Exponential

In this spotlight episode, Kyle Shoemaker of Fifth Avenue Family Office and Matt Burskey, founder of 2^n (filling in for Brett Kaplan), welcome Celine Winter, NextGen Principal, and Ryan Munoz, CEO & CIO of Miami-based W5 Group. The 2^n member family office has built a transatlantic platform around innovative niche residential real estate, across Europe and the United States. Celine shares the firm’s 2009 origin story in Zug, Switzerland—founded by her father with early conviction in then-non-mainstream sectors like student housing and micro-apartments—while discussing her journey as a NextGen Principal.Ryan outlines his path to CEO/CIO, the firm’s deliberate residential focus, market gaps identified during U.S. expansion, current investment priorities, and early integration of AI for due diligence, property management, and analytics.

In this episode of Exponential, hosts Kyle Shoemaker (Fifth Avenue Family Office) and guest host Matt Burskey (filling in for Brett Kaplan) spotlight Brian Yormark, Partner at BAY TAX—a key 2^n vendor unlocking advanced tax strategies for family offices amid 2025's One Big Beautiful Bill (OBBBA) changes like 100% bonus depreciation reinstatement, full R&D expensing, and potential capital gains rate drops to 15% with inflation indexing. Dive into high-impact tactics: cost segregation for turbocharging real estate cash flow (with real-world surprises and compliance tips), research tax credits as overlooked gems for operating companies (including retroactive 2022-2024 refunds), and capital gains deferral for seamless liquidity events—all preserving wealth without disrupting investments, tailored for multi-generational portfolios.

In this episode, Kyle Shoemaker and Matt Burskey (filling in for Brett Kaplan) interview Ben Slome, managing partner of Slome Capital and a 2^n Member, discussing the family's legacy, investment strategies, and the evolution of their family office. Ben shares insights on the importance of family values, the decision-making process in investments, and the transition to launching New Vintage Partners, focusing on liquidity solutions in the secondary markets. The conversation highlights the competitive landscape of family offices and the unique opportunities available in venture and growth investments.

On this episode of Exponential, Kyle Shoemaker and Brett Kaplan sit down with Jason Kozin for a gripping three-act ride: from his grandfather’s single copper scrap yard built on raw immigrant grit to Fulton’s current edge buying and building founder-run industrial businesses that most PE can’t touch.Jason reveals his best deal of the last 24 months, the one that got away that still hurts, and why the onshoring tsunami is flooding them with proprietary flow. This is the exact playbook for turning gritty American industry into multi-generational wealth — without ever losing soul.

In this episode of Exponential, hosts Kyle Shoemaker and Brett Kaplan explore the dynamic world of energy investments for family offices, focusing on oil and gas mineral rights and the future of energy demand. Expert Jesse Kimball from Windswept Capital breaks down the appeal of mineral rights as a stable, yield-generating asset with tax advantages and inflation-hedging potential, while Max Bastien from JFG Family Office highlights opportunities in natural gas, midstream infrastructure, and the roles of coal, renewables, and nuclear. Together, they offer a roadmap for family offices to diversify portfolios by blending tangible, multi-generational assets with growth-driven energy investments.

Discover why family offices are flocking to the secondaries market in this captivating episode of The Exponential Podcast by 2^n, where experts Blake Halperin (Partner at Proskauer Rose LLP) and Daniel Wedman (Senior VP of Sopris Capital & 2^n member) reveal how secondary investments offer liquidity, diversification, and attractive entry points, particularly in real estate. Learn how 2^n’s Deal Marketplace empowers family offices to seize co-investment opportunities and navigate this market.

Hosts Brett Kaplan and Kyle Shoemaker examine the rapidly growing data center investment landscape, offering tailored insights for family offices seeking high-growth opportunities. Featuring Brandon Colón (Chief Investment Officer at Battery Global Advisors) and Christopher Garvey (Director at Winter Properties), The discussion covers the evolution of digital infrastructure investments, strategies for selecting operators, the importance of relationships in deal sourcing, and the challenges posed by power and zoning regulations. The guests share insights on market demand, technological risks, and the impact of recent regulatory changes. They also highlight investment opportunities for family offices and the lessons learned from their experiences in the data center space.

Hosts Brett and Kyle sit down with Matt Burskey (Founder of 2^n) to uncover the origin story and reveal exciting hints about the firm's bold future. Then, in a dynamic twist, the co-hosts turn the mic on each other, diving deep into the investment strategies driving Kloof Capital and Fifth Avenue. Get an exclusive behind-the-scenes look at the trends shaping their portfolios right now!