Family Office Intel

In this thought-provoking episode of Family Office Intel, Henry Brandts-Giesen, Global Co-Chair of Dentons Family Office & High Net Worth Group, sits down with renowned family governance expert James E. Hughes Jr. for a rich conversation on the foundations of long-term family success. James reflects on his journey from a multi-generational legal background to becoming a trusted advisor to...

In this insightful episode of Family Office Intel, host Edward Marshall sits down with Henry Brandts-Giesen, Global Co-Chair of Dentons Family Office & High Net Worth Group, to explore the dramatic transformation of family wealth management over the past 25 years. Henry shares his unique journey from traditional trust attorney to pioneering family office consultant, revealing how the industry...

In this episode, Edward Marshall, Global Head of Dentons Family Office Group, is joined by Dentons partner, Bob Richards. Bob is chair of Dentons' Global Restructuring, Insolvency and Bankruptcy practice group and practices in the areas of bankruptcy and insolvency-related transactions and litigation. His practice includes Chapter 11 representations, distressed asset acquisitions, distressed loan...

In this episode of Family Office Intel, Edward Marshall is joined by Nike Anani for a second interview focusing on educating families on qualitative issues via a cultural lens. They discuss the alignment of ideas stemming from varied cultural exposure in NextGen family members with the traditional concepts promoted by the family founders in order to successfully resolve conflicts and refine the vi...

In this episode, Edward Marshall is joined by Jonathan Cantor, a partner in Dentons’ UK corporate practice. Jonathan has more than 25 years of experience advising on corporate transactions, including domestic and international structured complex corporate real estate acquisitions. Jonathan discusses the processes, issues and decisions involved when investors elect investing into private fund vehic...

Edward Marshall is joined by Shaun Parkin, founder and principle consultant at Hall Road Investments. Shaun brings several decades of experience in the financial services industry, including serving over six years at State Street Global Advisors where he held numerous roles including Australian Head of Exchange Traded Funds (ETFs) and Vice President within the Institutional Client Group. The discu...

Edward Marshall is joined by William Akridge, who helps lead the early stage investments of single family offices. Together, they discuss the development of his family office, how to align ROIs with philanthropic goals, and the priorities of the NextGen family members. William also identifies trending topics in family office portfolio investments and shares his insights on the advantages and...

In this episode, Edward Marshall is joined by Ronald Varney, a prominent fine art advisor and former Sotheby’s Senior Vice President in the Trusts and Estates Department. Ron runs Ronald Varney Fine Art Advisors and has written widely on the arts for such publications as  Esquire, the Smithsonian, House & Garden  and  The Harvard Business Review . Ron and Edward discus...

In this episode, we are joined by Greg Mech, Managing Director at Caprock, a US-based MFO with clients all over the world. Greg was a former Regional Managing Director for Bank of America Merrill Lynch and was a founder of eMaxx Partners, a virtual advisory firm.  In this episode of #FamilyOfficeIntel, Greg discuss the importance of family business and family office transitions, growth,...

Neil Kreuzberger joins us to discuss the family office search and compensation space. Neil is a renowned executive search and staffing expert who has decades of experience working with family offices. In this episode, Neil discusses the challenges that family offices encounter across the family office human capital landscape, ranging from the future of work to building competitive compensation pac...

In this episode, Edward Marshall is joined by Brian Adams, president and founder of Excelsior Capital. Brian leads investor relations and capital markets arms of the Excelsior. Brian has extensive experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties, an institutional real estate private equity sponsor.  Brian and E...

Edward Marshall is joined by David Clark, founder of Integris Aviation with a dual aviation major from Embry Riddle Aeronautical University. He has been in the aviation industry for over 30 years in a variety of roles, bringing his unique blend of technical expertise and transactional knowledge to some of the world’s largest family offices. Together, they discuss how to make decisions around priva...

Edward Marshall is joined by Julia Chu, Head of Family Governance Advisory at J.P. Morgan Private Bank. As a former practicing tax attorney, Julia leads the practice in guiding wealthy families to convey their values and priorities through future generations. She serves as an experienced sounding board to share effective practices leveraged by significant families worldwide. Edward and Julia discu...

