Welcome to Family Office Principals, hosted by One World Founder and CEO, Scott Saslow. In this series, you'll hear from principals of a wide range of backgrounds as we discuss how family offices can be built and strengthened to last for generations. We'll cover management best practices, succession planning, the role of sustainable and impact investing, gender and the family office, and much more... more
Publishes | Twice monthly | Episodes | 10 | Founded | a year ago |
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Number of Listeners | Categories | BusinessInvestingManagement |
Welcome to Season 2 of Family Office Principals! For this first installment, we’re welcoming Blake Pendleton, Business Development Director at Pathstone, a partner-owned multi-family office serving UHNW families, single family offices, foundations, a... more
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 dive into several key principles Marlis has devel... more
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 ... more
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 the... more
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... more
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 purpose, trust, and humility in both family office goa... more
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 sold their business, his journey venturing into ne... more
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 professional background, the importance of culture... more
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Family Office Principals launched a year ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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