Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage.

Stephen Tanenbaum, the founder of Rainbook, explores how philanthropy, technology, and financial advisory services come together. Stephen explains how AI and machine learning can improve the way clients interact with their advisors, while still stressing the importance of human connection.

Stephen discusses the rising need for qualified wealth advisors, the differences between fiduciaries and brokers, and some tips for picking the right financial advisor. Stephen also shares how Rainbook carefully selects its advisors and the creative ways they engage with clients and ensure transparency.

Listeners will gain helpful tips on how technology and proper education can improve their financial journeys and also get an exciting look at Rainbook’s vision for the future of financial advisory services.

Key Moments

00:00 Passion & Fiduciary Responsibility

04:49 Fiduciaries: Client First, No Commissions

07:53 Choosing Trustworthy Advisers

11:39 Benefits of Holistic Financial Firms

20:38 Client Fees vs. Industry Benchmarks

29:45 Technology in Client Interactions

Connect with Stephen Tanenbaum

LinkedIn: https://www.linkedin.com/in/stephen-tanenbaum-9596706/ 

Website: https://www.rainbook.com/ 

Welcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda Cobian, who brings over 25 years of experience as a house manager, family assistant, and celebrity chef.

Helda shares invaluable advice for entering this field, stressing open-mindedness, adaptability, and the importance of a teachable team. She emphasizes creating a sanctuary for the family and maintaining personal connections with staff and principals.

Her approach, rooted in empathy, communication, and continual learning, highlights recognizing individual talents to keep team members motivated and challenged.

Timestamps

00:00 Discussing successful management strategies for various types of properties.

03:23 Real estate and house managers prioritize teachability.

09:13 Check in with staff and prioritize tasks.

12:44 Prepare, organize, support, and refresh staff effectively.

14:21 Managing team relationships and preparation for site visits.

18:25 Emphasize caring for people, challenge, and privacy strategies.

23:32 Principals' experiences vary; they need to be prepared.

25:48 Proactive estate management improves professional balance.

29:11 Connect with Elda on social media platforms.

Connect with Helda Cobian

LinkedIn: https://www.linkedin.com/in/helda-cobian-682561a1/

“Transformation begins when we align compassion with growth”

Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally and professionally—using the power of behavioral neuroscience and empathy. Sarah talks about her incredible journey, starting as an opera singer and transitioning into wellness coaching, where she helps others transform their lives.

Sarah shares real-life tips on building resilience, improving communication, and finding fulfillment, whether you're leading a team or just looking for more balance in your life. Her advice is relatable and perfect for anyone ready to grow and thrive.

Key Moments

03:47 Empathy and Healthy Communication

07:21 Coaching for Personal Fulfillment

20:43 The Reward of Starting

24:21 Redefining Success

11:33 Actionable Aims and Flexibility

Connect with Sarah Hodges

LinkedIn: https://www.linkedin.com/in/sarahahodges

Website: https://hodgescoaching.com/ 

“The key to success is understanding your client's unique needs and delivering personalized service.”

Catherine Smith, the founder of CS Smith Management, is an expert in estate and property management for high and ultra-high net worth clients. In this episode host Jonathan Fishbeck explores Catherine's journey, starting from managing properties in the lovely Virgin Islands to her current work in the beautiful mountains of North Carolina.

Catherine also shares insights on maintaining work-life balance, managing client expectations, and creative problem-solving. Whether you're in property management or looking for inspiration in balancing life, this episode is packed with valuable insights.

Key Moments

 09:22 Experience with Diverse Clients

 15:56 Supportive Team Meetings

 17:05 Focus on People and Legacy

 24:28 Choosing Reliable Contractors

 29:59 Thriving Market for High Net Worth Clients

Connect with Catherine Smith 

LinkedIn: https://www.linkedin.com/in/catherine-smith-03bab7202 

Website: https://www.cssmithpropertymanagement.com/ 

“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.”

In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, and personalized coaching, drawing from their diverse backgrounds in professional sports, event marketing, private equity, and hospitality.

Lisa and Julia delve into the essential elements of an effective onboarding process, the challenge of balancing professional and personal life, and their innovative methods for matching candidates with executive needs. They also discuss their approach to building a sustainable work environment and optimizing team effectiveness, offering valuable insights for anyone interested in professional growth and time management.

