272 episodes

Tune in weekly to hear from top industry leaders, as we discuss relevant topics in the world of business, investing, health and wellness, geopolitics, and more.
Hosted on Acast. See acast.com/privacy for more information.

Capital Club Brian Adams

    • Business
    • 5.0 • 28 Ratings

Tune in weekly to hear from top industry leaders, as we discuss relevant topics in the world of business, investing, health and wellness, geopolitics, and more.
Hosted on Acast. See acast.com/privacy for more information.

    Why Personal Cybersecurity Is Critical For Protecting Your Family Office

    Why Personal Cybersecurity Is Critical For Protecting Your Family Office

    How can high-net-worth individuals protect their digital lives from increasingly sophisticated cyber threats? 
    In this episode, Chris Pierson, a renowned cybersecurity expert, discusses the dynamic and fast-evolving nature of cyber threats, especially against high-net-worth individuals and family offices. They delve into the complexities of digital executive protection, the nuances of cyber risks for corporations versus individuals, and practical steps for enhancing cybersecurity. The conversation illuminates the multi-faceted approach required to safeguard digital assets, highlighting the importance of active defense and the necessity of adapting to the ever-changing cyber landscape.
    [00:01 - 07:10] The Ever-Changing Cyber Threat Landscape
    The rapid evolution of cyber threats and their impact on families and corporationsThe sophistication of cybercriminals and nation-state actorsThe personal experience of cyber threats by high-profile individuals
    [07:11 - 14:35] Cybersecurity Dichotomy: Professional vs. Personal
    The disparity between cybersecurity measures in family offices and personal livesThe concept of being a constant target regardless of one's role or positionThe importance of a holistic approach to cybersecurity across all facets of life
    [14:36 - 21:33] Practical Cyber Defense Strategies
    Emphasis on active defense and practical steps to improve cybersecurityThe critical role of education in combating cyber threatsRecommendations for implementing robust cybersecurity measures in daily life
    [21:34 - 26:32] Balancing Convenience and Security
    The challenge of reducing friction while maintaining high-security standardsPersonal anecdotes and examples of effective cybersecurity practicesThe relationship between user experience and cybersecurity effectiveness
    [26:33 - 33:37] Emerging Cybersecurity Trends and Personal Insights
    Discussion on new and not widely reported cybersecurity threatsPersonal routines and practices that contribute to peace of mind in a digital worldThe significance of staying ahead of cyber threats through proactive measures
    Key Notes:
    "Once something is stolen digitally, it's gone forever. That's why protection is so important." - Chris Pierson
    "The goal is to try to get the individual to move as far as they can into a better place from a cybersecurity and privacy perspective." - Chris Pierson

    Connect with Chris!
    Website:https://blackcloak.io/ 
    LinkedIn:https://www.linkedin.com/in/drchristopherpierson/ 

    This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
    Connect with me:
    https://www.linkedin.com/in/brian-c-adams/  (LinkedIn)
    LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!
    Hosted on Acast. See acast.com/privacy for more information.


    Hosted on Acast. See acast.com/privacy for more information.

    • 33 min
    Family History As a Strategic Tool for Families and Family Enterprises

