Apr 30, 2026

Today, I have the pleasure of speaking with Dan Spector, partner at Hanson Bridgett, an Am Law 200 California-based law firm and the first law firm recognized as a certified B Corp. Dan is a trial lawyer, mediator, and arbitrator whose practice focuses on trust, probate and complex civil cases involving families. He has...

Apr 23, 2026

Today, I’m excited to speak with Max Youngquist, family office structuring and governance leader at RSM, a leading global assurance, tax, and consulting firm.

Max focuses on offering holistic services and solutions for family offices, covering complex tax compliance, structuring, and planning, as well as estate and...

Apr 16, 2026

Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and...

Apr 9, 2026

Today, it is my pleasure and honor to speak with Mark Daniell, Chairman of The Raffles Family Wealth Trust Pte Ltd, a Singapore-based strategic advisory boutique working with a select set of UHNW families and their businesses around the world, addressing issues related to strategy, strategic transactions, governance,...

Apr 2, 2026

Today, it is my pleasure to speak with Annette Hopper and Levi Hammett, co-founders of Full Scope Solutions, a strategic outsourcing firm serving family offices. Annette brings more than 25 years of experience in the investment advisory industry. From 2004 through January 2025, she held key leadership roles at...