Family Office Episodes

In this second conversation with Cate Wilkes on Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas and Cate move well beyond traditional conversations about capital. The central question is not simply: How do you raise or deploy money? It is: Who are you becoming as you do it? Cate's background spans banking, mortgage finance, Fannie Mae, conscious human development, and now private capital through 638 Capital. After leaving corporate life in 2018, sh...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Dr. Larry Stybel, co-founder of Stybel Peabody Associates, for a thoughtful conversation about one of the hardest problems in family wealth: How do you preserve the entrepreneurial spirit after the money has already been made? Larry's own story begins far from the family office world. The son of German immigrants in New York City, he grew up believing he was intellectua...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Janae Rapps, Deanna Brown, and Kristina Hutchison-Burdette of Hudson Lewis to explore an overlooked segment of the American economy: Profitable small businesses that are too small for traditional private equity—but potentially too valuable to ignore. Hudson Lewis is building an investment strategy around acquiring controlling interests in established, cash-flowing busine...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Amanda Martinez of BCU Risk Advisors for a conversation about something family offices spend enormous amounts of time managing in their portfolios—but may not examine nearly as carefully elsewhere: Risk. Amanda works in property and casualty insurance for high-net-worth individuals and single family offices. Her work sits at the increasingly complicated intersection betw...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas is joined by Rodrigo Vicuna, founder of Wealthie, and Pamela Cytrom, founder and CEO of The Founders Arena, for a fascinating discussion about an enormous asset hiding on American household balance sheets: home equity. Rodrigo argues that approximately $15–$17 trillion of home equity sits largely outside modern wealth management. Wealthie was created around a deceptively simple que...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Eric Runge, founder of Veritas Bitcoin Strategies, for a practical discussion about Bitcoin for family offices—from simply buying and holding Bitcoin to custody, risk management, ETFs, tax-loss harvesting, and long-term generational wealth. Arthur and Eric discuss: • Why family offices are increasingly looking at Bitcoin • Bitcoin versus cryptocurrency • Why understand...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Christopher Marlett, a veteran investor and entrepreneur who has spent more than four decades in the securities business and built his career around one central question: How do little companies become big companies? Chris describes an investment model he calls “public venture”—helping promising early-stage companies access the public markets not primarily as an exit or li...

Can you protect a family's wealth if you don't protect the minds responsible for managing it? In this thought-provoking conversation, Dr. Noah St. John argues that the greatest threat to generational wealth isn't taxes, investment performance, or estate planning—it's human psychology. Topics include: • Family Offices • Legacy Planning • Leadership Psychology • Entrepreneurship • Wealth Preservation • AI • Communication • Succession Planning • Founder Psychology • Human Performance Arthur and Noah explore why successful founders often struggle to transfer what made them successful, why communication breaks down between generations, and how understanding different leadership styles can transform family governance and organizational effectiveness. The discussion also examines artificial intelligence, subconscious success habits, founder psychology, and why protecting the human decision-making process may become one of the most valuable investment…

How is AI changing investing, financial media, and market intelligence? Andrew Lebbos of Benzinga explains why trusted information, objective news, private markets, and AI-powered research are becoming the foundation of modern investing.

What happens when an entrepreneur loses his father, suffers heart failure, waits three years for a heart transplant, and still builds one of America's fastest-growing roofing companies? Garen Armstrong shares an extraordinary story of resilience, entrepreneurship, AI innovation, family offices, and purpose-driven leadership.

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes Dawn Mari La Monica, JD, for one of the most thoughtful conversations yet on leadership, authenticity, family offices, wellness, and building meaningful human relationships. Dawn's journey is anything but conventional. Born in Bogotá, Colombia and adopted at birth, she shares how experiences ranging from Wall Street and Georgetown Law to London's financial sector, regulatory...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes back Angelina Carleton, founder of Legacy Planning, for a thoughtful discussion about one of the most overlooked truths in wealth creation: Building wealth is difficult. Preserving it across generations may be even harder. Many families spend decades building extraordinary financial success, yet relatively little time preparing the people who will eventually inherit the resp...

