The Partner's Table: Conversations with Elite Leaders

What helps a family office thrive across generations? Passing on assets is only part of the answer. Families also need to pass on judgment, relationships, and the reasons behind important decisions.

On The Partner’s Table, James Zimbardi speaks with Colten Ratz, Founder and CEO of Family Office Factory, about succession, preparing the next generation, and building trusted relationships. They explore why early exposure and real responsibility matter, how family offices can filter a growing number of opportunities, and what families can learn from one another.

For informational and educational purposes only. This episode is not investment advice. Disclosure & Disclaimer: https://zynergy.com/disclosure-disclaimer/

Unlock the potential of your family office with insights from thought leaders Dr. Greg McCann and Jesús Casado Navarro Rubio. In this episode of the Partners Table podcast, we dive into their book "Reshaping Reality" and explore how family offices can evolve beyond mere financial management to foster human and relational capital.

Key takeaways:

• Understand the common misconceptions about family offices and their true purpose.
• Learn about the design flaws that can hinder family office effectiveness.
• Discover the importance of developing future generations for stewardship and leadership.

Timestamps:
00:00 Introduction
00:30 Overview of "Reshaping Reality"
02:00 Misconceptions about family offices
04:00 The importance of purpose in family offices
06:00 Differences between family businesses and family offices
09:00 Common design flaws in family offices
12:00 Listening to family needs vs. wants
15:00 The role of family offices in preparing the next generation
18:00 Building trust and responsibility in family dynamics
21:00 The importance of human and relational capital
25:00 How to reshape your family office

Subscribe for more insights on family office management and leadership.

#FamilyOffice #WealthManagement #Leadership

Disclosure & Disclaimer:
This program and any related materials are provided solely for informational and educational purposes. They may not be copied, distributed, published, reproduced, transmitted, modified, or disclosed, in whole or in part, without the prior written consent of Zynergy.

All third-party company names, trademarks, logos, products, services, and organization names referenced in this program are the property of their respective owners. Such references are used solely for informational, commentary, or identification purposes and do not imply any affiliation, sponsorship, endorsement, partnership, ownership interest, licensing rights, or approval by or between such third parties and Zynergy.

Nothing contained in this program constitutes, or should be construed as, financial, economic, legal, tax, accounting, investment, or other professional advice. Zynergy does not provide individualized investment advice through this program, and no information presented should be relied upon as the basis for making any investment decision. Viewers and listeners should consult their own professional advisors before making any financial, investment, legal, tax, or accounting decisions.

This program is not intended to constitute, and should not be construed as, an offer to sell or a solicitation of an offer to buy any securities, investment products, fund interests, or advisory services. Any offer or solicitation may be made only through the applicable confidential offering documents, subscription materials, advisory agreements, or other formal documentation, and only to eligible investors who satisfy all applicable suitability, accreditation, qualification, and verification requirements.

Certain statements made in this program may constitute forward-looking statements, projections, opinions, expectations, beliefs, or other statements regarding future events, market conditions, investment themes, business opportunities, or financial results. These statements are inherently uncertain and are based on assumptions that may prove incorrect. Actual results may differ materially from those expressed or implied. Zynergy undertakes no obligation to update, revise, or correct any forward-looking statement or other information contained in this program.

Any discussion of investments, strategies, sectors, companies, securities, or market opportunities is general in nature and does not constitute a recommendation, endorsement, or investment advice by Zynergy, its affiliates, or any guest or speaker. References to specific companies, securities, sectors, technologies, or investment themes are for illustrative and informational purposes only and should not be interpreted as a recommendation to buy, sell, hold, or otherwise transact in any security or investment.

Any financial services, investment opportunities, private fund interests, or related offerings discussed by Zynergy are available only to eligible investors, including verified accredited investors where required, and are subject to applicable laws, regulations, offering documents, and investor suitability requirements.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Investment strategies may experience volatility, illiquidity, valuation uncertainty, concentration risk, market risk, technology risk, regulatory risk, and other risks. There can be no assurance that any investment objective, strategy, projection, or expected outcome will be achieved.

