The Inheritance Podcast · 2025-09-16 · 1h 1m
In this special episode, we gathered three leading voices to share practical guidance on what makes a family office truly work. Kirby Rosplock , PhD (Tamarind Partners and Tamarind Learning), Scott Saslow (One World Investments), and James E. “Jay” Hughes Jr. (James E. Hughes Foundation) discuss clear purpose and governance, the right balance of family and independent talent, defining the true “client,” setting operating cadence and boundaries, preparing rising generations for stewardship, and building learning systems that enhance family well-being. Attendees hear real examples, research-informed insights, and actionable takeaways for founders, trustees, and beneficiaries seeking a more durable, values-aligned family office. Website:
Peter Moustakerski - The Five Stages of Family Enterprise68 / 100
Ed Goodman - The Bergdorf Legacy
Jill Shipley - The Need for Autonomy
Fredda Herz Brown - Sustaining the Family Enterprise
Jay Hughes - Wealth is Well Being