Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage. Stephen Tanenbaum, the founder of Rainbook, explores how philanthropy, technology, and financial advisory services come together. Stephen explains how AI and machine learning can improve the way clients interact with their advisors, while still stressing the importance of human connection. Stephen discusses the rising need for qualified wealth advisors, the differences between fiduciaries and b...
Feb 06, 2025•38 min•Ep. 16
Welcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda Cobian, who brings over 25 years of experience as a house manager, family assistant, and celebrity chef. Helda shares invaluable advice for entering this field, stressing open-mindedness, adaptability, and the importance of a teachable team. She emphasizes creating a sanctuary for the family and maintaining personal connections with...
Jan 23, 2025•30 min•Ep. 2
“Transformation begins when we align compassion with growth” Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally and professionally—using the power of behavioral neuroscience and empathy. Sarah talks about her incredible journey, starting as an opera singer and transitioning into wellness coaching, where she helps others transform their lives. Sarah shares real-life tips on building resilience, improving communication, and finding fulfillment,...
Jan 09, 2025•30 min•Ep. 15
“The key to success is understanding your client's unique needs and delivering personalized service.” Catherine Smith, the founder of CS Smith Management, is an expert in estate and property management for high and ultra-high net worth clients. In this episode host Jonathan Fishbeck explores Catherine's journey, starting from managing properties in the lovely Virgin Islands to her current work in the beautiful mountains of North Carolina. Catherine also shares insights on maintaining work-life b...
Dec 17, 2024•35 min•Ep. 13
“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.” In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, and personalized coaching, drawing from their diverse backgrounds in professional sports, event marketing, private equity, and hospitality. Lisa and Ju...
Dec 03, 2024•36 min•Ep. 12
“Success in leadership is about anticipating needs and creating lasting impressions.” Today's guest, Georges Labaki, manages a 17,000-square-foot estate for future naval officers in Annapolis Maryland. With a career spanning roles from Navy cook to elite positions at the White House and Pentagon, Georges shares his insights on high-profile estate management and the importance of safety and hospitality, revealing his leadership philosophy of mentoring and building resilient teams. This episode of...
Nov 19, 2024•33 min•Ep. 5
"Maintaining balance is crucial; without it, both the client relationship and the property suffer." In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balancing client needs with sustainable property management. He reveals his strategies for pristine estate upkeep, including the use of solar energy in place...
Oct 15, 2024•35 min•Ep. 9
"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems." Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience. In this episode, Rebecca shares her insights into how family offices hav...
Oct 01, 2024•38 min•Ep. 8
"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.” In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting to her principals' unique preferences and the importance of building a team based on trust and respect. Jocelyn reveals how technology tools like Esta...
Sep 19, 2024•36 min•Ep. 7
"It's about connecting people and opportunities to create meaningful investment experiences." Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, and emerging markets like alcohol and cannabis. Aaron discusses their unique approach to providing members access to private investments, balancing ri...
Sep 05, 2024•31 min•Ep. 6
“If you are the smartest person in the room, you probably should go to a different room.” In this Beyond Wealth Episode, Mercedes Zhang of Manhattan Venture Partners (MVP) exemplifies this mindset as she delves into capital raising, deal sourcing, and secondary markets. Host Jonathan Fishbeck highlights MVP’s focus on AI investments and relationship capital, showcasing how constantly seeking new challenges drives their success. Mercedes also discusses MVP's diverse investor base, strong networks...
Aug 20, 2024•32 min•Ep. 4
In this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thriving business. Kelsey opens up about the unique challenges and rewards of working with public figures, her strategies for connecting authentically with ...
Aug 06, 2024•34 min•Ep. 3
Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of Est...
Jul 02, 2024•54 sec•Ep. 1
