160-Year-Old Family Office ft. Ilka Gregory | Navigating Wealth

Описание: Today we're thrilled to welcome Ilka Gregory, President and CEO of a seventh-generation single family office that's been managing wealth since 1866. With two decades of experience across Goldman Sachs, Bessemer Trust, Lazard Family Office Partners, and Third Avenue Management, Ilka brings rare insight into what it takes to steward family wealth across multiple generations and navigate the complex decisions that come with substantial assets.

Key Topics Covered:
• What a family office actually is and when you need one
• Managing wealth across seven generations and 80+ family members
• The reality of the "shirtsleeves to shirtsleeves" wealth cycle
• How to prepare the next generation without paralyzing them
• State tax policy impacts on family office location decisions
• Integrating spouses and stepchildren into family governance
• Practical guidance for first-generation wealth creators
• Building trusted advisor relationships and peer networks

Links:
• Connect with Ilka Gregory:   / ilka-gregory  
• Learn More About Daily Body Coach: dailybodycoach.com/navigatingwealth
• Subscribe to our free newsletter: https://www.longangle.com/navigating-...
• Join Long Angle’s Community: https://www.longangle.com/apply-now-nw

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Chapters:
00:00 - The Effect of the Proposed Billionaire Tax in California
07:03 - Defining a 7th Generation Family Office
9:18 - Why High Net Worth Individuals Set Up a Family Office
11:34 - Rules & Guidelines Associated with Family Offices
14:36 - Single Family Office vs. Multi-Family Office
15:45 - Findings from Ilka’s all Female Roundtable of Family Office Executives
17:48 - Trends in Family Offices
18:32 - When to Consider Setting Up a Family Office
19:36 - Pathway to an Executive at a Family Office
23:25 - Investment Strategies for Family Offices
26:02 - Deal Flow & Team Dynamics
29:15 - Evaluating Investment Opportunities
32:40 - Engaging Family Members
36:33 - Gifting Culture & Wealth Distribution
39:57 - Integrating New Family Members into Wealth
41:47 - Advice for First-Generation Wealth-Builders


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