In this episode, Arthur interviews Colten Ratz, who shares his journey from a non-traditional background to becoming a key player in the family office space. Colten discusses the importance of building authentic relationships, the challenges he faced, and his vision for creating value within the family office ecosystem. He also talks about his new initiative, the Family Office Roundtable, aimed at fostering connections and sharing insights among family offices.

Takeaways

Colten emphasizes the importance of authenticity in building trust.

His non-traditional background has shaped his perspective on success.

Networking is crucial in the family office space.

Colten's journey highlights the value of perseverance and resilience.

He aims to create a newsletter to keep families updated on events.

Building relationships is key to success in finance and investments.

Colten's experience at Marcus Evans opened doors to family office connections.

He believes in providing value before monetizing services.

The Family Office Roundtable aims to foster collaboration among families.

Colten is focused on creating a platform for family offices to connect.

Titles

Building Authentic Relationships in Family Offices

Colten Ratz: A Journey from Non-Traditional to Family Office Expert

Sound bites

"I want to foster authentic peer exchange."

"Networking is crucial in this space."

"I want to help families however I can."

Chapters

00:00 Introduction to Colten Ratz and His Journey

02:31 Colten's Non-Traditional Background and Early Challenges

05:11 Transitioning into the Finance World

07:54 Building Relationships in the Family Office Space

10:34 The Family Office Roundtable and Networking

12:56 Creating Value in the Family Office Ecosystem

15:31 The Importance of Authentic Connections

17:59 Future Plans and Upcoming Newsletter

20:43 Wrap-Up and Future Engagements