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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.
Episodes
11 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
From Italian Sausage to Family Riches w/ Pat Greco
In this episode of Keeping it in the Family Office, Pat Greco from GSI Family Office shares the inspiring story of his family's journey from humble beginnings to building a successful multi-generational family enterprise. The Greco family's roo...
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43:22
Working With Latin American Family Offices w/ Erik Halvorssen
In this episode, Erik, the head of private banking at Klosters Capital, dives into the unique financial landscape of Latin America compared to the US and Europe. He highlights the distinct challenges faced by Latin American clients, including p...
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1:02:35
Can 'Family' and 'Office' Truly Be Separate? w/ Dennis Jaffe
In this episode of "Keeping it in the Family Office Podcast," we're joined by Dr. Dennis Jaffe, a seasoned expert in family enterprise consulting with over 40 years of experience. Dr. Jaffe is a Senior Research Fellow at Banyan Global Family Bu...
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49:02
Navigating the Nuances of Family Office Governance w/ Mark Tepsich
In this insightful episode, Mark Tepsic, a veteran in the family office domain, shares his experiences and expertise accrued over 15 years. Beginning his career within a family office, Mark has an atypical but enriching perspective on wealt...
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32:44
From Wall Street to Family Wealth w/ Ronald Diamond
In this podcast episode, we delve into the world of family offices with expert Ronald Diamond. Ronald shares his journey from witnessing Drexel Burnham's collapse to founding his own hedge fund and eventually shaping the family office space. He...
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37:40
What is a 'Family Office'? w/ Angelo Robles
In this episode, we feature Angelo Robles, a veteran in the family office sector, who shares his insights from years of experience. Angelo discusses his transition into the family office realm, his diverse cultural background, and how he's leve...
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1:03:52