Studying the Connection Between Family Office Culture and Value Creation with Alexander Hayward
In this episode, Alex Hayward, Executive Fellow at London Business School, discusses how culture within family offices and investment firms drives value creation, decision quality, and long‑term impact. He shares findings from research on investment‑management team culture, highlighting differences between younger, employee‑owned firms and larger, older firms, and the importance of aligning cultural fit with family office goals. Hayward then explains how family office culture influences risk transparency, the relationship with the owning family, and the ability to pursue impact initiatives, noting that many families unintentionally inherit culture rather than intentionally shaping it.
FamilyOffice10x - He Invested in Sequoia, Kleiner Perkins, Lightspeed, Anthropic, xAI, Stripe.. - Vishal Verma, Managing Partner, Edgewood Ventures
Vishal Verma, Managing Partner of Edgewood Ventures, discusses the evolution of his family’s single‑family office from its humble immigrant roots to a 30‑year venture investing powerhouse. He explains why the office allocates roughly 30% of its capital to private markets,...
Private Trust Company Design Considerations for Family Wealth Planning
In this episode, ACTEC Fellow Elise McGee explains the key design considerations for private trust companies (PTCs) used by ultra‑high‑net‑worth families. She clarifies why a PTC should be separate from a family office, outlines regulatory choices between regulated and unregulated jurisdictions,...
Decamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern
In this fireside chat, Marc Halpern, co‑founder of the Deep Due Diligence Investors Club, explains how his group uses a rigorous, three‑layer framework—sponsor (the jockey), opportunity (the horse), and macro environment (the track)—to evaluate private‑placement deals. He describes their AI‑driven...
Strengthening Family Office Strategy and Culture with Mark Daniell
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...
Architecting a Resilient Family Office with Annette Hopper & Levi Hammett
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....
What $1B+ Allocators Actually Look For: 7 Strategies to Close Entrepreneurial Capital
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...
Skippering the Family Enterprise with Purpose and Foresight with Ted Rich
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...
Centimillionaire Fireside Chat: Top 7 Mistakes Investors Make + 5 Things Only the Ultra-Wealthy Do | Paul Karger
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...