Single- and multi-family office principals on allocation, direct deals, governance and the next generation. Selected by our editors.
26 videos and podcasts · new this week: 6
For family office staff and advisors working with multigenerational families, the episode frames next-generation education as a readiness issue that spans analytical skills and engagement. It offers a practitioner's view on structuring learning and mentorship for inheritors.
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.
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.
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.
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 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 offers a framework for advisors and family office staff thinking about how a family's investment function is organized, including the trade-offs around an O-CIO arrangement. The generational and governance discussion touches on questions that come up when rising-generation members begin influencing investment decisions.
For wealth professionals running or scaling an advisory firm, the episode focuses on operational capacity, talent development and technology choices that come with growth. It gives a firm-level view of how one advisory business translates founder vision into execution.
Family office staff and the advisors who work alongside them are often hired on credentials, while the material here argues fit with the principal's culture is the deciding factor. It offers a practitioner's view of the hiring conversation from both the principal's and the candidate's side.
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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