Key Moments

05:54 Finding EQ-Driven Assistants

08:05 Mastering Work-Life Balance

18:30 Secrets to Effective Onboarding

24:05  Pennyworth’s Onboarding Strategy

Connect with Lisa Casson
LinkedIn: https://www.linkedin.com/in/lcasson/ 

Website: https://www.pennyworthprojects.com/ 

Connect with Julia Hudson

LinkedIn: https://www.linkedin.com/in/jhudsonea/ 

Website: https://www.pennyworthprojects.com/ 

“Success in leadership is about anticipating needs and creating lasting impressions.”

Today's guest, Georges Labaki, manages a 17,000-square-foot estate for future naval officers in Annapolis Maryland. With a career spanning roles from Navy cook to elite positions at the White House and Pentagon, Georges shares his insights on high-profile estate management and the importance of safety and hospitality, revealing his leadership philosophy of mentoring and building resilient teams.

This episode offers a deep dive into estate management, hospitality, and the balance of privacy and security.

Timestamps

0:00 From Cook to Estate Manager

05:15 The Hospitality Mindset

12:10 Staying focused and healthy

15:30 3 Core Team Values

30:51 Handling Privacy and Security

33:03 Outro

Connect with Georges Labaki

LinkedIn:https://www.linkedin.com/in/georges-labaki-a1a346a4/ 

Website: https://navalacademytourism.com/blog/usnas-georges-labaki-chopped-kitchen 

"Maintaining balance is crucial; without it, both the client relationship and the property suffer."

In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balancing client needs with sustainable property management.

He reveals his strategies for pristine estate upkeep, including the use of solar energy in places like the Bahamas. Emphasizing the importance of setting boundaries to prevent burnout, Philip discusses the precision needed for managing high-value estates and fostering strong client relationships.

Key Moments

1. 00:00 - 10 years in Canada, culinary and hospitality.

2. 05:44 - Maximizing efficiency and maintenance yields client satisfaction.

3. 08:23 - Communication and transparency are essential for projects.

4. 12:43 - Client representation, energy, natural resources, construction goals.

5. 16:25 - Research and preparation for introducing koi fish.

6. 18:12 - Approach to client asset and property care.

7. 22:24 - The key to managing relationships is traceability and accountability.

8. 25:01 - Client understanding, comfort, and personalized experiences are key.

9. 28:36 - Clientele respect increases engagement; soccer connection.

10. 30:36 - Advising businesses on proactive client coaching for success.

Connect with Philip Smith

LinkedIn: https://www.linkedin.com/in/philip-smith-97610b26/ 

Website: https://www.acmbahamas.com/ 

"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems."

Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience.

In this episode, Rebecca shares her insights into how family offices have evolved over the last twenty years, the importance of expert tax and legal strategies, and the benefits of hybrid family office setups. Rebecca also opens up about managing the intricacies of family office work while being a single parent, and how crucial family and community support can be. 

Key Moments

05:25 Lessons from Building an Office

08:34 Family Office Service Gaps

15:44 Strong Financial Foundations

23:54 Three Phases of Client Integration

26:20 Proactive Planning Essentials

Connect with Rebecca Cowley

LinkedIn: https://www.linkedin.com/in/rebeccamaguire 

Website: https://andersen.com/

"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.”

In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting to her principals' unique preferences and the importance of building a team based on trust and respect.

Jocelyn reveals how technology tools like EstateSpace are revolutionizing high-end property management, blending tradition with modern innovation. She also shares her strategies for maintaining a healthy work-life balance, emphasizing the role of self-care and effectively managing personal and family commitments. 

Timestamps:

0:00 Candid Beginnings

10:02 The Art of Discretion
18:47 How To Retain a High-Performing Team

34:06 Outro

Connect with Jocelyn Galvez

LinkedIn: https://www.linkedin.com/in/jocelyngalvez72/ 

"It's about connecting people and opportunities to create meaningful investment experiences."

Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, and emerging markets like alcohol and cannabis.

Aaron discusses their unique approach to providing members access to private investments, balancing risk, and leveraging the expertise of over 175 members. He also highlights the company's shift towards Series C, D, and Pre-IPO investments, and the importance of community and disciplined time management. 

Key Moments

00:00: Aaron’s venture capital passion and CEO balance.

06:42: Okeanos diverse venture and private equity strategy.

12:50: Building relationships for top-tier investment access.

17:50: Opportunities in early and later-stage investments.

24:31: Unique investment analysis and member value alignment.

Connect with Aaron Berkey

LinkedIn: https://www.linkedin.com/in/aberkey/ 

Website: https://www.okeanos.vc/