Show Notes
On this season of the Our Family Office podcast, we’re asking the question: who needs a family office?
In this episode, host Adam Fisch sits down with Judi Cunningham, founder and CEO of Trella Advisory Group, a leader in advising business families globally. They discuss the ways that family decision making gets more complex over time (03:37), the difference between equality and fairness (15:10), and the important role that independent facilitators can play in helping families have more productive conversations (28:32). For more information about Judi Cunningham, visit trella.ca. For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
More from The Our Family Office Podcast
On this season of the Our Family Office podcast, we’re asking the question: who needs a family office?
On this season of the Our Family Office podcast, we’re asking the question: who needs a family office?
Season 3 of the Our Family Office podcast starts next week! This season, we're asking the question: who needs a family office? You’ll hear from experts inside our firm and our industry, discussing the unique ways that families acquire wealth, and how a family office can help them on their journey. Subscribe now, so you don’t miss an episode. For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
In this special episode, host Adam Fisch sits down with Our Family Office Chief Investment Officer and Co-Founder Neil Nisker for a 2025 year in review. They discuss investment performance over the last year, concerns around equity market concentration, AI as both a business and an investment, and how the current market might rhyme with some turbulent periods in the past. Our Family Office's annual investment commentary can be found at https://ourfamilyoffice.ca/article/investment-commentary-year-in-review-2025/ For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
On the season finale of the Our Family Office podcast, host Adam Fisch speaks with Jenny, a fifth generation member of a successful European family, and a longtime Our Family Office client. Jenny is a member of the rising generation, having begun to assume management of the family's assets after a long journey of discovery. Jenny discusses growing up with wealth (02:10), the succession process in her family (17:18), and her family's experience working with a family office (29:42). Thank you to all of our listeners for your support throughout this season. We hope you enjoyed it. For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected]. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.