Family Office Episodes

Founder & CEO, Tamarind Partners, Inc. CEO & Co-Founder, Tamarind Learning. Kirby Rosplock, PhD, is one of the world’s foremost authorities on family offices, family governance, and generational wealth. As the founder of Tamarind Partners, Inc., she leads a globally recognized consultancy twice awarded: - Best Family Office Management Consultancy (Family Wealth Report, 2019 & 2023) - Best Family Wealth Counseling (Family Wealth Report, 2019 & 2022) She is also CEO and co-founder of Tamarind Lea...

In this conversation, Connor Boyack discusses his work in financial literacy and entrepreneurship through the Tuttle Twins series and his nonprofit efforts. He emphasizes the importance of teaching children about economics and entrepreneurship, the challenges of funding and sustainability in nonprofits, and the impact of current events on education. Boyack also highlights the need for intentional parenting and the significance of wealth creation and family legacy. He explores the future of estat...

Family Office Access, formerly known as Family Office List, was founded in 2001 by a hedge fund manager who saw a gap in the market: there was no simple, reliable way to identify Family Office capital partners. What began as a quarterly spreadsheet evolved into one of the most trusted resources for founders, advisors, and professionals navigating the often opaque world of Family Offices. In 2016, under new ownership, we transformed the product from static files into a dynamic, filterable platfo...

In this episode, Arthur interviews Colten Ratz, who shares his journey from a non-traditional background to becoming a key player in the family office space. Colten discusses the importance of building authentic relationships, the challenges he faced, and his vision for creating value within the family office ecosystem. He also talks about his new initiative, the Family Office Roundtable, aimed at fostering connections and sharing insights among family offices. Takeaways Colten emphasizes the ...

Yishan brings Silicon Valley’s expertise in scaling to the climate movement. Yishan founded Terraformation in Hawaiʻi in 2020 to build and deploy tools that tackle the largest bottlenecks to global reforestation. The company hosts a forest carbon accelerator, supporting early-stage forestry teams to launch, build, and scale biodiverse reforestation projects. In addition to producing high-quality, verified carbon credits, these projects generate complementary sustainable revenue streams to suppor...

Martin Stead is an accomplished strategic designer, co-founder, and CEO of Legacy, an innovative company that is reshaping the way families capture their life stories for future generations. Leveraging his expertise in experience design, Martin combines advanced interview techniques, a complex network of professionals, and their proprietary platform to build Legacy into a thriving and evolving business.

Michael Thrasher is the founder and editor of Modus, where he also writes the weekly newsletter for family-office professionals. Previously, he was a reporter at Institutional Investor magazine, where he covered pension systems, endowments, foundations, and other investors, including family offices, as well as the asset managers with which they invest. He's written a variety of articles, including breaking news about CIO Mark Baumgartner departing the Dalio Family Office, long features about th...

Mark Tepsich is the Family Office Design and Governance Strategist at UBS advising families across the Americas on family office design, structure, governance and operational best practices. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm where he built and lead the firm’s family office solutions practice. There, he advised families on family office structuring, tax, estate planning, philanthropy and family governance initiatives. He also advised several...

Nick Edwards, Founding Partner: Nick Edwards is a former professional MMA athlete, ranked in the Top 100 globally, and a Brazilian jiu-jitsu national champion. His athletic career and expertise in physiology and health tech led him to develop groundbreaking metabolic performance markers used by NFL, NHL, and NBA teams and Olympians. Nick has mentored and developed several companies with billion-dollar service lines, co-founded ventures with 9-figure assets, and is a partner in companies valued a...

