Articles by Joseph
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Wealth of Wisdom: Top 50 Questions Wealthy Families Ask Interview
Wealth of Wisdom: Top 50 Questions Wealthy Families Ask Interview
By Joseph Reilly
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Interview with Steve McCarthy and Paul McKibbin of Shaking The Tree Theater Group
Interview with Steve McCarthy and Paul McKibbin of Shaking The Tree Theater Group
By Joseph Reilly
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The New Role of Family Chief Learning Officer
The New Role of Family Chief Learning Officer
By Joseph Reilly
Activity
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Handler Thayer, a leading law firm for family offices, athletes and celebrities, has dissolved. The firm had represented over 100 families with $1…
Handler Thayer, a leading law firm for family offices, athletes and celebrities, has dissolved. The firm had represented over 100 families with $1…
Liked by Joseph Reilly
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Sports team owners speaking at last week's Bloomberg Invest NY conference made clear they don't see any forthcoming slowdowns in team valuations…
Sports team owners speaking at last week's Bloomberg Invest NY conference made clear they don't see any forthcoming slowdowns in team valuations…
Liked by Joseph Reilly
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Thanks to Daniel Kraft, MD Ricky Mehra , T Jason Stelmaszyk and Derrick L. Miles, FACHE for speaking to me for this story. “If you can stay healthy…
Thanks to Daniel Kraft, MD Ricky Mehra , T Jason Stelmaszyk and Derrick L. Miles, FACHE for speaking to me for this story. “If you can stay healthy…
Liked by Joseph Reilly
Volunteer Experience
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Global Editorial Board
ClearView Financial Media
- Present 12 years 9 months
ClearView Financial Media is a leading provider of business intelligence in the family office, private banking and wealth management space.
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Director
The Inheritance Project
- Present 4 years 9 months
Education
Over the next twenty years an unprecedented ten trillion dollars will be passed between generations. Given the number of people passing on large fortunes it’s more important than ever to examine the emotional legacy that is handed down along with an inheritance.
The Inheritance Project, founded in 1992, is a collection of stories dedicated to exploring the emotional and social impact of wealth on inheritors.
theinheritanceproject.com
Publications
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Logan Allin - Fintech and B2B SaaS
Family Wealth Report
Joe Reilly recent sat down with Logan Allin, head of FinVC, a global fintech venture firm specializing in B2B enterprise SaaS companies with more than $1 billion in assets under management. We talk about how fintech is affecting the RIA world, alts going mainstream and why Logan avoids social media.
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Sebastian Mallaby Interview - The Power Law
Family Wealth Report
How Wall Street thinks vs Silicon Valley, the idea of the "Prepared Mind."
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Interview with Ted Seides
Family Wealth Report
Interview with Ted Seides, author of So You Want to Start a Hedge Fund?, who currently interviews interesting CIO’s on the Capital Allocators podcast on iTunes.
They talk about finding good managers for a family office, how hedge funds will look in ten years, and what makes a manager special. -
David Teten on Asset Management Disruption
Family Wealth Report
We talk about Jobs To Be Done and disruption in asset management.
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Interview with Tiffany Zhong, the Gen Z Whisperer
Family Wealth Report
Please enjoy my interview with Tiffany Zhong of Zebra IQ on Gen Z attitudes. It is not too soon to get a read on this population that is obsessively online, concerned about brand values and politics, and have full-on relationships without ever having met in real life.
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What do people think of the wealthy? Interview with Rainer Zitelmann
Family Wealth Report
Rainer Zitelmann surveyed people in four countries about their attitudes on the wealthy. He investigates their admiration, but also their envy and resentment. He also gives good advice on what to teach your children and how to work with the very wealthy.
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Rich Russians - Interview with Elisabeth Schimpfössl
Family Wealth Report
How do oligarchs think about their wealth? Interview with Elisabeth Schimpfössl about her book Rich Russians: From Oligarchs to Bourgeoisie.
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Dennis Jaffe and the 100 Year Family Business
Family Wealth Report
Interview with Dennis Jaffe about his new book Borrowed From Your Grandchildren: The Evolution of 100 Year Family Enterprises.
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When She Has The Money
Family Wealth Report
My recent interview with Kristin Keffeler, of Ilumination360. We talk about the difficulties faced in couples where one partner has more, and the importance of finding a shared language.
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Interview with Sandra Navidi about her book Superhubs
Family Wealth Report
Interview with Sandra Navidi of Beyond Global about her book Superhubs: How the Financial Elite and Their Networks Rule the World.
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Interview With Greg McCann on Chief Learning Officers for Family Offices
Family Wealth Report
Interview with Greg McCann from the Stetson Family Enterprise Center on the Chief Learning Officer Role for family businesses and family offices.
