Family Office Intel

Apr 11 2023 8

In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office. If you’d like to get in touch with our guests or have any questions, please send an email to [email protected]. To sign up for our newsletters and learn more about our solutions and research in the family office space, check out our website: www.dentons.com/familyoffice.

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Restructuring and insolvency issues that family enterprises face in the tumultuous 2023 economy

Apr 11 2023 37 mins

In this episode, Edward Marshall, Global Head of Dentons Family Office Group, is joined by Dentons partner, Bob Richards. Bob is chair of Dentons' Global Restructuring, Insolvency and Bankruptcy practice group and practices in the areas of bankruptcy and insolvency-related transactions and litigation. His practice includes Chapter 11 representations, distressed asset acquisitions,

Aligning family office expectations and assumptions among family members impacted by varying cultures

Feb 27 2023 27 mins

In this episode of Family Office Intel, Edward Marshall is joined by Nike Anani for a second interview focusing on educating families on qualitative issues via a cultural lens. They discuss the alignment of ideas stemming from varied cultural exposure in NextGen family members with the traditional concepts promoted by the family founders in order to successfully resolve conflicts a

Checks and balances in protecting the family office position during fund or direct investment

Dec 19 2022 31 mins

In this episode, Edward Marshall is joined by Jonathan Cantor, a partner in Dentons’ UK corporate practice. Jonathan has more than 25 years of experience advising on corporate transactions, including domestic and international structured complex corporate real estate acquisitions. Jonathan discusses the processes, issues and decisions involved when investors elect investing into

Customizing technology, reporting, and structures for family offices

Dec 09 2022 30 mins

Edward Marshall is joined by Shaun Parkin, founder and principle consultant at Hall Road Investments. Shaun brings several decades of experience in the financial services industry, including serving over six years at State Street Global Advisors where he held numerous roles including Australian Head of Exchange Traded Funds (ETFs) and Vice President within the Institutional Client

Aligning profit, philanthropy and priorities for both current and NextGen family members

Nov 21 2022 33 mins

Edward Marshall is joined by William Akridge, who helps lead the early stage investments of single family offices. Together, they discuss the development of his family office, how to align ROIs with philanthropic goals, and the priorities of the NextGen family members. William also identifies trending topics in family office portfolio investments and shares his insights on the

How family offices can navigate the art and collectibles market

Oct 25 2022 30 mins

In this episode, Edward Marshall is joined by Ronald Varney, a prominent fine art advisor and former Sotheby’s Senior Vice President in the Trusts and Estates Department. Ron runs Ronald Varney Fine Art Advisors and has written widely on the arts for such publications as Esquire, the Smithsonian, House & Garden and The Harvard Business Review. Ron and

Successfully navigating family office conversations on transitions, motivations and expectations

Sep 12 2022 26 mins

In this episode, we are joined by Greg Mech, Managing Director at Caprock, a US-based MFO with clients all over the world. Greg was a former Regional Managing Director for Bank of America Merrill Lynch and was a founder of eMaxx Partners, a virtual advisory firm. In this episode of #FamilyOfficeIntel, Greg discuss the importance of family business and family office trans

Family Office Intel

By Dentons