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Family Office Intel

Business & Economics Podcasts

In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office. If you’d like to get in touch with our guests or have any questions, please send an email to familyoffice@dentons.com. To sign up for our newsletters and learn more about our solutions and research in the family office space, check out our website: www.dentons.com/familyoffice.

Location:

United States

Description:

In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office. If you’d like to get in touch with our guests or have any questions, please send an email to familyoffice@dentons.com. To sign up for our newsletters and learn more about our solutions and research in the family office space, check out our website: www.dentons.com/familyoffice.

Language:

English


Episodes

Restructuring and insolvency issues that family enterprises face in the tumultuous 2023 economy

4/11/2023
In this episode, Edward Marshall, Global Head of Dentons Family Office Group, is joined by Dentons partner, Bob Richards. Bob is chair of Dentons' Global Restructuring, Insolvency and Bankruptcy practice group and practices in the areas of bankruptcy and insolvency-related transactions and litigation. His practice includes Chapter 11 representations, distressed asset acquisitions, distressed loan purchases and foreclosure sales, and out of court transactions and transaction structuring. Eddie and Bob discuss the issues most likely to impact a family office in a financially distressed situation. Bob provides further insight into the sectors that are most affected from real estate to automotive to health care and offers actionable recommendations for family enterprises faced with direct investments that are struggling, persons serving as directors or officers of a financially challenged business, and family offices which are looking for distressed acquisitions opportunities at a bargain price.

Duration:00:16:30

Aligning family office expectations and assumptions among family members impacted by varying cultures

2/27/2023
In this episode of Family Office Intel, Edward Marshall is joined by Nike Anani for a second interview focusing on educating families on qualitative issues via a cultural lens. They discuss the alignment of ideas stemming from varied cultural exposure in NextGen family members with the traditional concepts promoted by the family founders in order to successfully resolve conflicts and refine the vision of the family office. Transparent communication, dynamic policies and a common purpose are emphasized as keys to a promising family business operation. Nike Anani is an accomplished family business strategist and published author of “Lifetime to Legacy,” a practical guide helping family enterprises connect, collaborate and co-create successful businesses of the future from an African perspective.

Duration:00:27:20

Checks and balances in protecting the family office position during fund or direct investment

12/19/2022
In this episode, Edward Marshall is joined by Jonathan Cantor, a partner in Dentons’ UK corporate practice. Jonathan has more than 25 years of experience advising on corporate transactions, including domestic and international structured complex corporate real estate acquisitions. Jonathan discusses the processes, issues and decisions involved when investors elect investing into private fund vehicles. Focused on high net worth individuals and family offices, the conversation also highlights the key questions and decision-making points needed for evaluation of fund performance and position based on the current market landscape.

Duration:00:31:25

Customizing technology, reporting, and structures for family offices

12/9/2022
Edward Marshall is joined by Shaun Parkin, founder and principle consultant at Hall Road Investments. Shaun brings several decades of experience in the financial services industry, including serving over six years at State Street Global Advisors where he held numerous roles including Australian Head of Exchange Traded Funds (ETFs) and Vice President within the Institutional Client Group. The discussion highlights the contributing factors defining the increased recognition and growth in the family office and multi-family office space over the past few years. In particular, they discuss the role that technology, data analytics and reporting tools play in building strategic operations. Shaun shares his vision for fostering innovation and leveraging cloud-based platforms in order to problem solve challenges faced in organization, data customization, securitization and aggregation for the family and multi-family office space.

Duration:00:30:44

Aligning profit, philanthropy and priorities for both current and NextGen family members

11/21/2022
Edward Marshall is joined by William Akridge, who helps lead the early stage investments of single family offices. Together, they discuss the development of his family office, how to align ROIs with philanthropic goals, and the priorities of the NextGen family members. William also identifies trending topics in family office portfolio investments and shares his insights on the advantages and challenges of families collaborating on investments.

