All Episodes
Family Office Success — 56 episodes
Managing Tangible Assets and Family Legacy with Sonya Weisshappel
The Most Important Asset You Own? Your Health
Unlocking the Secrets of Entrepreneurial Growth
Mastering Bill Pay in Family Offices
Mastering the Art of Delegation for Entrepreneurial Success
Building a Meaningful Philanthropy Strategy
Donor Advised Funds & Other Ways to Optimize Your Giving
The #1 Mistake Advisors Make: Assuming the Plan Will Work
Global Mobility: Navigating Citizenship and Residency by Investment
You Can't Cut a Painting In Half! with Michelle Castro of Heritage Auctions
Auction House Insights with Kathleen O'Brien from Bonhams
Choosing The Right Auction House with Caroline Baker Smith from Freeman's
Understanding Auction House with Joey Quigley from Christie’s
Regional vs Marquee Auction Houses with Erin Marie Wallace
Designing for Real Life: How to Make Your Home Work for Every Family Member
From Checkbook Giving to Real Change: Modernizing Your Family’s Philanthropy
The Great Transition
Open Enrollment and Health Care Advocacy with Lindsay Loomis
Family Office Playbook: Right Team, Right Strategy, Right Values
Secrets to a Successful Family Office with Chris Seeger (Exceptional Advisor Podcast)
Balancing Tradition and Innovation in Family Offices with Brian Adams
Commissioning: The Secret To A Smooth Home Build
Making Complex Simple: The Secret to a Smooth High-End Home Build
Legacy Isn’t Just Legal: Why Funeral Planning Deserves a Seat at the Table
Revolutionizing Family Legal Counsel with Koby Willbanks
The Greatest Legacy: Why Your Family Story Deserves to Be Told
How Can Families Transform Their Philanthropy into a Joyful Journey?
Inheritance and Emotion: How to Foster Healthy Family Relationships
Tackling Disorganization: The Key to Efficient Household Management for Wealthy Families
From Conflict to Connection: Empowering Families to Embrace Tough Conversations
Navigating Healthcare: The Key to Empowering Families in Times of Need
Empowering Family Offices: The Importance of Cybersecurity Assessments and Ongoing Support
Building a Legacy: Why Every Family Should Document Their Journey
The Greatest Secrets to Successful Multi-Generational Families
Essential Questions for Families: Navigating the Family Office Interview Process - Part 2
Essential Questions for Families: Navigating the Family Office Interview Process
The Best Way to Manage Special Projects: Insights from a Family Office Expert
The Family Office Playbook: Systematic Approaches to Wealth and Legacy Preservation
From Chaos to Control: How Streamlined Bookkeeping Empowers Family Offices
The Ripple Effect of Financial Disorganization
How Can a Family Office Transform Your Financial Decision-Making?
Taming the Financial Storm: How Family Offices Bring Order to Chaos
Crucial Foundation Pillars for a Successful Family Office
Unraveling Financial Discrepancies: A Family Office Onboarding Case Study and Lessons Learned
Running the Business of the Family
When Progress Feels Slow... Look Back and Embrace the Chaos!
Unleashing Creativity: Innovating Family Office Services for Wealthy Families
Unleashing the Potential: Mastering the Capacity and Bandwidth Balance in Family Office Services
The Tipping Point in Family Office Services
Compliance in Family Office Services
Talking About Community
Breaking Down Silos: The Path to Successful Collaboration in Family Offices
Family Office Services: Building In-House vs. Outsourcing - The Ultimate Tipping Point
Mastering the Art of Fee Conversations
The Types of Family Offices
What is Family Office Success?