May 30, 2024

Today, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single- and multi-family offices. Previously, he was...

May 23, 2024

Today, I am delighted to welcome Joe Reilly, CEO and Founder of Circulus Group. Joe is the host of two popular and influential podcasts in the family office and family wealth space: the Private Capital Podcast and the Inheritance Podcast. He is a longtime strategy consultant and family office expert, specializing...

May 16, 2024

Today, it is my pleasure to speak with Ryan Harding and Jennifer Allen. Ryan is the President of Garden Trust Company and the Managing Director of the IFO Group, the family office of the Ilitch family of Detroit, MI, founders of Little Caesar’s Pizza, one of the world's largest pizza chains. Jennifer is the Director...

May 9, 2024

Today, I am delighted to welcome Raul Serebrenik, Founder of Family Enterprise Consulting International Group. Raul is an adviser, researcher, speaker, and author with extensive expertise in family businesses, entrepreneurial family dynasties, family legacy, continuity, and wealth. Raul is also a good friend...

May 2, 2024

This week, I am pleased to welcome Doug Macauley, Partner at Cambridge Associates and member of the firm’s Private Client Practice. Doug works with both G1 entrepreneurs and multi-generational families and specializes in developing asset allocation strategies and investment manager structures for families with a broad...