Crain Currency

Our reporter Andrew Cohen was on the ground at the WOBI World Business Forum in NYC, where he secured exclusive interviews with industry thought leaders on leadership and the dynamics of family businesses. As an added bonus, he had the opportunity to speak with the legendary Francis Ford Coppola about his family’s legacy and their enduring success. We can’t wait to share these insights with you—stay tuned for more. #WorldBusinessForum #Leadership #FamilyBusiness #CrainCurrency #FrancisFordCoppola #FamilyLegacy #WBFNYC #WOBI #NYC

In the past decade, during the rise of social media and the increasing polarization in America, family offices and wealthy individuals have turned to donor-advised funds (DAFs) and private foundations, which make it easier to make anonymous gifts to charity. To read the full article, be sure to subscribe to Crain Currency today - https://lnkd.in/gmNhvDE6 #familyoffice #business #philanthropy #wealthmanagement #charitablegiving American Legislative Exchange Council Betsy Erickson Arabella Advisors Elizabeth Dale, PhD Dorothy A. Johnson Center for Philanthropy The Chronicle of Philanthropy Marcus Baram

Liesel Pritzker Simmons is the co-founder and principal of Blue Haven Initiative, one of the first family offices created with impact investing as its mission. She talked with Crain Currency about what inspired her and what she sees as the future of impact investing. To read the full article, be sure to subscribe to Crain Currency today - https://lnkd.in/gb6aFVVi #familyoffice #business #impactinvesting #investing #technology

Executive search consultants who work with family offices say the hiring challenges they face involve financial, communication and governance skills; cultural IQ; and plenty of discretion. Subscribe to Crain Currency to learn more: https://lnkd.in/gJtXt36B #familyoffice #business #leadership #networking J.P. Morgan Citi Mark Somers Somers Partnership David Chie Palo Alto Staffing Brian C. Adams Mack International LLC Marcus Baram

Marco Antonio Soriano IV leads The Soriano Group & Family Office, a company celebrated for its legacy of innovation and strategic growth. Under his leadership, the group has expanded its global presence, excelling in strategic negotiations, financial management, mergers, acquisitions and private equity ventures. In this wide-ranging interview with Crain Currency, Soriano discusses how the organization has solidified its position as a formidable force in the global market and shares what lies ahead for both him and The Soriano Group. To read the full article, be sure to subscribe to Crain Currency today - https://lnkd.in/e5i2i-Xt #familyoffice #business #leadership #legacy

In this episode of Wealth & Wisdom, Crain Currency's editor, Kristen Oliveri, sits down with Joshua Brown, CEO of Ritholtz Wealth Management, for a wide-ranging discussion. They cover his latest book, You Weren’t Supposed to See That, and his insights on the evolution of the wealth management market — including the nuanced differences between high-net-worth and ultra-high-net-worth individuals. To watch the first episode of this new series, click the link below:  https://lnkd.in/guNXiCkk      #familyoffice #familybusiness #innovation #future #financialservices #leadership 

The much-anticipated great wealth transfer is coming, as we’ve been told. But nuances within this trillion-dollar shift may have been overlooked. Stay informed by subscribing to Crain Currency today: https://lnkd.in/g4b5gWxq #familybusiness #business #wealth #generationalwealth #wealthmanagement Sandra Swirski Kathleen Grace, CFP®, CIMA® Fiduciary Family Office Ken Spruill Keith Bloomfield FFT Wealth Management Kristen Oliveri

We are excited to be the official Media Parner of the 2024 FOX Family Forum from October 28-30. Join family members, office executives and their trusted advisors to learn about building and strengthening a lasting family enterprise.     At Family Forum, attendees will explore navigating the artificial intelligence frontier with expert Dave Blundin, hear about ten core competencies across each of life’s ten stages from the authors of The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth, and delve into Design for Strengths with Olympic medalist, acclaimed author, and motivational speaker, John Coyle. With all this and more, this forum is a must for all members of enterprise families and the professionals who support them.    Register today to explore the importance of family learning, investment in individual strengths, and creating meaningful, memorable experiences that strengthen family bonds.      To learn more and register, visit https://lnkd.in/gbgZqwaF     #familyoffice #familyoffices #familybusiness #generationalwealth #wealthmanagement #leadership #unhw Family Office Exchange

As summer fades, Europe’s allure for luxury travelers remains strong. With fewer crowds and milder weather, it’s the perfect time to secure coveted restaurant reservations and experience iconic sights with ease. Check out our curated list of top destinations and hotels for an unforgettable fall escape in Europe - https://lnkd.in/gXXJc2MX #familyoffice #business #travel #luxury #experience

America’s fastest-growing sport, #pickleball, is rapidly attracting the attention of family offices. With investments in both recreational and professional markets, the sport is becoming a unique opportunity for growth and community impact. https://lnkd.in/gBVWRVCn Ron Saslow Thirty-5 Capital ProXR Pickleball Paddletek Boundless Pickleball LRMR VENTURES, LLC Chaifetz Group ComPsych Richard Chaifetz Zubin Mehta Los Angeles Mad Drops Pickleball Club Good Alpha Industries VC The Picklr Blue Owl Capital First Citizens Wealth Management (IA & MN) Andrew Cohen #familyoffice #business #pickleballboom #sportsinvestments #privateequity #investmentopportunitites