Why Great CEOs Never Lead Alone | Jon Bailey In this episode of the Family Office Investing Podcast & Investor Insights | Arthur's Round Table, host Arthur sits down with Jon Bailey, founder of Fluence Circle. Together, they explore a fundamental truth of effective leadership: exceptional CEOs don't possess all the answers; they strategically surround themselves with the right people. This discussion highlights the immense value of CEO peer groups in navigating the complexities of leading a b...

Can your voice reveal hidden health insights? Alex Fredericks explains how AI-powered voice analysis is helping people better understand sleep, stress, recovery, nutrition, energy, and overall wellness. Discover how personalized wellness, longevity, and preventive health may be transformed by voice technology.

Richard Wilson explains why relationships, trust, and human connection remain the foundation of family office investing despite advances in AI, technology, and automation. Learn how family offices source opportunities, evaluate investments, raise capital, and build long-term wealth through trusted networks.

Filmmaker Michael Nash discusses AI for Good, the United Nations AI for Good Global Summit, and how artificial intelligence may help solve humanity's greatest challenges—from healthcare and agriculture to education, climate, and global accountability. Learn why the future of AI depends on wisdom, intention, and human values

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Alex Huff returns to discuss how donor advised funds (DAFs), technology, and artificial intelligence are transforming charitable giving. Alex shares the origin story behind DAF Share and explains why philanthropy should be viewed not simply as a charitable act, but as a strategic tool for community building, tax planning, wealth stewardship, and social impact. The conversation explores how donor advis...

In this episode of Arthur’s Round Table, Tim Brown shares his remarkable journey from Colorado and Cisco Systems to building one of the most relationship-driven family office communities in the industry. The conversation explores family office governance, trusted networks, connection capital, peer-to-peer learning, next-generation leadership, AI, wealth stewardship, and why meaningful relationships may become one of the most valuable assets in the modern world. Tim also discusses the creat...

Steve Bruere explains why farmland has become one of the most compelling alternative investments for family offices and investors. Learn about agricultural land ownership, inflation protection, farmland appreciation, food security, renewable energy, data centers, and the future of farmland investing.

Arnaud De Coninck explains how Trusted Family helps family offices improve governance, communication, legacy preservation, shareholder alignment, and next-generation engagement through secure technology platforms

In this episode of Arthur’s Round Table, Karl Andersen explains why the future of AI may depend less on software—and more on energy infrastructure. As hyperscale data centers strain aging electrical grids, Karl shares how distributed energy, decentralized compute, and edge-scale AI infrastructure could become the next major evolution in both energy and cloud computing. From solar-powered homes to localized AI networks, this conversation explores how the collision between AI and energy is creatin...

In this episode of Arthur’s Round Table, Jim Poole shares the story behind NuCalm, a patented neuroscience platform designed to reduce stress, improve sleep, optimize cognitive performance, and balance the nervous system without drugs. The conversation explores brainwave frequency, trauma recovery, elite performance, military applications, and how neuroscience is transforming human optimization. 🎯 What You’ll Learn How stress affects the nervous system and brain function Why sleep an...

In this episode of Arthur’s Round Table, Miles Spencer explores how AI is transforming family legacy storytelling and digital identity. From preserving the voices and stories of loved ones to enabling future generations to interact with them, this conversation highlights a powerful shift in how families, founders, and family offices think about legacy, learning, and continuity.

In this episode of Arthur’s Round Table, Rick Walker—Chief Investment Officer at Lumicree—shares insights on building a life of meaning, generational leadership, and the challenges facing the next generation of leaders. From scaling businesses at a young age to investing in real estate with family offices, Rick explains why discipline, responsibility, and purpose are essential for long-term success.