Richard Wilson, CEO and founder of the Family Office Club, shares his experience and insights into high-net-worth family wealth management. Richard has witnessed changes in the definition of a family office, how some wealth management firms try to masquerade as multi-family offices, and how families should design their game boards. He also shares his views on how large families can become private equity firms themselves and the value of applying a private equity playbook to family assets. Lastly, he touches on trends in wealth management related to generational transfer and ESG, emphasizing th ..read more

The rising generation today is different. The idea that you have to earn credibility over decades doesn't make as much sense as it did in the past. Join us as we explore how Greg McCann, founder and board member at Generation6, and Jesus Casado, one of the advisors at Generation6, work to empower the younger generations and help families adjust to challenges. They discuss the design flaws in existing family offices, solutions for improvement, and the European families' ability to remain unified and prosperous for hundreds of years through their key characteristics such as family cohesion, fin ..read more

There's a common denominator across globalization, macroeconomics, geopolitics, and climate–it's geography. Our geography is getting increasingly complex, and Parag Khanna is here to share with us the different driving factors that drive this complexity and how these affect businesses and economies around the globe. Parag Khanna is the founder and CEO of Climate Alpha, an AI-powered analytics platform to forecast asset values and future-proof global real estate, and founder & managing partner at FutureMap, a data, and scenario-based strategic advisory firm.  In this episode, Parag s ..read more

How can partnering with the right people and taking a conservative approach to financing paves the way to real estate success? Join us as we sit down with Meg Epstein and learn how she built an institutional platform with a billion-dollar portfolio of projects across industrial and mixed-use properties. She shares her advice on how to break into real estate investing, including spending time at a larger brokerage shop, partnering with the right people, and taking a conservative approach to finance. Meg talks about her commitment to paying it forward and providing opportunities for other women ..read more

Are you interested in differentiating your company from competitors while giving back to the community? In this episode, Nicole Juday explores how leveraging the foundation to engage with the company can create opportunities to differentiate it from competitors and attract talent. She stresses how to increase the capacity to give away more money effectively and responsibly, how the world of philanthropy has changed over the years, and how to restructure a foundation. Nicole shares her insight on ways to bridge the gap between those with resources and those without and how to manage the increas ..read more

How does Dad Guild support fathers' personal growth and development as parents and individuals? Join us as we discuss the importance of creating a safe space for fathers to engage in meaningful conversations about fatherhood issues and build meaningful connections. Keegan Albaugh addresses gender equality within the workplace and discusses the challenges of substance use and addiction, particularly within men's culture. Let's hear about Keegan's journey with Dad Guild and its mission to empower fathers! Keegan is the founder and Executive Director of Dad Guild, a grassroots nonprofit organizat ..read more

Have you ever wondered how to build trust and inclusivity among family members in a family office?  In today's episode, Mindy Kalinowski and Hannah Shue discuss the challenges of transitioning leadership to the next generation in family businesses and share their personal experiences of building trust with family members. They highlight the importance of intentional investment in identifying oneself outside the business and dive into multi-generational wealth management. They explain how inclusivity and ownership drive change and stress the importance of asking powerful questions to ensur ..read more

While financial questions are certainly important when evaluating investment opportunities, understanding how a sponsor will behave and respond in difficult situations is equally crucial. In this episode, Brian discusses the importance of assessing potential investment partners beyond their financial track record and how investors can gain valuable insights into a sponsor's character. He has great suggestions for using proxies to gauge behavior and response to adversity and tackles a question many investors struggle with: what is your Uber passenger rating? Listen and enjoy! [00:01 - 02:52] Op ..read more

How can advisors incorporate financial therapy skills and training into their practice? In this episode, Sonya Lutter delves into the exciting and rapidly evolving world of financial therapy. She emphasizes the need for empathy in financial planning and outlines ways to identify certified financial therapists. She discusses how the financial advisory business is evolving towards a more human connection-driven approach and stresses why asking clients what's on their minds and saving time to address their needs is vital. Take advantage of valuable insights that can help you navigate your financi ..read more

What are the benefits of creating a wealth roadmap for families, and how can it help grow human capital and positively impact the community? In this episode, Kristin Keffeler dives into the importance of wellness in family businesses and wealth management. She discloses how to create a wealth roadmap for families and ensure their financial resources are used to grow human capital and positively impact their community. She touches on common tripwires that younger generations face in family businesses and emphasizes the significance of addressing these challenges to ensure successful transitions ..read more