Category: Uncategorized

In this episode, Mike Steep, the Founder and Executive Director at Stanford University’s Disruptive Technology and Digital Cities program, articulately explains the role technology is playing in disrupting almost every industry. He dives into the role Family Offices are playing in dealing with this disruption. It’s a fascinating conversation with one of the brightest minds in Silicon Valley who sits at the epicenter of disruptive technology. A must listen to anybody who wants to understand how technology is going to disrupt almost every industry.

In this episode, Tami Kesselman, Worldwide President of Harvard Alumn in Impact, and member of the Board of Directors for the Governance Committee at Harvard’s Kennedy School, articulately explains the explosive growth in impact investing by Family Offices. It’s a fascinating conversation with one of the true pioneers and thought leaders in impact investing. Extremely insightful and thought provoking.

In this episode, Tom Handler,  Founder and Managing Partner of the law firm he founded — Handler Thayer, LLC, articulately explains why the first step in setting up a successful multi generational Family Office must start with a well thought out legal structure.  He explains why only 25% of Family Offices make it to the second generation, 10% make it  to the third generation, and only 5% make it to the fourth generation.  Without the proper legal framework, Family Offices will not endure.  It’s a fascinating conversation with one of the leading authorities on the legal aspects Family Offices must explore.  Extremely insightful and thought provoking.  A must listen to anybody who has or is thinking about setting up a Family Office.

In this episode, Avy Stein, Co-Founder and Co-Chairman of Cresset, the fastest growing Multi Family Office in the country, articulately explains the evolution of the Multi Family Office.

RIA’s have exploded in the last decade and disrupted the traditional wire house model. Now, Multi Family Offices (MFO’s) are disrupting (or buying) RIA’s in order to offer the ultra high net worth investor the most holistic investment platform to date.  

It’s a fascinating conversation with one of the true pioneers in the financial markets.  Extremely insightful and thought provoking.

In this episode I discuss the changing landscape of family philanthropy with Caren Yanis. We talk about tools for giving, the benefits of family engagement in legacy building and data around women and giving.

In this episode, I discuss the impact Family Offices are having in the financial world with Paul Carbone, President and Managing Partner at Pritzker Private Capital.

We discuss how Family Offices are starting to disrupt the private equity market.

Mr. Carbone goes into detail on how and why this is happening and gives us his insight on his thoughts on the future role of Family Offices.