Today, I am delighted to speak with Joe Pellegrino, co-founder of The Pantheon Group, a bespoke residential management company. Joe partners with leading family offices to transform how their clients' residential estates are managed. He has pioneered a comprehensive residential estate management approach that seamlessly integrates with family office operations, reducing property management complexity to near-zero.

Serving ultra-high-net-worth families with multiple properties across the United States, Joe and his team act as the dedicated real estate arm for discerning family offices, ensuring their clients' properties are managed with the same level of sophistication as their investment portfolios. Joe and his firm, The Pantheon Group, are a Specialist Advisor member of FOX, and we are thankful to have his expertise within our membership community.

The luxury property space is unique and there is a lot of operational complexity and risk involved. And yet, it is also the home or a place UHNW clients really should enjoy rather than worry about operating. Joe talks about the interplay between the risks involved and the experience clients seek, and how estate managers, like his firm, navigate and simplify this complex equation.

Family offices are increasingly being asked by their clients to do more and handle a broader scope of services, including lifestyle and concierge services. Joe shares his views on the role of the family office when it comes to working with the estate management specialists who support the family and handle their luxury properties and everything the family needs and expects in that aspect.

One important decision in luxury estate management is selecting the right vendors and partners. Joe offers practical tips and advice for families and their family offices on how to best evaluate and select the professional firms they work with to manage their properties.

Finally, Joe provides his suggestions for estate management vendors and specialists serving UHNW families. He emphasizes the importance of building connections with the family, and uses the term “anticipatory excellence”, which he unpacks in detail for our audience.

Don’t miss this deeply informative conversation with one of the leading innovators and service providers in the luxury estate management space.

Today, I am delighted to speak with Tomas Hurcik, Co-Founder and CEO of ORCA AG, a Swiss based SaaS company focused on building legal technology to support and automate the growing amount of legal, tax and compliance to-do's that modern families with complex legal structures face. Tomas co-founded ORCA in 2017 after gaining first-hand insight via his wife’s family business and family office into the difficulty of assembling, analyzing, and sharing structure charts, entity management, and compliance reporting information.

Prior to co-founding ORCA, Tomas spent his entire working life in startups in investment banking, private banking, and e-commerce. Two IPO-ed, one failed. Tomas and his company ORCA are a FOX technology resource partner, and we are thankful to have his expertise as part of our membership community.

Families and their complex enterprises have – and constantly generate – a lot of information, and organizing, storing, and retrieving this information is an ever-growing challenge. Tomas talks about this challenge and describes the relevance of organizing important information to families and their family offices.

When Tomas decided to create ORCA, he perceived a specific opportunity based on a common pain point that most families experience with their data and information – a pain point that he and his wife also experienced. He describes this experience and shares the pain points he set out to solve.

The company Tomas created, ORCA, is gaining ever greater recognition in our space. He tells us what ORCA is – what it does, what problems it solves for families and family offices, and how it solves them.

For family office owners and executives in our audience who are focused on managing their enterprise information needs, Tomas offers his advice on how best to do that. He elaborates on how they should think about their information needs and plan to organize, manage, and deliver information to their increasingly diverse and dispersed user base.

Don't miss this eye-opening conversation with a leading entrepreneur and thought leader in the family office technology ecosystem.

Today, it is my pleasure to speak with Debbie Bond Dear and Whitney Dear-Reyes. Debbie is the Founder & Executive Director of Vanguard Landing, a purpose-planned community designed to offer a safe, intentional, interactive, and inclusive community where persons with intellectual and developmental differences can thrive and achieve their life’s full potential. Whitney is Board Chair of Vanguard Landing and serves as the organization’s Development and Resource Director.

First, Debbie and Whitney orient our listeners to the basics of this very important topic. They define the term “intellectual and developmental disabilities (IDD)”, describing what conditions fall within this umbrella label, and what are the most common challenges faced by people living with IDD.

IDDs most commonly have a very early onset, affecting children from a very young age. Debbie and Whitney talk about the challenges faced by children with IDD and their parents, while also covering some of the opportunities that perhaps today largely remain unrealized.

Debbie and Whitney describe the vision and objectives of Vanguard Landing and what they are looking to achieve with this ambitious project and how they plan to realize these goals.

They also share their thoughts on how others can get involved with this noble cause – what businesses, families of means, philanthropies, and other organizations need to know or do to help and contribute to the wellbeing of people with IDD.

Please take a close listen to this impactful and important conversation with two of the leading innovators and visionaries in the sphere of helping people with IDDs lead a full life.