
Gregory Kammerer: Family Office
In this episode of The Investor podcast, Gregory Kammerer joins Joel Palathinkal to explore first and second-generation family investors. Gregory shares his journey from entrepreneurship to venture capital, law, and private equity. The discussion covers educating family offices, generational investment differences, and expanding roles. Gregory highlights tax strategies, public money management, and restructuring family office investments. They also discuss "Die With Zero," focusing on wealth transfer planning. The episode concludes with advice on starting early and debunking the myth of overnight success.
Key Points
- Clear and simple communication is crucial when explaining business transactions to first and second-generation families, as they may not be familiar with complex financial jargon but understand basic business concepts deeply.
- Connecting the right people with the right deals is essential, as misaligned opportunities can lead to loss of trust and interest, making it imperative to tailor and personalize investment pitches to the interests and needs of potential investors.
- Families should focus on intentional wealth transfer and planning, ensuring that wealth is used to support and enhance the lives of family members at the most impactful times, while also considering the overall legacy and long-term goals of the family.
Chapters
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26:11 | |
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42:21 | |
49:01 | |
50:23 |
Transcript
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