This episode of the Capital Club Podcast features an in-depth conversation with Mark Tepsich, a seasoned family office veteran, and our host, Brian Adams. Mark shares his journey from starting an internship at a family office in 2008 to becoming an influential advisor for family offices across...

What does the word legacy mean to you? Everyone leaves a legacy, either a default one or an intentional one and Lance Welch's new book, The Legacy Navigator, is a blueprint to create your best legacy possible. Join us for an engaging conversation with Lance Welch, a Certified Business Development...

What are the unseen emotional investments and risks accompanying family wealth management, and how can families navigate these to ensure generational success? In this episode, our guest is Thomasina Williams, a pioneering family dynamics consultant who specializes in guiding ultra-high-net-worth...