On the season finale of the Our Family Office podcast, host Adam Fisch speaks with Jenny, a fifth generation member of a successful European family, and a longtime Our Family Office client. Jenny is a member of the rising generation, having begun to assume management of the family's assets after a long journey of discovery.

Jenny discusses growing up with wealth (02:10), the succession process in her family (17:18), and her family's experience working with a family office (29:42).

Thank you to all of our listeners for your support throughout this season. We hope you enjoyed it.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

On this episode, host Adam Fisch sits down with Tim Yeung, a Family Enterprise Advisor who is himself, a member of the third generation of an UHNW family. Tim spent 10 years at his family’s commercial real estate company, before leaving to eventually pursue family enterprise advising and coaching. He draws on his personal experience to connect with business owning families and help them create a vision for the future together.

On this episode, Adam and Tim discuss his journey as a family employee (01:10), using his experience to help other families (09:43), and the common challenges that business families face (14:39).

Additional Resources:
Tim Yeung

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

On this episode, host Adam Fisch sits down with Jess McGawley, the founder of Dallington Associates, a London based firm that provides discreet, highly tailored mentoring and psychological consulting for young inheritors, helping them step into adulthood with confidence, clarity, and a deeper understanding of their role within the family system and the wider world.

With over 16 years of experience, Jess has supported more than 150 families as they navigate the private and often complex dynamics that come with adolescence, inheritance, and growing up in the context of wealth and public success.

On this episode, Adam and Jess discuss the unique challenges that wealthy adolescents face (04:40), the importance of failing well (13:19), and some success stories from her work at Dallington (24:14).

Additional Resources:
Dallington Associates

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

On this very special episode, host Adam Fisch speaks to author and investor Morgan Housel, the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over ten million copies and have been translated into more than 60 languages. His new book is called the Art of Spending Money, and was released on October 7.

Adam and Morgan discuss how the wealthy think about money (01:07), how the rising generation can apply the lessons from his writing (05:29), and his advice for young inheritors in forging their own identity (19:59).

Additional Resources:
Morgan's Books at Amazon.ca

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

On this episode, host Adam Fisch sits down with Sharna Goldseker, the founder and vice president of 21/64, a non-profit practice serving next gen and multigenerational philanthropic families. Sharna has also been named to the New York business journal’s women of influence list. Sharna is the co-author of the award-winning best seller, Generation Impact: How Next Gen Donors Are Revolutionizing Giving. She chairs the Goldseker Foundation, founded by her great-uncle, and serves as non-family trustee on the Felicity House board and Leonard & Helen R. Stulman Charitable Foundation. They discuss the ways that the rising generation views philanthropy (07:15), what “impact” means to the next generation (13:48) and the work that she's done with next generation family members to help them on their philanthropic journeys (21:06).

Additional Resources:
The 21/64’s Motivational Values Cards® mentioned during this episode are designed to facilitate self-awareness as users explore how their values align with their giving and other resource allocations as well as spark meaningful multigenerational conversations.

For professionals seeking additional training in working with next gen donors and multigenerational family enterprises, 21/64 offers trainings which can be found here.

For next gen who are looking for a group of peers considering their philanthropic identity and the impact they can have, 21/64 is offering a retreat for 20 and 30-something next gens January 2026 in New York City. For more info email andine@2164.net.

For those interested in reading or listening to Sharna and Michael Moody’s book, Generation Impact, you can find it here.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

On this episode of the Our Family Office podcast, host Adam Fisch discusses how the rising generation invests with Charlie Scharfe, a portfolio manager at Our Family Office. Their conversation covers the similarities and differences of investment approaches between generations (00:50), the challenges and complexity of ESG investing (03:00), and how Our Family Office works alongside the rising generation to build portfolios aligned with their goals (14:40).

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

In Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspectives about wealth preservation (14:58), and how to empower the rising generation to live lives of purpose and fulfillment (21:02).

More information about Dr. Grubman can be found at jamesgrubman.com

Additional Resources:
Dr. Grubman's Books at Amazon.ca

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

In the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).

More information about Dr. Grubman can be found at jamesgrubman.com

Additional Resources:
Dr. Grubman's Books at Amazon.ca

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.