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Sharna Goldseker and Michael Moody on Generation Impact
Family Wealth Report
Interview about the new book Generation Impact: How Next Gen Donors are Revolutionizing Giving.
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Interview with Michael Sonnefeldt of TIGER 21
Family Wealth Report
We talk about his recent book: Think Bigger: And 39 Other Strategies from the Careers of Successful Entrepreneurs.
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Jason Zweig The Devil's Dictionary
Family Wealth Report
Interview with Jason Zweig about his book The Devil's Dictionary. We learn about becoming a better investor through self-control, finding what’s funny in an investment idea, and being uncool.
Organizations
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Family Wealth Report Miami Awards
Judge
- PresentFamily Wealth Report recognizes the best in the family office wealth management, private banking and investment industry in Miami, Latin America and the Caribbean.
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Family Wealth Report Awards Judge
Judge, Family Wealth Report Awards
- PresentFamily Wealth Report recognizes the best in the family office wealth management, private banking and investment industry.
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Private Asset Management Awards Judge
Judge, Private Asset Management Awards
- PresentPAM Awards are a longstanding celebration of the leaders in US wealth management.
More activity by Joseph
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I was recently interviewed by Scott D. Saslow for his OneWorld podcast on #familyoffices and #familywealth, and on moving from obligation to…
I was recently interviewed by Scott D. Saslow for his OneWorld podcast on #familyoffices and #familywealth, and on moving from obligation to…
Liked by Joseph Reilly
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Top quotes from my conversation with Sarah Samuels, CFA, CAIA from NEPC, LLC. 1. "Performance, investor age, and next generation grooming are…
Top quotes from my conversation with Sarah Samuels, CFA, CAIA from NEPC, LLC. 1. "Performance, investor age, and next generation grooming are…
Liked by Joseph Reilly
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Our program calendar has been freshly updated! 📅 Be sure to check it out and stay informed about all the upcoming events and opportunities. 🔔…
Our program calendar has been freshly updated! 📅 Be sure to check it out and stay informed about all the upcoming events and opportunities. 🔔…
Liked by Joseph Reilly
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Watch this space. Bloomberg reporting Friday that China is considering letting homeowners negotiate mortgages with their banks to capture lower…
Watch this space. Bloomberg reporting Friday that China is considering letting homeowners negotiate mortgages with their banks to capture lower…
Liked by Joseph Reilly
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I am thrilled to present alongside my husband and business partner Piet Hurkmans for a breakout session at #SEFOF this year. Our session will focus…
I am thrilled to present alongside my husband and business partner Piet Hurkmans for a breakout session at #SEFOF this year. Our session will focus…
Liked by Joseph Reilly
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Concrete results lead to expansion of ShotSpotter in Virginia Beach. Listen to the report and hear the facts and statistics directly!
Concrete results lead to expansion of ShotSpotter in Virginia Beach. Listen to the report and hear the facts and statistics directly!
Liked by Joseph Reilly
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Please enjoy the latest edition of The PALMER POST… https://lnkd.in/ePcy6C69
Please enjoy the latest edition of The PALMER POST… https://lnkd.in/ePcy6C69
Liked by Joseph Reilly
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The wealth management industry is projected to hit $87 trillion by 2028, but to achieve that growth requires integrating and managing complex client…
The wealth management industry is projected to hit $87 trillion by 2028, but to achieve that growth requires integrating and managing complex client…
Liked by Joseph Reilly
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Thanks to all who supported my induction - especially Nancy McShea, Lloyd Emanuel, and Ricky Meyer.
Thanks to all who supported my induction - especially Nancy McShea, Lloyd Emanuel, and Ricky Meyer.
Liked by Joseph Reilly
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https://lnkd.in/e_wnE3YC I am looking forward to participating on a panel at Katten's discussion on tax-efficient investing in NYC on September…
https://lnkd.in/e_wnE3YC I am looking forward to participating on a panel at Katten's discussion on tax-efficient investing in NYC on September…
Liked by Joseph Reilly
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Two Sigma's co-founders are stepping down after years of awful battles with each other. Here's how Juliet Chung and I broke the story of the internal…
Two Sigma's co-founders are stepping down after years of awful battles with each other. Here's how Juliet Chung and I broke the story of the internal…
Liked by Joseph Reilly
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What are the animal spirits of alts? Recently, I joined Michael Batnick, CFA & Ben Carlson, CFA of Ritholtz Wealth Management on their Animal…
What are the animal spirits of alts? Recently, I joined Michael Batnick, CFA & Ben Carlson, CFA of Ritholtz Wealth Management on their Animal…
Liked by Joseph Reilly
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China’s economy is tightly linked with many other economies around the world, so even if one doesn’t own Chinese assets, it’s important to follow…
China’s economy is tightly linked with many other economies around the world, so even if one doesn’t own Chinese assets, it’s important to follow…
Liked by Joseph Reilly
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