Welcome to 'Keeping it in the Family Office,'. This podcast offers direct insights into the family office sector, focusing on trends, critical issues, innovations in wealth management, governance, and more!
Definition:
/to keep it in the family/
Meaning - to keep something within the family, such as private information, or to keep a family business or tradition going.
Emerging Trends in Cayman Islands Jurisdiction w/ Sue Nickason
Sue Nickason, Vice President at Dart Family Office, explores emerging trends in the Cayman Islands jurisdiction and shares insights on navigating opportunities for high-net-worth individuals in this interview.
30 Oct 2024
Family Offices & Industrial Hemp w/ Maxwell Nee
In this episode, we feature Maxwell Nee, the Chairman and Founder of Family Office Insider, who shares his journey from banking to managing family investments alongside his brother. Maxwell discusses their venture into real estate development and the shift toward industrial hemp farming. He explains the competitive advantages of their operations, focusing on sustainable and scalable business models. Maxwell also explores the growing opportunities within the industrial hemp industry, shedding ...
24 Oct 2024
The Power of Family, Mentorship, and Legacy w/ Jason Ma
In this episode, we feature Jason Ma, an award-winning chief mentor to next-generation leaders, as he shares his wisdom from decades of experience in both the tech industry and family business. Jason delves into his work with high-net-worth families, guiding their next-gen members to achieve success in personal, career, and business endeavors. He offers insights into the challenges and responsibilities of managing wealth across generations, while also emphasizing the importance of resilience,...
25 Sept 2024
Building the Sargento Cheese Family Fortress w/ Joshua Gentine
In this episode, we sit down with Josh Gentine, a third-generation board member at Sargento Foods, who shares his family's journey from founding to becoming a household name. Josh delves into the challenges and successes of generational transitions, emphasizing the importance of communication, governance, and independent directors. He provides practical advice on navigating family dynamics, ensuring fairness in succession planning, and the value of core principles. Drawing from his extensive ...
9 Aug 2024
Family Office Art Collecting 101 w/ Matthew Newton
In this episode of Family Office Insights, we welcome Matthew Newton, Head of Art Advisory at UBS. Matthew shares his expertise on navigating the art world, offering invaluable advice on building art collections that stand the test of time. He discusses the importance of personal resonance in art collecting, the nuances of distinguishing collectible art from decorative pieces, and the key factors that contribute to an artwork's lasting value. Matthew also delves into the role of relationships...
23 Jul 2024
The Merge of the Sheraton Hotel & Perdue Chicken Family w/ Mitzi Perdue
Mitzi Perdue shares her incredible journey, from growing up in the family behind the iconic Sheraton Hotel chain to marrying into the illustrious Perdue family. She delves into the values and principles that have sustained her family's businesses for over 150 years, offering insights into maintaining family unity and fostering a culture of service and frugality. Mitzi also discusses the importance of philanthropy, innovative family practices like endowed vacations and webinars, and the signif...
1 Jul 2024
From Italian Sausage to Family Riches w/ Pat Greco
In this episode of Keeping it in the Family Office, Pat Greco from GSI Family Office shares the inspiring story of his family's journey from humble beginnings to building a successful multi-generational family enterprise. The Greco family's roots trace back to the late 1950s when Pat's grandfather emigrated from southern Italy to Chicago with little more than a fifth-grade education and a dream of a better life. Overcoming numerous challenges, Pat's grandfather and his family worked tirelessl...
23 May 2024
Working With Latin American Family Offices w/ Erik Halvorssen
In this episode, Erik, the head of private banking at Klosters Capital, dives into the unique financial landscape of Latin America compared to the US and Europe. He highlights the distinct challenges faced by Latin American clients, including privacy concerns and risks like extortion and kidnapping, and explains how Klosters Capital navigates these issues. Erik also discusses the strategic use of life insurance for liquidity and asset protection, emphasizing premium financing and the benefits...
7 May 2024
Can 'Family' and 'Office' Truly Be Separate? w/ Dennis Jaffe
In this episode of "Keeping it in the Family Office Podcast," we're joined by Dr. Dennis Jaffe, a seasoned expert in family enterprise consulting with over 40 years of experience. Dr. Jaffe is a Senior Research Fellow at Banyan Global Family Business Advisors and has extensively contributed to understanding how family dynamics interact with business operations. His gives insight into the evolution of family offices from simple wealth management practices to complex, multifaceted governance st...
9 Apr 2024
Navigating the Nuances of Family Office Governance w/ Mark Tepsich
In this insightful episode, Mark Tepsic, a veteran in the family office domain, shares his experiences and expertise accrued over 15 years. Beginning his career within a family office, Mark has an atypical but enriching perspective on wealth management. He delves into his role at UBS, where he assists family offices in the US and Latin America to establish and refine their governance and operational structures. Mark emphasizes the holistic nature of family offices, highlighting the criticalit...
25 Mar 2024
From Wall Street to Family Wealth w/ Ronald Diamond
In this podcast episode, we delve into the world of family offices with expert Ronald Diamond. Ronald shares his journey from witnessing Drexel Burnham's collapse to founding his own hedge fund and eventually shaping the family office space. He offers insights into the challenges of managing wealth across generations, the importance of trust and relationships in investment, and the future trends in family offices. With a focus on his hands-on experience and practical advice, this episode prov...
12 Mar 2024
What is a 'Family Office'? w/ Angelo Robles
In this episode, we feature Angelo Robles, a veteran in the family office sector, who shares his insights from years of experience. Angelo discusses his transition into the family office realm, his diverse cultural background, and how he's leveraged his entrepreneurial spirit within the industry. He offers an in-depth look at the structure and significance of family offices, touching on his personal journey and the evolution of his career. Angelo also highlights the critical aspects of family...
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