$2B Family Office CFO Reveals What They're Actually Looking For
A CFO for a Texas-based family office overseeing roughly $2 billion described the firm’s private investment platform as agnostic but concentrated on growth equity, technology and selective real estate. The office targets wellness, fitness and martial-arts franchise brands, aiming to scale them operationally and deploy “AI employees” to boost efficiency. They seek investors who grasp that their strategy is about building scalable, tech-enabled businesses rather than traditional real-estate plays. The CFO emphasized advisory relationships and capital-raising capabilities to support M&A and growth initiatives.
The Hidden Wealth Strategy Billionaires Use: Farmland
The video features Steve Brewer of People’s Company, a farm‑management firm that grew from a small Iowa bank department into a national platform operating in 35 states. Brewer outlines the firm’s four‑pronged services: farm management for absentee owners, brokerage and...
Family Governance & Family Office Communication | Arnaud De Coninck on Trusted Family
The podcast episode features Arnaud De Coninck discussing Trusted Family, a technology platform built to help multi‑generational family businesses and offices communicate, cooperate and align shareholders across generations. Founded over 15 years ago by Belgian heirs Edward Tissen and Edward Yen, Trusted Family grew alongside...
47-Slide Deck I Share ‘Everything the Family Office Needs to Know About AI’
Angelo Robas, a seasoned family‑office executive, unveiled a 47‑slide deck urging the sector to confront artificial intelligence head‑on. He frames AI adoption as a survival imperative, warning that offices still relying on traditional, keyboard‑centric workflows risk immediate obsolescence. The presentation charts...
Valuing Alternative Assets in PPLI
The video introduces private placement life insurance (PPLI) as a growing tool for high‑net‑worth families seeking to combine investment freedom with tax‑advantaged insurance coverage. Host Darren Joseph interviews attorney‑accountant Alyssa Marie Apple, who explains that PPLI policies can hold alternative...
The Prestel and Partner Family Office Forum Singapore 2026
The Prestel and Partner Family Office Forum kicked off in Singapore, marking the continuation of an event series that has been held in the city‑state since 2017. Over the next two days, organizers promise a packed agenda aimed at family...
The $124 Trillion Wealth Transfer: A 6th-Gen Wealth Manager's Blueprint to Protect Your Legacy
The interview with Andy Bowman Lustig, a sixth‑generation wealth manager and author of *Legacy on the Line*, centers on the unprecedented $124 trillion wealth transfer expected by 2048. Lustig frames wealth management as three distinct phases—accumulation, retirement/spending, and transfer—emphasizing that the skills...
Family Office Investing Strategy: Why Cashflow Is Dead | Richard C. Wilson
Richard C. Wilson argues that traditional cash‑flow buying models are obsolete as AI‑driven direct‑to‑consumer channels eclipse human traffic. He notes that bots now generate more content and purchases than people, urging investors to acquire modular assets that fit a custom “game...
Protecting Trustees: The Case for Private Trust Companies
The video argues that establishing a private trust company (PTC) is a strategic tool for families and wealth owners to shield trustees from personal liability. It explains that individual trustees bear unlimited liability, which can be mitigated by indemnification but still...
Why India’s Wealth Is Moving Into Startups
The video explains how India’s newly affluent families and first‑generation billionaires are redirecting wealth that once sat in gold and land into high‑growth startups and venture‑capital vehicles. Data points: Hurun list shows 284 Indian billionaires, family‑office assets now $30 billion across 300...
Adam Dawes’ Masterclass on Investing for a Wealthy Retirement
In a Livewire Markets retirement series, senior advisor Adam Dawes of Shaw & Partners explains how high‑net‑worth Australians should structure their portfolios as they transition into and through retirement. Dawes recommends a sliding asset‑allocation mix that starts around 70 % growth and 30 % defensive...
Exit Planning for Next Gen Success with Susie Cranston | Cresset
The video features Susie Cranston of Cresset discussing exit planning for entrepreneurs seeking next‑generation success. She emphasizes that a business sale is not merely a financial event but a family transition that can affect multiple generations. Cranston outlines a framework built...
Family Office Investing: Why Infrastructure Drives Faster, Smarter Decisions
The video discusses how family offices can gain a competitive edge by building robust infrastructure that allows them to make investment decisions at a moment’s notice. Unlike traditional wirehouses that may take years to approve a fund, modern single‑family offices...
Why Unprepared Heirs Risk Huge Tax Hits | the Advisory
The advisory panel highlighted Australia’s looming $5.4 trillion wealth transfer as baby boomers die, stressing that the shift will dwarf even compulsory superannuation in dollar terms. Ryan Watson of Tribeca Financial explained that most of the wealth is tied up in residential...
How Family Offices Approach ETFs with Zach Wainwright and Ron Diamond
The video features Zach Wainwright explaining why ETFs are becoming a core tool for family offices seeking tax‑efficient investing, set against a backdrop of growing interest from billion‑dollar families. Wainwright outlines how ETFs generate “tax alpha” by using in‑kind creations and...