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Family Office Research & Insights

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Interview Series

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Beyond The Ordinary' Podcast

Russ D'Argento, Founder and CEO of FINTRX, was featured on the Beyond the Ordinary Podcast, where he discussed his journey from playing baseball to running a data intelligence platform, the importance of data in delivering high-impact results for...

Alexis Tsitos of FINTRX Featured on The Scott Becker Private Equity Podcast

Alexis Tsitos, a member of our enterprise business development team was featured on The Scott Becker Private Equity & Business Podcast, where she discussed the changing landscape of business development, what it was like moving from Australia to the...

A New Found Love for Venture Capital & the Opportunity for Family Offices

Current Client Spotlight  | Written by: Michael Downing of Gravity Ranch

The Sprint to Venture Capital

Venture capital, as an investment asset class for family offices, has always played a rather minor supporting role with single digit allocations...

Valuation is Now Even More Important in Alternative Investments

Current Client Spotlight  | Written by: James C. Row of  Entoro Capital

If private placement valuation was important and considered as an option in 2019, it has become a requirement in 2020. In fact, any alternative investment must undertake an...

Interview with Nisa Amoils, Venture & Growth Tech Investor at Mordan Capital

We sat down with Nisa Amoils to discuss a number of items within the technology and private wealth space. Nisa has been named one of Business Insider’s 30 Women in Venture Capital to Watch in 2018, and Top 100 women in Fintech in 2019 by LATTICE80....

Interview with Catherine Grum, KPMG Head of Family Office Services UK

We sat down with Catherine Grum the head of KPMG's Family Office Services based in the UK. Catherine assists enterprising families establish and run their family offices. Catherine acts as a sounding board and trusted adviser to family members and...

Interview with John Clifford, Conrad Family Office

John Clifford is the Founder and Managing Director of London-based Conrad Family Office. Conrad Family Office is an independent multi-family office based in London providing HNW and UHNW clientele with a range of personal and confidential services....

Interview with Toby Thomson, Thomson Private Wealth

Toby is Principal of Thomson Private Wealth based in Mayfair, London. Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations. Toby started his career over a decade ago in...

Interview with Paul Tracey, Grosvenor Law

Paul has extensive experience in advising high net worth individuals and family offices in the areas of trust and fiduciary disputes. Before joining Grosvenor, Law Paul worked in London, Jersey and Sydney. His multi-jurisdictional background is of...

Interview with Sofia Syed, Keystone Law

Sofia is an employment lawyer, who advises ultra-high-net-worth clients on private staffing and a wide range of other issues. She advises on recruitment, on-going management and termination of staff such as house managers, butlers, close protection...

Interview with Darragh O'Sullivan, DOS & Co. Virtual Family Office

Darragh heads up DOS & Co., the London Virtual Family Office which caters for wealthy families and individuals who have operations, properties or some other physical nexus in London and, for clients from further afield, often in the Alps or the...