Keeping it in the Family Office

By: Lenny Pisano
  • Summary

  • Welcome to 'Keeping it in the Family Office,'. This podcast offers direct insights into the family office sector, focusing on trends, critical issues, innovations in wealth management, governance, and more!

    Definition:

    /to keep it in the family/

    Meaning - to keep something within the family, such as private information, or to keep a family business or tradition going.

    © 2024 Keeping it in the Family Office
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Episodes
  • Family Offices & Industrial Hemp w/ Maxwell Nee
    Oct 30 2024

    In this episode, we feature Maxwell Nee, the Chairman and Founder of Family Office Insider, who shares his journey from banking to managing family investments alongside his brother. Maxwell discusses their venture into real estate development and the shift toward industrial hemp farming. He explains the competitive advantages of their operations, focusing on sustainable and scalable business models. Maxwell also explores the growing opportunities within the industrial hemp industry, shedding light on its diverse applications, from packaging to construction. Tune in to learn about his vision for the future of sustainable investments.

    About Nuvo Capital Partners:
    ➡️ Website: https://nuvocapitalpartners.com/home/
    ➡️ Host: https://www.linkedin.com/in/lennypisano/

    Watch on Youtube:
    ➡️ Click Here: https://www.youtube.com/watch?v=fyOIcBIJfyQ

    Listen on Buzzsprout:
    ➡️ Click Here: https://www.buzzsprout.com/2328671/episodes/16020216


    Click below to view some research Nuvo Capital Partners actively publishes to help assist Family Offices with their real estate investment decisions:
    📈 Click Here: https://nuvocapitalpartners.com/research/



    𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘦 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘰𝘧 𝘵𝘩𝘪𝘴 𝘱𝘰𝘥𝘤𝘢𝘴𝘵 𝘪𝘴 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘐𝘵 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘢𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵, 𝘰𝘳 𝘭𝘦𝘨𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘈𝘯𝘺 𝘰𝘱𝘪𝘯𝘪𝘰𝘯𝘴 𝘦𝘹𝘱𝘳𝘦𝘴𝘴𝘦𝘥 𝘢𝘳𝘦 𝘴𝘰𝘭𝘦𝘭𝘺 𝘵𝘩𝘰𝘴𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘥𝘰 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘢𝘯 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘮𝘦𝘯𝘵 𝘰𝘳 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘢𝘯𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘳 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺. 𝘓𝘪𝘴𝘵𝘦𝘯𝘦𝘳𝘴 𝘢𝘳𝘦 𝘦𝘯𝘤𝘰𝘶𝘳𝘢𝘨𝘦𝘥 𝘵𝘰 𝘴𝘦𝘦𝘬 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘧𝘳𝘰𝘮 𝘢 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘰𝘳 𝘭𝘦𝘨𝘢𝘭 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘣𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴. 𝘛𝘩𝘦 𝘩𝘰𝘴𝘵𝘴 𝘢𝘯𝘥 𝘨𝘶𝘦𝘴𝘵𝘴 𝘢𝘴𝘴𝘶𝘮𝘦 𝘯𝘰 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘧𝘰𝘳 𝘢𝘯𝘺 𝘢𝘤𝘵𝘪𝘰𝘯𝘴 𝘰𝘳 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴 𝘳𝘦𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥.

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    32 mins
  • The Power of Family, Mentorship, and Legacy w/ Jason Ma
    Oct 24 2024

    In this episode, we feature Jason Ma, an award-winning chief mentor to next-generation leaders, as he shares his wisdom from decades of experience in both the tech industry and family business. Jason delves into his work with high-net-worth families, guiding their next-gen members to achieve success in personal, career, and business endeavors. He offers insights into the challenges and responsibilities of managing wealth across generations, while also emphasizing the importance of resilience, critical thinking, and well-being. Tune in to explore Jason's unique approach to mentoring, leadership, and maintaining family legacies.

    About Nuvo Capital Partners:
    ➡️ Website: https://nuvocapitalpartners.com/home/
    ➡️ Host: https://www.linkedin.com/in/lennypisano/

    Watch on Youtube:
    ➡️ Click Here: https://www.youtube.com/watch?v=xcPaOyP5LVg

    Listen on Buzzsprout:
    ➡️ Click Here: https://www.buzzsprout.com/2328671/episodes/15963434


    Click below to view some research Nuvo Capital Partners actively publishes to help assist Family Offices with their real estate investment decisions:
    📈 Click Here: https://nuvocapitalpartners.com/research/



    𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘦 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘰𝘧 𝘵𝘩𝘪𝘴 𝘱𝘰𝘥𝘤𝘢𝘴𝘵 𝘪𝘴 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘐𝘵 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘢𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵, 𝘰𝘳 𝘭𝘦𝘨𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘈𝘯𝘺 𝘰𝘱𝘪𝘯𝘪𝘰𝘯𝘴 𝘦𝘹𝘱𝘳𝘦𝘴𝘴𝘦𝘥 𝘢𝘳𝘦 𝘴𝘰𝘭𝘦𝘭𝘺 𝘵𝘩𝘰𝘴𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘥𝘰 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘢𝘯 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘮𝘦𝘯𝘵 𝘰𝘳 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘢𝘯𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘳 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺. 𝘓𝘪𝘴𝘵𝘦𝘯𝘦𝘳𝘴 𝘢𝘳𝘦 𝘦𝘯𝘤𝘰𝘶𝘳𝘢𝘨𝘦𝘥 𝘵𝘰 𝘴𝘦𝘦𝘬 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘧𝘳𝘰𝘮 𝘢 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘰𝘳 𝘭𝘦𝘨𝘢𝘭 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘣𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴. 𝘛𝘩𝘦 𝘩𝘰𝘴𝘵𝘴 𝘢𝘯𝘥 𝘨𝘶𝘦𝘴𝘵𝘴 𝘢𝘴𝘴𝘶𝘮𝘦 𝘯𝘰 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘧𝘰𝘳 𝘢𝘯𝘺 𝘢𝘤𝘵𝘪𝘰𝘯𝘴 𝘰𝘳 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴 𝘳𝘦𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥.

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    48 mins
  • Building the Sargento Cheese Family Fortress w/ Joshua Gentine
    Sep 25 2024

    In this episode, we sit down with Josh Gentine, a third-generation board member at Sargento Foods, who shares his family's journey from founding to becoming a household name. Josh delves into the challenges and successes of generational transitions, emphasizing the importance of communication, governance, and independent directors. He provides practical advice on navigating family dynamics, ensuring fairness in succession planning, and the value of core principles. Drawing from his extensive experience, Josh offers actionable insights for building resilient family enterprises. Don't miss this engaging conversation filled with wisdom on sustaining family businesses across generations.


    About Nuvo Capital Partners:
    ➡️ Website: https://nuvocapitalpartners.com/home/
    ➡️ Host: https://www.linkedin.com/in/lennypisano/

    Watch on Youtube:
    ➡️ Click Here: https://www.youtube.com/watch?v=uEL0foYYHo8

    Listen on Buzzsprout:
    ➡️ Click Here: https://www.buzzsprout.com/2328671/episodes/15493264


    Click below to view some research Nuvo Capital Partners actively publishes to help assist Family Offices with their real estate investment decisions:
    📈 Click Here: https://nuvocapitalpartners.com/research/




    Show More Show Less
    46 mins

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