    Family History As a Strategic Tool for Families and Family Enterprises

    How can understanding your family history empower you to make better decisions and create a lasting legacy?
    Today, our guest is John Seaman, an accomplished author, historian, and entrepreneur who has dedicated his career to helping families and organizations leverage their histories to shape their futures. John shares his unique perspective on the power of family narratives and how understanding the past can drive meaningful and sustainable decisions for future generations. He discusses the importance of going beyond mere genealogy and delving into the rich, complex stories that define a family's values, experiences, and identity.
    [00:01 - 05:29] The Circuitous Route to Family History
    John's background in academic history and biographyTransitioning from historical consulting to focusing on family enterprisesThe personal anecdote that validated John's path in family history
    [05:30 - 10:43] The Power of Family Narratives
    How family history binds families together beyond just moneyThe role of family history in decision-makingThe importance of understanding the "why" behind family decisions
    [10:44 - 16:39] Best Practices for Capturing Family Histories
    Going beyond genealogy and legacy films to uncover rich, complex storiesThe value of professional research and historical methodologyThe role of family representatives in initiating family history projects
    [16:40 - 22:18] Navigating Difficult Pasts and Generational Divides
    The importance of confronting and learning from difficult family historiesHow younger generations can reimagine family values and find their place in the storyThe potential for difficult pasts to serve as narrative drivers for positive change
    [22:19 - 31:52] Engaging with Family Histories in the Modern Age
    Common pitfalls and the importance of emotional commitment and trustThe various formats for presenting family historiesThe value of making family histories accessible among family members
    Key Notes:
    "Understanding our past helps us make meaningful and sustainable decisions for our family's future." – John Seaman
    "A legacy is not just transmitted, but it's also received, and it has to be received for it to carry forward from one generation to the next." - John Seaman
    Connect with John!
    Website:https://www.saybrookpartners.com/ 

    This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
    Connect with me:
    https://www.linkedin.com/in/brian-c-adams/  (LinkedIn)
    LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

    Hosted on Acast. See acast.com/privacy for more information.

    • 31 min
    How to Rule Your Wealth Rather Than Having It Rule You

    How to Rule Your Wealth Rather Than Having It Rule You

    Have you ever wondered how inheriting wealth can shape one's life beyond the financial aspects? 
    In this episode, our guest is Chip Fisher, the founder of Ursus Advisory, a consultancy practice dedicated to advising ultra-high-net-worth individuals and their next generations on the nuances of managing inherited wealth. Chip, drawing from his rich background and personal experiences, sheds light on the idiosyncratic yet emblematic stories of families navigating the complexities of wealth. Through candid discussions, the episode explores the transformative journey of understanding wealth's impact on identity, relationships, and societal contributions. 

    [00:01 - 07:56] Exploring Wealth's Waters
    Chip Fisher's journey into the world of wealth consultancyThe significance of understanding one's origins and the impact of wealth on identityThe empathetic approach towards advising ultra-high-net-worth individuals
    [07:57 - 14:01] Finding Purpose Beyond Money
    The entrepreneurial mindset as a pathway to meaningful engagement with wealthThe importance of finding purpose and passion beyond financial securityInsights into Chip's approach to offering value and empathy in his consultancy practice
    [14:02 - 21:57] Navigating Personal Connections
    The complexities of relationships within the context of inherited wealthStrategies for fostering authentic connections and avoiding the pitfalls of wealth in social dynamicsChip's reflections on friendship, partnership, and familial bonds in the shadow of affluence
    [21:58 - 28:46] How to Embrace Simplicity and Fulfillment
    Chip Fisher's philosophy on living a meaningful life amidst wealthThe role of hobbies, interests, and community in enriching one's lifeThe importance of self-care and doing things that bring joy and personal growth
    [28:47 - 37:11] The Road Ahead for Wealth Stewards
    The future of wealth management and the evolving role of advisorsChip's insights into the onboarding process and the journey with his clientsThe significance of self-care and daily practices in maintaining balance and peace
    Key Notes:
    "The greatest thing you could do for yourself is to be well-read and informed." - Chip Fisher
    "You have to live your life as if the money is not a subject you need to deal with all the time." - Chip Fisher

    Connect with Chip!
    LinkedIn: https://www.linkedin.com/in/chipfisher 
    Website: https://www.fisherwallace.com/ 

    This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
    Connect with me:
    https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
    LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!
    Hosted on Acast. See acast.com/privacy for more information.

    Hosted on Acast. See acast.com/privacy for more information.

