Podcasts about uhnw

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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