In this episode, Jessica Millstone (Managing Director, Copper Wire Ventures) shares the story behind her family office and how she and her sister stepped into leadership after growing up far from the traditional wealth-management world. Raised in their father’s scrap-metal business, neither sister expected to return — until Jessica proposed launching a venture fund with their dad, a project that ultimately brought the family closer together.

When their father passed away, Jessica and her sister inherited both the family office and the responsibility of shaping its future. Together, they’ve reimagined the enterprise — professionalizing the structure, aligning it with their own values, and building on the lessons their father passed down about partnership, communication, and keeping family at the center.

This conversation offers a candid look at next-gen stewardship, sibling collaboration, and how two sisters are honoring their father’s legacy while creating something entirely their own.

Welcome to the inaugural episode of the second season of Family Office Principals! This time we’re joined by Blake Pendleton, Director of Business Development at Pathstone. Listen in to learn about his career development and three core principles he has chosen to share:

* Clarity over complexity

* Know your strengths, outsource the rest

* Engage the next generation early but authentically

Welcome to Season 2 of Family Office Principals! For this first installment, we’re welcoming Blake Pendleton, Business Development Director at Pathstone, a partner-owned multi-family office serving UHNW families, single family offices, foundations, and endowments.

Join host and 1W CEO Scott Saslow to learn about Blake’s professional journey and his three principles he has chosen to share:

* Clarity over complexity

* Know your strengths, outsource the rest

* Engage the next generation early but authentically

Welcome to Season 2 of Family Office Principals! For this first installment, we’re welcoming Blake Pendleton, Business Development Director at Pathstone, a partner-owned multi-family office serving UHNW families, single family offices, foundations, and endowments.

Join host and 1W CEO Scott Saslow to learn about Blake’s professional journey and his three principles he has chosen to share:

* Clarity over complexity

* Know your strengths, outsource the rest

* Engage the next generation early but authentically

We're grateful to be joined by Marlis Jansen, Co-Founder and CEO of Graddha, LLC., an advisory organization serving individuals and families as they navigate the complexities of wealth.

Join us as we dive into several key principles Marlis has developed through the course of her career and experience within her own family’s office:

* The importance of developing the family office as a learning organization. How is that accomplished?

* Access is not the same as inclusion. How can family offices become truly inclusive?

* The family office is an extension or reflection of the broader family system. What implications does that have?

In this episode we’re joined by seasoned entrepreneurial investor Christian Busch for a fascinating discussion on cryptocurrency’s role in the family office. We’ll learn that basics of what crypto is, the biggest names out there, ways to invest, and how families can incorporate crypto into their investment strategy.

Join us for a special mother-son episode of Family Office Principals! We welcome Drew Payne, CEO of Upmetrics, an AI planning tool for entrepreneurs, and Roslyn Payne, President of the Payne Family Foundation and Chair at Upmetrics. We delve into their family's approach to change-making and vision alignment and how family values and dynamics exist in a business environment.

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In this episode of Family Office Principals, we're joined by Josh Kanter, Founder & CEO at Leafplanner and Principal at Josh Kanter Wealth Advisory Services. Listen in as Josh discusses his professional and family background, the legal tax journey to restore his father's legacy, Leafplanner's origin story, and the importance of holistic planning and clear communication across the family office.

Welcome to episode 5 of Family Office Principals where we welcome Barney Corning, Co-Founder and Partner at the CCC Alliance, for a discussion about his background and the importance of centering purpose, trust, and humility in both family office goal-setting and operations. Barney highlights the importance of taking things slow and prioritizing the softer, people-focused matters that permeate all family offices.

In this episode of Family Office Principals, we're joined by Philip Benjamin, Head of the Benjamin Family Office and Managing Partner at Colzen, for a discussion about the transition after his family sold their business, his journey venturing into new investment opportunities, the value of failure, and the importance of early childhood parenting in wealthy families.