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The AYU Family Office Podcast

A Y U
Family Offices
Canoe Intelligence
United States
Riscura
Family Office Investing
Healthcare
Brand Strategy
United Kingdom
Family Office
Private Equity
Chiswick House and Gardens
Investment Management
Catalyst
UK Department For Business and Trade
Wealth Psychology
Next-Gen Education
Intergenerational Wealth Transfer
Alt Investments
Alternative Investments
Private Markets

The Family Office Podcast aims to deliver insights, strategies, and trends in the world of family offices. Whether you're a family office executive, a hedge fund, or simply intrigued by the unique challenges and opportunities in managing generational wealth, this is the place for you. Each episode, we dive into topics like investment strategies, succession planning, philanthropy, and emerging tech... more

PublishesMonthlyEpisodes24Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The AYU Family Office Podcast

Latest Episodes

While headlines fixate on regional instability, the UAE keeps doing something remarkable: growing. In this episode of the AYU Family Office Podcast, we sit down with Oscar Orellana-Hyder of Cordell Partners, an executive headhunter who places elite t... more

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Most people in the family office world broaden over time. Everett Kamin went the other way. After nearly 30 years in healthcare, he's only sharpened his focus, and in this episode he explains why.

As Healthcare Investment Director at Gemini Capital ... more

YouTube

In this episode we spoke with Richard Roberts, founder and CEO of MITMARK Group and Neaman Services. Not only is this another fascinating founder story but also a compelling insight into the world private security services and how they operate and pr... more

In this episode, we were joined by George Ralph, a long-standing AYU member and a globally experienced technology leader with over two decades of expertise across cybersecurity, infrastructure, and financial services. George shared his perspective on... more

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Recent Guests

Oscar Orellana-Hyder
Co-founder of Cordell Partners, Executive Search Recruitment Headhunter in the Middle East
Cordell Partners
Episode: The UAE Playbook: Hiring, Relocating, and Raising in the Gulf's Family Offices
Everett Kamin
Healthcare Investment Director at Gemini Capital Partners; Chief Investment Officer at Silverstein Family Office Dream Foundation
Gemini Capital Partners; Silverstein Family Office Dream Foundation
Episode: Investing in Healthcare with Conviction, featuring Everett Kamin of Gemini Capital Partners
Rich Roberts
CEO and founder of MITMARK, risk advisory crisis response company
MITMARK
Episode: Full-Spectrum Resilience: Inside Modern Security for UHNW Families, with Richard Roberts of MITMARK Group
George Ralph
Director of RFA, focusing on IT, cybersecurity, tech, and AI for funds and family offices
RFA
Episode: Why Technology Is a Strategic Advantage for Family Offices, with George Ralph of RFA
Mike Muniz
Co-founder and CEO of Canoe Intelligence
Canoe Intelligence
Episode: From Single Family Office to Industry Game Changer: Mike Muniz of Canoe Intelligence
Julia Rees Toader
Founding partner of PrinCap, outsourced Chief Investment Officer for ultra-high-net-worth families
PrinCap
Episode: Building Smarter Portfolios: Julia Rees Toader of PrinCap on Where Alternatives Are Headed
Jess McGrawley
Runs Dallington, focuses on next-gen development and family office psychology
Dallington
Episode: More Than Money: Preparing Heirs for the Wealth Transfer, with Jess McGawley of Dallington
Harrison Lance
Senior Trade and Investment Officer for the Southeastern United States, National Lead for Asset Management and Family Office Strategy, UK Department for Business and Trade
UK Department for Business and Trade
Episode: Why US Family Offices Are Looking at the UK, with Harrison Lance of UK DBT
India Woolridge
Strategist focused on branding for family offices
Catalyst
Episode: Why Brand Is the Family Office's Most Overlooked Asset, with India Woolridge of Catalyst

Hosts

Gus Morrison
Host of The AYU Family Office Podcast; appears across multiple episodes with affiliations to AYU Family Office Podcast.
Lucy
Co-host, AYU Family Office Podcast; listed across several episodes.

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Talking Points

Recent interactions between the hosts and their guests.

Relationships as the Foundation of Family Office Investing, with Christine van der Mescht of RisCura
Q: What are the biggest risk blind spots you see with family offices?
Aiming for the next big thing, misalignment between portfolio managers and investors, and insufficient operational due diligence, which can lead to fraud or mismanagement if not properly checked.
Relationships as the Foundation of Family Office Investing, with Christine van der Mescht of RisCura
Q: Why is co-investment becoming more popular among family offices?
Co-investment offers access to larger deals, reduces individual capital requirements, lowers fees through pooled structures, and leverages RisCura's underwriting and network to find suitable opportunities.
Relationships as the Foundation of Family Office Investing, with Christine van der Mescht of RisCura
Q: How do you decide when a family office should sit on an investment committee or delegate?
The decision depends on the family office's expertise, willingness to engage in direct investments, and whether they want to drive the strategy or outsource; RisCura adapts the support to each mandate.
Relationships as the Foundation of Family Office Investing, with Christine van der Mescht of RisCura
Q: What sets RisCura apart when working with family offices?
RisCura emphasizes fiduciary service, deep institutional experience, access to technology and processes, and a tailored, client-specific approach that respects each family office's preferences and governance structure.
More Than Money: Preparing Heirs for the Wealth Transfer, with Jess McGawley of Dallington
Q: How do you structure your mentoring programs to avoid overbearing guidance from parents and institutions?
Programs run with temporary scaffolding, typically 16-30 year olds for about 18 months, focusing on psychology, money, roles, and practical life skills, with clear boundaries so professionals step back after imparting tools.

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Frequently Asked Questions About The AYU Family Office Podcast

What is The AYU Family Office Podcast about and what kind of topics does it cover?

The show centers on sophisticated family-office dynamics, focusing on investment strategy, governance, and the operational modernization of UHNW families. Episodes frequently explore portfolio construction, cross-border activity, and the role of technology—especially AI, data centralization, and automation—in improving decision-making and efficiency. Guests span family-office principals, investment leaders, and specialists in security, branding, and intergenerational wealth transfer, with a notable emphasis on regional hubs (UK, US, Middle East) and the evolving regulatory, talent, and collaboration landscapes. A recurring asset is practical, practitioner-focused guidance—ranging from portfolio design and risk management to brand strategy a... more

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Which podcasts are similar to The AYU Family Office Podcast?

These podcasts share a similar audience with The AYU Family Office Podcast:

1. The Family Office Sherpa
2. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of The AYU Family Office Podcast are there?

The AYU Family Office Podcast launched 2 years ago and published 24 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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What guests have appeared on The AYU Family Office Podcast?

Recent guests on The AYU Family Office Podcast include:

1. Oscar Orellana-Hyder
2. Everett Kamin
3. Rich Roberts
4. George Ralph
5. Mike Muniz
6. Julia Rees Toader
7. Jess McGrawley
8. Harrison Lance

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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