Episodes

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 Fredericks shares his journey from the music industry to the wellness sector, culminating in the creation of ToneWell, a voice technology that provides actionable health insights. He discusses the i...

In this conversation, David Namdar shares insights on navigating market emotions and developing a strategic investment mindset. He emphasizes the importance of maintaining a balanced perspective during market highs and lows, ...

In a technology-driven world, the importance of human connection and communication skills is emphasized. The conversation highlights the need for individuals to develop their personality and articulate their thoughts, as thes...

In this conversation, Abe Kasbo discusses the challenges faced by CMOs in managing large digital advertising budgets, the lack of transparency in digital marketing, and the implications of budget allocation decisions on overa...

The conversation delves into the personal experiences of mental health struggles, emphasizing the importance of self-awareness and understanding the deceptive nature of the mind. Shawn Lesser shares his journey through a ment...

In this conversation, Maxwell Nee discusses his approach to monetization, emphasizing the importance of creating a sustainable growth model that resembles a flywheel effect. He expresses a desire to monetize slowly and strate...

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 episode, Arthur and Kim Lochridge discuss various aspects of tax services, focusing on real estate investment, bonus depreciation, and cost segregation. Kim shares insights on the recent changes in tax laws, particula...

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...

In this episode, Arthur and Noelle Reno discuss her diverse background in fashion and technology, her entrepreneurial journey, and the evolving landscape of digital assets and AI. They explore the future of advertising, the i...

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 conversation, Arthur and Greg Licciard discuss the evolution of marketing, focusing on the integration of AI, consumer behavior, and the importance of a holistic marketing framework. Greg shares insights from his book...

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 ...

Dr. Daniel Puder, LHD TED Talk Speaker | U.S. Marine Corps League Member | Undefeated MMA Fighter | WWE $1 Million Tough Enough Champion | Educator | CEO | Humanitarian Leader Dr. Daniel Puder, LHD, is a globally recognized s...

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...

Gibson's leadership at Hadron Energy led to the development of micro modular reactors, AND Securing 3.6-Gigawatts for power supply agreements with Data Centers and Industrials. His expertise has been recognized through his ac...

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...

Brad Mindich, an entrepreneur and operator with over 30 years of experience in media, content, technology, and entertainment. Brad founded Inveniem, which has been built all via reputation and referrals, and is the leading co...