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The AYU Family Office Podcast

A Y U

Released: 2025-09-04

Free 0%

13 Episodes

Audio

Free 0%

13 Episodes

Audio

Released: 2025-09-04

Most Recent Episode

Episode 8: Chris Wheatley, Multi Family Office Advisor

Time: 47:05

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In this episode we are joined by Chris Wheatley, multi-family office advisor focussing on next gen.

We discussed the intricacies and pitfalls to avoid in the great wealth transfer. We cover asset allocation, due diligence, family dynamics and how co-investing opportunities can change the game for family offices.

This episode is sponsored by Canoe Intelligence. Canoe is on a mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. Learn more via the link below.

https://canoeintelligence.com/who-we-serve/family-offices/?utm_campaign=16818867-AYU%202025%20Family%20Office%20Podcasts&utm_source=ayu_partnership&utm_medium=podcast_ep8&utm_term=spotify&utm_content=lp_family_offices

Episode ID: 1000724969059

GUID: 5f419202-e136-4dbf-a27a-dbbaf7e34b89

Release Date: 04/09/2025, 15:44:41

Description

The Family Office Podcast aims to deliver insights, strategies, and trends in the world of family offices. Whether you're a family office executive, a hedge fund, or simply intrigued by the unique challenges and opportunities in managing generational wealth, this is the place for you.

Each episode, we dive into topics like investment strategies, succession planning, philanthropy, and emerging technologies transforming family offices today. Join us as we bring you expert interviews, actionable advice, and the latest industry updates to help you navigate this dynamic landscape.

Feed URL

https://anchor.fm/s/10000106c/podcast/rss

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