Family Office Episodes

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 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 chall...

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 im...

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...

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...

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 p...

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 Tama...

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 an...

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 ...

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...

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 ...

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 experi...

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 syste...

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 s...

Nick Edwards, Founding Partner: Nick Edwards is a former professional MMA athlete, ranked in the Top 100 globally, and a Brazilian jiu-jitsu national champion. His athletic career and expertise in physiology and health tech l...

Arthur's Round Table Podcast with Alex Recouso, Co-founderand CEO. Alex and CitizenX, a hyper secure tech platform to investin citizenship. They help you diversify your passport portfolio with secure technologies and concierg...

Jason Ma Founder and CEO, ThreeEQ Jason Ma, Founder and CEO of ThreeEQ, is an award-winning Chief Mentor of Next Gen Leaders, sought-after speaker, acclaimed author of Young Leaders 3.0, and star former Forbes contributor on ...

Glen Hirsh joined Starlight in October of 2017 as ChiefOperating Officer. He has over 25 years of experience in real estate and financial services, including his previous role as head of National Bank's real estate investment...

Arthur's Round Table Podcast featuring Nick Edwards, former MMA champion and relentless sports entrepreneur. Nick is a founding member of Champion Venture Partners, an asset management firm offering alternative investment opp...

Raymond joined TOS in 2019 and has 30 years ofexperience in financial services with concentrations in asset management, investment banking and family office services. Before joining TOS, Raymond served as a managingdirector...