Family Office Episodes

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.

In this episode of Arthur’s Round Table, Jeff Hoffman—co-founder of Priceline—shares insights on entrepreneurship, value creation, and what it really takes to build successful companies. From starting businesses out of necessity to scaling global platforms, Jeff explains why solving real problems—not chasing ideas—is the foundation of every successful startup. 🎯 What You’ll Learn Why entrepreneurship is a mindset—not a job How to identify real problems worth solving Why value crea...

In this episode of Arthur’s Round Table, Jon Bailey shares how high-level networking and mastermind groups help family offices, CEOs, and investors improve decision-making, build trust, and generate better deal flow. The conversation explores how structured peer groups create a competitive edge through relationships, accountability, and shared experience. Why networking is critical for family offices and investors How mastermind groups improve decision-making The role of trust in high-...

In this episode of Arthur’s Round Table, Kate Mulder explores how intuition and perception influence investing and decision making. She explains how investors and operators can develop a “full spectrum perception” to gain an edge beyond data, analytics, and traditional due diligence.

In this episode of Arthur’s Round Table, we delve into the nuanced world of family office capital allocation, examining how these sophisticated investors navigate the complexities of private markets. We explore strategies in private equity, venture capital, and real estate, uncovering how elite allocators evaluate opportunities, manage risk, and construct resilient, long-term portfolios amidst a constantly evolving investment landscape. The Strategic Advantage of Family Office Capital Allocatio...

Rekha automated authority activation.In this episode, Rekha shares how her innovative system addresses the operational gaps in estate and incapacity planning, ensuring decisions are executed precisely when needed, not just documented on paper. She explains the integration of technology and trust to secure family legacies efficiently, for traditional financial and Crypto applications. Key Topics • The common gap in estate and incapacity planning: operational activation of decisions • How Rekha...

Explore how traditional relationship-building skills are still vital in today’s fast-evolving financial technology landscape. Pamela Cytron shares insights on modern sales strategies, the importance of trust, and innovative approaches to wealth management, wellness, and startup growth. In this episode: • Pamela Cytron’s journey from FinTech early adopter to wellness advocate • The evolving art of relationship-based sales versus automation • How COVID-19 emphasized the importance of personal ...

In this episode of Arthur’s Round Table, Brian from The Mack Podcast shares insights into the future of family offices, focusing on talent, governance, and evolving industry trends. We explore how family offices are professionalizing, competing for top talent, and adapting to changes driven by private equity, technology, and generational shifts in wealth managementWhat You’ll Learn How family offices are evolving in structure and strategyWhy talent is becoming the biggest constraint in the industryThe growing importance of governance frameworksHow private equity is influencing family office investingThe role of technology in modern wealth managementCareer paths and opportunities within family offices

In this episode, Arthur Andrew Bavelas interviews Kris Putnam-Walkerly, a philanthropy consultant and author of 'Delusional Altruism.' They discuss the importance of effective philanthropy, the challenges of funding nonprofits, and the need for a strategic approach to giving. Kris shares her insights on the scarcity mindset that often hinders donors, the significance of trust in relationships with nonprofits, and the trends in philanthropy, including donor-advised funds and succession planning i...

In this episode of Arthur’s Round Table, Stephan Gerwert, Head of Family Office Services at PwC Germany, shares how family offices approach governance, investment strategy, and operational decision-making. With nearly two decades of experience advising ultra-high-net-worth families, Stephan provides a 360° perspective on how elite investors structure their organizations, evaluate opportunities, and navigate an increasingly complex financial landscape, What You’ll Learn How family office...