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What if the secret to preserving family wealth across generations lies hidden in the history books? We venture back to the roots of family offices, drawing lessons from the legendary Morgans and Rockerfellers.  Hosts Sam Maule and Maia Bittner share compelling personal stories and historical insights, setting the stage for a deep dive into the evolution of family offices. Our special guest, Simran Kang, founder of MyFO-Tech and former PwC strategist, provides a rich perspective on how family offices maintain intergenerational wealth amidst alarming attrition rates. 

Ever wondered how the ultra-wealthy manage their vast fortunes? Join us as we explore the sophisticated ecosystem of family offices in the U.S., which oversee billions in assets. This chapter uncovers the complexities of targeting affluent individuals with over a million dollars in assets looking for diverse investment options.  Simran shares her expertise on the critical role of professional management in family offices and the importance of technological tools for seamless operation. We also navigate the murky waters of regulatory challenges and the risks that come with poor management practices.

Imagine replacing your chaotic Excel sheets and notebooks with advanced digital tools for wealth management. This episode reveals the transformative power of specialized software in organizing family and business documents. We discuss the integration of AI to simplify legal complexities and the emotional resistance people have towards abandoning traditional methods. Lastly, we touch on the impactful role of philanthropy and collective giving in managing family wealth. Tune in for invaluable insights and practical advice that bridge the gap between old-school financial management and modern technological solutions.

Hosts: Sam Maule & Maia Bittner