Family Office Principals Podcast

Episode 1: “Family Business, to Family Office, to Fund Manager” with Kristen Hull, NIA Impact Capital

In the inaugural episode, we’re welcoming Kristen Hull from NIA Impact Capital to discuss her background and interest in impact investing; NIA’s mission, development and strategy; and the broader landscape of sustainable investing among family offices, from challenges to opportunities.

FULL EPISODE HERE

Episode 2: “Learning from G1, and Teaching G3” with Owen Matthews, Alacrity Foundation

Join us for our second episode of Family Office Principles, as Chairman of the Alacrity Foundation, Owen Matthews, discusses his upbringing in the context of a successful family, his career journey in entrepreneurship and venture investment, as well as the values and perspective shifts between generations of a family office when it comes to philanthropy, investing, and impact.

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Episode 3: “Obligation to Opportunity” with Scott Peppet, Chai Trust Company

In the third installment of Family Office Principals, we welcome Scott Peppet, President of the Chai Trust Company that serves the Zell family office. In this episode, we discuss Scott’s professional background, the importance of culture and values in a family office ecosystem, how to be a good leader, involvement of in-laws, and the role of outsourcing. Scott stresses the importance of using holistic family well-being and development as guiding principles and reframing obligations as opportunities, all of which can help unleash the energy of physical capital.

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Episode 4: “Know When to Sell the Family Business” with Philip Benjamin, Benjamin Family Office and Colzen Capital

In this episode of Family Office Principals, we're joined by Philip Benjamin, Head of the Benjamin Family Office and Managing Partner at Colzen Capital, for a discussion about the transition after his family sold their business, his journey venturing into new investment opportunities, the value of failure, and the importance of early childhood parenting in wealthy families.

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Episode 5: “Family Office Cornerstones - Trust and Loyal Commitment” with Barney Corning, Co-Founder and Partner, CCC Alliance, LLC

In episode 5, we welcome Barney Corning, Co-Founder and Partner at the CCC Alliance, for a discussion about his background and the importance of centering purpose, trust, and humility in both family office goal-setting and operations. Barney highlights the importance of taking things slow and prioritizing the softer, people-focused matters that permeate all family offices..

FULL EPISODE HERE

Episode 6: “The Benefit of the Family Voice in Family Office Leadership” with Josh Kanter, Founder and CEO of Leafplanner

In this episode of Family Office Principals, we're joined by Josh Kanter, Founder & CEO at Leafplanner and Principal at Josh Kanter Wealth Advisory Services. Listen in as Josh discusses his professional and family background, the legal tax journey to restore his father's legacy, Leafplanner's origin story, and the importance of holistic planning and clear communication across the family office.

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Episode 7: “When Family Values Meet Business Values” with Roslyn and Drew Payne

Join us for a special mother-son episode of Family Office Principals! We welcome Drew Payne, CEO of Upmetrics, an AI planning tool for entrepreneurs, and Roslyn Payne, President of the Payne Family Foundation and Chair at Upmetrics. We delve into their family's approach to change-making and vision alignment and how family values and dynamics exist in a business environment.

FULL EPISODE HERE

Episode 8: “Crytpo and the Family Office” with Christian Busch

In this episode we’re joined by seasoned entrepreneurial investor Christian Busch for a fascinating discussion on cryptocurrency’s role in the family office. We’ll learn that basics of what crypto is, the biggest names out there, ways to invest, and how families can incorporate crypto into their investment strategy.

FULL EPISODE HERE