    • 37 min
    Developing the Human Capital for Your Multigenerational Business and Successful Transition of Wealth

    Developing the Human Capital for Your Multigenerational Business and Successful Transition of Wealth

    What if wealth was more than just financial capital? How do different forms of capital influence wealth transfer and personal growth within family businesses?
    In this episode, Brian engages with Ambreen Bhaloo, a seasoned family enterprise advisor and coach, in a profound discussion on redefining wealth beyond financial measures. Ambreen brings her unique perspective on wealth, emphasizing the significance of human, emotional, social, and spiritual capital. They delve into the nuances of nurturing next-generation leaders, the complexities of wealth transfer, and the transformative power of self-awareness and mindset in personal and professional growth. 

    [00:01 - 06:02] Wealth Redefined
    Wealth encompasses more than financial capital; it includes human, emotional, social, and spiritual aspectsThe importance of recognizing and leveraging all forms of capital in wealth transferStories as powerful tools for understanding and conveying the holistic nature of wealth
    [06:03 - 12:37] Personal Growth and Mindset
    The critical role of self-awareness in navigating personal and financial growthHow mindset shifts can dramatically change one's relationship with money and successThe benefits of coaching and mentorship in personal development
    [12:37 - 18:10] The Power of Vulnerability and Coaching
    Overcoming the stigma associated with seeking help and the importance of coachingEgo and fear as barriers to growth, and the value of vulnerabilityThe coach's role in facilitating self-discovery and empowerment
    [18:10 - 24:46] Next-Gen Education and Wealth Transfer
    Preparing the next generation for stewardship of wealth through education and self-knowledgeThe dynamics of family business and intergenerational wealth transferEmpowering women and the younger generation in financial and business matters
    [24:46 - 30:16] Creating a Legacy of Empowered Wealth
    The significance of aligning investments with personal valuesThe importance of open communication and creating a safe space for dialogue within familiesEncouraging curiosity and non-judgment in family discussions about wealth and values
    Key Quotes:
    "Fear is often excitement without breath." - Ambreen Bhaloo
    “If you have fear, get rid of that fear. Empower yourself. Look at what's underneath the fear and then build the strength.” - Ambreen Bhaloo

    Connect with Ambreen!
    Website: https://www.ambreenbhaloo.com/ 
    LinkedIn: https://ca.linkedin.com/in/ambreenbhaloo 

    This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
    Connect with me:
    https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
    LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

    Hosted on Acast. See acast.com/privacy for more information.

    • 30 min
    Transforming The Management of Valuable Assets

    Transforming The Management of Valuable Assets

    Can technology redefine how ultra-high-net-worth individuals manage their estates?
    In this episode, Brian engages with Jonathan B. Fishbeck, the visionary behind EstateSpace, a pioneering platform transforming asset management for the high-net-worth sector. Jonathan shares his journey from a computer science background through to becoming a serial entrepreneur, leading to the inception of EstateSpace. The conversation delves into the unique challenges faced by family offices and the ultra-wealthy in managing their extensive portfolios of properties and assets. Jonathan explains how EstateSpace not only addresses these challenges through innovative technology but also positions itself as a crucial player in risk management and strategic planning for its clientele.
    [00:01 - 06:33] The Genesis of Estate Space
    Transition from construction to tech entrepreneurIdentifying the gap in asset management for the ultra-wealthyThe foundation and mission of EstateSpace
    [06:34 - 12:26] Solving Complex Problems
    Tailoring solutions for family officesEstateSpace's impact on asset and property managementThe evolution of the platform to meet client needs
    [12:27 - 18:47] Understanding the Market's Needs
    Addressing the ultra-high-net-worth market's challengesThe strategic decision to focus on a niche segmentFeedback and adaptation to client requirements
    [18:48 - 24:13] Innovations and Forward-Looking Strategies
    Advanced task management and insurance optimizationsEstateSpace's approach to risk management and insurance partnershipsExpanding the platform with AI and financial management tools
    [24:14 - 31:28] Entrepreneurial Insights and Future Outlook
    The importance of understanding market needs and client feedbackEstate Space's growth strategy and upcoming AI initiativeJonathan's advice to aspiring entrepreneurs
    Key Quotes:
    "At the end of the day, Estate Space is always meant to be easy, secure, and solve the problems of those that they serve." - Jonathan B. Fishbeck
    "Listening to our clients and partnering with them has been our greatest strength." - Jonathan B. Fishbeck
    Connect with Jonathan!
    Website: https://estatespace.com/
    LinkedIn: https://www.linkedin.com/in/fishbeck
    This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
    Connect with me:
    https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
    LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!


