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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Strong Client Relationships: Philip Smith’s Proven Estate Strategies
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"Maintaining balance is crucial; without it, both the client relationship and the property suffer." In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balanci…
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Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies
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"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems." Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining…
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Residence Management Masterclass: Jocelyn Galvez’s Insider Tips Unveiled
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"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.” In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting …
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Aaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments
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"It's about connecting people and opportunities to create meaningful investment experiences." Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, …
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AI & Secondary: Unlock Wealth Strategies with Mercedes Zhang
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“If you are the smartest person in the room, you probably should go to a different room.” In this Beyond Wealth Episode, Mercedes Zhang of Manhattan Venture Partners (MVP) exemplifies this mindset as she delves into capital raising, deal sourcing, and secondary markets. Host Jonathan Fishbeck highlights MVP’s focus on AI investments and relationshi…
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Kelsey Ferguson on Digital Management and Legacy Preservation
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In this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thrivi…
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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and ex…
…
continue reading
