Family Offices Podcasts
Family Offices Podcasts
Family Offices Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, Mark Daniell, chairman of Raffles Family Wealth Trust, shares his four‑decade journey from a New England family legacy to leading global advisory work for ultra‑high‑net‑worth families. He defines family‑office strategy as the art and science of informed decision‑making that integrates wealth, business, governance, philanthropy and culture across generations, emphasizing a rigorous process, full family engagement, and the balance of hard (tax, investment) and qualitative (values, dynamics) factors. Daniell stresses that external forces—geopolitics, technology, market volatility—pose greater risks than internal ones, making integrated legacy planning essential, especially at today’s inflection point. He also highlights the need for leaders to “lead from the heart of the family,” not just the head of the table, to sustain cohesion and purpose.
Annette Hopper and Levi Hammett, co‑founders of Full Scope Solutions, discuss how family offices are formalizing back‑, middle‑, and front‑office functions. They outline a clear taxonomy for these departments and argue that outsourcing can deliver world‑class expertise while preserving control....
The podcast reveals how $1B+ family offices, like Prime Pulse, evaluate mid‑stage companies by focusing on founders rather than pure financial metrics. They apply a people‑first thesis, using seven leadership traits and operational resilience as primary filters. AI tools aid...
Ted Rich, Chief Growth Officer of Rich Products, oversees demand‑creation strategies for the $6 billion family‑owned food company. He founded the Rich Family Council in 2020 to formalize governance across the business and the broader family enterprise. Rich discusses the multi‑year...
In a fireside chat with Paul Karger, partner at Twin Focus Capital, the podcast outlines the seven most common investor mistakes and five habits that set ultra‑wealthy individuals apart. Karger’s firm, a $12 billion multi‑family office, added over $2 billion in AUM...
