This week, I am thrilled to be speaking with Cassindy Chao and Shannon Lundgren, co-founders of Boutique Matchmaking, a high-end personal advisory practice that provides curated matchmaking, date coaching, and strategic consulting for multigenerational families of wealth. The fact that we are talking about high-end professional matchmaking, date co...
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This week, I have the pleasure of speaking with Kristin Keffeler, Chief Learning Officer at the Johnson Financial Group. Kristin is a celebrated author of such influential books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising, and The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Imp...
This week, I am speaking with Paul Westall and Tayyab Mohamed, co-founders of Agreus group, a resourcing and recruitment consultancy dedicated to working exclusively with family offices. Paul and Tayyab share their insights into the unique needs of family offices related to recruiting, developing, and retaining talent, and examine how well these ne...
Today, I am particularly honored to welcome Prof. Michael Feiner, President at Michael C. Feiner Consulting. From 2000 to 2010, Michael was Professor of Management and Ethics Fellow at Columbia Graduate School of Business, and I was lucky enough, as an MBA student at Columbia Business School in 2003, to take his High-Performance Leadership class, w...
ARCH is an intuitive, digital investment admin that tracks data from all private investments in a single platform. Arch's automated system collects K-1s, manages cash flows, and provides reporting ready data, removing the need to access 3rd party portals. Leveraged by accountants, investors, and advisors, ARCH facilitates private investment...
This week, I’m honored to welcome Guglielmo Notarbartolo di Villarosa, Head of Private Equity & Venture Capital at PFC, the family office of his branch of the Marzotto Family, one of Italy’s most significant enterprise families, whose history in the textile and fashion industry extends back over 250 years. Guglielmo is a G7 family member of the...