The Investor With Joel Palathinkal

The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

Gregory Kammerer: Family Office

S1 E129 • Jul 31, 2025 • 52 mins

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.

Speakers

Gregory Kammerer

Guest • 75%

Joel Palathinkal

Guest • 25%

Chapters

0:00	Understanding first and second gen family investors
0:54	Introduction to The Investor podcast with Joel Palathinkal
1:29	Guest introduction and early entrepreneurial experiences
5:40	Transition to venture capital, law degree, and private equity
10:28	Educating family offices on industry specifics and challenges
16:29	Differences between generations of family investors
21:01	Expanding the role of family offices in investments
23:34	Career progression and focus in private equity
26:11	Innovative tax strategies and managing public money for family offices
30:42	Workout and restructuring processes in family office investments
33:26	Persona examples of family office structures
42:21	Book discussion: Die With Zero and wealth transfer planning
49:01	Final piece of advice and the importance of starting early
50:23	Dispelling the myth of overnight success

Transcript

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