Welcome to Family Office Fundamentals, your go-to podcast for navigating the intricate world of family offices with clarity and confidence. Join us as we delve into the essentials of trust and estates, unravel the complexities of budgeting and accounting, explore innovative investment strategies, and offer insights into managing intricate family dynamics. Whether you're a seasoned family office professional or just beginning to explore this realm, tune in to gain valuable knowledge and practical advice to enhance your financial management skills and family relationships. Let's build a stronger foundation together on Family Office Fundamentals.
Family Office Fundamentals
Claim This Podcastby Zev Zaretsky
8 episodes
Updated Weekly
Accepts GuestsHas Sponsors
11
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality12
Social0
YouTube0
Engagement27
Podcast Overview
Welcome to Family Office Fundamentals, your go-to podcast for navigating the intricate world of family offices with clarity and confidence. Join us as we delve into the essentials of trust and estates, unravel the complexities of budgeting and accounting, explore innovative investment strategies, and offer insights into managing intricate family dynamics. Whether you're a seasoned family office professional or just beginning to explore this realm, tune in to gain valuable knowledge and practical advice to enhance your financial management skills and family relationships. Let's build a stronger foundation together on Family Office Fundamentals.
Language
🇺🇲
Publishing Since
2/7/2024
Unlock The Full Podcast Authority Score Report
See how your podcast performs across key metrics
11
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality12
Social0
YouTube0
Engagement27
5
Excellent Areas
3
Good Performance
11
Growth Opportunities
excellent
Episode Length
21 minutes
Performing excellently!
good
Show Notes Quality
3.0/5
Recommendations available
Unlock the full report to see detailed tips
poor
Publishing Consistency
Every 71 days
Recommendations available
Unlock the full report to see detailed tips
+16 More Metrics
Unlock comprehensive insights including:
- • YouTube presence analysis
- • Social media reach metrics
- • RSS compliance scoring
- • Podcast 2.0 features
- • Technical standards
What's Included in Your Full Report
Detailed Analytics
- Complete breakdown of all 19 authority metrics
- Personalized recommendations for each metric
- Industry benchmarks and comparisons
- Technical RSS feed analysis and compliance scoring
Growth Strategies
- Step-by-step action plans for improvement
- Quick wins to boost your score immediately
- Pro tips from successful podcasters
Get your free podcast insights report
See how your show performs across every key metric
Instant delivery
No spam
Attract Better Guests
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Secure Sponsorships
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Grow Your Audience
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
1 verified contact email on file for Family Office Fundamentals
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
February 20, 2026
SBIC Investing : The Endowment Angle
In this episode, we sit down with David Demeter, Investment Director at Davidson College's $1.5 billion endowment, to explore his unique perspective on SBIC investing across two of the country's most respected institutional endowments. David shares how his approach to the SBIC market has evolved; from building a credit-oriented SBIC portfolio at the University of Michigan focused on capital preservation and controlled downside, to pursuing equity buyout strategies at Davidson where the goal is maximizing total returns within a barbell portfolio framework. David spent 12 years at the University of Michigan's investment office before joining Davidson College eight years ago, where he works alongside CIO Ray Jacobson as a generalist across hedge funds, venture capital, and private equity. He also previously served as Chair of the LP Council at the Small Business Investor Alliance (SBIA), where he played a pivotal role in driving better performance data standards for the SBIC industry including a landmark study conducted with UNC Chapel Hill's Institute for Private Capital. Tune in to hear David's perspective on how institutional size shapes SBIC strategy, the structural advantage of leverage in driving outperformance, why small funds tend to dominate top quartile rankings, and what the next iteration of the SBIA/IPC performance study aims to uncover about the true drivers of SBIC returns. Feel free to reach out to me at zev.zaretsky@sierracapital.com if you'd like to be connected with David.
June 20, 2025
SBIC Buyout: RFE Investment Partners
Mike Rubel of RFE Investment Partners discusses the firm's strategy for investing in founder-led businesses and maintaining its core principles through leadership transitions in this interview with Zev Zaretsky.
June 2, 2025
SBIC Venture Capital: AE Industrial Partners
In this episode of Family Office Fundamentals, we're joined by Brian Schettler, Partner and Head of AE Ventures, the early stage investing arm of AE Industrial Partners, a $7.2bn private equity firm (as of 6/30/25) focused on specialized markets including National Security, Aerospace, and Industrial Services. We discuss Brian's career path from electrical engineer at Northrop Grumman to founding Boeing HorizonX Ventures, and his transition to leading early-stage investing at AE. Brian explains how AE Ventures operates as one of 17 approved funds in the SBIC's Critical Technologies program, which combines capital leverage with government partnerships. The conversation explores AE Ventures' investment approach in seed through Series B companies developing critical defense technologies, including trusted AI and autonomy, space technology, advanced computing, and directed energy. Brian describes how the firm leverages aerospace and defense expertise from former military leadership like General Jim McConville and Secretary Ryan McCarthy, operating partners at AE, to support portfolio companies. Brian shares his observations on the shift from traditional "exquisite" defense programs toward more agile, scalable solutions, and discusses how the intersection of increased defense budgets and the governments warming up to startup innovation is creating new dynamics in the national security technology sector. Tune in for insights into this new and specialized corner of the venture capital world and the unique considerations involved in investing at the intersection of technology and national security.
8 total episodes available
Recent guests on Family Office Fundamentals
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Mike Rubel
Guest
Deep-dive analytics for Family Office Fundamentals
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Family Office Fundamentals?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.