Episodes

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, particularly regarding bonus depreciation and its implications for real estate investors. They explore specific tax strategies for car washes and gas stations, the importance of proactive tax planning, and the future of CPAs in the industry. Additionally, they highlight emerging tren...

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...

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 importance of direct consumer engagement, and the challenges posed by regulatory frameworks. Noelle emphasizes the need for human interaction in a digital world and the critical role of data centers in supporting technological advancements. The conversation concludes with ins...

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 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, 'The Holy Grail of Marketing,' highlighting case studies from companies like Harry's Razors and Elf Cosmetics. They explore the resurgence of direct mail, the impact of weather on consumer behavior, and the necessity of maintaining brand ethos in the age of AI. The discuss...

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...

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 speaker, undefeated MMA fighter, WWE’s $1 Million Tough Enough Champion, and founder of the worldwide 501(c)(3) nonprofit My Life My Power. Once a bullied kid with a learning difference, Daniel turned adversity into fuel—becoming a champion athlete, entrepreneur, and educat...

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.

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 acceptance into the Forbes Technology Council, earning the title of ASME International Standards & Certifications Scholar, and Global Engineering Leader.

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...

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 led him to develop groundbreaking metabolic performance markers used by NFL, NHL, and NBA teams and Olympians. Nick has mentored and developed several companies with billion-dollar service lines, co-founded ventures with 9-figure assets, and is a partner in companies valued a...

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 company that helps iconic creators ranging to archive, protect, and monetize their legacies and artifacts across multiple physical and digital channels, and directly engage with their fans in ways that have not been done previously.

Steven Masur has over 30 years of experience advising early, growth and enterprise stage companies in emerging industries. Steve brings a unique mix of legal, business, and strategic experience to bear on client matters and is passionate about helping committed teams execute upon a path to success in new markets. Steve has been an early innovator in internet, software, entertainment, games, and mobile technologies, and has most recently focused on blockchain, cryptocurrencies, DAOs, defi, and ca...

Leon Logothetis is a humanitarian & best-selling author. He is the host of the Netflix series "The Kindness Diaries", where hecircumnavigated the globe on his vintage yellow motorbike "Kindness One" giving life-changing gifts along the way to unsuspecting good Samaritans. All of this whilst relying solely on the kindness of strangers. A second season of the series was released, this time with Leon traveling from Alaska all the way to the bottom of Argentina. Leon's greatest passion is combining...

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 concierge service — giving you back control over your money,choices, and destiny. https://citizenx.com/how-it-works

SailGP is a nation versus nation, close-to-shore, high speed, high tech racing series like no other. SailGP's ambition is to be the world's most sustainable and purpose-driven global sports and entertainment platform. We are racing for a better future and believe sport has the power to change the world.

Between The Coasts . Ventures ("B/C Ventures") is a seed stage venture fund that finds the hidden gems in the fastest growing regions in the U.S. Their focus is on finding high growth technology companies that grow in a more capital efficient nature than their coastal counterparts. With Landon Ainge leading the firm their investments follow his track record and expertise in Fintech, very technical SaaS and Consumer Products with defensible IP. B/C Ventures only invests in opportunities with 20x+...

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 Mentoring Young Leaders. He is a highly regarded strategic advisor to UHNW families, CEOs, boards, and single family offices. With 40 years of deep experience spanning technology, education, finance, media, advertising, e-commerce, distribution, telecom, hospitality, and m...

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 opportunities across the sports ecosystem. As an innovator and investor, Nick has co-founded and scaled ventures exceeding $500 million in valuation, driving groundbreaking advancements in sports tech, health, and real estate. Now, he’s leading the next generation of wealth-building with an investment vehicle that m...

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 banking group. At Starlight, Glen oversees several teamsincluding strategy & operations, people & culture, sustainability, information technology, health & safety and internal audit. He is the Chair of Starlight’s ESG Committee and Information Systems Management Committee a...

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 opportunities across the sports ecosystem. As an innovator and investor, Nick has co-founded and scaled ventures exceeding $500 million in valuation, driving groundbreaking advancements in sports tech, health, and real estate. Now, he’s leading the next generation of wealth-bui...

Immad Akhund is the co-founder and CEO at Mercury , the fintech more than 200K ambitious companies trust with their finances. Prior to founding Mercury, Immad was the CEO and co-founder at Heyzap, a mobile developer tools company, which sold for $45m in 2016. He is an active investor in Silicon Valley and has invested in 100+ seed-stage startups including Airtable, Substack, and Rappi.