Next Gen, Now | Breakaway Advisor Perspectives
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
Family offices
Single- and multi-family office principals on allocation, direct deals, governance and the next generation. Selected by our editors.
23 videos and podcasts · new this week: 5
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True Partnership Model | Breakaway Advisor Perspectives
It 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.
Lending Against GPUs, Baseball Cards and Whiskey | Luanna Jiang, Unity Investments
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.
Exceptional Leaders: Shake Shack: Hospitality at Scale
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.
Empowering Future Generations Through Financial Education
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.
The SFO Circle - The Care Economy: What Every Family Office Needs to Know
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.
Top Leaders Share the Best Question They've Ever Been Asked
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
Barnes & Noble CEO James Daunt: What Most Turnaround CEOs Get Wrong
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.
Biltmore Postgame Play: Implement the Family Meeting
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.
AI-Driven Private Wealth Intelligence with Russ D'Argento
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.
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