    Hosted on Acast. See acast.com/privacy for more information.

    • 31 min
    How to Invest in a World of So Many Options

    How to Invest in a World of So Many Options

    Why do very few of today's wealthiest families trace their fortune back to the magnates of 1900, despite the high investment returns since then?
    In this episode, Brian delves into wealth sustainability and financial decision-making with Victor Haghani, founder and CIO of Elm Wealth and co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." He shares insights into why many fortunes don't survive across generations, highlighting the importance of smart investment strategies, risk management, and adaptable spending policies. Through an engaging conversation, listeners gain a deeper understanding of the empirical facts and strategic decisions crucial for long-term wealth preservation.
    [00:01 - 06:34] The Genesis of "The Missing Billionaires"
    How Victor identified a gap in the financial decision-making literatureThe surprising historical fade of wealth across generationsThe book's impact and relevance
    [06:35 - 12:16] Deciphering Wealth Dissipation
    The phenomenon of wealth not persisting across generationsRigid spending policies exacerbate financial vulnerability over timeThe role of risk management and spending policies in preserving wealth
    [12:17 - 17:59] Risk, Return, and Spending: The Critical Triad
    How to diversify investments and avoid overly concentrated portfoliosThe danger of rigid spending policies and the need for adaptabilityA utility function to make informed risk-taking decisions
    [18:00 - 24:14] The Cultural Aspect of Financial Decisions
    Generational differences in approach to wealth can lead to its dissipationThe importance of entrepreneurial spirit in sustaining family wealthBalancing between growing and preserving wealth across generations
    [24:15 - 29:06] Future-Proofing Wealth: Strategies and Reflections
    The importance of aligning investment strategies with personal and familial goalsPractical advice for those facing a liquidity event or starting a family officeThe societal implications of wealth accumulation and preservation
    Key Quotes:
    "Every author finds the motivation in feeling that there's a gap that's crying out to be filled." - Victor Haghani
    "The more risk that you take, the more that you're eating into your compound returns." - Victor Haghani
    Connect with Victor!
    Website: www.elmwealth.com   
    LinkedIn: https://www.linkedin.com/in/victorhaghani 
    
    This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
    Connect with me:
    https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
    LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

    Hosted on Acast. See acast.com/privacy for more information.

    • 29 min

Customer Reviews

5.0 out of 5
28 Ratings

28 Ratings

Pandamantic ,

Glad I found this

Brian presents a valuable variety of financial topics and asks great questions.

Capital Club is a fun follow ,

Entrepreneur

Brain and his team do a good job of organizing and presenting quality info for so many areas of life. Please keep up the good work!!

TylerCauble ,

Worth the listen

Brian and his team do a wonderful job diving into a variety of topics in the capital markets - one of the few podcasts I subscribe to and always worth the listen.

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Dough
Lemonada Media
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
The Money Mondays
Dan Fleyshman
Most Innovative Companies
Fast Company

You Might Also Like

The Fort - An Entrepreneurship Podcast
Chris Powers
Business Breakdowns
Colossus | Investing & Business Podcasts
Masters in Business
Bloomberg
Coin Stories with Natalie Brunell
Natalie Brunell
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
The Knowledge Project with Shane Parrish
Farnam Street, Shane Parrish