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High Performing Family Offices with Jay Hughes, Kirby Rosplock and Scott Saslow

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Manage episode 506748082 series 3444099
Content provided by Joe Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this special episode, we gathered three leading voices to share practical guidance on what makes a family office truly work. Kirby Rosplock, PhD (Tamarind Partners and Tamarind Learning), Scott Saslow (One World Investments), and James E. “Jay” Hughes Jr. (James E. Hughes Foundation) discuss clear purpose and governance, the right balance of family and independent talent, defining the true “client,” setting operating cadence and boundaries, preparing rising generations for stewardship, and building learning systems that enhance family well-being. Attendees hear real examples, research-informed insights, and actionable takeaways for founders, trustees, and beneficiaries seeking a more durable, values-aligned family office.

Website: https://theinheritanceproject.com

  continue reading

19 episodes

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iconShare
 
Manage episode 506748082 series 3444099
Content provided by Joe Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this special episode, we gathered three leading voices to share practical guidance on what makes a family office truly work. Kirby Rosplock, PhD (Tamarind Partners and Tamarind Learning), Scott Saslow (One World Investments), and James E. “Jay” Hughes Jr. (James E. Hughes Foundation) discuss clear purpose and governance, the right balance of family and independent talent, defining the true “client,” setting operating cadence and boundaries, preparing rising generations for stewardship, and building learning systems that enhance family well-being. Attendees hear real examples, research-informed insights, and actionable takeaways for founders, trustees, and beneficiaries seeking a more durable, values-aligned family office.

Website: https://theinheritanceproject.com

  continue reading

19 episodes

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