Today, I’m excited to speak with Drew Mason and Christianna Mason. Drew is Managing Partner at St. Joseph Partners, a precious‑metals brokerage and wealth protection firm serving individuals, families, and family offices across the U.S. and internationally. He is a G2 principal of Andrew Mason Associates, a family business founded in 1979 as a strategic management consultancy and later pivoted to acquiring and building businesses, with three ultimately sold to private equity. Christianna is Drew...
Jul 03, 2025•38 min•Season 3Ep. 27
Today, it is my absolute pleasure to speak with Amy Hart Clyne, Chief Knowledge & Learning Officer at Pitcairn. Amy is responsible for Pitcairn’s Family Engagement Services function and leads the firm’s thought leadership and learning initiatives. Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at FOX, and led our knowledge, learning, and education strategies serving our community of families and multi-disciplinary advisors. Amy is the co-author of the b...
Jun 26, 2025•44 min•Season 3Ep. 26
Today, I’m excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Group. Amy works closely with families to identify their goals around values, ownership, and financial wealth, and helps them establish family offices, councils, and enterprise governance systems to support these goals. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, commu...
Jun 19, 2025•39 min•Season 3Ep. 25
Today, I am pleased to welcome Bob Weinhold, Partner at Velocity Advisory Group, an advisory firm helping clients accelerate organizational success through leadership development, executive coaching, cultural alignment, and strategic execution. Bob oversees the firm’s Family Business Advisory and Executive Coaching practices. He began his career in healthcare working with executives in 1996 and later that year was fortunate to support the Atlanta Olympic Games with his individual and team perfor...
Jun 12, 2025•32 min•Season 3Ep. 24
Today, I’m excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk management solutions company. Van has over 25 years of experience within the risk management industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years and was awarded Presidents Council’s and other top-performing achievements during his tenure as a P&C Agent. In 2008, he saw the Great Recession hit his commercial business clients hard, and just like them, he ...
Jun 05, 2025•36 min•Season 3Ep. 23
Today, I’m excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & fan engagement company that works directly with artists, estates, athletes, brands, and individual celebrities on finding, organizing, preserving, and monetizing their artifacts and history. Brad also founded Agent Phoenix, a brand realignment and creative consulting agency, which works with companies to improve and enhance their relationships with their target audiences. Brads businesses have...
May 29, 2025•36 min•Season 3Ep. 22
This week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design and Governance Specialist in the Family Office Solutions group at UBS Private Wealth Management. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm, where he built the firm’s family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. Prior to that, he s...
May 22, 2025•36 min•Season 3Ep. 21
Today, I have the pleasure of speaking with Sharon Schneider, founder of Integrated Capital Strategies. She works with families and foundations to align all of their activities with their values, expanding from philanthropy and impact investments to advocacy, operating businesses and property management/household operations. She is the author of "Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices with Your Internal Compass". Previously Sharon served as Executive...
May 15, 2025•35 min•Season 3Ep. 20
Today, it is my pleasure to speak with Drew McMorrow, President & CEO of Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. In addition to being responsible for the day-to-day management of the company, Drew also continues to consult with families on all aspects of their financial lives. Prior to joining the firm in 2002, Drew worked at Mercer Management Consulting, where he advised t...
May 08, 2025•35 min•Season 3Ep. 19
Today, it is my pleasure to speak with Anne Rappa & Alex Glauber. Anne is the fine art practice leader for Marsh McLennan. She provides risk management advice and assists clients by negotiating risk and insurance solutions related to fine art collections and transactions. Anne has 30 years’ experience representing the interests of both individual and institutional collectors, institutions, art dealers, auction houses, art logistics companies and other fine art focused businesses. Anne, and h...
May 01, 2025•36 min•Season 3Ep. 18
Today, I’m excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting firm. Jennifer has 25 years of expertise in luxury hospitality and private estate management and is a certified Butler, a trained Protocol Officer, holds a Wine Sommelier certificate, and is currently writing her doctoral research study on estate management communication. Through her consultancy, Jennifer specializes in service assessments, ...
