Exploring Single Family Office Best Practices

The Family Office Association Podcast is a monthly radio program dedicated to exploring best practices in the family office. Hosted by industry expert and Family Office Association founder Angelo J. Robles, the podcast features topics from governance and human resources to family culture and reputation. Our guests are experts, authors and family insiders whose keen insights will help you explore the world of single family offices and implement best practices.

We release a new podcast regularly – become a complimentary Friend of Family Office Association to get notified when a new podcast is available.

Family Office Association Podcast Volume 22: Family Office Performance Software with Joe Larizza

In Part 22 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Joe Larizza, founder of Mirador, a company offering financial portfolio reporting services to families, endowments and boutique wealth managers. Mirador leverages industry-leading third-party technologies to create fully-customized reporting for an individual client’s needs.

The most recently published podcast is available to Friends of Family Office Association. For all other podcasts, please subscribe as a Digital Member or above.

Listen to Volume 22

 

Family Office Association Podcast Volume 21: Joe Field and Around the World of the Single Family Offices

Joe Field represents substantial international families on structuring their affairs and estate planning. He also advises financial institutions with respect to the establishment of international trust companies and a wide variety of financial services, particularly with respect to life insurance. He is a frequent speaker at international conferences on legal issues facing international families and family offices.

 

 

Listen to Volume 21

 

Family Office Association Podcast Volume 19: Stephen Rudin, Matthew Kelly and Skills for Success in the Fourth Industrial Revoluion

Dr. Stephen Rudin is the Founder of Individual U, the world’s leading collaborative mentoring organization andFounder and President of Peak Year and IU New Heights. Matthew Kelly is a scientist, historian, author, and co-principal mentor and Executive Vice President of Individual U, and Co-Founder of Peak Year.

Listen to Volume 19

 

Family Office Association Podcast Volume 18: Arden O’Connor and The Challenge of Mental Disorders in Families of Wealth

Arden O’Connor is founder of the O’Connor Professional Group and a graduate of Harvard College and Harvard Business School. She remains heavily involved in community activities, as a board member of Winsor School Corporation, Massachusetts Association of Mental Health, and Justice Resource Institute (chair).

Listen to Volume 18

 

Family Office Association Podcast Volume 17: Arden O’Connor and The Challenge of Mental Disorders in Families of Wealth

Arden O’Connor is founder of the O’Connor Professional Group and a graduate of Harvard College and Harvard Business School. She remains heavily involved in community activities, as a board member of Winsor School Corporation, Massachusetts Association of Mental Health, and Justice Resource Institute (chair).

 

Family Office Association Podcast Volume 16: Rishi Ganti and 10 Things a Startup Manager Won’t Ever Tell You, Ever

Dr. Rishi Ganti is Founder of Orthogon Partners, a private investment fund focused solely on esoteric assets. He received his Ph.D., A.M. and J.D. Cum Laude from Harvard University and his BA Summa Cum Laude from Emery University. He is a licensed CPA, a licensed attorney with the New York State Bar, a CFA, and an enrolled agent with the Internal Revenue Service, a CFP and RFM and is proficient  in six languages.

Listen to Volume 16

 

Family Office Association Podcast Volume 15: Jean Brunel and Goals-Based Wealth Management

Jean Brunel, CFA.  is a managing principle of Brunel Associates, a firm that serves ultra-high-net-worth individuals and their advisors. Formerly, he was Chief Investment Officer at J.P. Morgan’s Global Private Bank, and a Director and Member of the Executive Committee of J.P. Morgan Investment Management. He is an author and has been Editor of The Journal of Wealth Management since 1998.

Listen to Volume 15

 

Family Office Association Podcast Volume 14: An Intimate Interview with Author Jay Hughes

James E. “Jay” Hughes Jr., Esq., a sixth-generation counselor-at-law, was the founder of Hughes and Whitaker, a law partnership in New York, where he focused on the representation of private clients throughout the world. Now retired from active practice, he frequently facilitates multi-generational  family meetings, with an emphasis on governance issues. He serves on the boards of various private trust companies and is an adviser to numerous investment institutions.

Listen to Volume 14

 

Family Office Association Podcast Volume 13: Gary Shunk and Family Unity – How do you Create it and How do you Sustain it?

Gary Shunk is a private family advisor and organizational consultant. He consults nationally with families in business, legacy families, and family offices. His expertise focuses on the family and emotional dynamics  that accompany affluence as well as the business environment. He assists families in facilitating conversations that lead to successful shared decision-making, supporting family cohesion and harmony over multiple generations.

Listen to Volume 13

 

Family Office Association Podcast Volume 12: Ashby Monk and New Paradigm of Investing

Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Project Center. He is also a Senior Research Associate at the University of Oxford and a Senior Advisor to the Chief Investment Officer of the University of California. Dr. Monk has a strong track record of academic and industry publications. He was named by aiCIO Magazine as one of the most influential academics in the institutional investing world. His research and writing has been featured in The Economist, The New York Times, Wall Street Journal, Financial Times, Institutional Investor Reuters, Forbes, and National Public Radio among other media.

Listen to Volume 12

 

Family Office Association Podcast Volume 11: Cath Tillotson and SFOs Around the World 

Cath Tillotson is co-founder of UK-based Scorpio Partnership. Through the firm’s twenty year history, she has overseen many global research assignments covering client engagement and the client experience, brand identity and value proposition, client segmentation, asset allocation, and the investment process, regulatory change in the onshore and offshore environment, the role of technology and philanthropy. Her clients include global wealth managers, investment managers, family office and family foundations. She has worked across more than thirty-five countries.

