Jennifer has 25 years of expertise in luxury hospitality and private estate management and is a certified Butler, a trained Protocol Officer, holds a Wine Sommelier certificate, and is currently writing her doctoral research study on estate management communication. Through her consultancy, Jennifer specializes in service assessments, staff training, and operational strategy, ensuring estates function with seamless precision. We delve into the world of luxury estate management serving UHNW individuals and multigenerational families, and Jennifer provides an overview of the estate management sector and gives our listeners a sense of the scope of client needs and operational services that are common in this space. One unique aspect of the estate management space is that the asset being managed also happens to be the home of the UHNW family clients. Jennifer talks about some of the common challenges and best practices in luxury estate management today. We go over some of the practical tips Jennifer has for UHNW families and their family offices when it comes to managing their residential estates or considering the services of a professional estate manager. She also shares her insights on how families can protect against the risks that come with having a professionally managed luxury residence and describes how they can guard the family members' privacy, safety, and personal space, while enjoying the benefits of professional estate management. Enjoy this informative conversation with one of the foremost thought leaders and practitioners in the UHNW luxury estate management space.

In this episode of The Self-Employed Life, I had the pleasure of speaking with two guests, Milton Pedraza and Erica Wertheim Zohar, co-authors of High Trust Worth: The New Currency of Business is Not Money, It's Trust. We discuss the power of trust in business and why it is more important now than ever. Drawing from their experience in the luxury market, Milton and Erica break down the five pillars of building high trust and share what it really takes to both earn and keep it. We explore how businesses can stand out by making trust their foundation and how even small gestures can make a lasting impact. This episode is filled with advice for anyone who wants to grow their business with integrity. Erica Wertheim Zohar is a distinguished entrepreneur, consultant, speaker, philanthropist, and journalist with specialized expertise in luxury brands and ultra-high-net-worth individuals (UHNWIs). After founding a successful clothing manufacturing company, she transitioned to consulting, advising leading luxury brands on sales, marketing, and communication strategies. A former West Coast Contributing Editor for Town & Country, Erica is currently a contributing writer for Forbes and a long-standing member of YPO. Drawing from her experience as both a business leader and a UHNWI, she focuses on helping organizations build strategic, high-performance relationships with UHNWIs. Erica's unique perspective offers invaluable insights into the luxury market, making her a sought-after speaker, advisor, and thought leader in her field. Milton Pedraza is the founder and CEO of the Luxury Institute, a leading-edge HNW and UHNW research, consulting, and training solutions firm that has served over 1,100 luxury and premium goods and services brands in the last 22 years. With unique, unmatched expertise in emotionally intelligent luxury, Luxury Institute has helped top-tier luxury and premium brands create extraordinary customer experiences, build long-term relationships and achieve financial results. Milton is globally recognized as one of the world's leading luxury industry experts, as well a leading private investor and entrepreneur. Milton has served on the boards of top-tier luxury brands, as well as tech startups. He is a member of the Advisory Board at The UHNW Institute and is a frequent speaker at corporate events worldwide. Prior to founding the Luxury Institute, his successful career included executive roles at PepsiCo, Colgate, Citibank and Cendant. Milton is a frequent guest speaker at Columbia, has lectured at Duke and Harvard and has been recognized as a top Latin Entrepreneur by Stanford. He has conducted business in over 120 countries and speaks several languages. Erica's Contact – Book: High Trust Worth: The New Currency of Business is Not Money, It's Trust Website Linkedin Milton's Contact – Book: High Trust Worth: The New Currency of Business is Not Money, It's Trust Website Linkedin Contact Jeffrey – SelfEmployedNewsletter.com JeffreyShaw.com Books by Jeffrey Shaw Business Coaching for Entrepreneurs Watch my TEDx LincolnSquare video and please share! Valuable Resources – The Self-Employed Business Institute You know you're really good at what you do. You're talented, you have a skill set. The problem is you're probably in a field where there is no business education. This is common amongst self-employed people! And, there's no business education out there for us! You also know that being self-employed is unique and you need better strategies, coaching, support, and accountability. The Self-Employed Business Institute, a five-month online education is exactly what you need. Check it out! Take The Self-Employed Assessment! Ever feel like you're all over the place? Or frustrated it seems like you have everything you need for your business success but it's somehow not coming together? Take this short quiz to discover the biggest hidden gap that's keeping you from having a thriving Self-Employed Ecosystem. You'll find out what part of your business needs attention and you'll also get a few laser-focused insights to help you start closing that gap. Have Your Website Brand Message Reviewed! Is your website speaking the right LINGO of your ideal customers? Having reviewed hundreds of websites, I can tell you 98% of websites are not. Fill out the simple LINGO Review application and I'll take a look at your website. I'll email you a few suggestions to improve your brand message to attract more of your ideal customers. Fill out the application today and let's get your business speaking the right LINGO! Host Jeffrey Shaw is a Small Business Consultant, Brand Management Consultant, Business Coach for Entrepreneurs, Keynote Speaker, TEDx Speaker and author of LINGO and The Self Employed Life (May 2021). Supporting self-employed business owners with business and personal development strategies they need to create sustainable success.

Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Kevin is the founder and an instructor of the Wealth Strategies Institute, a professional education institute that provides continuing education to certified public accountants, certified financial planners, attorneys, development officers, and insurance professionals. Kevin focuses his practice and work with families on the goal of “maximizing the utility of everyone in the family”. He talks about the meaning of this objective and how he approaches it in practice with UHNW families. Kevin describes the outcome of his work with families often being that they together identify underutilized resources and capital within the family and redeploy those in a timely, effective, and collectively fulfilling ways. He describes how this happens, where this pent-up energy is usually hidden within families, and how they can unlock it. Kevin created an intergenerational family wealth program, which he named “My Family My Wealth” that helps families structure a process to collectively talk about and share their abundance. He walks us through this program and highlights how it creates value for enterprise families. Another practical resource Kevin has formulated and recommends to families is the “Top 5 Ways to Use Your Family Wealth to Help Your Family Flourish”. He shares with our audience this framework and its components, and highlights how families can benefit from it. Enjoy this informative conversation with a successful practitioner in the UHNW family wealth space.

Today, I'm excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial services space. He is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group. Michael and his firm Golconda Partners are valued advisor members of FOX, and we are very fortunate to have their knowledge and expertise as part of our membership community. In today's conversation, we focus on the topic of private placement live insurance (or PPLI) and the many ways enterprise families and their family offices can deploy this versatile tool. Michael starts us off with the basics, providing an overview of how PPLI works and why wealthy families should consider exploring PPLI policies. There are multiple ways PPLI can create value for wealthy families, and Michael goes over the different use cases and strategies families and family offices can pursue to deploy PPLI, either as a traditional life insurance product or as a vehicle to optimize returns, wealth transfers, or income. Michael offers some practical tips for UHNW families, family office professionals, and external family wealth advisors for how to best leverage PPLI policies. He then covers the common cautionary tales and watchouts, describing what could go wrong and sharing his insights on the what families and their advisors should beware when utilizing PPLI policies for the different risk management and tax optimization use cases they can serve. Don't miss this highly instructive conversation with one of the best recognized PPLI experts and insurance entrepreneurs in the UHNW space.

