Keeping it in the Family Office

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Lenny Pisano

11 episodes

3 months ago

In this episode, we feature Maxwell Nee, the Chairman and Founder of Family Office Insider, who shares his journey from banking to managing family investments alongside his brother. Maxwell discusses their venture into real estate development and the shift toward industrial hemp farming. He explains the competitive advantages of their operations, focusing on sustainable and scalable business models. Maxwell also explores the growing opportunities within the industrial hemp industry, shedding ...

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Episodes (11/11)

Keeping it in the Family Office

Family Offices & Industrial Hemp w/ Maxwell Nee

9 months ago

32 minutes

Keeping it in the Family Office

The Power of Family, Mentorship, and Legacy w/ Jason Ma

In this episode, we feature Jason Ma, an award-winning chief mentor to next-generation leaders, as he shares his wisdom from decades of experience in both the tech industry and family business. Jason delves into his work with high-net-worth families, guiding their next-gen members to achieve success in personal, career, and business endeavors. He offers insights into the challenges and responsibilities of managing wealth across generations, while also emphasizing the importance of resilience,...

9 months ago

47 minutes

Keeping it in the Family Office

Building the Sargento Cheese Family Fortress w/ Joshua Gentine

In this episode, we sit down with Josh Gentine, a third-generation board member at Sargento Foods, who shares his family's journey from founding to becoming a household name. Josh delves into the challenges and successes of generational transitions, emphasizing the importance of communication, governance, and independent directors. He provides practical advice on navigating family dynamics, ensuring fairness in succession planning, and the value of core principles. Drawing from his extensive ...

10 months ago

45 minutes

Keeping it in the Family Office

Family Office Art Collecting 101 w/ Matthew Newton

In this episode of Family Office Insights, we welcome Matthew Newton, Head of Art Advisory at UBS. Matthew shares his expertise on navigating the art world, offering invaluable advice on building art collections that stand the test of time. He discusses the importance of personal resonance in art collecting, the nuances of distinguishing collectible art from decorative pieces, and the key factors that contribute to an artwork's lasting value. Matthew also delves into the role of relationships...

1 year ago

51 minutes

Keeping it in the Family Office

The Merge of the Sheraton Hotel & Perdue Chicken Family w/ Mitzi Perdue

Mitzi Perdue shares her incredible journey, from growing up in the family behind the iconic Sheraton Hotel chain to marrying into the illustrious Perdue family. She delves into the values and principles that have sustained her family's businesses for over 150 years, offering insights into maintaining family unity and fostering a culture of service and frugality. Mitzi also discusses the importance of philanthropy, innovative family practices like endowed vacations and webinars, and the signif...

1 year ago

50 minutes

Keeping it in the Family Office

From Italian Sausage to Family Riches w/ Pat Greco

In this episode of Keeping it in the Family Office, Pat Greco from GSI Family Office shares the inspiring story of his family's journey from humble beginnings to building a successful multi-generational family enterprise. The Greco family's roots trace back to the late 1950s when Pat's grandfather emigrated from southern Italy to Chicago with little more than a fifth-grade education and a dream of a better life. Overcoming numerous challenges, Pat's grandfather and his family worked tirelessl...

1 year ago

43 minutes

Keeping it in the Family Office

Working With Latin American Family Offices w/ Erik Halvorssen

In this episode, Erik, the head of private banking at Klosters Capital, dives into the unique financial landscape of Latin America compared to the US and Europe. He highlights the distinct challenges faced by Latin American clients, including privacy concerns and risks like extortion and kidnapping, and explains how Klosters Capital navigates these issues. Erik also discusses the strategic use of life insurance for liquidity and asset protection, emphasizing premium financing and the benefits...

1 year ago

1 hour 2 minutes

Keeping it in the Family Office

Can 'Family' and 'Office' Truly Be Separate? w/ Dennis Jaffe

In this episode of "Keeping it in the Family Office Podcast," we're joined by Dr. Dennis Jaffe, a seasoned expert in family enterprise consulting with over 40 years of experience. Dr. Jaffe is a Senior Research Fellow at Banyan Global Family Business Advisors and has extensively contributed to understanding how family dynamics interact with business operations. His gives insight into the evolution of family offices from simple wealth management practices to complex, multifaceted governance st...

1 year ago

49 minutes

Keeping it in the Family Office

Navigating the Nuances of Family Office Governance w/ Mark Tepsich

In this insightful episode, Mark Tepsic, a veteran in the family office domain, shares his experiences and expertise accrued over 15 years. Beginning his career within a family office, Mark has an atypical but enriching perspective on wealth management. He delves into his role at UBS, where he assists family offices in the US and Latin America to establish and refine their governance and operational structures. Mark emphasizes the holistic nature of family offices, highlighting the criticali...

1 year ago

32 minutes

Keeping it in the Family Office

From Wall Street to Family Wealth w/ Ronald Diamond

In this podcast episode, we delve into the world of family offices with expert Ronald Diamond. Ronald shares his journey from witnessing Drexel Burnham's collapse to founding his own hedge fund and eventually shaping the family office space. He offers insights into the challenges of managing wealth across generations, the importance of trust and relationships in investment, and the future trends in family offices. With a focus on his hands-on experience and practical advice, this episode prov...

1 year ago

37 minutes

Keeping it in the Family Office

What is a 'Family Office'? w/ Angelo Robles

In this episode, we feature Angelo Robles, a veteran in the family office sector, who shares his insights from years of experience. Angelo discusses his transition into the family office realm, his diverse cultural background, and how he's leveraged his entrepreneurial spirit within the industry. He offers an in-depth look at the structure and significance of family offices, touching on his personal journey and the evolution of his career. Angelo also highlights the critical aspects of family...

1 year ago

1 hour 3 minutes