Family Office Episodes

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...

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 ventures, including the creation of mutual funds and the rise of ETFs. Gene reflects on his experiences at Warburg Pincus, international expansion efforts, and the impact of AI on investment strategies. The conversation concludes with insights into the future of the financia...

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, and the importance of accountability and courage in sharing these narratives. The dialogue highlights how understanding family stories can impact business succession, resilience, and relationships, culminating in an upcoming symposium focused on the power of storytelling in ...

In this episode, Leah K. Ellis shares her journey from running a daycare to founding the Society of Child Entrepreneurs, where she teaches children essential business skills and financial literacy. The conversation explores the importance of nurturing entrepreneurial tendencies in children, the challenges of financial education in schools, and the innovative ways kids are solving problems and starting their own businesses. Leah emphasizes the need for early financial literacy and the role of par...

In this engaging conversation, Migena Agaraj shares her inspiring journey from a small town in Albania to becoming a successful entrepreneur and project manager in New York City. She discusses her cultural heritage, early life experiences, and the challenges she faced as an immigrant. Throughout the conversation, she emphasizes the importance of financial literacy, hard work, and nurturing relationships in both personal and professional contexts. Migena's story is a testament to resilience, adap...

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, from his early ventures in fintech and cryptocurrency to establishing a multi-family office and deploying significant capital in various asset classes. The discussion delves into the impact of AI on jobs, the importance of relationships in business, and the future of tokeniza...

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 discusses the defining moments that shaped his ambition and the support systems that helped him navigate challenges. Bavelas emphasizes the significance of control and independence in one's career, the legacy one leaves behind, and the beliefs that guide his perspective on society...

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 market, investment strategies, and the importance of understanding market trends. Hickey emphasizes the significance of tax advantages and the evolving landscape of business opportunities, particularly in service-based industries. The conversation highlights the importance o...

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 literacy for children, the evolution of family offices with technology, and the critical thinking necessary for wealth management. Carol also highlights the significance of preparing the next generation for wealth and finding the right advisors to navigate the complexities of fa...

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, his transition into political campaigns, and the lessons learned about power dynamics and trust. Jermaine also delves into the founding of HeirLight, a company focused on simplifying estate planning through AI, emphasizing the importance of clarity in life and the need to help...

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 experiences at Fannie Mae, her learning from Bob Proctor, and the significance of intuition and trust in leadership. The conversation highlights the need for leaders to invest in themselves and foster a culture of psychological safety within organizations. Takeaways Invest...

In this conversation, Christian LeFer shares his journey from personal experiences with his sister to founding a nonprofit consultancy that simplifies the process of starting and maintaining nonprofits. He discusses the challenges of navigating bureaucracy, the importance of creating a culture of love in business, and the strategies for effective nonprofit formation and maintenance. The conversation also touches on the role of donor-advised funds, the legitimacy of nonprofits compared to crowdfu...

In this episode, Jason Kirby shares his journey as a serial entrepreneur and investment banker, discussing the lessons learned from his various startups and the challenges faced in the business landscape. He emphasizes the importance of unbiased advice for founders and introduces his company, Thunder, which aims to provide investment banking services tailored for early-stage companies. The conversation also delves into the complexities of family office investments, the impact of AI on business v...

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 pandemic, which prompted many to reflect on their lives and legacies. The conversation delves into the emotional and psychological aspects of legacy planning, the impact of family dynamics, and the necessity of addressing trauma. Angelina emphasizes the importance of mentorship, co...

In this conversation, Alex Huff discusses the intersection of philanthropy and technology, focusing on the evolution of donor-advised funds and the innovations that are reshaping the charitable giving landscape. He emphasizes the importance of engaging the next generation of donors and building community through philanthropy, while also addressing the challenges and opportunities presented by technological advancements in the sector. The discussion highlights the need for a customer-centric appr...

In this conversation, Aelia Kos shares her unconventional journey from a corporate career in architecture to becoming a conscious entrepreneur. She discusses the rise of conscious entrepreneurship, the impact of COVID-19 on personal reflection, and the shift from traditional religion to spirituality. Aelia emphasizes the importance of intuition, trust, and community in business, and explores various healing modalities. She also highlights the significance of nature as a catalyst for growth and t...

Founder & CEO, Tamarind Partners, Inc. CEO & Co-Founder, Tamarind Learning. Kirby Rosplock, PhD, is one of the world’s foremost authorities on family offices, family governance, and generational wealth. As the founder of Tamarind Partners, Inc., she leads a globally recognized consultancy twice awarded: - Best Family Office Management Consultancy (Family Wealth Report, 2019 & 2023) - Best Family Wealth Counseling (Family Wealth Report, 2019 & 2022) She is also CEO and co-founder of Tamarind Lea...

In this conversation, Connor Boyack discusses his work in financial literacy and entrepreneurship through the Tuttle Twins series and his nonprofit efforts. He emphasizes the importance of teaching children about economics and entrepreneurship, the challenges of funding and sustainability in nonprofits, and the impact of current events on education. Boyack also highlights the need for intentional parenting and the significance of wealth creation and family legacy. He explores the future of estat...

Family Office Access, formerly known as Family Office List, was founded in 2001 by a hedge fund manager who saw a gap in the market: there was no simple, reliable way to identify Family Office capital partners. What began as a quarterly spreadsheet evolved into one of the most trusted resources for founders, advisors, and professionals navigating the often opaque world of Family Offices. In 2016, under new ownership, we transformed the product from static files into a dynamic, filterable platfo...

In this episode, Arthur interviews Colten Ratz, who shares his journey from a non-traditional background to becoming a key player in the family office space. Colten discusses the importance of building authentic relationships, the challenges he faced, and his vision for creating value within the family office ecosystem. He also talks about his new initiative, the Family Office Roundtable, aimed at fostering connections and sharing insights among family offices. Takeaways Colten emphasizes the ...

Yishan brings Silicon Valley’s expertise in scaling to the climate movement. Yishan founded Terraformation in Hawaiʻi in 2020 to build and deploy tools that tackle the largest bottlenecks to global reforestation. The company hosts a forest carbon accelerator, supporting early-stage forestry teams to launch, build, and scale biodiverse reforestation projects. In addition to producing high-quality, verified carbon credits, these projects generate complementary sustainable revenue streams to suppor...

Martin Stead is an accomplished strategic designer, co-founder, and CEO of Legacy, an innovative company that is reshaping the way families capture their life stories for future generations. Leveraging his expertise in experience design, Martin combines advanced interview techniques, a complex network of professionals, and their proprietary platform to build Legacy into a thriving and evolving business.

Michael Thrasher is the founder and editor of Modus, where he also writes the weekly newsletter for family-office professionals. Previously, he was a reporter at Institutional Investor magazine, where he covered pension systems, endowments, foundations, and other investors, including family offices, as well as the asset managers with which they invest. He's written a variety of articles, including breaking news about CIO Mark Baumgartner departing the Dalio Family Office, long features about th...

Mark Tepsich is the Family Office Design and Governance Strategist at UBS advising families across the Americas on family office design, structure, governance and operational best practices. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm where he built and lead the firm’s family office solutions practice. There, he advised families on family office structuring, tax, estate planning, philanthropy and family governance initiatives. He also advised several...