Today on the Invest In Her podcast, host Catherine Gray talks with Tami Kesselman, a globally recognized expert at the intersection of finance, social impact, and entertainment. Known as “The Success Coach for Successful People,” Tami helps mission-driven organizations, ultra-high-net-worth individuals, and family offices align wealth creation with impact stewardship. A former Bain & Company strategist and Harvard MPA, she is a sought-after speaker, emcee, and lecturer, guiding investors, philanthropists, and entertainment industry leaders in creating meaningful change. As a Partner at LOHAS and CEO of Next Gen Success, she specializes in evolving capital structures to drive social impact, helping clients navigate the increasingly complex world of impact investing, philanthropy, and legacy-building. In this episode, Tami shares her expertise on integrating wealth, impact, happiness, and legacy into a cohesive strategy for long-term success. She and Catherine discuss the evolution of philanthropy, innovative funding models for social enterprises, and how investors can make a measurable difference while achieving financial success. Tami also provides insight into working with UHNW individuals, post-liquidity founders, and pro athletes to guide their next chapter with purpose and intention. Whether you're an investor, entrepreneur, or someone looking to create a lasting impact, this episode is packed with actionable advice on leveraging financial resources for good.  

Welcome back to the Alt Goes Mainstream podcast.Today's guest is an industry leader in wealth management who has been very active in private markets.Mike Tiedemann is a pioneer in the wealth management space in a number of ways.He's at the helm of the first pure play publicly traded wealth management business, AlTi Global. AlTi, a $72B AUM platform, came out of a merger between Mike's successful and highly regarded wealth management and alternatives business, Tiedemann Advisors, which merged with Alvarium.Founded in 1999, Tiedemann grew into a global company under Mike's leadership, expanding across geographies and building out a Trust Company and an alternatives manager on its way to overseeing $29B AUA.Mike has since run the combined company of AlTi Global as CEO, where they've built a global wealth management and alternatives platform.They are also backed by Allianz and Constellation Wealth Capital as they continue to serve many UHNW families worldwide.Mike is very well-versed in private markets given his deep expertise in allocating to many of the industry's best leading managers so we had a fascinating conversation about the intersection of private markets and wealth management.We discussed:The business of wealth management.The evolution of the wealth management industry.Why understanding private markets is so critical for wealth managers.The advantages of being a global wealth management business.The experience of being a publicly traded pure play wealth management firm.How to structure investments for global clients.The need to customize private markets portfolio construction as a way to differentiate versus other wealth management platforms.Thanks Mike for coming on the show to share your views and wisdom on wealth management and private markets.This conversation is for informational purposes only and should not be construed as investment advice. It does not endorse or recommend any specific investments, products, or strategies. The opinions shared regarding investment approaches, risk allocations, and portfolio decisions are purely for discussion and do not constitute formal recommendations.Any statements, assertions, or views regarding past or future market events or investment approaches are based on the speaker's beliefs and do not necessarily reflect those of the firm as a whole, unless explicitly stated with supporting sources. Additionally, some statements may be forward-looking in nature, and actual outcomes may differ materially from expectations.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor Ultimus Fund Solutions01:18 Podcast Theme Song01:55 Welcome to Alt Goes Mainstream01:58 Introducing Mike Tiedemann05:26 Lessons from Mike's Early Career in Brazil06:51 Geopolitics and Investing09:10 Private Markets Insight09:33 History of Tiedemann Advisors11:13 Evolution of Wealth Management13:18 Challenges in Wealth Management13:40 Multi-Strategy Managers16:23 Client Needs and Expectations17:58 Global Expansion and Services20:25 Investment Differentiation23:11 Tax Efficiency in Investments24:23 Partnerships and Collaborations26:18 Decision to Go Public27:52 Benefits of Being Public28:00 Challenges of Going Public28:49 Building a Permanent Business28:59 The Importance of Permanent Capital in Wealth Management29:11 Wealth Management Business Longevity29:54 Public Company Dynamics30:15 Surviving Market Downturns: Strategies for Wealth Management Firms31:12 Industry Consolidation32:00 Global Wealth Management Focus32:54 Regional Wealth Hubs34:08 Nuances of Global Markets35:30 Structuring for Global Clients37:19 Creating Scalable Private Market Offerings38:27 Differentiating in Private Markets40:11 Tax Efficiency in Alternatives40:52 Innovative Investment Structures41:19 Partnerships with Managers41:58 Public vs. Private Wealth Management43:44 Brand and Public Listing Impact 45:35 Future of Wealth Management47:26 Technology and AI in Wealth Management48:38 Talent and Retention50:48 Skills for Modern Wealth Managers51:57 Next Gen Client Demands53:11 Exciting Trends in Private Markets54:40 Capital Flows and Private Credit56:33 Challenges in Private Markets58:16 Favorite Alternative Investments01:01:05 Concluding Thoughts 

Today, I am pleased to welcome Basil Mohr-Elzeki, Managing Partner & Head of the Americas for Henley & Partners, the global leader in residence and citizenship by investment. Basil travels extensively throughout the Americas, providing strategic direction and expert insights to staff, ensuring they deliver exceptional advice to clients on residence and citizenship by investment programs. As a recognized subject matter expert in investment migration, he regularly contributes to his firm's thought-leading publications and is frequently interviewed by top media outlets. Basil starts by offering a quick background on the residence and citizenship by investment space and the various programs that have emerged over the past decade. He then outlines the most prominent trends he sees in the migration of wealthy individuals and their capital, providing an account of which countries' visa programs are rising in demand, and where this demand is primarily coming from. Basil offers some of the practical strategies he recommends to UHNW families and individuals who are interested in exploring global residence or citizenship programs, including how to prepare for the process and what pitfalls to avoid. Basil then turns his attention to the trusted advisors who are supporting wealthy families and are helping them with tax and estate planning, investment management, and all the other aspects of their complex family enterprises, sharing his tips for family wealth advisors whose clients are thinking about or pursuing various global visa programs. Do not miss this highly topical and informative conversation with one of the leading experts on global wealth migration and investment residency and citizenship programs around the world.