Edward Marshall, Global Head of the Family Office Group, is joined by April Rudin. April is a widely acknowledged marketing strategist for the financial services sector. Her firm leads marketing campaigns for some of the largest wealth management firms and family offices. Together, they discuss how single family offices, multifamily offices, and advisors to the private client space shoul...

Edward Marshall, Global Head of Dentons’ Family Office Group, is joined by Jon Preizler. Jon helps manage the investment arm at a single family office in New York. We discuss the evolution of the current family office industry, getting a role in a family office, direct investing, his insights on providing critical analysis behind investments, as well as the strategies required to structure and ope...

Edward Marshall is joined by Edmund Leow. Edmund is the Head of the Dentons Tax and Trusts, Estates and Wealth Preservation practices in Singapore. He has three decades of experience in advising multinational organizations on cross-border tax planning, transfer pricing and tax disputes. He also advises on international trade issues such as customs, WTO and free-trade agreements. Together, they dis...

Edward Marshall, Global Head of the Family Office Group, is joined by Seth Morton, Director at The Family Office Association (TFOA). Seth has served family offices in areas of investment diligence, execution, and management; governance; research; communications; and multi-generational, sustainable legacy planning. Seth has a PhD in Literature from Rice University and was a Fulbright Scholar. In a...

Edward Marshall, Global Head of the Family Office Group, is joined by panelists Joseph Guagliardo, Howard Neiswender, Adrian Stewart, and Rich Williams to discuss wealth planning tips for digital asset entrepreneurs and investors. They discuss a blockchain and digital asset market update, as well as information on the tax implications and structuring considerations for those active in this space....

Edward Marshall, Global Head of Dentons’ Family Office Group, is joined by John Crain and Li Chuan Hsu. John is the CEO and Founder of digital art marketplace SuperRare Labs. Li Chuan is a Dentons Corporate Senior Partner and Co-Head of the Fintech/Blockchain practice in Singapore. His main areas of practice encompass corporate finance, mergers and acquisitions, blockchain and distributed led...

Edward Marshall is joined by Frazer Rice, Regional Director of Pendleton Square. Frazer works with families and individuals in developing and implementing fiduciary structures to achieve family goals. Frazer is the author of Wealth Actually and hosts an affiliated podcast where he interviews experts in the wealth space. Frazer provides insight into valuable lessons learned, including properly comm...

Edward Marshall, Global Head of Dentons’ Family Office Group, is joined by Tom Burroughes, Group Editor of Family Wealth Report (FWR). Prior to FWR, Tom was the Wealth Management Editor for The Business, a UK-based publication owned by the Telegraph Group, as well as a correspondent for Reuters. Tom shares his unique insights on family offices and the wealth management industry, including the evol...

Edward Marshall is joined by Francois Botha and Doug Fritz. Francois is the founder of Simple, a NextGen market intel and insights lab focused on family offices and private investors.  Doug is the founder of F2 Strategy, a leading boutique management consulting firm helping complex RIA, wealth and multi-family office firms improve their technical capabilities.  Together, they discuss the...

Key tax and wealth planning insights for Ukrainian business owners, entrepreneurs, and family offices (Available in Russian only) Edward Marshall, Global Head of Dentons’ Family Office and High Net Worth group, is joined by Valeria Tarasenko, tax advisor in the Dentons Kyiv office and member of the firm’s Global Tax team. Valeria specializes in tax law and tax dispute settlements. She advises nati...

Edward Marshall, Global Head of Dentons’ Family Office and High Net Worth group, is joined by acclaimed journalist Paul Sullivan. Paul created and writes the New York Times’ “Wealth Matters” column and is the author of The Thin Green Line: Money Secrets of the Super Wealthy and Clutch: Why Some People Excel Under Pressure and Others Don’t. He also writes for Golf Magazine and previously has writte...

Edward Marshall, Global Head of Dentons’ Family Office and High Net Worth sector, is joined by Chris Cunningham and Sam Frankfort. Chris is a media and tech veteran, entrepreneur and early-stage venture capital investor. Sam is the founding partner of Benvolio Group, which focuses on direct investing in early stage disruptive consumer facing concepts. Sam now sits on several boards of early stage...