Episodes

In this episode of Arthur’s Round Table, Rick Walker—Chief Investment Officer at Lumicree—shares insights on building a life of meaning, generational leadership, and the challenges facing the next generation of leaders. From scaling businesses at a young age to investing in real estate with family offices, Rick explains why discipline, responsibility, and purpose are essential for long-term success.

In this episode of Arthur's Roundtable, Benjamin Ulrich shares his journey from studying psychology to working in sales and the cannabis industry, emphasizing the importance of mentorship and building relationships within the family office space. He discusses personal experiences with mental health, the dynamics of wealth in families, and the significance of storytelling in business. The conversation also touches on family trauma, alternative therapies, and the need for open communication to fos...

In this episode, Cate Wilkes shares her journey from the mortgage industry to leadership development, emphasizing the importance of personal growth, collaboration, and creating a safe environment for ideas. She discusses her experiences at Fannie Mae, her learning from Bob Proctor, and the significance of intuition and trust in leadership. The conversation highlights the need for leaders to invest in themselves and foster a culture of psychological safety within organizations. Takeaways Invest...

In this conversation, Christian LeFer shares his journey from personal experiences with his sister to founding a nonprofit consultancy that simplifies the process of starting and maintaining nonprofits. He discusses the challenges of navigating bureaucracy, the importance of creating a culture of love in business, and the strategies for effective nonprofit formation and maintenance. The conversation also touches on the role of donor-advised funds, the legitimacy of nonprofits compared to crowdfu...

In this episode, Jason Kirby shares his journey as a serial entrepreneur and investment banker, discussing the lessons learned from his various startups and the challenges faced in the business landscape. He emphasizes the importance of unbiased advice for founders and introduces his company, Thunder, which aims to provide investment banking services tailored for early-stage companies. The conversation also delves into the complexities of family office investments, the impact of AI on business v...

In this engaging conversation, Angelina Carleton shares her journey from a commercial real estate broker to a legacy planning coach. She discusses the importance of legacy planning, especially in light of the COVID-19 pandemic, which prompted many to reflect on their lives and legacies. The conversation delves into the emotional and psychological aspects of legacy planning, the impact of family dynamics, and the necessity of addressing trauma. Angelina emphasizes the importance of mentorship, co...

In this conversation, Alex Fredericks shares his journey from the music industry to the wellness sector, culminating in the creation of ToneWell, a voice technology that provides actionable health insights. He discusses the importance of understanding one's own wellness, the role of sound and vibration in health, and addresses common skepticism surrounding new wellness technologies. Alex emphasizes the need for personal empowerment in health decisions and the future potential of ToneWell in the ...

In this conversation, David Namdar shares insights on navigating market emotions and developing a strategic investment mindset. He emphasizes the importance of maintaining a balanced perspective during market highs and lows, encouraging investors to consider their entry points carefully and to remain cautiously optimistic about their investment strategies. 00:00 Introduction to Digital Assets and David Namdar 02:52 David's Journey in the Digital Asset Space 05:52 The Rise of Digital Asset Tre...

In a technology-driven world, the importance of human connection and communication skills is emphasized. The conversation highlights the need for individuals to develop their personality and articulate their thoughts, as these traits will become increasingly valuable in the future. For nearly two decades, Kristen Oliveri has been at the intersection of content, community, and connection in the family wealth industry. She began her career as a beat reporter for Institutional Investor, honing her...

In this conversation, Abe Kasbo discusses the challenges faced by CMOs in managing large digital advertising budgets, the lack of transparency in digital marketing, and the implications of budget allocation decisions on overall marketing strategy. Takeaways The CMO's budget can be significantly impacted by digital ad spending. Transparency in digital marketing is often lacking, leading to confusion. Budget allocation decisions can have a profound effect on marketing outcomes. Understanding ...

The conversation delves into the personal experiences of mental health struggles, emphasizing the importance of self-awareness and understanding the deceptive nature of the mind. Shawn Lesser shares his journey through a mental breakdown and the insights gained from observing his thoughts. The discussion highlights coping strategies and the significance of mindfulness in navigating emotional challenges. Chapters 00:00 Introduction to Sean's Journey 00:06 The Impact of Mental Health 00:22 Cha...

In this conversation, Maxwell Nee discusses his approach to monetization, emphasizing the importance of creating a sustainable growth model that resembles a flywheel effect. He expresses a desire to monetize slowly and strategically, ensuring that increased revenue leads to greater momentum rather than a burdensome cycle of dependency on sponsors. 00:00 Maxwell's Entrepreneurial Journey 00:10 Monetization Strategies and Challenges 00:37 The Conference Business Landscape Takeaways Monetizati...

In this conversation, Alex Huff discusses the intersection of philanthropy and technology, focusing on the evolution of donor-advised funds and the innovations that are reshaping the charitable giving landscape. He emphasizes the importance of engaging the next generation of donors and building community through philanthropy, while also addressing the challenges and opportunities presented by technological advancements in the sector. The discussion highlights the need for a customer-centric appr...

In this conversation, Aelia Kos shares her unconventional journey from a corporate career in architecture to becoming a conscious entrepreneur. She discusses the rise of conscious entrepreneurship, the impact of COVID-19 on personal reflection, and the shift from traditional religion to spirituality. Aelia emphasizes the importance of intuition, trust, and community in business, and explores various healing modalities. She also highlights the significance of nature as a catalyst for growth and t...

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 episode, Arthur and Kim Lochridge discuss various aspects of tax services, focusing on real estate investment, bonus depreciation, and cost segregation. Kim shares insights on the recent changes in tax laws, particularly regarding bonus depreciation and its implications for real estate investors. They explore specific tax strategies for car washes and gas stations, the importance of proactive tax planning, and the future of CPAs in the industry. Additionally, they highlight emerging tren...

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...

In this episode, Arthur and Noelle Reno discuss her diverse background in fashion and technology, her entrepreneurial journey, and the evolving landscape of digital assets and AI. They explore the future of advertising, the importance of direct consumer engagement, and the challenges posed by regulatory frameworks. Noelle emphasizes the need for human interaction in a digital world and the critical role of data centers in supporting technological advancements. The conversation concludes with ins...

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 conversation, Arthur and Greg Licciard discuss the evolution of marketing, focusing on the integration of AI, consumer behavior, and the importance of a holistic marketing framework. Greg shares insights from his book, 'The Holy Grail of Marketing,' highlighting case studies from companies like Harry's Razors and Elf Cosmetics. They explore the resurgence of direct mail, the impact of weather on consumer behavior, and the necessity of maintaining brand ethos in the age of AI. The discuss...

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...

Dr. Daniel Puder, LHD TED Talk Speaker | U.S. Marine Corps League Member | Undefeated MMA Fighter | WWE $1 Million Tough Enough Champion | Educator | CEO | Humanitarian Leader Dr. Daniel Puder, LHD, is a globally recognized speaker, undefeated MMA fighter, WWE’s $1 Million Tough Enough Champion, and founder of the worldwide 501(c)(3) nonprofit My Life My Power. Once a bullied kid with a learning difference, Daniel turned adversity into fuel—becoming a champion athlete, entrepreneur, and educat...

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.