In this special episode, host Adam Fisch sits down with Our Family Office Chief Investment Officer and Co-Founder Neil Nisker for a 2024 year in review. They discuss investment performance over the last year, concerns around equity market concentration (01:39), the uncertainty of a Trump presidency (09:36), and the Canadian economy (12:30).Our Family Office's annual investment commentary can be found at ourfamilyoffice.ca/our-thinking/investment-thinking/For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Welcome to the Blockchain DXB Podcast, your source for the latest updates in the crypto world. This episode is written entirely by AI using Google's Notebook LM. Let's explore today's top stories. ⚠️ Disclaimer:This episode was entirely AI-generated using Google's Notebook LM. Please note that Google's Notebook LM has been criticized for being extremely left-leaning and displaying strong bias, which is inappropriate for AI-driven content creation. Listeners are encouraged to remain aware of potential biases and consume information critically. Approval Secured: Bitpanda gains in-principle approval from Dubai's Virtual Assets Regulatory Authority (VARA). Expansion Plan: The company sets up its first office outside Europe in Dubai, aiming to serve UAE investors. CEO Insight: Eric Demuth highlights Dubai's regulatory environment as pivotal to their growth. Platform Debut: Foundster becomes Dubai's first AI-powered company formation service. Automation Level: The platform automates 97% of the business setup process. Strategic Partner: IFZA Freezone joins as Foundster's official partner. Global Market Cap: $3.70 trillion (+2.08% daily increase). Bitcoin Market Cap: $2.07 trillion. Ethereum Market Cap: $478 billion. DeFi Volume: $13.34 billion, with LIDO leading at $39.39 billion. Fear & Greed Index: 82 (Extreme Greed) Top DEXs by Volume: Uniswap: $2.55B Pancakeswap: $1.85B Insight: Former President Trump hints at creating a U.S. Bitcoin reserve. Legal Battle: BiT Global Digital accuses Coinbase of anticompetitive behavior for delisting Wrapped Bitcoin (wBTC). Legislation Proposal: Texas plans a state-managed Bitcoin reserve for financial stability. Approval Secured: Ripple gets NYDFS approval, minting over 13 million RLUSD tokens on XRP Ledger and Ethereum. Service Launch: Zand introduces institutional-grade digital asset custody. Regulatory Backing: Approved by VARA, targeting corporate clients. License Granted: Aspen Digital obtains ADGM's Financial Services Permission. Service Offering: Focuses on asset management, advisory, and custody services for UHNW clients.

This week, I had the absolute pleasure of being joined by Laurie Reese, a Conscious Dying Coach for UHNW clients. If you don't know what this is, then tune in. It is a unique service that I think everyone should know exists. Laurie spent years working in the entertainment industry before moving into the private sector as a House Manager/PA. She then transitioned her skills and became qualified to offer a pre-, during, and post-death service.    Imagine your Principal is elderly and only has a few months left. The family doesn't live close by and are very busy, so they are not around as much as they would like to be. Who is there not only to start arranging their affairs for them but also to be that companion by their side on a daily basis? Who is responsible for the aftercare, the sorting through an entire household of belongings? This companion/PA service brings the entire family a lot of comfort and support. I am really passionate about this topic. Preparing someone for their end of life is such a delicate and sensitive time, but someone like Laurie is perfectly suited to the role and can make the process so much more comfortable for all involved. Please tune in to learn so much more about what she does.

Joseph Kimbrough, founder of Apex Real Estate Investments, brings his lifelong pursuit of excellence from the basketball court and U.S. Marine Corps to the world of multifamily real estate. Joseph focuses on Texas and the Southeast, connecting high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to lucrative multifamily investments that drive generational wealth. Joseph, a Dallas native, had a passion for business, which led him to real estate in 2019, starting as a professional deal finder. His commitment to equity and growth soon propelled him into multifamily investments. At Apex, Joseph's mission is clear: deliver exceptional returns by collaborating with top operators and sponsor groups, ensuring long-term financial success for his investors.   In this episode, we talked to Joseph about real estate funds, wholesaling and launching them, about his own fund, common questions from potential investors, strategies to bring in more of them, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Real Estate Funds;   02:18 Joseph's background; 04:20 Wholesaling and launching a fund; 10:07 An insight into his fund; 15:31 Questions he receives by potential investors; 19:37 Strategies to bring in investors; 26:13 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Investing in a property that did not pay distributions for a long time. Digital Resource: Alux. Most Recommended Book: How to Be Rich. Daily Habit: Reading something that provides him more wisdom. #1 Insight for investing in a fund: Know the operator, and understand where your money will be at. Best place to grab a bite in  Dallas, TX: Frisco Gun Club & The Queen of Sheeba.   Contact Joseph: LinkedIn   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Nick Washburn fell into private service at 18 years old, when he landed a job on a groundskeeping team. Since then, he's grown in his career to become an ultra-high net worth estate manager who oversees properties in New York City, Washington, DC, Westchester and Martha's Vineyard. In his current role, he manages 15 properties and a wide range of assets, including 2 equestrian facilities, 3 rentals, private jet hangers, and a private pier, as well as 15 staff members and more than 100 contractors. In this conversation, he shares how he worked his way up to manage a complex and diverse portfolio, his tips for anyone overseeing a wide range of private service professionals (from tenured housekeepers to tile artisans), and how a shift in mindset and approach led to an uptick in morale for his staff and vendors.Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis.  Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

The pace, scale and sophistication of RIA marketing has accelerated into hyperspace in the last 10 years. There are new business models in wealth management and, thus, new voices and sources of trust. The speed of content creation and publishing is increasing- especially with newer artificial intelligence tools. Social media has made the scope and reach of marketing efforts enormous -- and required firms to be data scientists as much as financial advisers. Finally, where once the firm drove the branding in the RIA space, there appears to be a move back to the star system - where recognizable names create the light that attracts clients. Enter RICHARD HEFT, President of EXT MARKETING - His firm focuses on marketing for RIA's, asset managers, and other financial institutions. The development and execution of marketing strategies are accelerating well past the leadership of the typical RIA. They have to prove to the market that their inorganic growth efforts are real and sustainable in a crowded (and often bland and undifferentiated) space. Richard tells us what he is seeing in the RIA Marketing space. Background- What does EXT do? Richard Heft EXT Marketing What was the opportunity you saw? What is "Marketing" vs Marketing for Financial Institutions? vs. RIA Marketing? Differences Regulation Other cultural issues Where does RIA Marketing stop and PR start as part of larger strategy? How do you combat the "sea of sameness" and "Lowest common denominator" factors in RIA Marketing? Boats, Piers, Forests Couples at the Beach New demographics, new ideas Measurement - What does marketing success look like from the agency perspective? Is there a difference in the clients' perspective? How do you bridge that gap and make sure there is agreement on metrics? Digital - After putting strategy, into action, what is the importance of data integrity and maintenance? Having established a visibility strategy, how does one convert eyeballs to dollars? How do we get around the "consulting class" fluff? Success stories The new sophistication of the referrer and the consumer / client. https://open.spotify.com/episode/79qDVNuUC0ixgHJIIhVAyD?si=33170e765cc44bdd The art of segmentation? B2B vs B2COI B2B vs B2C? How much can (or what should) be outsourced to an agency vs hiring someone internally? The necessity of 3rd party credibility and how to get it (and get credit for it) "RIA Marketing" Trends going forward? Artificial Intelligence and other tools Social Media (How an UHNW adviser uses podcasts) Will there be a move away from referrals to "legitimate" digital lead generation? Where does traditional media fit in? https://www.youtube.com/watch?v=XuhdR2xJ0bw "RIA Marketing" with Richard Heft Outro: https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ "RIA Marketing" on Wealth Actually

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets.   Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients.   He shares his thoughts on M&A as a function of organic growth, unique investment strategies, and strategic succession planning.   We also cover the sales process for the UHNW space and how to apply client service on a global basis with a local touch. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client. Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Office has helped his family (18:00). For more information about Sam, visit www.sammercanti.com. For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

