Family Office Intel

Edward Marshall, Global Head of Dentons’ Family Office practice, is joined by Deborah Little and Sam Braver, colleagues in the Firm’s Litigation and Dispute Resolution group, as they share their insights on a recent Pennsylvania Supreme Court decision, concerning the fiduciary exception and its effect on attorney-client and work-product privileges, including the impact of this decision on clients...

Edward Marshall is joined by Andrea Fiorelli, partner and head of the Dentons Italian Tax practice in Milan and Rome. Andrea sits on several boards of directors for financial institutions, focusing also on high net worth and wealth/asset management as part of his practice. He advises key managers, shareholders and individual investors of financial institutions, as wel...

Edward Marshall is joined by Gary Gartner of the Dentons Tax Practice and member of the firm’s Global Family Office and High Net Worth Steering Committee. Gary also is Managing Director of Alchemy Capital Planning, a strategic joint venture partner of Dentons. He has extensive experience counseling families on the US and international tax consequences of various transactions, restructurings, and s...

Edward Marshall is joined by Jose Munoz (Global COO of Hyundai Motor Company and CEO of Hyundai Motor North America), Elena Mueller (Global Head of Venture Management at Schaeffler), Chris Thomas, (Co-Founder of Assembly Ventures) and Eric Tanenblatt (Dentons’ Global Chair of Public Policy and Regulation +head of the firm’s Global Autonomous Vehicles Practice). Together, they discuss the current a...

Edward Marshall is joined by Nike Anani and Tsitsi Mutendi to discuss the African family business and family office landscape, as well as best practices around working with family businesses and recommendations for avoiding potential pitfalls. Nike and Tsitsi are co-founders of African Family Firms, a pan-African association of family businesses. Nike is a succession specialist with over...

Edward Marshall is joined by Dr. Jordan Shlain and Dr. Chris Sidford. Dr. Shlain is the Founder and Chairman of Private Medical, a full service family office for healthcare and medicine. Dr. Sidford is the Founder and Medical Director of Black Bag, a private emergency medical consultancy. Together, they discuss what to expect on the healthcare front in the wake of the pandemic, as w...

Edward Marshall is joined by Joel Wallenstrom, a global information security expert who is also the CEO and President of Wickr. Wickr offers a robust enterprise secure collaboration platform used by prominent Fortune 500 companies and top US government organizations. Edward and Joel discuss the evolving cybersecurity and privacy landscape as it relates to family offices, including the hi...

Edward Marshall is joined by Molly Simmons, founding partner of McFarland Partners, a boutique firm focused on business strategies and private investments in the family office realm. Molly is a seasoned family office executive and has spent decades working with closely held businesses and has served on over 30 public and private boards. Prior to McFarland, she was a managing director of...

Special Purpose Acquisition Companies (SPACs) are increasing in popularity, especially in the realm of family office investment. Why are family offices interested in SPACs? How can family offices take advantage of SPAC vehicles? What are the implications of SPACs on a US and global level? What does the future hold for SPACs? Edward Marshall, Global Head of the Family Office and High Net Worth Sect...

Edward Marshall is joined by investor and entrepreneur, Ron Diamond. Ron is the founder and chairman of Diamond Wealth, a firm that represents over 100 family offices ranging in size from $250 million to $30 billion. He serves as the Head of Stanford University’s Global Family Office Initiative and Chairman of the Advisory Board for the Disruptive Technology and Digital Cities Program. Earlier in...

Edward Marshall is joined by Martin Roll. Martin is an advisor to several global boards and prominent family businesses, as well as a mentor for next generation leaders in business families, start-ups and high-growth companies. Martin is also an author and teaches at INSEAD, CEIBS, and Harvard. Martin provides insight into the future of family offices in a post-pandemic world, trend...

Edward Marshall is joined by Joe Farren, President of My Account, a bill payment and personal bookkeeping firm for families and executives. They discuss the challenges that SFOs and MFOs face in developing and maintaining an effective bill payment system and trends in the bill payment and wealth management technology space. They also discuss bookkeeping and bill payment operational best...

Edward Marshall is joined by Andrew Braithwaite, who co-leads the direct private investing efforts at The Cynosure Group, a prominent Utah-based family-backed investment firm. Prior to Cynosure, Andrew was an investment banker at Barclays and private equity professional at The Carlyle Group. They discuss how a family office manages the direct investing process, as well as the benefits fa...

Edward Marshall is joined by Caren Yanis, a global expert on philanthropy who has built and run foundations for the family offices of Oprah Winfrey and the Crown Family. Caren guides family offices, high net worth families, and businesses to develop philanthropic practices in line with their values. Her work focuses on governance, cross generation engagement, strategic planning, and evaluatio...

Edward Marshall, Global Head of Dentons’ Family Office sector, is joined by Henry Brandts-Giesen, partner and leader of the Trusts, Estates and Wealth Preservation team in the Dentons Auckland office, and Melinda Lehman, Investment Market Manager North America for Immigration New Zealand of the New Zealand Ministry of Business Innovation and Employment. They discuss global mobility trends of...

Edward Marshall, Global Head of Dentons’ Family Office practice, is joined by Dennis Jaffe for a discussion on resilient family enterprises. Dennis is a pioneer and leader in family enterprise consulting space. They discuss several areas, including the commonalities among families that are able to achieve long-lasting family businesses and enterprises, the role of family offices in supporting succ...

Edward Marshall, Global Head of Dentons’ Family Office practice, is joined by Jay Jakub. Jay is a former executive and co-leader of the Economics of Mutuality (EoM) initiative at renowned Mars, Incorporated and currently the Chief Advocacy Officer at the EoM Foundation. They discuss the background of EoM, a new economic school of thought started by the Mars family. Jay and Edward al...

Edward Marshall, Global Head of Dentons’ Family Office practice, is joined by Deborah Little and Sam Braver, colleagues in the Firm’s Litigation and Dispute Resolution group, as they share their insights on fiduciary litigation, including the impact on fiduciaries of changes in the alternative investment industry and the steps families and fiduciaries can take to avoid costly litigation.

Edward Marshall, Global Head of Family Office at Dentons, is joined by Kevin Hulbert, for a discussion of the risk and threat landscape for family offices. Kevin, a former senior executive at the Central Intelligence Agency and currently a Senior Advisor at Dentons, provides his insights based on working with family offices around the world. They discuss why family offices face different...