• A Captivating Exchange with an Inspiring Entrepreneur, Tony Wood, Who Serves Two Roles at RSM USS LLP as the National Enterprise Leader for Family Office, and the National Practice Leader for Private Client Services.
    Feb 3 2022

    This episode features an inspiring conversation with Tony Wood, a leader at RSM, one of the world's largest accounting firms. RSM is a network of a great many audit, tax, and consulting firms that expand across 120 different countries. Here, Tony elaborates on how he shifted from entrepreneur to leader at such a large organization in order to help bring continuity around the globe in this industry. Even though RSM is such a global company, Tony appreciates the fact that it is more like a family of ambitious entrepreneurs that exhibit character and integrity and work together in order to make an impact in the family practice industry.

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    27 mins
  • In This Episode, we Speak with Devin Banerjee, the Editor at Large for Business and Finance at LinkedIn, the World’s Largest Digital Business Network.
    Jul 26 2021

    In his talk with Wisdom Board, Devin shares his insights on LinkedIn’s news network, and common interests around leadership, excellence, and the workplace with us. Devin is also involved in many of the emerging business technology tools offered by LinkedIn. Devin is an honors graduate of Stanford University.

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    25 mins
  • A Very Engaging Discussion with Ara Katz, the Co-Founder and Co-CEO of SEED, an Inspiring, Unique and Growing Consumer Health Company Focused Exclusively on the Microbiome.
    Jul 15 2021

    A highly engaging talk with Ara Katz, the Co-Founder and Co-CEO of SEED (Seed Health), a fascinating, important, and successful company focused on medical solutions for the human gut. SEED is setting new industry standards around self-care, far behind the typical conversation of what we eat, or how we sleep, but actually how we employee our own bodies to become stronger from within. As a hard-working founder driven to excellence, Wisdom Board appreciates her dedication to continued self-care, enabling optimal leadership from a position of personal physical and mental strength. Ara reminds us there is “no such thing as a career” [alone]; there is only a life”, and that success may never be at the sacrifice of health”. Ara and her co-founder, Raja, are doing wonderful work. SEED now has support from some of the world’s top investors, with tens of millions funded. And it’s SEED LAB is a robust center of scientific creativity.

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    29 mins
  • A Wonderful Conversation with One of the Leading Independent Industry Experts in Family Offices, Ronald Diamond, Founder & CEO, Diamond Wealth. Diamond Wealth is a Trusted Advisor to Family Offices in Both Corporate and Investing Matters.
    Jun 9 2021

    This episode features an engaging dialogue with Ronald Diamond, from his own robust career, and position as founder of Diamond Wealth in 2007, to the evolution of alternative investing in the family office industry, to trends he believes will be transformative to the industry, and its stakeholders, and successor generations ahead. Ron also discusses a new initiative with Stanford University, where he is working with the Global Projects Center and disruptive technologies. Ron also discusses various leadership matters, including governance, the virtue of hard work, and importance of passion.

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    23 mins
  • Engaging Dialogue with the Co-Founder of Trusted Family, Edouard Thijssen. Trusted Family is an Award-Winning Technology Platform Serving the World’s Leading Family Businesses.
    May 25 2021

    This episode features a wide-ranging conversation with one of the world's leading figures in family office technology, Trusted Family's Co-Founder, Edouard Thijssen. Edouard co-founded the company in 2007, and has built a remarkable leader in the cloud technology industry dedicated to the needs of family offices and their operating companies. Edouard brings meaningful experiences to Trusted Family following his earlier work at The Family Business Network International Foundation, and work with tens of family offices globally, a non-profit run by family businesses, for family businesses, seeking to strengthen successful enterprises over generations over 60 countries.

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    22 mins
  • An Empowering Conversation with Dr. Stephen J. Kosmyna, Ph.D. - Speaker, Trainer, Consultant, Coach, Writer - and Founder of the Genesis Frequency, One of the Leading Podcast Series about Personal and Professional Transformation and Development.
    May 11 2021

    This episode features an inspiring conversation with Dr. Stephen J. Kosmyna ("Dr. Kos") covering a broad dialogue around mindfulness, and how to achieve balance as a person, an entrepreneur, or business leader. Dr. Kosmyna, the Founder and President of Success Ocean International, works with his wife at Proctor-Gallagher Institute Consultants - they facilitate radical personal and professional transformation and quantum leap goal achievement through a variety of training programs for individuals, small businesses, and corporations. His mission is to communicate a message of achieving whole life success and prosperity, through the understanding of, and cooperation with the laws of infinite potential. He holds a master’s degree and doctorate in Metaphysical Science with a focus on the power of our subconscious mind and visualization, anchored in holistic life coaching. A true metaphysician, he is a member in good standing of the American Metaphysical Doctors Association. Dr. Stephen works by appointment with both individuals and corporate clients.

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    30 mins
  • A Conversation with Kristi Daeda, the President of One of the Leading Private Pamily Office Consulting Firms in the World, Family Business Consulting Group, Founded in 1994
    May 6 2021

    This episode features an engaging dialogue with one of the leading practitioners in family enterprises, Kristi Daeda. Kristi is President of FCBG, a leading private consultant for some of the world's most sophisticated clients. Kristi is involved in family and corporate governance, family enterprise education, and knowledge development and research on family enterprise topics. Prior, Kristi held management roles in e-commerce, insurance, and hospitality, with a focus on leadership and people development, and as an independent consultant and coach to senior executives. Kristi is a member of the Family Firm Institute where she has contributed to their publication, The Practitioner, and has served on steering committees for the Family Wealth Alliance and the Private Directors Association national board.

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    16 mins
  • Engaging Dialogue with Mark Peter Davis - Venture Capitalist, Author, Media Expert, Board Member, Community Builder, and High-Energy Deal Maker. Managing Partner, Interplay Ventures
    Apr 15 2021

    This episode features a wide-ranging conversation with a leading venture capitalist, Mark Peter Davis, Founder and Partner at Interplay VC. Interplay is one of the most interesting venture platforms - stage agnostic, focused on disrupting industries, and supporting its affiliates with select incubation services. Mark shares his views on leadership, governance, entrepreneurialism, and his passion for inspiring concepts, companies, and founders. Mark, also, has built vast networks within the New York venture, Duke University and Columbia University communities.

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    18 mins