Feb 26, 2026

Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and development of specific...

Feb 19, 2026

Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after...

Feb 12, 2026

Today, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Verónica works with UHNW families worldwide and helps them create homes and educational environments where their children don't just succeed but they flourish and make...

Feb 5, 2026

Today, it is my pleasure to speak with Natasha Silver Bell, Founder & CEO of SilverBell Global, a concierge provider of case management services, crisis management and intervention for individuals and families with behavioral, mental health, and addiction difficulties. Bringing over a decade of expertise in mental...