It is my pleasure today to speak with Kim Ledger, Senior Vice President of Complex Assets for Ren, Inc., North America's largest independent philanthropic solutions provider. Kim advises donors on the charitable opportunities presented by non-cash assets such as business interests, IPO stock, private equity, hedge funds, real estate, and artwork. Kim launched the firm's complex asset practice in 2018 and has since worked with donors seeking to distribute nearly $3 billion in assets. Kim is also the host of Ren's Philanthropic Insights video podcast. Everyone in our industry is talking about the “Great Wealth Transfer” that is upon us, with an estimated $84T of assets expected to pass down from members of the Silent and Baby Boomer generation to Gen-X and Millennial inheritors. Kim shares her views on the role of philanthropy in this impending Great Wealth Transfer and explains how ready families can best utilize philanthropic vehicles to achieve their goals and cement their legacy. At the same time, Donor Advised Funds (DAFs) and private foundations have emerged as powerful and popular vehicles to help families put their philanthropic capital to work. Kim offers an overview of the benefits of DAFs and a primer on how they can help families fulfill their purpose and vision and support the communities and causes that are important to them. Kim then delves in to unpack one very practical and increasingly common philanthropic vehicle among enterprise families – the business interest gift, whereby families donate a portion (or the entirety) of their operating business or a portfolio company to a DAF as part of their philanthropic strategy. She provides valuable tips on how business interest gifts work and how families can make the most of this giving tool. Another unique opportunity available to families pertain to so-called “passion assets” – including art, classic cars, and other collections. Kim offers her advice on the best ways families can leverage these passion assets in their philanthropic giving strategies. Don't miss this highly practical and insightful conversation with one of the foremost experts on philanthropic solutions for UHNW families.

On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Scott Kerr sits down with Andrea DeMarco, president of Regent Seven Seas Cruises, one of the world's leading luxury cruise lines, to discuss why the cruise industry is booming at record highs and why more new-to-cruise guests are wealthy Gen Xers and luxury hotel side travelers. She also talks about why Regent Seven Seas puts itself in ultra-luxury category, how it competes against the slew of new luxury hotel brand yachts, what goes into creating luxury cruise itineraries that appeal to UHNW travelers, and the upcoming launch Regent Seven Seas new Prestige-Class ships. Plus: Why the new Grandeur ship boasts a multi=million dollar art collection that includes several Picassos and the first Fabergé egg on display aboard a passenger ship.Featuring: Andrea DeMarco, President of Regent Seven Seas Cruises (rssc.com)Host:Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast:The Luxury Item is a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: Email: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend or colleague!

Today, I'm excited to speak with Tim Daum, co-founder of Veltracon Lifestyle, a Swiss lifestyle management company offering tailor-made solutions for UHNW clients. Veltracon caters to a broad range of lifestyle needs, ranging from luxury and collectible autos, exclusive events, private education, luxury goods, art, luxury travel, private security, and medical concierge. Tim has been active in the lifestyle management industry for nearly 10 years, and prior to Veltracon, he founded Swiss Private Education Network and at Swiss Private Clinic Network. Tim provides an overview of the lifestyle and concierge space serving UHNW individuals and multigenerational families, covering the full scope of needs and services that are commonly in demand by UHNW clients. He also describes how the lifestyle and concierge industry has evolved in the past couple of decades and outlines the major trends shaping the space and how they differ among UHNW families from different countries and cultures across the globe. Tim and his firm assist their clients with a broad set of unique needs and highly bespoke services, and he shares some of the tips he has for UHNW families who are considering or using private lifestyle services and solutions. Nowadays, health and wellbeing are quickly becoming the most in-demand segment of the lifestyle concierge space. Tim and Veltracon have created a special subsidiary of focused on medical concierge and emergency preparedness solutions. Tim offers his advice for families of wealth about how they should approach bespoke medical care and holistic health and well-being risk management solutions. Please enjoy this informative and practical conversation with a highly specialized and knowledgeable provider of niche and bespoke solutions in the UHNW lifestyle space.

On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family's financial and non-financial objectives.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Today, I have the pleasure of speaking with Lou Sokolovskiy, CEO and Founder of Opus Connect, a leading networking and deal-making community for private equity and M&A professionals. Lou is a serial entrepreneur with extensive private equity transaction experience. He founded multiple entrepreneurial ventures in the technology arena and has unique expertise in operations management, strategic partnerships, and new business development. He is a former consultant who has advised many companies in the healthcare management, finance, and technology industries on improving operations and corporate strategy. Lou founded Opus Connect to provide a platform for PE and M&A professionals to connect, collaborate, and succeed in their work. He talks about the opportunity – or gap – he saw in the private investing marketplace, why he created this community, and how it is creating value for different players in the private deal-making ecosystem. UHNW families and their family offices are increasingly active and sought-after participants in the private direct investing space – they are seen as patient, long-term, values-driven investors. At the same time, they often lack capabilities or create obstacles for themselves that prevent them from partaking in the most attractive deals. Lou explains why that happens and what families and family office executives can do to overcome these weaknesses and ensure they are seeing the best deals. One tip Lou has for family offices who want to be active private investors is to formalize their investment thesis and decide what they are looking for and what deals they want to see. He shares with our listeners why this is important and how family office investors should go about it. Another practical suggestion Lou offers for family office investors is to develop a strong network and functioning mechanisms to connect with external PE firms, deal sponsors, and other sources of quality deal flow in the marketplace. He explains why this is an important strategy and how do you advise family offices should best implement it. Enjoy this informative conversation with one of the leading players and community organizers in the private investing ecosystem.

On episode 3 of the Our Family Office podcast, host Adam Fisch sits down with fellow Client Advisor Connor Kelly to discuss philanthropy. Adam and Connor walk through the “capital pyramid” and what it means to engage in strategic philanthropy (maximizing personal impact, charitable impact, and tax efficiency). They also discuss the benefits for families in establishing family foundations, and the ways in which a foundation can pass on family values and build connection across generations.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Today, I am truly pleased to welcome Dave Donnelly, Managing Director, at SpiderRock Advisors, which was recently acquired by BlackRock and is now part of the firm's US Wealth Advisory business. Dave is responsible for the client-facing business at SpiderRock and, prior to the acquisition, led SpiderRock's sales organization and national accounts efforts across wealth and institutional client segments. Dave and SpiderRock are Specialist Advisor members of FOX and we are grateful for the unique and valuable expertise they bring to our membership community. This conversation focuses our attention on options as a powerful tool in the toolbox of actively investing family members and family office CIOs. Dave provides and overview of how options overlay strategies can create value and unlock attractive possibilities for enterprise family portfolios. We are in a very dynamic and constantly shifting geopolitical, microeconomic, and financial markets environment, and family offices are tasked with balancing a number of, often competing, investment objectives, such as returns, risk, liquidity, and taxes, to name just a few. Dave shares some of the most notable opportunities in the current macro context that options strategies can afford to enterprise families and their family offices. Dave goes on to suggest several attractive practical tools that family offices can deploy utilizing options strategies, such as a portfolio mapping exercise to manage or swap away various risks or maximizing the tax-deductibility of their borrowing (e.g., margin or LOCs). He describes these strategies in detail and points our listeners to how UHNW investors can activate them. Dave also offers his insights into the best resources for family members who are active investors and for family office CIOs to get educated and equipped with the right tools to activate these advanced options strategies and take advantage of the great benefits they offer. Do not miss this technical and educational conversation with one of the market leaders and foremost innovators in the options overlay strategy advisory space.

