Family Office Episodes

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 dis...

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 with...

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 fam…

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 necess...

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 conv...

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 explore how family offices approach capital allocation across private markets, including private equity, venture capital, and real estate. This conversation breaks down how sophisti...

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 d...

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 priv…

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 dec...

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 ...

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, ...

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...

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...

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 ...

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...

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...

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 ...

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...