Family Office Episodes
The Future of Family Offices: Talent, Governance, and Industry Trends.
In this episode, Brian from The Mack Podcast shares insights into the evolving landscape of family offices, talent placement, governance, and the impact of private equity and technology on wealth management. Discover expert p...
Stephan Gerwert, PWC Family Office Expert Generalist.
In this episode, Arthur Andrew Bavelas interviews Stephan Gerwert, a seasoned expert in the family office space. They discuss the evolution of family offices, the importance of trust, the impact of technology and AI, and the ...
From Music to Money: Gene Podsiadlo's Journey.
In this episode, Gene Podsiadlo shares his extensive journey from a musician to a prominent figure in the financial services industry. He discusses his early life, education at the Wharton School, and various entrepreneurial ...
The Power of Family Storytelling with Jamie Yuenger of Storykeep.
In this conversation, Arthur Andrew Bavelas and Jamie Yuenger delve into the significance of storytelling within family offices. They discuss the journey of documenting family histories, the challenges faced in this process, ...
Navigating the Future of Family Offices with Anmol Goel
In this engaging conversation, Arthur Andrew Bavelas and Anmol Goel explore the intricacies of family offices, investment strategies, and the evolving landscape of asset management. Anmol shares his entrepreneurial journey, f...
The Journey of an Entrepreneur: Insights from Arthur Bavelas intervie…
Summary In this engaging conversation, Arthur Andrew Bavelas shares his journey as an entrepreneur, reflecting on the influences of his family, the concept of retirement, and the importance of personal fulfillment. He discuss...
Navigating the Lower Middle Market.
In this episode, Arthur Andrew Bavelas interviews Brett Hickey, who shares his journey from a small-town upbringing in Canada to becoming a successful entrepreneur and financier. They discuss the dynamics of the lower middle ...
Navigating the Family Office Landscape with Carol Pepper.
In this engaging conversation, Carol Pepper shares her extensive experience in the family office space, discussing her journey from Wall Street to founding Pepper International. She emphasizes the importance of financial lite...
Clarity is love in practical form with Jermaine Ee.
In this episode, Jermaine shares his journey from a multicultural upbringing in Malaysia to navigating the complexities of entrepreneurship and politics in the U.S. He discusses the challenges he faced in his early career, hi...
Unlocking Potential: A Conversation with Cate Wilkes.
In this episode, Cate Wilkes shares her journey from the mortgage industry to leadership development, emphasizing the importance of personal growth, collaboration, and creating a safe environment for ideas. She discusses her ...
Designing Your Legacy: Insights from Angelina Carleton
In this engaging conversation, Angelina Carleton shares her journey from a commercial real estate broker to a legacy planning coach. She discusses the importance of legacy planning, especially in light of the COVID-19 pandemi...