Welcome to episode 1 of the White Hot Business Wealth Series    A word of warning: You are about to experience some serious word and wealth nerdery in today's episode and when you meet this absolute powerhouse, you're going to get why. Prepare (or don't) to feel your brain and bank account bend in real time.    Shayla Locklear is a Wealth Psychology & High Performance Coach and Consigliere to UHNW (ultra high net worth) individuals and families.    Through her High Performance & Wealth Psychology private coaching, succession and family governance consulting, intimate masterminds, wealth retreats, speaking on stages worldwide, she is the top choice to lead, coach, advise and mentor the world's most elite.    She is powerful, she is magnetic and she is sovereign – Shayla knows what she wants and how she wants to do it all whilst being in the vibration of expansion and the frequency of wealth. She goes first.     In our short yet potent time together, Shayla expertly reveals:  Why most entrepreneurs don't target HNW and UHNWI and what's going on within their own wealth psychology  How she acclimatised to being around and working with wealthy people as an aspect of embodying full ownership of her desires  The surprising way in which she started charging 5 figures and beyond for coaching once she had her own business  Her personal experiencing of receiving individual payments of $50k, $100k and $250k in her business and the power of private mentoring in a world of mainstream, en masse models.   What women in business need to let go of in order to receive more wealth through their business and  What you require permission to do differently when it comes to receiving money and wealth and the secret is that – we're already doing this in other contexts of our life.       Links  www.theshaylalocklear.com  IG: www.instagram.com/shaylaunlmtd  LI: http://linkedin.com/in/shaylalocklear  FB:  https://www.facebook.com/shayla.locklear?mibextid=LQQJ4d      White Hot Money Magnet Money AND Magnetism is a Turn On.    You are now entering behind the velvet curtain of my incredible body of work around money energetics and magnetism in business that has supported women to actualise and fulfil their legacy in new and exhilarating ways.    Inside Part 1: The Money Incubator, you'll find 5 potent trainings - This is about re-wiring to the frequency of money and being at ease within your personal operating system and unique design so that you can make offers that really turn you on in your business.    Inside Part 2: The Magnetism Incubator, you'll claim access to one of my most powerful bodies of work – the Magnetism sermon and dance. This is where you go beyond sitting and thinking to "manifest" through meditation and actually experience it so you can draw in from out there.    What will be inevitable for you and your business when you give yourself permission to become a Magnetic Money Maker?    https://www.laurenwhite.com.au/on-demand-store  See omnystudio.com/listener for privacy information.

On episode 2 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about family continuity. Adam and Kevin work through the definition of what “family continuity” means, and the ways families can determine if the next generation is prepared to look after the family's wealth. This episode includes a conversation about the unique continuity needs that affect ultra-wealthy families, as Adam and Kevin walk through examples of families that have dealt with continuity challenges, and the ways in which a family office can help navigate those challenges. Finally, they discuss the concept of a family constitution, and the myriad benefits that it can provide.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

In this latest episode of The Private Chef Podcast, Scott Munden shares his journey into private service and the founding of Portico Inc., a boutique recruiting company renowned for its discerning placements of private service staff across North America and beyond. Scott shares his invaluable expertise from over 30 years of catering to UHNW families, offering insights on the recruitment and hiring process, along with expert tips for both employers and candidates in the private service industry.Listen to this brand new episode of The Private Chef Podcast on:Apple - https://podcasts.apple.com/us/podcast/episode-95-recruiters-tips-and-red-flags-for-hiring/id1648363134?i=1000662398845Spotify - https://open.spotify.com/episode/3shj5qFylLpLAY4STf7aWfYoutube - https://youtu.be/HaT9OgGZv14Connect with Scott Munden on LinkedInhttps://www.linkedin.com/in/scott-munden/ Visit his website  https://www.porticostaff.com/ Seeking a mentor to navigate the private service industry?Email me at hannes@privatechef.ccJoin our growing community of chefs  and get your FREE e-book HERE https://www.privatechef.cc/joinusLet's stay connected to get the latest updates, tips, learning resources, and job opportunities:LinkedIn  https://www.linkedin.com/in/hannes-hennche/Instagram  https://www.instagram.com/hanneshennche/Facebook https://www.facebook.com/privatechefccYoutube  https://www.youtube.com/@hanneshenncheTime Stamps00:06:04 - Moving into Recruiting00:08:04 - Founding Portico00:12:27 - Differences in Private Service Recruiting00:15:09 - Building Relationships with Recruiters00:16:03 - Challenges of Mass Resume Submissions00:19:02 - Advocating for Candidates00:19:50 - Entering Private Service as a Chef00:27:34 - Demographics of Employers00:28:09 - Preferences of Established Families00:30:08 - Characteristics of Successful Private Chefs00:31:26 - Client Expectations for Kitchen Cleanliness00:32:09 - Differences in Household Expectations00:35:07 - Unrealistic Expectations from Clients00:37:03 - Understanding Client Needs00:41:01 - Client Reactions to Realistic Expectations00:42:07 - Avoiding Unrealistic Clients00:43:09 - Candidates Recognizing Unrealistic Jobs00:46:04 - Salary Comparisons Across Markets00:47:08 - Cultural Differences in Private Service00:50:09 - Warning Signs from Clients00:51:02 - Red Flags from Candidates00:53:02 - Situational Questions in Interviews00:54:07 - Quirky Interview TechniquesSound Bites "Understand the power of no.""Stick with that recruiter because they'll serve you well.""Check off the things you need to do and eventually meet the employer who recognizes your efforts.""Look for the qualities, the character traits that will be successful in a private kitchen.""Clean as you go. That's a big one.""You can't generalize. There will always be exceptions."#theprivatechefpodcast #privateservice #privatechef #yachtchef #personalchef #recruitment

In this week's episode of The Venue Rx Podcast, our host Jonathan Aymin sits down with Liene Stevens Founder and CEO of Think Splendid, a global wedding market research firm. Liene discusses the impact of inflation on wedding pricing and challenges posed by supply chain issues. She emphasizes the importance of understanding luxury clients' spending habits and values, focusing on exceptional guest experiences and the role of planners. The conversation also explores cultural and economic factors influencing luxury spending, including stealth wealth. She offers valuable insights and practical advice for managing stand out wedding venues that cater to high-end clients. About Our Guest:  Liene Stevens, founder and CEO of Think Splendid, is an author, speaker, and award-winning luxury business strategist and behavioral psychologist. Named by Special Events magazine as one of “12 Young Professionals to Watch,” her research on consumer behavior has been taught in the MBA curriculum at 41 universities worldwide and cited in over 30 scientific and academic journals. Liene also founded Splendid Insights, the leading wedding market research firm publishing statistics on luxury and ultra-luxury wedding markets for HNW, VHNW, and UHNW brides and grooms. Before entering the wedding industry, she held a strategic development role as an NGO executive and led international high-stakes crisis management. An expert on the business of weddings, Liene has appeared on numerous TV programs and in major media outlets such as The New York Times, Forbes, and The Economist. She serves on the Allied Council board for the National Society of Black Wedding and Event Professionals and has held positions with the International Live Events Association and the Wedding and Event Institute. Liene authored Speak Now or Forever Hold Your Peace: Marketing Your Wedding Business in Today's World and Luxe Love: Marketing and Selling Luxury Weddings. Her third book, The Pricing Bible: The Art & Science of Getting Your Numbers Right, is forthcoming in October 2024. Find Her Here:  Website: https://www.thinksplendid.com/ Instagram: https://www.instagram.com/thinksplendid TikTok: https://www.tiktok.com/@thinksplendidLinkedin: https://www.linkedin.com/in/thinksplendid/