Apr 24, 2025•39 min•Season 3Ep. 17
Today, I have the pleasure of speaking with Volker Then, an independent Senior Impact Analyst who is launching a start-up company on Comprehensive Impact Measurement together with a coalition of impact partners. From 2022 to 2024, Volker was Founding Chief Executive Officer and Member of the Executive Board of Fondazione AIS (Advancing Impact and Sustainability) in Bologna. Earlier in his career, Volker was Executive Director of the Centre for Social Investment at Heidelberg University for 15 ye...
Apr 17, 2025•27 min•Season 3Ep. 16
Today, I am delighted to welcome Chris Koenemann, a family advisor and coach specializing in spiritual coaching and accompaniment. Chris served as Prior and Cellarer of a monastery of 20+ monks that owned and operated a school and operated a parish, and prior to that Chris was a Catholic monk for seventeen years, including five years in Rome, and as a Catholic priest. He studied organizational design and worked in that field with PwC Consulting and IBM. Of all the 5 capitals Jay Hughes defined, ...
Apr 10, 2025•37 min•Season 3Ep. 15
Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. Bruce has more than 40 years of experience in executive compensation, tax planning relating to compensation arrangements, and international human resource consulting. He formerly served as the national partner- in-charge of the Human Capital Services Practice at Grant Thornton, and prior to that was the partner-in-charge of Arthur Andersen's Americas Human Capital Services Practice. Bruce, along w...
Apr 03, 2025•40 min•Season 3Ep. 14
Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Individual Services at Arabella Advisors, a leading philanthropy services firm supporting individual, family, institutional, and corporate donors worldwide. Prior to joining Arabella, Betsy worked for eight years in the nonprofit sector with groups focused on cancer research. She provided independent consulting services to national and regional nonprofit organizations such as CureSearch National Chi...
Mar 27, 2025•40 min•Season 3Ep. 13
Today, I have the pleasure of speaking with Cassandra Levene, Managing Director of Alpine Homes and Co-Founder of Swiss Homes. Cassandra is a multilingual real estate expert specializing in luxury Alpine properties. She took over her family business five years ago, bringing innovative leadership to Alpine Homes. Her firm offers concierge-style services to UHNWI clients and family offices around the globe, helping them invest in Swiss real estate—particularly in the iconic Swiss Alps. The COVID-1...
Mar 20, 2025•32 min•Season 3Ep. 12
Today, it is my pleasure to speak with Kasia Flanagan, founder of Everyday Legacies, a boutique personal history firm. Kasia and her team help high-net-worth families capture the experiences, values, and wisdom that define their legacies. Through bespoke memoirs, family story books, and legacy films, they help clients create lasting qualitative assets that complement their financial wealth and preserve their true legacies. Kasia is an award-nominated historian, entrepreneur, and keynote speaker ...
Mar 13, 2025•39 min•Season 3Ep. 11
Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated...
Mar 06, 2025•26 min•Season 3Ep. 10
Today, I’m excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial servic...
Feb 27, 2025•31 min•Season 3Ep. 9
Today, I have the pleasure of speaking with David Yeager, professor of psychology at the University of Texas at Austin and cofounder of the Texas Behavioral Science and Policy Institute. David is best known for his research conducted with Carol Dweck, Angela Duckworth, and Greg Walton on short but powerful interventions that influence adolescent behaviors such as motivation, engagement, healthy eating, bullying, stress, mental health, and more. David recently published his latest book “10 to 25:...
Feb 20, 2025•43 min•Season 3Ep. 8
Today, I am pleased to welcome Basil Mohr-Elzeki, Managing Partner & Head of the Americas for Henley & Partners, the global leader in residence and citizenship by investment. Basil travels extensively throughout the Americas, providing strategic direction and expert insights to staff, ensuring they deliver exceptional advice to clients on residence and citizenship by investment programs. As a recognized subject matter expert in investment migration, he regularly contributes to his firm’s...
