Family Office Principals

In this episode, Felipe Fernandez , family office leader based in Cabo, Mexico, joins us to share how his family’s liquidity event in 2013 became the catalyst for a portfolio that is now roughly 95% impact-focused. Drawing on a legacy of conscious capitalism rooted in his grandfather’s experience with Grupo Modelo, Felipe walks through how his family embraced deep, intentional impact investing acr...

In this episode, Ariel Segal Eck , Managing Director at Segal Ventures, takes us inside a family office direct investing practice built on relationships, representation, and a deeply personal approach to capital allocation. Drawing on her work alongside her father and cousin, Ariel shares how the family evolved from direct investments into a fund-of-funds model — and how that shift has increased b...

In this episode, Jamie Biddle , founding partner and CEO of Verdis Investment Management, takes us inside one of America’s oldest family offices and the evolution of family stewardship across ten generations. Drawing on his background in venture capital and private equity, Jamie shares how he stepped into leadership at age 40 and rebuilt the family office as a modern, endowment-style investment pl...

In this episode, Jessica Millstone (Managing Director, Copper Wire Ventures ) shares the story behind her family office and how she and her sister stepped into leadership after growing up far from the traditional wealth-management world. Raised in their father’s scrap-metal business, neither sister expected to return — until Jessica proposed launching a venture fund with their dad, a project that...

Welcome to the inaugural episode of the second season of Family Office Principals! This time we’re joined by Blake Pendleton, Director of Business Development at Pathstone. Listen in to learn about his career development and three core principles he has chosen to share: * Clarity over complexity * Know your strengths, outsource the rest * Engage the next generation early but authentically This is...

We're grateful to be joined by Marlis Jansen, Co-Founder and CEO of Graddha, LLC., an advisory organization serving individuals and families as they navigate the complexities of wealth. Join us as we dive into several key principles Marlis has developed through the course of her career and experience within her own family’s office: * The importance of developing the family office as a learning org...

In this episode we’re joined by seasoned entrepreneurial investor Christian Busch for a fascinating discussion on cryptocurrency’s role in the family office. We’ll learn that basics of what crypto is, the biggest names out there, ways to invest, and how families can incorporate crypto into their investment strategy. This is a public episode. If you would like to discuss this with other subscribers...

Join us for a special mother-son episode of Family Office Principals! We welcome Drew Payne, CEO of Upmetrics, an AI planning tool for entrepreneurs, and Roslyn Payne, President of the Payne Family Foundation and Chair at Upmetrics. We delve into their family's approach to change-making and vision alignment and how family values and dynamics exist in a business environment. . This is a public epis...

In this episode of Family Office Principals, we're joined by Josh Kanter, Founder & CEO at Leafplanner and Principal at Josh Kanter Wealth Advisory Services. Listen in as Josh discusses his professional and family background, the legal tax journey to restore his father's legacy, Leafplanner's origin story, and the importance of holistic planning and clear communication across the family office. Th...

Welcome to episode 5 of Family Office Principals where we welcome Barney Corning, Co-Founder and Partner at the CCC Alliance, for a discussion about his background and the importance of centering purpose, trust, and humility in both family office goal-setting and operations. Barney highlights the importance of taking things slow and prioritizing the softer, people-focused matters that permeate all...

In this episode of Family Office Principals, we're joined by Philip Benjamin, Head of the Benjamin Family Office and Managing Partner at Colzen, for a discussion about the transition after his family sold their business, his journey venturing into new investment opportunities, the value of failure, and the importance of early childhood parenting in wealthy families. This is a public episode. If yo...

Welcome to the third installment of Family Office Principals where we welcome Scott Peppet, President of the Chai Trust Company that serves the Zell family office. In this episode, we discuss Scott’s professional background, the importance of culture and values in a family office ecosystem, how to be a good leader, involvement of in-laws, and the role of outsourcing. Scott stresses the importance...

Join us for our second episode of Family Office Principles, as Chairman of the Alacrity Foundation, Owen Matthews, discusses his upbringing in the context of a successful family, his career journey in entrepreneurship and venture investment, as well as the values and perspective shifts between generations of a family office when it comes to philanthropy, investing, and impact. This is a public epi...

In this inaugural episode, we’re welcoming Kristen Hull from NIA Impact Capital to discuss her background and interest in impact investing; NIA’s mission, development and strategy; and the broader landscape of sustainable investing among family offices, from challenges to opportunities. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episod...