Scott Kerr talks Tina Edmundson, president of luxury at Marriott International, who oversees a prestigious portfolio of luxury brands including The Ritz-Carlton, Ritz-Carlton Reserve, BVLGARI Hotels & Resorts, St. Regis Hotels & Resorts, EDITION, The Luxury Collection, JW Marriott and W Hotels. Tina discusses her strategic priorities in her role since being elevated to president, why the Marriott International and Starwood Hotels merger was a "perfect marriage" and the white space it filled in the luxury segment, and where Marriott is exploring growth opportunities to reach UHNW customers. She also talks about more guests holding its luxury hotels to an even higher standard of experience driven services, building meaningful connections with guests through hyper-personalization, and big luxury travel themes over the next 12 months. Plus: The core strategy behind its brand adjacencies like the Ritz-Carlton Yacht Collection and St. Regis branded residences. Featuring: President, Luxury at Marriott International (marriott.com)Host:Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast:The Luxury Item is a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: Email: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend!

I am delighted to welcome Buddy Thomas, Founder and President of Superior Planning | Family Office, a Southern California firm serving HNW and UHNW families since 1982. Buddy has created more than 50 individual virtual family offices, providing family fiduciaries, family members, and their most trusted advisors with what they need to collaborate and make decisions together. He is the author of four books, over fifty published articles, and the producer of more than 200 videos including, the “Fifty-Five Second Family Fiduciary” and “Secrets of a Family Fiduciary” series. In his work with enterprising families, Buddy team developed a concept he calls “the three essential elements”. He describes this concept and how he puts it to work when he advises wealthy families. As with any creative conceptual framework, the key question and the real test is how it gets applied in real-life situations. Buddy paints a detailed picture of how he and his team do wealth planning with families that encompasses all three essential elements and talks about the planning process they have created that achieves the appropriate balance between left- and right-brain topics and priorities. Buddy and his firm are known for at least one practical tool they apply successfully with families – a tool that they even named their firm after, the Superplan. Buddy defines what the Superplan is and outlines how it works and how families can benefit from it. Taking his methodology to the next level, Buddy and his firm have now developed a Family Wealth Game as a modern tool to help families engage in the planning process together and are even building this game into a software application. He shares the vision and workings of this game, describes what it adds to the wealth advisory process, and illustrates the experience it delivers to enterprising families. Please enjoy this insightful conversation with a thoughtful and creative veteran of the family wealth advisory profession and a member of a multigenerational enterprising family.

Today, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single- and multi-family offices. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm's New York office, the regional president of Mellon Private Wealth Management's New York region, and a financial advisor at Sanford C. Bernstein & Co. Jamie is a Co-Founder of the UHNW Institute, an independent “think tank” serving firms that serve the ultra-high-net-worth client segment and their advisors. Jamie has enjoyed a long and decorated career in the wealth management and family office space, and being a history major, he has also written many excellent works on the history of the family wealth and family office industry. He tells the story, as he witnessed it, of how we the industry evolved over the past 30-40 years and paints an elaborate picture of our current industry landscape. The family office field is enjoying unprecedented growth, and with that growth come different business and service models and a variety of advisory frameworks and practices. Jamie describes the different types of firms that exist today in the UHNW wealth management and family office space, comparing their origins and unique characteristics and analyzing the pros and cons of each model. Given the spectrum of wealth management models that have emerged in the UHNW segment of our industry, Jamie offers his advice for firms who are looking to establish their place in the space or to solidify their position and ensure the long-term sustainability and profitability of their wealth management and family office business. He also provides valuable practical tips for UHNW clients and enterprise families looking to make sense of the fast-evolving wealth management landscape that serves them and to choose among the different kinds of wealth advisors and family office service providers out there. Don't miss this in-depth conversation with one of the most experienced and respected thought leaders in the UHNW wealth management field.

In the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office's core values and how the firm is serving its client base of UHNW families and institutions.

BIO: Chris Ball started his career in 2004 as a tax adviser with KPMG LLP. He then transitioned and founded Hoxton Capital Management in 2018. The group's sole emphasis is helping HNW and UHNW clients with borderless global financial advice. Chris' specialty is assisting individuals with their retirement planning needs.STORY: When Chris started his career young and fresh, he got into spread betting. That didn't go so well, and he lost 10,000 pounds, which was a lot of money in 2008. In terms of business, he wasted over $750,000 on bad hiring decisions.LEARNING: Don't enter markets that you don't understand. If someone is not 100% right, don't hire them. “Hire and fire fast. If they're not right, and you spot it, don't keep giving people chance after chance or trying to fit a round peg into a square hole, which doesn't work.”Chris Ball Guest profileChris Ball started his career in 2004 as a tax adviser with KPMG LLP. After seven years with KPMG, Chris moved to the Middle East to join the deVere Group, where he continued his work as an IFA. He started in their Abu Dhabi offices and eventually headed up the Qatar operations for the group, which dealt with HNW and UHNW individuals.Chris then transitioned and founded Hoxton Capital Management in 2018. The group's sole emphasis is helping HNW and UHNW clients with borderless global financial advice. Chris' specialty is assisting individuals with their retirement planning needs.Chris has three children with his wife.Worst investment everWhen Chris started his career young and fresh, he got into spread betting. That didn't go so well, and he lost 10,000 pounds, which was a lot of money in 2008. In terms of business, he wasted over $750,000 on bad hiring decisions.Lessons learnedDon't enter markets that you don't understand.If someone is not 100% right, don't hire them.Playing at things never produces good results. You have to be 100% dedicated and focused on your work.Actionable adviceHire and fire quickly. If someone is not suitable and you spot it, fire immediately. Don't keep giving people a chance after chance.Chris's recommendationsChris recommends using his recently launched Hoxton Wealth App, available on iTunes, Apple App Store, Google Store, and the company's website. It's completely free. The app enables people with accounts in different countries to live link those accounts and view them in a currency of their choice. It also has cash flow modeling, which enables people to see if they have enough money saved for various goals.No.1 goal for the next 12 monthsChris's number one goal for the next 12 months is to launch a wealth app and attract 100,000 users.Parting words “Thank you very much for having me on. I really enjoyed it, and I wish you all the best.”Chris Ball [spp-transcript] Connect with Chris BallLinkedInFacebook

