Single- and multi-family office principals on allocation, direct deals, governance and the next generation. Selected by our editors.
20 videos and podcasts · new this week: 6
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
Picked by the family offices deskIt is a short, first-person account of the criteria one advisor used when choosing a firm, which may be useful context for advisors weighing independence against platform scale and resources. It is a promotional piece from the host firm, so it offers perspective rather than analysis.
It offers a practitioner view on asset-based private credit outside standard corporate lending, including how one lender frames obsolescence risk and collateral expertise. It also speaks to family office motivations for direct deals and co-investment.
It is a short look at how a large wealth firm structures next-generation education around topics advisors often field questions about, from philanthropy to family communication. Useful as a reference point for anyone building or comparing an internal education offering for client families.
For wealth professionals serving ultra-high-net-worth families, the episode frames the family office model around coordinating interconnected decisions rather than adding a broader menu of services. It also discusses liquidity and collateral questions that can arise when family wealth is concentrated.
For wealth professionals, the episode offers a framework for separating expanded RIA capabilities from a true family office operating model. It also highlights practical issues around complexity, liquidity and collateral that can shape how families with concentrated or illiquid wealth are served.
For family office professionals and advisors, the episode focuses on the non-financial side of succession: how values, relationships and purpose are passed to the next generation. It also offers guidance on building stronger partnerships and facilitating transitions across generations.
For wealth professionals interested in founder-led businesses and leadership, the episode offers a case study in scaling an organization while addressing culture and core principles.
The episode frames care planning as an often-overlooked family office responsibility and describes how the executives at the June clinic shifted their thinking on it. It gives advisors and family office staff a case-based view of where care transitions go wrong and what distinguishes families who handle them well.
For wealth professionals interested in the family office-to-RIA model, the episode offers a look at how one firm describes integrated services, selective client fit and culture as operating priorities. It also covers how leadership metrics and AI are framed inside an advisory business.
Useful for advisors and family office staff interested in how an integrated family office service model is run at scale and how culture and employee engagement are tied to growth. It also touches on selective client intake and AI's use in analysis and planning.
It offers a sitting endowment allocator's account of how private markets portfolios are built and how managers are picked, paired with an inside view of how an investment team is structured and staffed. The generalist-versus-specialist discussion speaks to how allocators organise coverage as portfolios grow more complex.
The episode is leadership content rather than market or practice commentary, but its focus on self-awareness, challenging assumptions and spotting blind spots is framed around how senior people make decisions. Principals and managers deciding where to spend listening time should know it is a compilation of prior interviews built around a single theme, not a discussion of advisory firms or portfoli
For family office staff and advisors, the discussion frames travel as a possible engagement and education tool rather than only recreation, and describes a planning framework families can use. It is relevant to those working on rising-generation engagement and shared family purpose.
Wealth professionals interested in the multi-family office model can hear how one firm describes the challenge of scaling complex family services without losing human advice. The discussion also touches on AI, data, culture, ownership and talent as operating issues for a growing advisory organization.
For principals and senior staff running advisory firms, the episode is framed around leadership and organization design: who gets decision rights, how much bureaucracy sits between staff and clients, and how a legacy brand competes on experience and standards. It is a management conversation rather than a discussion of markets or portfolio strategy.
For wealth professionals serving ultra-high-net-worth families and family offices, the episode outlines a proactive risk framework and notes that insurance is only one component. It also points to governance, self-insurance and checklists as part of a broader risk toolkit.
For wealth professionals interested in RIA growth and transactions, the episode details one founder's approach to organic expansion, reinvestment and selling while retaining control over brand, P&L, strategy and client experience.
It addresses the governance and communication side of generational wealth that sits outside the documents — family meetings, stated values and next-generation preparation. Advisors working with business-owning families get a practitioner's framing of how those structures are set up before succession pressure arrives.
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
New manager videos, podcasts and our own family offices stories on My Desk and in your morning edition.
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