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Keeping it in the Family Office
Welcome to 'Keeping it in the Family Office,'. This podcast offers direct insights into the family office sector, focusing on trends, critical issues, innovations in wealth management, governance, and more!
Definition:
/to keep it in the family/
Meaning - to keep something within the family, such as private information, or to keep a family business or tradition going.
Podcasting since 2024 • 11 episodes
Keeping it in the Family Office
Latest Episodes
Family Offices & Industrial Hemp w/ Maxwell Nee
In this episode, we feature Maxwell Nee, the Chairman and Founder of Family Office Insider, who shares his journey from banking to managing family investments alongside his brother. Maxwell discusses their venture into real estate development a...
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32:20
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The Power of Family, Mentorship, and Legacy w/ Jason Ma
In this episode, we feature Jason Ma, an award-winning chief mentor to next-generation leaders, as he shares his wisdom from decades of experience in both the tech industry and family business. Jason delves into his work with high-net-worth fam...
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47:37
Building the Sargento Cheese Family Fortress w/ Joshua Gentine
In this episode, we sit down with Josh Gentine, a third-generation board member at Sargento Foods, who shares his family's journey from founding to becoming a household name. Josh delves into the challenges and successes of generational transit...
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45:46
Family Office Art Collecting 101 w/ Matthew Newton
In this episode of Family Office Insights, we welcome Matthew Newton, Head of Art Advisory at UBS. Matthew shares his expertise on navigating the art world, offering invaluable advice on building art collections that stand the test of time. He ...
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51:35
The Merge of the Sheraton Hotel & Perdue Chicken Family w/ Mitzi Perdue
Mitzi Perdue shares her incredible journey, from growing up in the family behind the iconic Sheraton Hotel chain to marrying into the illustrious Perdue family. She delves into the values and principles that have sustained her family's business...
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50:58