Duration:00:33:22

How family offices can navigate the art and collectibles market

10/25/2022
In this episode, Edward Marshall is joined by Ronald Varney, a prominent fine art advisor and former Sotheby’s Senior Vice President in the Trusts and Estates Department. Ron runs Ronald Varney Fine Art Advisors and has written widely on the arts for such publications as Esquire, the Smithsonian, House & Garden and The Harvard Business Review. Ron and Edward discuss changes in the art/collectible market post-COVID, the auction world, NFTs, risk management and diligence around art investments, transportation and security, technology, intellectual property considerations, and engaging the next generation with art and art education.

Duration:00:30:10

Successfully navigating family office conversations on transitions, motivations and expectations

9/12/2022
In this episode, we are joined by Greg Mech, Managing Director at Caprock, a US-based MFO with clients all over the world. Greg was a former Regional Managing Director for Bank of America Merrill Lynch and was a founder of eMaxx Partners, a virtual advisory firm. In this episode of #FamilyOfficeIntel, Greg discuss the importance of family business and family office transitions, growth, values and expectations, as well as tips on navigating conversations around family member motivations and concerns.

Duration:00:26:42

Hiring and retaining talent in family offices

8/23/2022
Neil Kreuzberger joins us to discuss the family office search and compensation space. Neil is a renowned executive search and staffing expert who has decades of experience working with family offices. In this episode, Neil discusses the challenges that family offices encounter across the family office human capital landscape, ranging from the future of work to building competitive compensation packages and everything in between.

Duration:00:33:16

Defining family office success for the NextGen

7/13/2022
In this episode, Edward Marshall is joined by Brian Adams, president and founder of Excelsior Capital. Brian leads investor relations and capital markets arms of the Excelsior. Brian has extensive experience in real estate private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties, an institutional real estate private equity sponsor. Brian and Edward discuss the current state of the family office ecosystem on a global level, including tips for the NextGen to successfully maintain the family office structure, how to choose family office solutions and advisors, and how to develop the requisite culture needed to ensure that the family office attains its goals.

Duration:00:38:16

Private aviation considerations for family offices

6/7/2022
Edward Marshall is joined by David Clark, founder of Integris Aviation with a dual aviation major from Embry Riddle Aeronautical University. He has been in the aviation industry for over 30 years in a variety of roles, bringing his unique blend of technical expertise and transactional knowledge to some of the world’s largest family offices. Together, they discuss how to make decisions around private aviation, the types of private aviation ownership available, as well as issues around human capital and sustainability in this area. The conversation includes strategic tips that family offices and family businesses should consider when dealing with aviation matters.

Duration:00:51:36

Building and cultivating trust

4/18/2022
Edward Marshall is joined by Julia Chu, Head of Family Governance Advisory at J.P. Morgan Private Bank. As a former practicing tax attorney, Julia leads the practice in guiding wealthy families to convey their values and priorities through future generations. She serves as an experienced sounding board to share effective practices leveraged by significant families worldwide. Edward and Julia discuss the landscape of public trust levels, how to build trust among family members, elements of trust, the interplay of trust between principals and family offices, and the cultivation of trust in a virtual and post-pandemic world.

Duration:00:38:02

Marketing meets the family office sector

2/14/2022
Edward Marshall, Global Head of the Family Office Group, is joined by April Rudin. April is a widely acknowledged marketing strategist for the financial services sector. Her firm leads marketing campaigns for some of the largest wealth management firms and family offices. Together, they discuss how single family offices, multifamily offices, and advisors to the private client space should think about marketing and strategy. They also discuss how advisors and multifamily offices can present unique value propositions in a crowded space. The conversation includes April’s ideas on strategic communication tips for single family offices and families who want to develop a brand strategy.

Duration:00:22:28

Breaking into and doing well at a family office

1/31/2022
Edward Marshall, Global Head of Dentons’ Family Office Group, is joined by Jon Preizler. Jon helps manage the investment arm at a single family office in New York. We discuss the evolution of the current family office industry, getting a role in a family office, direct investing, his insights on providing critical analysis behind investments, as well as the strategies required to structure and operate a successful family office.

Duration:00:26:59

Singapore’s tax, legal and social allure -- What makes Singapore attractive to entrepreneurs and family offices?

