Family Office Principals

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 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

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? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

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.. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

Welcome to the third installment of Family Office Principals where we welcome Scott Peppet, President of the Chai Trust Company that serves the Zell family office. In this episode, we discuss Scott’s professional background, the importance of culture and values in a family office ecosystem, how to be a good leader, involvement of in-laws, and the role of outsourcing. Scott stresses the importance of using holistic family well-being and development as guiding principles and reframing obligations as opportunities, all of which can help unleash the energy of physical capital. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

Join us for our second episode of Family Office Principles, as Chairman of the Alacrity Foundation, Owen Matthews, discusses his upbringing in the context of a successful family, his career journey in entrepreneurship and venture investment, as well as the values and perspective shifts between generations of a family office when it comes to philanthropy, investing, and impact. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com

In this inaugural episode, we’re welcoming Kristen Hull from NIA Impact Capital to discuss her background and interest in impact investing; NIA’s mission, development and strategy; and the broader landscape of sustainable investing among family offices, from challenges to opportunities. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit oneworldinvestments.substack.com