Podcast Episodes
Back to SearchSingle Family Office Fireside Chat: Negotiating Deals, Building a Portfolio of Investments, Scaling Businesses, and Joint Venture Strategy Case Studies | Dr. Alexandra Cook
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Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations…
2 months, 1 week ago
Ultra-Wealthy Families Leverage Their Most Important Assets to Create Multigenerational Wealth | Kevin Kolson
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Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimi…
2 months, 1 week ago
10 Strategies that Built a Billion Dollar Balance Sheet | Ken Neumann
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Ken Neumann has built $5B+ in revenue across multiple industries — and he's not done yet. In this fast-moving session, Ken reveals th…
2 months, 2 weeks ago
Family Office Strategies to Build Generational Wealth: From Philanthropic Impact to Deal-Making Excellence | Kip Kolson
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Veteran wealth advisor Kip Kolson, founder of Family Wealth Leadership, brings decades of insight to this episode on safeguarding gen…
2 months, 2 weeks ago
Artificial Intelligence for Capital Raising | Top 7 AI Tools Live Demo + Q&A
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We recently put on a live artificial intelligence training and tool demonstration webinar on 7 of our tools built for founders, inves…
2 months, 3 weeks ago
Joint Venture, Partnership & Investment Pitch Strategies to Close Deals with Celebrities, Centimillionaire, and Pro Athletes | Metta World Peace
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In this candid fireside chat, NBA Champion Metta World Peace shares the real story behind his transition from an 18‑year professional…
2 months, 3 weeks ago
Centimillionaire Strategies: 3 Strategies on Growing a Business, 3 Insights from our Exit, and 3 Mental Models only the Top .1% in Business Have | Yahya Mahmoud
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Some founders are loud. Others let their execution speak. This episode features a low-profile, high-performance family office princip…
2 months, 3 weeks ago
Top 5 Strategies to Scale, Structure, Negotiate and Manage Time | John Lettera
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What do institutional lenders, billion-dollar families, and elite real estate sponsors all have in common? They want capital partners…
2 months, 4 weeks ago
Build a Business That Your Family Can Own for the Next Century | Pierre DuPont
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What does it take to build a business that survives for generations—through wars, wealth cycles, and wild family dynamics?
In this rare beh…
3 months ago
You're a Wealth Creator? Guess What! You're Also a Target: 5 Things You Can Do About It | Mitzi Perdue
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Wealth builds empires but it also paints a target on your back. In this eye-opening episode, we dive into the unseen threats facing h…
3 months ago