Jun 27, 2024

Today, I am pleased to welcome Michael Whelchel, Founder and CEO of Big Path Capital, a boutique investment bank working with positive impact companies and funds and pursuing a mission to challenge the status quo and raise the expectations of capitalism. Prior to founding Big Path, Micheal had 15-year career in...

Jun 24, 2024

Today, I’m excited to welcome Amjed Saffarini, co-founder and CEO of Trove, a fast-growing, innovative firm which provides a broad array of family office services, including operations outsourcing, lifestyle management, business and tax advisory. Prior to Trove, Amjed was President at Kaplan, the leading...

Jun 13, 2024

Today, I am pleased to welcome Matt Tobin, President and Chief Operating Officer for South Dakota Trust Company (SDTC) and President of SDTC Services. SDTC Services provides consulting and corporate services to the non-depository trust company industry, and as President, Matt is primarily responsible for managing...

Jun 6, 2024

I am delighted to welcome Buddy Thomas, Founder and President of Superior Planning | Family Office, a Southern California firm serving HNW and UHNW families since 1982. Buddy has created more than 50 individual virtual family offices, providing family fiduciaries, family members, and their most trusted advisors...