Capital Club
Discover the tools and insights you need to successfully run your family office in today's modern age. Whether you're a first-generation wealth builder or a multigenerational wealth inheritor, we provide practical strategies for how to take control of your wealth journey, build a meaningful and purposeful life, and craft a lasting legacy for future generations. Join us every Tuesday as we engage in compelling discussions with some of the brightest family office leaders around the world. This podcast is sponsored by Mack International, the premier boutique firm that specializes in providing retained executive search and strategic human capital consulting solutions. To learn more about the firm, please visit mackinternational.com. Hosted on Acast. See acast.com/privacy for more information.
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This episode of the Capital Club Podcast features an in-depth conversation with Mark Tepsich, a seasoned family office veteran, and our host, Brian Adams. Mark shares his journey from starting an internship at a family office in 2008 to becoming an influential advisor for family offices across the Americas. Drawing fro
What does the word legacy mean to you? Everyone leaves a legacy, either a default one or an intentional one and Lance Welch's new book, The Legacy Navigator, is a blueprint to create your best legacy possible. Join us for an engaging conversation with Lance Welch, a Certified Business Development Coach with the John Ma
What are the unseen emotional investments and risks accompanying family wealth management, and how can families navigate these to ensure generational success? In this episode, our guest is Thomasina Williams, a pioneering family dynamics consultant who specializes in guiding ultra-high-net-worth families through the co
How does the trauma embedded in our DNA influence our personal and professional lives, and what can we do to overcome it? In this episode, Monica Clare, a global consultant specializing in conflict management and strategic leadership, shares her profound insights into the impact of individual, intergenerational, and co
How is the shifting financial landscape affecting estate planning and wealth transfer between generations? In this captivating episode of the Capital Club podcast, host Brian engages with Anthony Venette, Director of Business Valuation & Advisory at DeJoy & Co. Anthony brings to the table his expertise in estate planni
Could understanding the dynamics of succession planning in family businesses offer clues to navigating personal and professional transitions more effectively? In this episode, Brian engages with guest Shelley Forsythe in a deep dive into the intricacies of succession planning in family businesses. Shelley, an expert in