Arthur's Round Table Podcast with Alex Recouso, Co-founderand CEO. Alex and CitizenX, a hyper secure tech platform to investin citizenship. They help you diversify your passport portfolio with secure technologies and concierge service — giving you back control over your money,choices, and destiny. https://citizenx.com/how-it-works

Jason Ma Founder and CEO, ThreeEQ Jason Ma, Founder and CEO of ThreeEQ, is an award-winning Chief Mentor of Next Gen Leaders, sought-after speaker, acclaimed author of Young Leaders 3.0, and star former Forbes contributor on Mentoring Young Leaders. He is a highly regarded strategic advisor to UHNW families, CEOs, boards, and single family offices. With 40 years of deep experience spanning technology, education, finance, media, advertising, e-commerce, distribution, telecom, hospitality, and m...

Glen Hirsh joined Starlight in October of 2017 as ChiefOperating Officer. He has over 25 years of experience in real estate and financial services, including his previous role as head of National Bank's real estate investment banking group. At Starlight, Glen oversees several teamsincluding strategy & operations, people & culture, sustainability, information technology, health & safety and internal audit. He is the Chair of Starlight’s ESG Committee and Information Systems Management Committee a...

Arthur's Round Table Podcast featuring Nick Edwards, former MMA champion and relentless sports entrepreneur. Nick is a founding member of Champion Venture Partners, an asset management firm offering alternative investment opportunities across the sports ecosystem. As an innovator and investor, Nick has co-founded and scaled ventures exceeding $500 million in valuation, driving groundbreaking advancements in sports tech, health, and real estate. Now, he’s leading the next generation of wealth-bui...

Raymond joined TOS in 2019 and has 30 years of experience in financial services with concentrations in asset management, investment banking and family office services. Before joining TOS, Raymond served as a managing director for UBS Global Wealth Management, and he was a founding member of UBS Private Wealth Management division’s management team (1998 to 2016). At UBS, he was tasked with guiding the evolution of the group’s investment strategy and product development for the Private Wealth Man...

Dr. Kenneth Dekleva is a practicing academic psychiatrist in Dallas, TX, and former senior physician-diplomat with the U.S. State Dept., Salzburg Global Fellow, and senior Fellow, George HW Bush Foundation for US-China Relations. He is the author of two novels, The Negotiator's Cross and The Last Violinist. From 2002 to 2016, he served as a senior U.S. diplomat and regional medical officer/psychiatrist with the U.S. Department of State, mostly overseas, but also in a leadership role (from 2013 ...

Brittany Kaiser is a serial entrepreneur, activist and globally recognized expert in technology and legislative reform, having spent most of her career advising governments, companies and campaigns on policy and strategy. As a former whistleblower (Cambridge Analytica & Facebook) she concentrates on the convergence of technology and ethics through education, advocacy and technology advisory. She currently serves as CEO of Chateaushi, a private members club for historic preservation, and has rece...

Wendy is a seasoned family office executive and powerhouse networker in the family world. Often credited with building the family office community in NYC, she now is building a similar community in the greater Atlanta region.

SEBASTIAN POST Managing Director & Co-Head of Investments Lionheart Strategic Management, LLC Lionheart Strategic Management, LLC, an SEC-registered investment advisor that was formed in 2017 as the asset management affiliate of Fisher Brothers to manage investments for individuals of the firm and on behalf of third-party investors seeking exposure to real estate strategies with a primary focus on top urban markets within the United States. We invest in high-quality assets that provide communit...

Currently a Co-Managing Member of Evergreen Property Partners, a Family Office Real Estate Consortium, DJ was named as one of Family Capitals Top 10 US Family Office Real Estate Professionals and as one of Trusted Insight’s Top 30 Real Estate Investors at a Family Office and is the current President of the Harvard Real Estate Alumni Organization. Mr. Van Keurens experience includes President of Real Estate for a family member of a professional baseball team, Vice President for the Hayman Family ...

Ari is the Managing Director, Investments at Fisher Brothers, a vertically integrated real estate firm engaged in construction, development, acquisition, lending, management and investment. He is responsible for all financial investment activity across all asset classes including equities, fixed income, cash, real assets, hedge funds, private equity, venture capital and private direct investment. Ari’s current areas of focus include the ongoing development of two operating businesses, AREA15 and...