Family Office Podcast: Real Estate Investments, Co-investing, Capital Raising, And Private Equity Business Strategies

Bridging Generations: How Family Offices Build Legacy & Teach the Next Gen

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Sinopsis

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.