Episode | 20 June 2022 | Season 2 | 1 hr 7 mins
2nd generation, dispute, family enterprise, family office, family wealth, g2, married-in, usa
Scott Peppet serves as the President of Chai Trust Company, LLC, the private trust company that serves as the family office for Sam Zell and his family. Scott is a G2 family member and is Sam's son-in-law. He has married into the family and since then has helped navigate the complex system of one of the greatest entrepreneurial minds of this generation.
Episode | 13 February 2022 | Season 2 | 1 hr 19 mins
family firm, family governance, family wealth, financial capital, generations, human capital, intellectual capital, partnership, social capital, spiritual capital, wealth preservation
James (Jay) E. Hughes, Jr. is the author of the acclaimed classic Family Wealth and Family: The Compact Among Generations, and the co-author of The Cycle of the Gift: Family Wealth and Wisdom. He has also written numerous articles on family governance and wealth preservation. Jay is a frequent speaker at symposia on the growth of families’ human, intellectual, social, spiritual, and financial capital.
Tiho Brkan – The Most Interesting Man in the World? Second Passports, Territorial Tax, Mezzanine Finance + MFO Investing
Episode | 22 February 2021 | Season 1 | 1 hr 8 mins
citizenship by investment, deal flow, family office, family wealth, flag theory, g2, global citizen, mezzanine finance, mfo, multi-family office, multi-generation, real estate investing, residency programs, second generation, second passports, territorial tax systems
Tiho is back for a second conversation about family office investing, including a deep dive into real estate mezzanine debt investing, uncorrelated assets for downside protection, citizenship by investment, second passports, territorial tax systems and his global view of markets today.
Episode | 14 December 2020 | Season 1 | 52 mins 1 sec
california, estate planning, family dynamics, family wealth, financial sustainability, legacy, real estate, usa
Jeff Gould is the founder Lineage Asset Advisors (LAA) a full-service commercial real estate advisory and consulting firm providing customized commercial real estate services to help families make seamless transitions with their properties – from one generation to the next.
Jonathan Goldhill - 4th Generation Inheritor, Coach & Author of Disruptive Successor [The Business of Family]
Episode | 30 November 2020 | Season 1 | 50 mins 52 secs
4th generation, author, coach, disruptive successor, family business, family historian, family wealth, fourth generation, g4, inheritor, trust fund, usa
Jonathan Goldhill is an Experienced Coach to Entrepreneurs and Family-Owned Businesses. He states that the dwindling chances of multigenerational success are due in large part to the issues unique to family businesses that are often wrapped up in a tightly woven knot of unspoken plans.
Episode | 10 August 2020 | Season 1 | 1 hr 5 mins
deal flow, family office, family wealth, g2, global citizen, multi-family office, multi-generation, real estate investing, second generation
Tiho Brkan, is a successful trader, portfolio manager and investor. Tiho today runs a multifamily office, The Atlas Investor, on behalf of his family and other high net worth families and individuals.