1/6/2022
Edward Marshall is joined by Edmund Leow. Edmund is the Head of the Dentons Tax and Trusts, Estates and Wealth Preservation practices in Singapore. He has three decades of experience in advising multinational organizations on cross-border tax planning, transfer pricing and tax disputes. He also advises on international trade issues such as customs, WTO and free-trade agreements. Together, they discuss the advantageous tax landscape in Singapore, a major business hub, which attracts substantive transactions and a plethora of foreign investments.

Duration:00:18:56

Nothing will come of nothing:” Lessons from classical literature applied to family offices (Part I)

11/25/2021
Edward Marshall, Global Head of the Family Office Group, is joined by Seth Morton, Director at The Family Office Association (TFOA). Seth has served family offices in areas of investment diligence, execution, and management; governance; research; communications; and multi-generational, sustainable legacy planning. Seth has a PhD in Literature from Rice University and was a Fulbright Scholar. In a series of podcasts, Edward and Seth analyze classical literature and applications to understanding and improving family dynamics and family office operations. In this episode, they focus on the Shakespearean tragedy, King Lear. They examine the Bard’s comments on several areas including next gen succession: “How sharper than a serpent's tooth it is To have a thankless child!”

Duration:00:53:20

Protecting your crypto and wealth planning for digital asset investors and entrepreneurs

11/24/2021
Edward Marshall, Global Head of the Family Office Group, is joined by panelists Joseph Guagliardo, Howard Neiswender, Adrian Stewart, and Rich Williams to discuss wealth planning tips for digital asset entrepreneurs and investors. They discuss a blockchain and digital asset market update, as well as information on the tax implications and structuring considerations for those active in this space. The conversation continues with insights on creating an estate plan for cryptocurrency and digital assets, evaluating fiduciary considerations and maximizing philanthropic contributions with crypto assets.

Duration:01:09:36

Blockchain: an insider’s prospective on the evolution of the technology

11/15/2021
Edward Marshall, Global Head of Dentons’ Family Office Group, is joined by John Crain and Li Chuan Hsu. John is the CEO and Founder of digital art marketplace SuperRare Labs. Li Chuan is a Dentons Corporate Senior Partner and Co-Head of the Fintech/Blockchain practice in Singapore. His main areas of practice encompass corporate finance, mergers and acquisitions, blockchain and distributed ledger technology for clients across Asia-Pacific, Oceania and Europe. Together, they discuss the current state of blockchain and what the future holds, including its impact on use cases, NFTs, and art/digital art. The conversation continues with insights on tax and policy considerations, as well as the investable opportunities in this space.

Duration:00:41:04

Wealth actually: Lessons learned in advising families and individuals

10/28/2021
Edward Marshall is joined by Frazer Rice, Regional Director of Pendleton Square. Frazer works with families and individuals in developing and implementing fiduciary structures to achieve family goals. Frazer is the author of Wealth Actually and hosts an affiliated podcast where he interviews experts in the wealth space. Frazer provides insight into valuable lessons learned, including properly communicating with professional services advisors, successful wealth planning around cryptocurrency, the impact of artificial intelligence, and the modified family office landscape in a post-pandemic world.

Duration:00:32:44

An insider’s view on the evolution of the wealth management industry

9/24/2021
Edward Marshall, Global Head of Dentons’ Family Office Group, is joined by Tom Burroughes, Group Editor of Family Wealth Report (FWR). Prior to FWR, Tom was the Wealth Management Editor for The Business, a UK-based publication owned by the Telegraph Group, as well as a correspondent for Reuters. Tom shares his unique insights on family offices and the wealth management industry, including the evolution of this industry to its prominence today due to the influence of media and technology, as well as the future trajectory of this industry.

Duration:01:01:05

Family office tech stack: a discussion on how to build-in resiliency and relevant capabilities

9/1/2021
Edward Marshall is joined by Francois Botha and Doug Fritz. Francois is the founder of Simple, a NextGen market intel and insights lab focused on family offices and private investors. Doug is the founder of F2 Strategy, a leading boutique management consulting firm helping complex RIA, wealth and multi-family office firms improve their technical capabilities. Together, they discuss the top pain points in the family office technology space, including potential remedies. They provide insight on designing technology platforms for single family office and multi-family offices, as well as the trends in the family office technology space globally, consolidated reporting, and the future of family office technology.

Duration:00:43:42