Neither Zynergy, its affiliates, nor any of their respective officers, employees, partners, representatives, agents, or guests makes any representation or warranty, express or implied, as to the accuracy, completeness, reliability, timeliness, or adequacy of the information contained in this program. To the fullest extent permitted by law, Zynergy and its affiliates expressly disclaim liability for any losses or damages arising from or relating to the use of, reliance on, or inability to use any information presented in this program.

© 2026 Zynergy Investments, LP (“Zynergy”). All Rights Reserved.

In this episode of The Partners’ Table: Conversations with Elite Leaders, we sit down with James Zimbardi, Founder and CEO of Zynergy.

James shares his perspective on building an organization with purpose, leading through change, and creating a culture grounded in trust, accountability, and long-term thinking. The conversation explores the lessons that have shaped his leadership journey, the importance of surrounding yourself with the right people, and what it takes to turn a vision into an enduring enterprise.

Drawing on his experience as a founder and executive, James offers a candid look at the decisions, challenges, and values behind Zynergy’s growth.

Join us for a thoughtful conversation about entrepreneurship, leadership, culture, and building something designed to last.

Disclosure & Disclaimer:
This program and any related materials are provided solely for informational and educational purposes. They may not be copied, distributed, published, reproduced, transmitted, modified, or disclosed, in whole or in part, without the prior written consent of Zynergy.

All third-party company names, trademarks, logos, products, services, and organization names referenced in this program are the property of their respective owners. Such references are used solely for informational, commentary, or identification purposes and do not imply any affiliation, sponsorship, endorsement, partnership, ownership interest, licensing rights, or approval by or between such third parties and Zynergy.

Nothing contained in this program constitutes, or should be construed as, financial, economic, legal, tax, accounting, investment, or other professional advice. Zynergy does not provide individualized investment advice through this program, and no information presented should be relied upon as the basis for making any investment decision. Viewers and listeners should consult their own professional advisors before making any financial, investment, legal, tax, or accounting decisions.

This program is not intended to constitute, and should not be construed as, an offer to sell or a solicitation of an offer to buy any securities, investment products, fund interests, or advisory services. Any offer or solicitation may be made only through the applicable confidential offering documents, subscription materials, advisory agreements, or other formal documentation, and only to eligible investors who satisfy all applicable suitability, accreditation, qualification, and verification requirements.

Certain statements made in this program may constitute forward-looking statements, projections, opinions, expectations, beliefs, or other statements regarding future events, market conditions, investment themes, business opportunities, or financial results. These statements are inherently uncertain and are based on assumptions that may prove incorrect. Actual results may differ materially from those expressed or implied. Zynergy undertakes no obligation to update, revise, or correct any forward-looking statement or other information contained in this program.

Any discussion of investments, strategies, sectors, companies, securities, or market opportunities is general in nature and does not constitute a recommendation, endorsement, or investment advice by Zynergy, its affiliates, or any guest or speaker. References to specific companies, securities, sectors, technologies, or investment themes are for illustrative and informational purposes only and should not be interpreted as a recommendation to buy, sell, hold, or otherwise transact in any security or investment.

Any financial services, investment opportunities, private fund interests, or related offerings discussed by Zynergy are available only to eligible investors, including verified accredited investors where required, and are subject to applicable laws, regulations, offering documents, and investor suitability requirements.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Investment strategies may experience volatility, illiquidity, valuation uncertainty, concentration risk, market risk, technology risk, regulatory risk, and other risks. There can be no assurance that any investment objective, strategy, projection, or expected outcome will be achieved.

Neither Zynergy, its affiliates, nor any of their respective officers, employees, partners, representatives, agents, or guests makes any representation or warranty, express or implied, as to the accuracy, completeness, reliability, timeliness, or adequacy of the information contained in this program. To the fullest extent permitted by law, Zynergy and its affiliates expressly disclaim liability for any losses or damages arising from or relating to the use of, reliance on, or inability to use any information presented in this program.

© 2026 Zynergy Investments, LP (“Zynergy”). All Rights Reserved.