Are all Principals open to being educated by their protector? We are delighted to welcome Hector Robles Conde back to the Circuit Magazine Podcast for the second time to explore:What does effective principal training look like?Should the first approach be through the outer or family office or should you go direct?How much time can an UHNW or comparable principal allocate to this type of training?Does this training extend to their wider family?About Hector:LinkedInMore about the Circuit:The Circuit Magazine is written and produced by volunteers, most of who are operationally active, working full time in the security industry. The magazine is a product of their combined passion and desire to give something back to the industry. By subscribing to the magazine you are helping to keep it going into the future. Find out more >Newsletter:If you liked this podcast, we have an accompanying weekly newsletter called 'On the Circuit' where we take a deeper dive into the wider industry. Opt in here >The Circuit team is:Jon MossShaun WestPhelim RoweElijah ShawConnect with Us: Circuit MagazineBBA ConnectNABA ProtectorBritish Bodyguard Association

Scott Kerr speaks to Raphael Sauleau, CEO of IYC (The International Yacht Company), one of the world's largest superyacht brokerages, about the health of the luxury yacht market and the shifting buyer demographic. Raphael discusses his main strategic focus since joining as CEO in 2022, how he's navigating a market reversal after the post-pandemic yacht-buying boom, the rising influence of wealthy Millennial yacht owners, and fashion designers taking on superyacht projects. He also talks about how "quiet luxury" hit the superyacht market, why more UHNW owners are adding fitness facilities on their boats, and the role of strategic partnerships with luxury brands in IYC's growth. Plus: How the role of yacht broker has evolved in the new digital era and yachting influencers Featuring:  Raphael Sauleau, CEO of IYC (The International Yacht Company) (iyc.com)Host:Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast:The Luxury Item is a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: Email: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend!

In this episode, we dive into the journey of Ryan Austin, Founder and CEO of Arondight Advisors, who shares not only his professional triumphs but also the personal milestones that have shaped his path. Raised on Long Island, NY, Ryan faced challenges early on that led him to the disciplined halls of Valley Forge Military Academy at 15, a pivotal moment that set the course for his future endeavors. Ryan's story is one of perseverance, insight, and success. MORE ABOUT RYAN AUSTIN Today, as the leader of Arondight Advisors, Ryan connects best-in-class companies with his proprietary network of over 5,000 Family Offices, UHNW, and institutional investors. Ryan's work has appeared on major publications including Nasdaq.com, Business Insider, and Seeking Alpha. His expertise spans the fintech, tech, AI, biotech, and emerging sectors, where he has been instrumental in securing investments from UHNW investors and institutions. Ryan is also the author of Family Office Growth News, a monthly newsletter that covers Family Office intelligence and the Series A ecosystem. Recognized as a top voice in strategic communications, public relations, and venture capital on LinkedIn, his insights have been featured in Nasdaq.com, Business Insider, Benzinga, and Seeking Alpha. Join us as Ryan Austin shares his journey, strategies, and the vision behind Arondight Advisors.

Join us in Austin in May to take your life to the NEXT LEVEL - https://www.gobundance.com/aes A former expert on unique behaviors and needs of UHNW families, and former founder/CEO/President at TIGER 21, Robb Report Club, Access Concierge & Connectivity. Clay have worked with some of the world's most prestigious ultra-rich organizations and clients.

This week, I am pleased to welcome George Kinder, Founder and President of The Kinder Institute of Life Planning. George is a renowned author, international thought leader, and life planning pioneer who over the past 35 years has spearheaded the financial planning movement within the financial service industry. George is also a longtime mindfulness practitioner and teacher, and author of the visionary mindfulness book, A Golden Civilization & The Map of Mindfulness. As he has done before in his life and career, George is now spearheading a new movement and a vision for a future social contract between all institutions and our society, which he refers to as “Fiduciary in All Things” (or FIAT). He describes this simple but groundbreaking concept, outlining how it works, what its benefits are, and what changes need to take place for this vision to be realized. George has a unique perspective on the psychology of money, and in his work with financial advisors and planners, he talks about the “Three Domains of Freedom.” He elaborates on this concept and how it applies to the work of families and their family offices to manage their wealth and the resources of the family enterprise. As one of the leading pioneers of the life planning movement that swept the financial services industry over the past couple of decades, George offers some practical financial life planning tips for family leaders, family office executives, and family wealth advisors. And as a 50-year mindfulness veteran and accomplished mindfulness teacher, he shares some suggestions for both UHNW family clients and their wealth advisors on how to incorporate mindfulness into their daily lives and work, and why. Enjoy this uniquely rich conversation with one of the leading pioneers of financial life planning and foremost authorities on mindfulness and living a peaceful and meaningful life.

This week, I'm speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management (PHM). PHM is a clinically sophisticated complex care management company, specializing in assisting clients to obtain the best care and outcomes when facing serious and complex medical conditions. Before founding PHM, Leslie was the CEO and Vice Chairman of the Prostate Cancer Foundation, and he's the author of the New York Times bestseller, The Patient's Playbook. Leslie, and his firm PHM, are marketing partners of FOX and valuable contributors of unique, expertise to our member community, and we are thrilled to offer their specialized knowledge and thought leadership to our members. Leslie shares his reflections, based on his decades of experience, on how UHNW clients, who ostensibly have the resources to afford any level of service and care, still find it a challenge to gain access to and receive good medical care. He also points to a unique and intriguing aspect of being a client or advisor in the family wealth space – which is that clients in this niche corner of the wealth management industry are families, and as such, they share common heritage and genetics. And that is important for families and family leaders to know as they seek to improve the collective health and well-being of their family members. Leslie offers some practical tips and suggestions for UHNW clients who are facing or dealing with a serious diagnosis, condition, or illness in the family, and provides a simple and time-tested recipe for the steps should they take and the resources they should seek out. He also has some sound advice and useful resources for families whose members are blessed with good health at present, but the family and the family leaders wish to be proactive and better prepared for all eventualities and for any medical situations or emergencies family members may face. Don't miss this highly practical conversation with one of the long-time thought leaders and practitioners in the health and wellness profession focused on serving UHNW families and all their members.

Today, I am delighted to speak with Dr. Richard Orlando, Founder of Legacy Capitals, a leading provider of training, coaching, and consulting services on topics such as wealth and values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions. Richard is an approved instructor for the Investments & Wealth Institute's Certified Private Wealth Advisor (CPWA) Certification Program, a faculty member of the UHNW Institute, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach by the International Coach Federation's accredited program. In his practice serving UHNW clients, Richard uses the terms “love your client” and “whole family advisory” to describe his approach and philosophy of working with families of wealth. He explains what he means by these terms and shares his definition of a whole family advisor. Richard and his firm work with both family clients and their trusted advisors, and he talks about how this “whole family advisor” mindset impacts both sides of this professional relationship. He unpacks what families need to know about finding and working with a whole family advisor and what advisors need to know and do to become one. In his book, Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions, Richard outlines and explores the five most important family wealth questions, or decisions, that directly impact families and their legacies. He delves into these five questions and explains how families and advisors should make practical use of them. Richard also shares several legacy tools – for facilitating meetings, communicating effectively, planning, etc. – that he utilizes in his work with clients and offers some tips on how family principals and family advisors can best make use of them. Please enjoy this highly instructive conversation with a longtime practitioner and leading coach and educator in the family wealth and well-being space.

