Ep. 136 - The Art of the Family Office: Building Structure, Strategy & Legacy
Description
Guest: Justin Bakewell – Head of Client Strategy
In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren welcomes Justin Bakewell, Managing Director, Strategy & Head of Mid-Atlantic at Pitcairn (formerly Brightside Partners). Justin shares how Pitcairn guides families through the complexities of multi-generational wealth—aligning purpose, values, and financial strategy. The conversation explores how family offices can strengthen communication, formalize governance, and create enduring investment frameworks that preserve both capital and legacy. From investment policy statements to succession planning, Justin offers rare insights into how families can move from reactive financial management to intentional, principle-based decision-making. This episode provides clear, actionable wisdom for advisors and family office leaders seeking to build resilience and long-term impact.
🎧 Listen on Spotify, Apple Podcasts, and Libsyn
🌐 Learn more at www.fore.institute
United States
