Most family offices believe their structure protects them, but it often does not. 

Susan Lindeque, Founder and CEO of Avestix Technology Holdings, has managed over a billion dollars in private assets and knows exactly where the quiet failures hide.

In this episode, she exposes the compliance gaps families overlook — from offshore entities and digital assets to fragmented ownership structures — and shares the integrated, real-time framework that keeps complex wealth protected across generations.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

Most family offices investing millions in private deals are flying blind — and it's costing them years of regret.

Susan Lindeque — private equity expert with over $1 billion invested — joins the show to reveal the critical due diligence steps most family offices skip when evaluating private deals while breaking down how to pressure-test financial projections and verify claims about competitive moats through real customer conversations. 

She shares her proven framework for building a focused investment thesis, vetting deal flow, and protecting your portfolio from the biggest pitfalls in private markets: weak management teams, regulatory blind spots, and liquidity risk. 

If you manage or advise family wealth, this episode gives you the process to invest smarter and sleep better at night.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

(00:00:00) The Wealth Gap Between Men and Women

(00:00:27) The Importance of Financial Education for Women

(00:02:34) Breaking into Male-Dominated Financial Spaces

(00:03:57) Women's Investment Instincts and Performance

(00:05:48) Starting Small: The First Steps to Investing

(00:09:38) Understanding Stocks and Bonds in Simple Terms

(00:11:44) Diversification: The Key to a Strong Portfolio

(00:16:15) Building a Realistic Investment Portfolio

(00:24:34) The Power of Digital Assets and Institutional Custody

(00:28:06) The Buffett Principle: Patience and Discipline in Investing

Women and retirement savings reveal one of the most overlooked gaps in personal finance. You have worked hard, lived carefully, and still the numbers do not add up. The wealth gap is not a discipline problem. It is an access problem.

Susan Lindeque, Founder of Avestix Technology Holdings and a former Global CFO who has structured over a billion dollars across real estate, venture capital, and private equity, hands you the blueprint most women were never given. You will never look at money the same way.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

Your family office named AI a priority this year, and months later, nothing has actually changed.

It still runs on spreadsheets and the same public tech stocks everyone else owns. The gap is not ambition; it is that no one can tell real AI tools from vendor hype.

Susan Lindeque, Chartered Accountant and CIO of her own family office, breaks down the two AI gaps quietly making families vulnerable. Listen, and you will know exactly where to start and what waiting is costing you.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

Three million dollars a year. That is what a family office can quietly cost, and most families cannot tell you what it actually buys.

The worst losses never appear on a single statement. They are buried inside the structure, draining a fortune one invisible cost at a time, while everyone assumes the money is safe.

Host Stacey Chillemi sits down with Susan Lindeque, Founder and CEO of Avestix Group, to reveal where the money really goes and how wealthy families keep it for generations.

You'll learn:
💸 How fortunes quietly bleed out each year

⚠️ The single person who can sink it all

🔁 Where wealthy families pay twice over

🏛️ What turns a fortune into a dynasty

📈 The model that scales without the overhead

🧭 The one question that protects a legacy

Press play before another year of hidden costs drains what you built.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

Wealth used to mean security. Now it makes you a target.

In 2026, attackers can clone your voice from a podcast and your face from LinkedIn, then call your family office and wire the money out before anyone notices. 

Host Stacey Chillemi sits down with Susan Lindeque, Founder of Avestix Multi Family Office, Chartered Accountant, and former Global CFO, to expose how AI is draining family wealth and how to defend against it.

You'll learn:
🎯 Why wealth makes you a bigger target

🔓 The four places your money leaks out

🤖 How deepfake fraud actually works

📞 Why phone verification no longer protects you

🏦 The vendor risk hiding in plain sight

✅ The security audit to run this week

The threat is real. The fix starts today.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

Most families don't lose their wealth because they made bad investments. They lose it because nobody prepared the people who were supposed to carry it forward.

Stacey Chillemi sits down with Susan Lindeque — Founder of Avestix Multi Family Office and former Global CFO with over $1 billion in structured transactions — to walk you through exactly what families need to do right now to protect what they've built. 

💥 Why the "Succession Gap" is quietly threatening family wealth everywhere
🤖 How AI, digital assets & cybersecurity risks are rewriting the rules — and what your family must do about it
🔐 Why money alone will never be enough to protect the next generation
💬 What healthy succession really looks like — the human side nobody talks about
🚀 Practical steps you can take today to start the right conversations and build a real plan 

This is the episode that gives your family the clarity, tools, and confidence to face the future — together. 

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

A wealth plan that worked yesterday may not protect you today.

Host Stacey Chillemi talks with Susan Lindeque, founder of Avestix, about how to modernize your wealth strategy, protect your data, and build a plan that actually supports your future.

 You’ll learn:
🔐 How to protect your wealth in a digital-first world
👩‍💼 Why women-led wealth is reshaping the future
📊 How to get clarity across complex financial data
🏛️ How better structures reduce friction and risk
🌱 How to build a legacy that lasts across generations

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]

The Investing Game is Changing—And Women Are Leading the Charge. 💥 If you think the biggest opportunities in real estate, finance, and tech are reserved for Wall Street insiders, think again. The future of investing is shifting—and women are at the forefront.

In this powerhouse episode, Stacey Chillemi sits down with venture capital and real estate expert Susan Lindeque to break down:

✅ How women are reshaping the investment landscape
✅ The biggest tech and finance trends you NEED to know
✅ Why real estate is a game-changer for building wealth
✅ How to spot the smartest investments before everyone else does

This isn’t just about making money—it’s about leading the future. Ready to claim your seat at the table?



Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: [email protected]