Feb 13, 2025•32 min•Season 3Ep. 7
Today, I am delighted to speak with Alexandre Lin, co-founder and CEO of SumIt Software, a simple, yet sophisticated solution for complex family office accounting. Alex is a second-generation leader of his family's real estate ventures in France and China, and he now dedicates himself to SumIt. Before founding SumIt, Alex was an active investor, advisor, and partner in multiple entrepreneurial ventures, and a management consultant with IBM and Kearney. Alex and his family office are an associate...
Feb 06, 2025•34 min•Season 3Ep. 6
Today, it is my pleasure to speak with Kim Kamin, partner and Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office serving about 120 separate families nationally. At Gresham, she leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Kim is an adjunct professor at Northwestern University Law School and is on the faculty for the University of Chicago Business School in executive education. ...
Jan 30, 2025•55 min•Season 3Ep. 5
Today, I am delighted to welcome Dave Furneaux, Founder & CEO of BlueIO, an innovative, mission-driven builder capitalist investment company. Dave is a co-founder and investor in a number of innovative companies, such as Blaze (acquired by Akamai), Cybersaint (a leading Cyber Risk Management company), Greenlight Biosciences (EPA approved breakthrough RNA bio-chemical platform for clean food), Lufa Farms (a leading agricultural technology company), Lumicell (an FDA approved platform for Cance...
Jan 23, 2025•32 min•Season 3Ep. 4
Today, I am delighted to welcome Sophia Ruffolo, General Counsel and Head of Compliance for the Zell Family Office, a division of Chai Trust Company, LLC. With over 20 years of experience in Estate and Tax Planning, Investment Management and Fiduciary Oversight, Sophia is a seasoned leader in law, fiduciary risk management, compliance, and governance. Sophia is a member of the Board of Directors and Audit Committee of Metropolitan Family Services and co-founder of femmebought, a social enterpris...
Jan 16, 2025•31 min•Season 3Ep. 3
Today, I have the pleasure of speaking with Janet Arzt, Founder and Managing Partner of Parere Advisory, an independent consulting firm guiding clients across all stages of family office strategy, development, operations, and implementation. Prior to founding Parere Advisory, Janet served as Chief Executive Officer of a newly launched family office in Charlottesville, Virginia, where she built out and oversaw investments and operations for the family and its businesses. In 2020, Janet was named ...
Jan 09, 2025•33 min•Season 3Ep. 2
Today, I am delighted to welcome Dennis Passis, Founder of the Family Wealth Library. He spent nearly 40 years working in his family’s business, founded by his father, where he was eventually joined by his son. Dennis is a mediation practitioner, a family business consultant, and a fellow at the Family Firm Institute (FFI). He is the author of the recently published book Founder Paralysis: A Family Business Fable about a Founder’s Loss of Identity. Dennis explains what “founder paralysis” means ...
Jan 02, 2025•37 min•Season 3Ep. 1
Today, I’m excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform. Zephyr is part of Informa, a leading global provider of digital-first and data-driven products and services. Chris and Zephyr Financial Solutions are FOX Technology Resource Partners, and we are happy to have the unique tools and expertise they bring to our membership community. Alternative investments are an increasingly meaningful compon...
Dec 26, 2024•32 min•Season 2Ep. 52
Today, I am pleased to welcome David MacMahan, founder and president of FairSplit.com. Over the past twelve years, David has worked with families dividing estates and is now widely recognized as the leading industry expert on estate division of tangible assets. He is often hired to serve as Administrator of the FairSplit process, but also as an independent third-party mediator to help keep tensions down between family members and reduce the pressure on executors of the estate, by providing an in...
Dec 19, 2024•35 min•Season 2Ep. 51
Today, I am pleased to welcome Betsy Miller, Lecturer on Law at Harvard Law School. Betsy teaches leadership development, change management and negotiation skills, and her research and writing focus on Polarities (“Both/And” thinking), which is the study of opposite forces that need each other to succeed. Betsy’s 25-year career has spanned positions in federal and local government, defense and plaintiff law firms, and academia. Through 2023, she was Chair of Cohen Milstein’s’ Public Client pract...
Dec 12, 2024•41 min•Season 2Ep. 50