This week, I have the pleasure of speaking with Aggie Johnson, founder and owner of WillKate, a family enterprise consultancy firm serving the full scope of issues and challenges that families of wealth face. A G3 enterprise family member herself, Aggie knows first-hand what it takes to create and sustain a thriving family and family enterprise. Aggie shares her definition of a family enterprise and the unique challenges and opportunities enterprise families face. She describes how the complex needs of enterprise families necessitate a broader view of wealth and a multidisciplinary approach to advising and coaching their family members. She then introduces the “6-element focus,” a framework of wealth she uses in her practice with UHNW clients and explains how this multifaceted definition of wealth can help clients cultivate and strengthen their various types of family capital. One practical approach Aggie deploys with her clients is to help them discover and focus on, what she refers to, as their “central purpose.” Aggie unpacks the meaning of this concept and how families can use it to become stronger and attain their strategic goals. Another practice Aggie recommends is for family members and leaders to use introspection and working on yourself as a path to achieving greater unity, communicating and relating better, and overcoming the challenges of difficult and emotional family situations and transitions. She delves into the practical aspects of this approach, its importance, and practical applications. Please enjoy this insightful conversation with one of the highly experienced and credentialed family practitioners within the FOX community, who generously shares the lessons of her own experience as a rising gen leader of her family enterprise.

Today, I am excited to speak with Mitchell Spearman, relationship builder and advisor to multigenerational families and family office leaders. Through his work, Mitchell helps his clients build deeper ties and meaningful connectivity through curated moments and transformational experiences. Mitchell's career started in higher learning, and as an educator, he embraced the concept of High Impact Practices that, as research has shown, can generate stronger engagement with students and deliver lasting educational impact. Mitchels explains what High Impact Practices are and how they are applied by teachers and learning institutions. He then talks about how these same High Impact Practices can be adapted to the world of wealth management, and particularly to the field of advising multigenerational UHNW families. To bring this into practice, Mitchell offers a range of tips and suggestions for families interested in learning and applying the High Impact Practices approach in their day-to-day communication, engagement, and work with their family members or their family enterprise or family office staff. He also provides useful pointers to family advisors and service providers across different disciplines on how they can borrow from and apply High Impact Practices in their work and interactions with their UHNW family clients. Enjoy this highly relevant conversation with one the most passionate, energetic, and positively engaging family advisors in our space.

Hey welcome to another episode of Making Billions, I'm your host Ryan Miller and today I have my dear friend John Jennings.John is the President and Chief Strategist of a $15B family office group known as the Saint Louis Family Trust.  He manages the assets and allocations of 60 UHNW families.  He is an adjunct professor at Washington University, Forbes contributor and the author of the Amazon #1 Best Seller ”The Uncertainty Solution”. What this means is that John understands Institutional Capital and Family Offices and he's agreed to come on the show to give you his advice on raising capital and asset allocation in this sector to help you in your pursuit of Making Billions.Subscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]:  John is the President and Chief Strategist of a $15B family office group known as the Saint Louis Family Trust.  He manages the assets and allocations of 60 UHNW families.  He is an adjunct professor at Washington University, Forbes contributor and the author of the Amazon #1 Best Seller ”The Uncertainty Solution”.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved market-beating placement growth in his first 5 years in the industry.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

In this episode, Vinki Loomba explores wealth amplification through two distinct approaches: ultra-high net worth (UHNW) strategies and the dynamic investment landscape of mobile home parks. Jonathan Tuttle, a seasoned expert in these fields, shares valuable insights into the methods used by the ultra-wealthy to grow their wealth and the promising opportunities in mobile home park investments.In this Episode, Vinki & Jonathan chat about⁠:✅ Jonathan Tuttle's Entrepreneurial Journey and Career Achievements✅ Ultra High-Net Worth (UHNW) Investment Strategies and Their Implementation✅ The Dynamics of Networking and Building Effective Business Relationships✅ Comparing Wealth Management with Ultra High Net Worth Strategies✅ Identifying and Overcoming Challenges in Implementing UHNW Strategies✅ Emerging Trends in UHNW Strategies, Including Biohacking and Health Innovations✅ Insights into Mobile Home Park Investments as a Wealth Amplification ToolJonathan Tuttle is a multifaceted investor, speaker, and maverick known for his expertise in high-yield investments, particularly in the mobile home park sector. As the Fund Manager at Midwest Park Capital, he offers accredited investors unique opportunities in this niche market, a venture recognized among Illinois' top startups in 2020 and 2021. He's also the Founding Director of Revenue Ascend, a digital marketing agency acclaimed by Chicago Voyage Magazine.Tuttle's previous role as President of the Midwest for Yale Realty and Capital Advisors highlights his proficiency in mobile home park brokerage, where his team achieved $2 billion in transactions. Additionally, he co-founded V3Blockchain, focusing on tokenizing gaming assets, and contributes to Forbes Magazine in the real estate council. This episode is a must-listen for accredited investors and entrepreneurs seeking innovative wealth amplification strategies, particularly in the unique realm of mobile home park investments. Jonathan Tuttle's insights are invaluable for diversifying their investment portfolios and understanding the nuances of high-yield, low-risk opportunities. Additionally, his digital marketing and leadership expertise makes this episode highly beneficial for business leaders aiming to enhance their strategic thinking and operational efficiency.Contact Jonathan Tuttle - https://www.linkedin.com/in/jonathantuttle1/▶️ Show Your Love:If you found this episode valuable, we'd greatly appreciate your support! Leave us a five-star rating, and share your thoughts in the comments. Don't forget to like, share, and subscribe to ensure you never miss an episode of The Real Estate Vibe podcast.Follow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠⁠ Bruce Weininger (https://www.kovitz.com/), a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In this episode, Bruce and Chris talk about: 1- How to navigate relationships with UHNW clients 2- Perspectives on current economic trends 3- Current Concerns of Ultra High Net Worth Clients 4- Working with Fortune 500 CEOs and CFOs 5- Advice for Younger Advisors LinkedIn: https://www.linkedin.com/in/bruce-weininger-47635969/ Website: https://www.kovitz.com/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠ ⁠⁠⁠⁠ TikTok:⁠ ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠ ⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠https://twitter.com/uhnwcpodcast ⁠⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 ⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠https://uhnwc.com ⁠⁠⁠⁠⁠ Work with us: ⁠⁠⁠⁠⁠https://famousfounder.com/ ⁠⁠⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠ Scott Tobe (https://signaturefp.com/) is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals. In this episode, Scott and Chris discuss: 1- The evolution and focus of signature financial planning, 2- Scott's client service philosophy 3- The importance of team-based financial advising 4- Finding and retaining high-net-worth clients LinkedIn: https://www.linkedin.com/in/scotttobe-sfp/ Website: https://signaturefp.com/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠ ⁠⁠ TikTok:⁠ ⁠⁠https://tiktok.com/ultrahighnetworthclients⁠ ⁠⁠ YouTube: ⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠ Facebook: ⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠ Twitter: ⁠⁠⁠https://twitter.com/uhnwcpodcast ⁠⁠⁠ iTunes: ⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 ⁠⁠⁠ Spotify: ⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠ Website: ⁠⁠⁠https://uhnwc.com ⁠⁠⁠ Work with us: ⁠⁠⁠https://famousfounder.com/ ⁠⁠⁠ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.