Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?
Welcome to Beyond Wealth: Innovating for Life Elevation.
Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.
Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.
And now, Beyond Wealth.
EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com
Balancing Wealth and Advisory: Stephen Tanenbaum’s Caring Approach at Rainbook.
Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage.
Stephen Tanenbaum, the founder of Rainbook, explores how philanthropy, technology, and financial advisory services come together. Stephen explains how AI and machine learning can improve the way clients interact with their advisors, while still stressing the importance of human connection.
Stephen discusses the rising need for qualified wealth advisors, the differences between fiduciaries and brokers, and some tips for picking the right financial advisor. Stephen also shares how Rainbook carefully selects its advisors and the creative ways they engage with clients and ensure transparency.
Listeners will gain helpful tips on how technology and proper education can improve their financial journeys and also get an exciting look at Rainbook’s vision for the future of financial advisory services.
Key Moments
00:00 Passion & Fiduciary Responsibility
04:49 Fiduciaries: Client First, No Commissions
07:53 Choosing Trustworthy Advisers
11:39 Benefits of Holistic Financial Firms
20:38 Client Fees vs. Industry Benchmarks
29:45 Technology in Client Interactions
Connect with Stephen Tanenbaum
LinkedIn: https://www.linkedin.com/in/stephen-tanenbaum-9596706/ (https://www.linkedin.com/in/stephen-tanenbaum-9596706/)
Website: https://www.rainbook.com/ (https://www.rainbook.com/)
23 Jan 2025
Learn Private Service Management with Helda Cobian on Beyond Wealth
Welcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda Cobian, who brings over 25 years of experience as a house manager, family assistant, and celebrity chef.
Helda shares invaluable advice for entering this field, stressing open-mindedness, adaptability, and the importance of a teachable team. She emphasizes creating a sanctuary for the family and maintaining personal connections with staff and principals.
Her approach, rooted in empathy, communication, and continual learning, highlights recognizing individual talents to keep team members motivated and challenged.
Timestamps
00:00 Discussing successful management strategies for various types of properties.
03:23 Real estate and house managers prioritize teachability.
09:13 Check in with staff and prioritize tasks.
12:44 Prepare, organize, support, and refresh staff effectively.
14:21 Managing team relationships and preparation for site visits.
18:25 Emphasize caring for people, challenge, and privacy strategies.
23:32 Principals' experiences vary; they need to be prepared.
25:48 Proactive estate management improves professional balance.
29:11 Connect with Elda on social media platforms.
Connect with Helda Cobian
LinkedIn: https://www.linkedin.com/in/helda-cobian-682561a1/ (https://www.linkedin.com/in/helda-cobian-682561a1/)
9 Jan 2025
The A+ Method: Sarah Hodges Transformative Coaching for Lasting Success and Personal Growth
“Transformation begins when we align compassion with growth”
Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally and professionally—using the power of behavioral neuroscience and empathy. Sarah talks about her incredible journey, starting as an opera singer and transitioning into wellness coaching, where she helps others transform their lives.
Sarah shares real-life tips on building resilience, improving communication, and finding fulfillment, whether you're leading a team or just looking for more balance in your life. Her advice is relatable and perfect for anyone ready to grow and thrive.
Key Moments
03:47 Empathy and Healthy Communication
07:21 Coaching for Personal Fulfillment
20:43 The Reward of Starting
24:21 Redefining Success
11:33 Actionable Aims and Flexibility
Connect with Sarah Hodges
LinkedIn: https://www.linkedin.com/in/sarahahodges (https://www.linkedin.com/in/sarahahodges)
Website: https://hodgescoaching.com/ (https://hodgescoaching.com/)
17 Dec 2024
Catherine Smith: Personal Touch Meets Professionalism for Luxury Clients
Catherine Smith, founder of CS Smith Management, shares her expertise on delivering personalized service to high and ultra-high net worth clients through understanding their unique needs and maintaining a work-life balance.
3 Dec 2024
Transform Your Leadership: Lisa & Julia’s Proven Strategies for Legacy Success.
Lisa Casson and Julia Hudson, co-founders of Pennyworth, share their proven strategies for legacy success, empowering leaders to optimize team effectiveness and achieve long-term success.
19 Nov 2024
Inside the Elite World of Naval Estate Management with Georges Labaki
“Success in leadership is about anticipating needs and creating lasting impressions.”
