How does a modern family office build a resilient and impactful portfolio in a world of constant change? This episode, we sit down with Steven Saltzstein, founder of Force Wealth, for a comprehensive look at the strategies shaping the future of private wealth.

Steven pulls back the curtain on the core pillars of his investment philosophy, from navigating the classic debate between generalist and specialist approaches to harnessing the power of co-investments. We explore the pressing trends of today, including the rise of ESG, the integration of charitable goals into investment theses, and how generational shifts are reshaping client expectations.

This conversation is packed with actionable insights on everything from fundraising and investor relations to coaching founders and building a powerful professional network. Steven also tackles listener questions on emerging markets and shares his outlook for the future.

Key Takeaways:

• The Modern Family Office Blueprint: Key investment strategies, the importance of diversity, and how to select the right deals.
• Generalist vs. Specialist: The pros and cons of each approach and how market volatility influences this critical choice.
• The Impact Imperative: How ESG trends and charity-driven investments are becoming central to portfolio construction.
• The Art of Relationships: Expert advice on client management, investor relations, and effective pitch coaching.
• Building Your Network: Proven strategies for networking, selecting service providers, and maintaining discretion in a connected world.