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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Balancing Wealth and Advisory: Stephen Tanenbaum’s Caring Approach at Rainbook.
37:37
37:37
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Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage. Stephen Tanenbaum, the founder of Rainbook, explores how philanthropy, technology, and financial advisory services come together. Stephen explains how AI and machine learning can improve the way clients interact with their advisors, while still st…
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Learn Private Service Management with Helda Cobian on Beyond Wealth
29:58
29:58
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Welcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda Cobian, who brings over 25 years of experience as a house manager, family assistant, and celebrity chef. Helda shares invaluable advice for entering this field, stressing open-mindedne…
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The A+ Method: Sarah Hodges Transformative Coaching for Lasting Success and Personal Growth
29:53
29:53
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“Transformation begins when we align compassion with growth” Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally and professionally—using the power of behavioral neuroscience and empathy. Sarah talks about her incredible journey, starting as an opera singer and transitioning into wellness coachin…
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Catherine Smith: Personal Touch Meets Professionalism for Luxury Clients
34:42
34:42
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“The key to success is understanding your client's unique needs and delivering personalized service.” Catherine Smith, the founder of CS Smith Management, is an expert in estate and property management for high and ultra-high net worth clients. In this episode host Jonathan Fishbeck explores Catherine's journey, starting from managing properties in…
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Transform Your Leadership: Lisa & Julia’s Proven Strategies for Legacy Success.
35:51
35:51
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“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.” In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, a…
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Inside the Elite World of Naval Estate Management with Georges Labaki
32:39
32:39
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“Success in leadership is about anticipating needs and creating lasting impressions.” Today's guest, Georges Labaki, manages a 17,000-square-foot estate for future naval officers in Annapolis Maryland. With a career spanning roles from Navy cook to elite positions at the White House and Pentagon, Georges shares his insights on high-profile estate m…
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Strong Client Relationships: Philip Smith’s Proven Estate Strategies
35:01
35:01
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"Maintaining balance is crucial; without it, both the client relationship and the property suffer." In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balanci…
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Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies
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37:55
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"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems." Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining…
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Residence Management Masterclass: Jocelyn Galvez’s Insider Tips Unveiled
36:07
36:07
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"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.” In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting …
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Aaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments
31:22
31:22
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"It's about connecting people and opportunities to create meaningful investment experiences." Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, …
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AI & Secondary: Unlock Wealth Strategies with Mercedes Zhang
31:58
31:58
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“If you are the smartest person in the room, you probably should go to a different room.” In this Beyond Wealth Episode, Mercedes Zhang of Manhattan Venture Partners (MVP) exemplifies this mindset as she delves into capital raising, deal sourcing, and secondary markets. Host Jonathan Fishbeck highlights MVP’s focus on AI investments and relationshi…
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Kelsey Ferguson on Digital Management and Legacy Preservation
33:52
33:52
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In this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thrivi…
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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and ex…
…
continue reading