Today's guest, Georges Labaki, manages a 17,000-square-foot estate for future naval officers in Annapolis Maryland. With a career spanning roles from Navy cook to elite positions at the White House and Pentagon, Georges shares his insights on high-profile estate management and the importance of safety and hospitality, revealing his leadership philosophy of mentoring and building resilient teams.
This episode offers a deep dive into estate management, hospitality, and the balance of privacy and security.
Timestamps
0:00 From Cook to Estate Manager
05:15 The Hospitality Mindset
12:10 Staying focused and healthy
15:30 3 Core Team Values
30:51 Handling Privacy and Security
33:03 Outro
Connect with Georges Labaki
LinkedIn:https://www.linkedin.com/in/georges-labaki-a1a346a4/ (https://www.linkedin.com/in/georges-labaki-a1a346a4/)
Website: https://navalacademytourism.com/blog/usnas-georges-labaki-chopped-kitchen (https://navalacademytourism.com/blog/usnas-georges-labaki-chopped-kitchen)
5 Nov 2024
Why Empathy is Crucial to Estate Management Success: Alex Davila’s Perspective
"Luxury isn’t just about expensive things; it can be as simple as family time or a highly curated experience."
Alex Davila brings extensive experience managing estates for ultra-high-net-worth families in Orange County and New York City. With a rich multicultural background from Los Angeles, studies in London, and a degree in international relations from USC, Alex offers unique insights into his transition from fashion retail to estate management.
He discusses balancing roles akin to a chief of staff, butler, and COO and shares behind-the-scenes stories of organizing personalized events, mastering problem-solving, and maintaining work-life balance. Tune in for an inspiring conversation about how empathy, cultural diversity, and exceptional attention to detail create bespoke estate management experiences beyond mere wealth.
Key Moments
00:00 Transitioned from fashion retail to estate management.
04:24 Overseeing multiple hotels or estates, managing everything.
19:32 Event planning requires a deep understanding of clients.
26:57 How experience shapes intuition and empathy in decision-making.
28:22 The role of attention to detail in ensuring a seamless experience.
Connect with Alex Davila
LinkedIn: https://www.linkedin.com/in/alexanderdavila/ (https://www.linkedin.com/in/alexanderdavila/)
Website: https://henrysegerstrom.com/
15 Oct 2024
Strong Client Relationships: Philip Smith’s Proven Estate Strategies
"Maintaining balance is crucial; without it, both the client relationship and the property suffer."
In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balancing client needs with sustainable property management.
He reveals his strategies for pristine estate upkeep, including the use of solar energy in places like the Bahamas. Emphasizing the importance of setting boundaries to prevent burnout, Philip discusses the precision needed for managing high-value estates and fostering strong client relationships.
Key Moments
1. 00:00 - 10 years in Canada, culinary and hospitality.
2. 05:44 - Maximizing efficiency and maintenance yields client satisfaction.
3. 08:23 - Communication and transparency are essential for projects.
4. 12:43 - Client representation, energy, natural resources, construction goals.
5. 16:25 - Research and preparation for introducing koi fish.
6. 18:12 - Approach to client asset and property care.
7. 22:24 - The key to managing relationships is traceability and accountability.
8. 25:01 - Client understanding, comfort, and personalized experiences are key.
9. 28:36 - Clientele respect increases engagement; soccer connection.
10. 30:36 - Advising businesses on proactive client coaching for success.
Connect with Philip Smith
LinkedIn: https://www.linkedin.com/in/philip-smith-97610b26/ (https://www.linkedin.com/in/philip-smith-97610b26/)
Website: https://www.acmbahamas.com/ (https://www.acmbahamas.com/)
"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems."
Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience.
In this episode, Rebecca shares her insights into how family offices have evolved over the last twenty years, the importance of expert tax and legal strategies, and the benefits of hybrid family office setups. Rebecca also opens up about managing the intricacies of family office work while being a single parent, and how crucial family and community support can be.
Key Moments
05:25 Lessons from Building an Office
08:34 Family Office Service Gaps
15:44 Strong Financial Foundations
23:54 Three Phases of Client Integration
26:20 Proactive Planning Essentials
Connect with Rebecca Cowley
LinkedIn: https://www.linkedin.com/in/rebeccamaguire (https://www.linkedin.com/in/rebeccamaguire)
Website: https://andersen.com/ (https://andersen.com/)
"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.”
In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting to her principals' unique preferences and the importance of building a team based on trust and respect.
