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Episode 3 of Inside the Family Office: Live Investor Panel

Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: John, who works inside a single family office’s trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he’s obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives.


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Episode 2 of Inside the Family Office: Live Investor Panel

Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers, and why infrastructure and process matter more than chasing the latest hot sector. Isaac also pushes back on “country-club investing” and urges families to only back deals that truly fit their objectives, liquidity, and decision-making capacity. Dr. Cook reinforces the critical – and often neglected – role of back-office infrastructure in family office success.


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🔗 Learn more at FamilyOffices.com

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Episode 1 of Inside the Family Office: Live Investor Panel

Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Dr. Cook opens the panel and sets the stage for a rapid-fire conversation with experienced investors. KC of Family Wealth Leadership explains why his multifamily office focuses on families between roughly $25M and $300M, how they build diversified portfolios with funds and alternatives, and why his primary investment is in the family itself. He breaks down how foundations and “boots on the ground” philanthropy keep families aligned, and shares a blunt warning about emotional decision-making and over-entitled heirs. Dr. Cook closes by pulling out how he operates as a Family Enterprise Officer, coordinating specialists around each family.

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/