Family Office Principles
ONE WORLD Investments
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Recent Episodes
Building a 100 Year Family Office
In this episode, Jamie Biddle, founding partner and CEO of Verdis Investment Management, takes us inside one of America’s oldest family offices and the evolution of family stewardship across ten…
S2E2 Next Gen Stewardship: How Two Sisters Are Reimagining Their Father’s Legacy
In this episode, Jessica Millstone (Managing Director, Copper Wire Ventures) shares the story behind her family office and how she and her sister stepped into leadership after growing up far from the…
Build What You Do Best, Partner for the Rest
Welcome to the inaugural episode of the second season of Family Office Principals! This time we’re joined by Blake Pendleton, Director of Business Development at Pathstone. Listen in to learn about…
Families as Learning Organizations
We're grateful to be joined by Marlis Jansen, Co-Founder and CEO of Graddha, LLC., an advisory organization serving individuals and families as they navigate the complexities of wealth.Join us as we…
Crypto and the Family Office
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…
When Family Values Meet Business Values
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…
The Benefit of the Family Voice in Family Office Leadership
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…
Family Office Cornerstones - Trust and Loyal Commitment
Welcome to episode 5 of Family Office Principals where we welcome Barney Corning, Co-Founder and Partner at the CCC Alliance, for a discussion about his background and the importance of centering…
Know When to Sell the Family Business
In this episode of Family Office Principals, we're joined by Philip Benjamin, Head of the Benjamin Family Office and Managing Partner at Colzen, for a discussion about the transition after his family…
Obligation to Opportunity
Welcome to the third installment of Family Office Principals where we welcome Scott Peppet, President of the Chai Trust Company that serves the Zell family office. In this episode, we discuss Scott’s…
Learning from G1, and Teaching G3
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…
Family Business, to Family Office, to Fund Manager
In this 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…
Frequently Asked Questions
Family Office Principles has published 12 episodes since May 2024, covering topics in Business, Investing.
Family Office Principles is currently active with new episodes every 2 months. Average episode length is 45m.
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