The Wealth Mentor

Most family offices investing millions in private deals are flying blind — and it's costing them years of regret. Susan Lindeque — private equity expert with over $1 billion invested — joins the show to reveal the critical due diligence steps most family offices skip when evaluating private deals while breaking down how to pressure-test financial projections and verify claims about competitive moa...

(00:00:00) The Wealth Gap Between Men and Women (00:00:27) The Importance of Financial Education for Women (00:02:34) Breaking into Male-Dominated Financial Spaces (00:03:57) Women's Investment Instincts and Performance (00:05:48) Starting Small: The First Steps to Investing (00:09:38) Understanding Stocks and Bonds in Simple Terms (00:11:44) Diversification: The Key to a Strong Portfolio (00:16:1...

Your family office named AI a priority this year, and months later, nothing has actually changed. It still runs on spreadsheets and the same public tech stocks everyone else owns. The gap is not ambition; it is that no one can tell real AI tools from vendor hype. Susan Lindeque , Chartered Accountant and CIO of her own family office, breaks down the two AI gaps quietly making families vulnerable....

Three million dollars a year. That is what a family office can quietly cost, and most families cannot tell you what it actually buys. The worst losses never appear on a single statement. They are buried inside the structure, draining a fortune one invisible cost at a time, while everyone assumes the money is safe. Host Stacey Chillemi sits down with Susan Lindeque , Founder and CEO of Avestix Grou...

Wealth used to mean security. Now it makes you a target. In 2026, attackers can clone your voice from a podcast and your face from LinkedIn, then call your family office and wire the money out before anyone notices.  Host Stacey Chillemi sits down with Susan Lindeque , Founder of Avestix Multi Family Office, Chartered Accountant, and former Global CFO, to expose how AI is draining family wealth an...

Most families don't lose their wealth because they made bad investments. They lose it because nobody prepared the people who were supposed to carry it forward. Stacey Chillemi sits down with Susan Lindeque — Founder of Avestix Multi Family Office and former Global CFO with over $1 billion in structured transactions — to walk you through exactly what families need to do right now to protect what th...

A wealth plan that worked yesterday may not protect you today. Host Stacey Chillemi talks with Susan Lindeque , founder of Avestix, about how to modernize your wealth strategy, protect your data, and build a plan that actually supports your future.  You’ll learn: 🔐 How to protect your wealth in a digital-first world 👩‍💼 Why women-led wealth is reshaping the future 📊 How to get clarity across c...

The Investing Game is Changing—And Women Are Leading the Charge.  💥 If you think the biggest opportunities in real estate, finance, and tech are reserved for Wall Street insiders, think again. The future of investing is shifting—and women are at the forefront. In this powerhouse episode, Stacey Chillemi sits down with venture capital and real estate expert Susan Lindeque to break down: ✅ How wom...