Jocelyn reveals how technology tools like EstateSpace are revolutionizing high-end property management, blending tradition with modern innovation. She also shares her strategies for maintaining a healthy work-life balance, emphasizing the role of self-care and effectively managing personal and family commitments.
Timestamps:
0:00 Candid Beginnings
10:02 The Art of Discretion
18:47 How To Retain a High-Performing Team
34:06 Outro
Connect with Jocelyn Galvez
LinkedIn: https://www.linkedin.com/in/jocelyngalvez72/ (https://www.linkedin.com/in/jocelyngalvez72/)
5 Sept 2024
Aaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments
"It's about connecting people and opportunities to create meaningful investment experiences."
Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, and emerging markets like alcohol and cannabis.
Aaron discusses their unique approach to providing members access to private investments, balancing risk, and leveraging the expertise of over 175 members. He also highlights the company's shift towards Series C, D, and Pre-IPO investments, and the importance of community and disciplined time management.
Key Moments
00:00: Aaron’s venture capital passion and CEO balance.
06:42: Okeanos diverse venture and private equity strategy.
12:50: Building relationships for top-tier investment access.
17:50: Opportunities in early and later-stage investments.
24:31: Unique investment analysis and member value alignment.
Connect with Aaron Berkey
LinkedIn: https://www.linkedin.com/in/aberkey/ (https://www.linkedin.com/in/aberkey/)
Website: https://www.okeanos.vc/ (https://www.okeanos.vc/)
20 Aug 2024
AI & Secondary: Unlock Wealth Strategies with Mercedes Zhang
“If you are the smartest person in the room, you probably should go to a different room.”
In this Beyond Wealth Episode, Mercedes Zhang of Manhattan Venture Partners (MVP) exemplifies this mindset as she delves into capital raising, deal sourcing, and secondary markets. Host Jonathan Fishbeck highlights MVP’s focus on AI investments and relationship capital, showcasing how constantly seeking new challenges drives their success.
Mercedes also discusses MVP's diverse investor base, strong networks, and the importance of passion and integrity in the investment world.
Key Moments
00:00 Encouraged by Latinas, amazed by the cereal variety.
05:33 Visionary investors expand access to top deals.
08:34 We provide strategic investments and build relationships.
10:23 Pre-IPO focus, diversification, relationship-building, advisory services.
16:27 High valuations, diversification, and timing for investments.
18:12 Myspace led but lost out to Facebook. AI companies are promising but require caution.
21:27 Seek industry opinions, and network for trust and diligence.
26:36 Money is a means for philanthropy and relationships.
28:15 Flexibility in work hours and locations praised.
30:57 Contact me at mzang at fvp.vc.
Connect with Mercedes Zhang
LinkedIn: https://www.linkedin.com/in/mercedes-zhang/ (https://www.linkedin.com/in/mercedes-zhang/)
Website: https://www.mvp.vc/team/mercedes-zhang (https://www.mvp.vc/team/mercedes-zhang)
6 Aug 2024
Kelsey Ferguson on Digital Management and Legacy Preservation
In this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thriving business.
Kelsey opens up about the unique challenges and rewards of working with public figures, her strategies for connecting authentically with audiences, and the power of social media platforms like Instagram in building a business
Join us as we uncover Kelsey's approach to organic growth, multigenerational wealth preservation, and her passion for fostering a values-driven culture. Whether you're an entrepreneur, a digital marketer, or someone interested in legacy building,
Timestamps
00:00 Exploring music, artist management, and helping talent.
05:50 Selling real estate through Instagram for businesses.
06:50 Estates excels in digital management innovation.
11:33 Innovation, care, and growth in client strategies.
15:41 Reconnecting with multigenerational values and promoting success.
16:57 Preserve values, stick to them and be intentional.
20:16 It's easier to pivot and be intentional.
24:39 Embrace quirks to create genuine, successful products.
28:24 Book closes, rest, stay positive, keep growing.
31:27 Working with inspiring people who push growth.
Connect with Kelsey Ferguson
LinkedIn: https://www.linkedin.com/in/itskelseyferguson/ (https://www.linkedin.com/in/itskelseyferguson/)
Website: https://www.funhangs.com/ (https://www.funhangs.com/)
2 Jul 2024
Introducing: Beyond Wealth
Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?
Welcome to Beyond Wealth: Innovating for Life Elevation.
Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.
Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.
And now, Beyond Wealth.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
17,056
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
2 ratings
Podcast Authority Score: 51 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
59
Social presence
0
YouTube
76
Engagement
32
Contact Beyond Wealth
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