Keeping it in the Family Office

In this episode, we're joined by Sue Nicholson, Vice President at Dart Family Office in the Cayman Islands, who brings over a decade of experience in hospitality, real estate, NGOs, and the private client sector. Sue shares her journey from Canada to the Cayman Islands, where she has been instrumental in helping high-net-worth individuals and family offices navigate the opportunities and challenges of setting up in British Overseas Territories. With a focus on the strategic importance of selecting a second jurisdiction, Sue discusses the nuances of tax regulations, geopolitical shifts, and the benefits of the Cayman Islands as a prime location for wealth management and corporate relocation. Her insights are invaluable for anyone interested in understanding the complexities and advantages of managing wealth across borders in today's global landscape.


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

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. 

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. 

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/

In this episode of Family Office Insights, we welcome Matthew Newton, Head of Art Advisory at UBS. Matthew shares his expertise on navigating the art world, offering invaluable advice on building art collections that stand the test of time. He discusses the importance of personal resonance in art collecting, the nuances of distinguishing collectible art from decorative pieces, and the key factors that contribute to an artwork's lasting value. Matthew also delves into the role of relationships and expertise in successful art collecting, the challenges of authenticity, and strategies for risk management and preservation. Join us for a fascinating conversation filled with practical tips and insights for both seasoned and aspiring art collectors.

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

Watch on Youtube:
➡️ Click Here: https://youtu.be/E2iJ3zOFIbE

Listen on Buzzsprout:
➡️ Click Here: https://www.buzzsprout.com/2328671/15328228


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/

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Mitzi Perdue shares her incredible journey, from growing up in the family behind the iconic Sheraton Hotel chain to marrying into the illustrious Perdue family. She delves into the values and principles that have sustained her family's businesses for over 150 years, offering insights into maintaining family unity and fostering a culture of service and frugality. Mitzi also discusses the importance of philanthropy, innovative family practices like endowed vacations and webinars, and the significance of continuous learning and knowledge sharing. This episode is packed with valuable lessons on building and preserving a lasting family legacy. Don't miss this inspiring conversation with Mitzi Perdue!

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

Watch on Youtube:
➡️ Click Here: https://youtu.be/E2iJ3zOFIbE

Listen on Buzzsprout:
➡️ Click Here: https://www.buzzsprout.com/2328671/15328228


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/

In this episode of Keeping it in the Family Office, Pat Greco from GSI Family Office shares the inspiring story of his family's journey from humble beginnings to building a successful multi-generational family enterprise. The Greco family's roots trace back to the late 1950s when Pat's grandfather emigrated from southern Italy to Chicago with little more than a fifth-grade education and a dream of a better life. Overcoming numerous challenges, Pat's grandfather and his family worked tirelessly to make ends meet, eventually finding success in the food service industry.

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

Watch on Youtube:
➡️ Click Here: https://youtu.be/E2iJ3zOFIbE

Listen on Buzzsprout:
➡️ Click Here: https://www.buzzsprout.com/2328671/15328228


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/

In this episode, Erik, the head of private banking at Klosters Capital, dives into the unique financial landscape of Latin America compared to the US and Europe. He highlights the distinct challenges faced by Latin American clients, including privacy concerns and risks like extortion and kidnapping, and explains how Klosters Capital navigates these issues. Erik also discusses the strategic use of life insurance for liquidity and asset protection, emphasizing premium financing and the benefits of structures like dynasty trusts. Through real-life examples, he illustrates how these financial tools help ultra-high-net-worth families manage and preserve their wealth across generations.

How to Connect with Erik:
➡️ LinkedIn: https://www.linkedin.com/in/erikhalvorssen/
➡️ Website: https://klosters-capital.com/

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=WrpaoIcuWZU

In this episode of "Keeping it in the Family Office Podcast," we're joined by Dr. Dennis Jaffe, a seasoned expert in family enterprise consulting with over 40 years of experience. Dr. Jaffe is a Senior Research Fellow at Banyan Global Family Business Advisors and has extensively contributed to understanding how family dynamics interact with business operations. His gives insight into the evolution of family offices from simple wealth management practices to complex, multifaceted governance structures that balance personal relationships with professional operations. Dr. Jaffe shares compelling narratives from his research and consulting experience, highlighting the challenges and strategies that multigenerational families face in preserving both their wealth and familial bonds. His discussion offers invaluable perspectives for anyone involved in or interested in the nuances of family office management.

How to Connect with Dennis:
➡️ LinkedIn: https://www.linkedin.com/in/dennis-jaffe-a686286/
➡️ Website: https://dennisjaffe.com/

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

In this insightful episode, Mark Tepsic, a veteran in the family office domain, shares his experiences and expertise accrued over 15 years. Beginning his career within a family office, Mark has an atypical but enriching perspective on wealth management. He delves into his role at UBS, where he assists family offices in the US and Latin America to establish and refine their governance and operational structures. Mark emphasizes the holistic nature of family offices, highlighting the criticality of solid accounting, administrative foundations, and strategic planning for effective wealth management and intergenerational wealth transfer. His journey from a family office's General Counsel to a pivotal figure in a leading investment advisory firm offers a unique lens into the complexities and evolving nature of family wealth management.

How to Connect with Mark:
➡️LinkedIn: https://www.linkedin.com/in/mark-tepsich-88826b33/
➡️Website: https://www.ubs.com/us/en.html

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