Family Capital Podcast

Brownlee Wealth Management
  • 5.0 (2)
  • Investing
  • Series

Family Capital explores the ideas, systems, and stories that help families build lasting legacies. From investing and estate planning to parenting, purpose, and family culture, each episode examines the many forms of capital that compound across generations.

Season 1

  1. Episode 1

    Why the Family Capital Podcast

    We started the Family Capital Podcast because we wanted a place to explore the bigger questions surrounding wealth that extend far beyond investment returns and financial planning. In this episode, we share how our experience serving families with multi-generational wealth led us to focus on building lasting legacies through thoughtful planning, family governance, and the intentional transfer of financial, relational, spiritual, and intellectual capital. We also explain who this podcast is for—from those passing wealth to the next generation, to those inheriting it, to families navigating the family office world—and share our vision for combining practical financial strategies, expert interviews, and real-life stories to help families steward every form of capital for generations to come. In This Episode 00:44 – Why We Started a Second Podcast 02:28 – From Wealth Management to Multi-Generational Planning 04:39 – The Fixed-Fee Difference & Serving Families with Taxable Estates 06:43 – Who This Podcast Is For 08:39 – Three Audiences: Wealth Creators, Heirs & Family Offices 11:36 – Family Capital Is More Than Financial Capital 12:22 – Justin Brownlee's Story 16:04 – Jared Machen's Story & Lessons from Serving Families 19:12 – What to Expect from Future Episodes 22:07 – Final Thoughts & What's Next Resources Follow us on Youtube Brownlee Wealth Management Financial Planning for Oil and Gas Professionals Podcast Contact Us Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  2. Episode 2

    What Is a Family Office—and Do You Need One?

    In this episode of the Family Capital Podcast, Jared Machin and Justin Brownlee unpack what a family office is, when creating one might make sense, and what families at every level of wealth can learn from J.P. Morgan’s 2026 Global Family Office Report. They explore how some of the world’s wealthiest families allocate investments, manage risk, structure their family offices, and approach wealth preservation. But the biggest takeaway goes beyond investment returns: successful multigenerational wealth requires families to prioritize values, governance, legacy, and preparing the next generation—not simply managing financial assets. In This Episode 01:59 — Should You Start a Family Office? 06:27 — Single vs. Multifamily Offices 08:00 — Inside J.P. Morgan’s Family Office Report 13:29 — Why Family Offices Are Still in the Early Innings 19:25 — How Billionaire Families Invest 25:32 — The Biggest Risks Facing Family Offices 29:50 — Are Family Offices Prioritizing the Wrong Things? 33:37 — Preserving Family Values, Governance, and Legacy 39:46 — What Does a Family Office Cost? 42:28 — Start With Your Family’s “Why” Mentioned J.P. Morgan 2026 Global Family Office Report Resources Follow us on Youtube Brownlee Wealth Management Financial Planning for Oil and Gas Professionals Podcast Contact Us Connect With Us Facebook Linkedin Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  • 2 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

Family Capital explores the ideas, systems, and stories that help families build lasting legacies. From investing and estate planning to parenting, purpose, and family culture, each episode examines the many forms of capital that compound across generations.

Information

  • Creator
    Brownlee Wealth Management
  • Episodes
    2
  • Seasons
    1
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Brownlee Wealth Management
  • Show Website
    Family Capital Podcast