Listen to Volume 11

 

Family Office Association Podcast Volume 10: Barbara Hauser and The Importance of Family Governance

Barbara Houser began working with families as a private client partner in law firms that saw the broader need to help families develop a strong governance system. She wrote the book “International Family Governance,” and has worked with families in many countries. She’s on the advisory board of Family Office Association and independent director of the Pitcairn Family Office. She is also the advisory editor of the new Global Handbook on Family Offices.

Listen to Volume 10

 

Family Office Association Podcast Volume 9: Tim Kight and Culture and Leadership

Tim Kight is an expert on issues pertaining to culture and leadership. He is the founder and president of Focus 3, a firm whose mission is to help companies around the world align the power of leadership, culture and behavior to achieve next-level results. He focuses on critical factors that distinguish great organizations from average. He delivers a powerful message on the mind sight and skills at the heart of individual and organizational performance. Most recently, he has worked closely with Coach Urban Meyer at Ohio State football, as the Buckeyes’ leadership coach. His work with Ohio State has been featured in the Wall Street Journal, Sports Illustrated and ESPN. Tim is the author of several high impact training programs, the R Factor, Lead Now, the Power of Culture, Winning and Attitude Matters.

Listen to Volume 9

 

Family Office Association Podcast Volume 8: Vivek Wadhwa and Jobless Future, Saving Mankind, Ethics of Gene Editing and the Disruption of Industries

Vivek Wadhwa is a Fellow at the Arthur & Toni Rembe Rock Center for Corporate Governance, Stanford University; Director of Research at the Center for Entrepreneurship and Research Commercialization at the Pratt School of Engineering, Duke University; and distinguished visiting scholar, Halle Institute of Global Learning, Emory University. He is author of ”The Immigrant Exodus: Why America Is Losing the Global Race to Capture Entrepreneurial Talent”–which was named by The Economist as a Book of the Year of 2012.

Listen to Volume 8

 

Family Office Association Podcast Volume 7: Holly Isdale and Single Family Offices & Private Trust Companies

Dubbed “the Fixer” by Town and Country magazine, Holly Isdale works with families who are facing some type of transition event – be it the sale of a business, transfer of ownership to a next generation of family members or even just the normal changes in life. Families hire her to create the strategic plan and to oversee implementation of these highly complex family transformations. She provides the independent viewpoint and unbiased perspective necessary to manage multiple agendas. A tax attorney by training, Holly began her career with Fried, Frank, Harris, Shriver and Jacobson in New York City before moving to JPMorgan as the Chief Tax Strategist for their Private Bank. She went on to start and lead the estate and financial planning efforts for Goldman Sachs, then Lehman Brothers and finally ran family office team within Bessemer Trust. Holly created Wealthaven in 2010, a fee-based consulting firm, to provide advice to families without the limitations of specific investment platforms or pressure of product sales.

Listen to Volume 7

 

Family Office Association Podcast Volume 6: David Berek and Tax Structures in Organizing or Restructuring a Single Family Ofice

David Berek is the chair of the Family Office practice for Horwood Marcus & Berk Chartered. He is an attorney who is very well regarded in the family office community.

Listen to Volume 6

 

Family Office Association Podcast Volume 5: Jorie Roberts and The Amazing Tax and Lifestyle Benefits for Americans Moving to the US Virgin Islands

Jorie Roberts is a legal practitioner who started her own firm in 1999. She is very experienced in all issues relative to tax, domicile and to a lot of issues of importance to families of wealth. She is a graduate of Harvard and has worked in the past in a capacity for the IRS. For the last twenty-eight years she has resided in the Virgin Islands.

Listen to Volume 5

 

Family Office Association Podcast Volume 4:  Don Trone and The Intersection of Leadership, Stewardship and Governance

Don Trone is a highly regarded writer and speaker who was just named this year as one of the 35 most influential in the financial services industry. He was honored alongside Warren Buffet, Charles Schwab, John Bogle and Ben Bernanke. Don is the founder and CEO of 3ethos which conducts original research on the intersection between leadership, stewardship and governance. In the past he has served as Director of the Institute of Leadership at U.S. Coast Guard Academy and was the founder and past President of the Foundation for Fiduciary Studies. He is a graduate of the U.S. Coast Guard Academy and served for ten years on active duty including six years as a Coast Guard search and rescue helicopter pilot.

Listen to Volume 4

 

Family Office Association Podcast Volume 3:  Stephen Rudin, Cindy Puccio, Matthew Kelly and Ensuring that Your Children are Happy and Effective Leaders

Dr. Stephen Rudin is the Founder of Individual U, the world’s leading collaborative mentoring organization andFounder and President of Peak Year and IU New Heights. Matthew Kelly is a scientist, historian, author, and co-principal mentor and Executive Vice President of Individual U, and Co-Founder of Peak Year. Cindy Puccio has been a student of and a colleague with many of the luminaries in the field of education, emotional growth and development and serves as Individual U’s mentor and special liaison to those communities.

Listen to Volume 3

 

Family Office Association Podcast Volume 2:  Sam Won and Institutional Quality Risk Management for Single Family Offices

Sam Won is founder and managing director of Global Risk Management Advisors. He has close to 25 years of risk management, capital markets, trading and portfolio management experience at major financial institutions in the public and private sectors.

Listen to Volume 2

 

Family Office Association Podcast Volume 1: Lyn Christensen and Internal Human Resources for Single Family Offices

Lyn Christensen is a unique organizational behavior and human resources professional who has helped grow and develop top technology companies, leaders and founders. Her focus has been high growth start-ups and she’s been a trusted advisor to CEOs and management teams, working with executive hiring and training, mergers and integrations, as well as culture building, HR strategy and recruiting programs.

Listen to Volume 1

 

 

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