Jun 25, 2026

Today, I am excited to speak with Stephan Roche, a Partner at BanyanGlobal, a family enterprise advisory firm. Stephan joined the firm after more than a decade as a family office and investment executive. Most recently, he was CEO of Walton Enterprises, the family office for the Walton family. He also served as COO...

Jun 18, 2026

Today, it is my pleasure to speak with Pete Walther, President and CEO of Marsh McLennan Agency Private Client Services, a Marsh business dedicated to serving the unique needs of family offices. Pete also leads the strategy for Marsh Global Family Office Solutions, which extends beyond traditional insurance solutions...

Jun 11, 2026

Today, I have the pleasure of speaking with Sarah Thorpe Scott, an executive coach and advisor working at the intersection of leadership, capital, and family enterprise systems. She supports executives, investors, and multigenerational families navigating the moments that matter, including succession, wealth...

Jun 4, 2026

Today, it is my pleasure to speak with Deborah Goldstein, founder of Enlightened Philanthropy, and advisory firm dedicated to guiding philanthropists across their giving journeys. Drawing from more than 25 years of experience in the nonprofit field, Deborah helps clients align their values with their giving so they can...