logo
episode-header-image
Nov 2024
11m 25s

Building Stronger Family Offices By Shar...

WHARTON BUSINESS DAILY
About this episode

Raffi Amit, Wharton Professor of Management and founder of the Wharton Global Family Alliance (WGFA), joins the show to discuss the objectives and key takeaways of the alliance's 2024 Family Office Survey. 


The Wharton Global Family Alliance is a unique academic-family business partnership established to enhance the marketplace advantage and the social wealth creation contributions of enterprising families through thought leadership, knowledge transfers, and the sharing of ideas and best practices among influential global families. The Global Family Alliance benefits from the support of sponsors such as EY.




Hosted on Acast. See acast.com/privacy for more information.

Up next
Jul 4
User Choice, Defaults, and the Future of Search
Leon Musolff, Wharton Assistant Professor of Business Economics and Public Policy, discusses findings from a recent field experiment showing how default search engine settings significantly influence user choice, highlighting the implications for antitrust policy and competition ... Show More
10m 30s
Jul 2
How the First Sale Rule Helps Offset Tariff Costs
David Zaring, Wharton Professor of Legal Studies and Business Ethics, explains how the long-standing First Sale Rule allows U.S. companies to reduce tariff costs by structuring international transactions strategically and maintaining thorough supply chain documentation. Hosted on ... Show More
9m 56s
Jun 27
Markets Brace for Tariffs and Look to AI for Relief
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More
9m 44s
Recommended Episodes
Apr 14
From Legacy to Leadership: How the Second Generation Builds Forward
Keyth Pisani is the second generation of the family enterprise Corinthia Group, which is a leading international hotel developer, investor, and operator. It was founded in Malta in 1962 when Keyth’s father Alfred Pisani opened a restaurant. The family developed the restaurant int ... Show More
36m 29s
Mar 2025
The Key to Thriving Family Business Across Generations
Timothy Cosulich is the sixth generation of the family enterprise Fratelli Cosulich Group, which was founded in Italy in 1857. For several generations, the company has been a major player in many industries and sectors. Today, the activities span more than 15 business units, 133 ... Show More
40m 53s
Jul 2024
Building a New Legacy: The Transition From Family Business to Family Office
Julien Firmenich is the founder and CEO of Anaïs Ventures. It is a financial investment company incorporated in 2022 in Geneva, Switzerland. Anaïs Ventures manages a portfolio of direct investments in public and private companies across a variety of sectors. Before Anaïs Ventures ... Show More
39m 46s
Apr 2024
Navigating the Roles & Dynamics of a Multi-Family Business
Linda Wes is the third generation of the family enterprise, Bons & Evers Group which was founded by her grandfather and 3 co-founders from another family in the Netherlands in 1949. For 3 generations, the company has been a player in the non-ferrous metals industry. The company h ... Show More
27m 47s
Sep 2024
Private Equity Spotlight: James Sidwa on Nurturing Growth in Family Businesses
In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with James Sidwa, Managing Partner at Heartwood Partners. James shares his journey from the roots of entrepreneurship within his family to his pivotal role in private equity. With a ri ... Show More
35m 32s
Dec 2024
E121: What Billionaires Do Differently in Investing with Ron Diamond
In this episode of How I Invest, David Weisburd speaks with Ron Diamond, a renowned expert in the family office space and the founder of Diamond Wealth. Together, they explore the transformative role family offices are playing in private markets, the impending $84 trillion wealth ... Show More
38m 25s
Jan 2025
Building a Team That Builds the Business: How to Recruit Strategically
J.J. Levenske is the President and Co-Founder of Bleuwave, a company that provides facilities-based solutions for its clients. J.J. has over 30 years of experience in the construction and business solutions industry, and is a past board member at Vistage Worldwide, Inc., a global ... Show More
1h 7m
Jul 2024
277: Wealth Creation and the Value Equation | Christopher Volk
In this episode of the Strategy and Leadership podcast, host Anthony Taylor sits down with Christopher Volk, an accomplished author and business veteran known for his expertise in wealth creation and financial strategy. Christopher, who has a storied career in commercial banking ... Show More
25m 25s
Jul 2021
The Family Business Handbook with Rob Lachenauer
Rob Lachenauer is the CEO at BanyanGlobal, an organization that advises the owners of the world’s leading family enterprises on strategy and governance.He recently co-authored a book, Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Endurin ... Show More
27m 55s
Jun 2024
Philanthropy: Creating a Lasting Legacy with Michael Novak
SummaryOn this episode of the Driving Change Podcast, Michael Novak, President and CEO at Wellspring Financial Advisors, shares his expertise in understanding the communication required to pass on family values and wealth through generations. He emphasizes the importance of trans ... Show More
42m 16s