The Our Family Office Podcast

On this season of the Our Family Office podcast, we’re asking the question: who needs a family office?
 
In episode, host Adam Fisch sits down with Steve Legler, an independent Family Legacy Coach with Blackwood Family Enterprise Services, to discuss why many families postpone important conversations about succession and decision-making (03:46), the risks of having information concentrated in one person's head (08:54), and how spouses and future generations can be better prepared for periods of transition (16:56).

For more information about Steve Legler, visit stevelegler.com or Blackwood Family Enterprise Services.

For more information about Our...

On this season of the Our Family Office podcast, we’re asking the question: who needs a family office?
 
In the Season 3 premiere, host Adam Fisch sits down with Trevor Hunt, co-Chief Investment Officer of Our Family Office, to discuss entrepreneurs experiencing a liquidity event. They discuss the emotional fallout that can come after the sale of a business (05:54), families navigating interdependent wealth (16:28), and the importance of passing on family values.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].

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.

On this episode, host Adam Fisch sits down with Tim Yeung, a Family Enterprise Advisor who is himself, a member of the third generation of an UHNW family. Tim spent 10 years at his family’s commercial real estate company, before leaving to eventually pursue family enterprise advising and coaching. He draws on his personal experience to connect with business owning families and help them create a vision for the future together.

On this episode, Adam and Tim discuss his journey as a family employee (01:10), using his experience to help other families (09:43), and the common challenges that bu...

On this episode, host Adam Fisch sits down with Jess McGawley, the founder of Dallington Associates, a London based firm that provides discreet, highly tailored mentoring and psychological consulting for young inheritors, helping them step into adulthood with confidence, clarity, and a deeper understanding of their role within the family system and the wider world. 

With over 16 years of experience, Jess has supported more than 150 families as they navigate the private and often complex dynamics that come with adolescence, inheritance, and growing up in the context of wealth and public success.

On th...

On this very special episode, host Adam Fisch speaks to author and investor Morgan Housel, the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over ten million copies and have been translated into more than 60 languages. His new book is called the Art of Spending Money, and was released on October 7.

Adam and Morgan discuss how the wealthy think about money (01:07), how the rising generation can apply the lessons from his writing (05:29), and his advice for young inheritors in forging their own identity (19:59).

Additional Resources:<...

On this episode, host Adam Fisch sits down with Sharna Goldseker, the founder and vice president of 21/64, a non-profit practice serving next gen and multigenerational philanthropic families. Sharna has also been named to the New York business journal’s women of influence list. Sharna is the co-author of the award-winning best seller, Generation Impact: How Next Gen Donors Are Revolutionizing Giving. She chairs the Goldseker Foundation, founded by her great-uncle, and serves as non-family trustee on the Felicity House board and Leonard & Helen R. Stulman Charitable Foundation. They discuss the ways that the rising generation views philanthropy (07:15), what “impact” means...

On this episode of the Our Family Office podcast, host Adam Fisch discusses how the rising generation invests with Charlie Scharfe, a portfolio manager at Our Family Office. Their conversation covers the similarities and differences of investment approaches between generations (00:50), the challenges and complexity of ESG investing (03:00), and how Our Family Office works alongside the rising generation to build portfolios aligned with their goals (14:40).

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 o...

In Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspectives about wealth preservation (14:58), and how to empower the rising generation to live lives of purpose and fulfillment (21:02).

More information about Dr. Grubman can be found at jamesgrubman.com

Additional Resources:
Dr. Grubman's Books at Amazon.ca

For more information about Our Family Office, visit...

In the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).

More information about Dr. Grubman can be found at jamesgrubman.com

Additional Resources:
Dr. Grubman's Books at Amazon.ca

For more information about...

In this special episode, host Adam Fisch sits down with Our Family Office Chief Investment Officer and Co-Founder Neil Nisker for a 2024 year in review. They discuss investment performance over the last year, concerns around equity market concentration (01:39), the uncertainty of a Trump presidency (09:36), and the Canadian economy (12:30).

Our Family Office's annual investment commentary can be found at ourfamilyoffice.ca/our-thinking/investment-thinking/

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, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client.

Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Office has helped his family (18:00).

For more information about Sam, visit www.sammercanti.com. 

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected]. 

Disclosure: This podcast co...

On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.

For more...

On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family’s financial and non-financial objectives.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected]. 

Disclosure: Thi...

On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.

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.

On episode 3 of the Our Family Office podcast, host Adam Fisch sits down with fellow Client Advisor Connor Kelly to discuss philanthropy. Adam and Connor walk through the “capital pyramid” and what it means to engage in strategic philanthropy (maximizing personal impact, charitable impact, and tax efficiency). They also discuss the benefits for families in establishing family foundations, and the ways in which a foundation can pass on family values and build connection across generations.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected]. 

Disclosure: This podcast conta...

On episode 2 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about family continuity. Adam and Kevin work through the definition of what “family continuity” means, and the ways families can determine if the next generation is prepared to look after the family’s wealth. This episode includes a conversation about the unique continuity needs that affect ultra-wealthy families, as Adam and Kevin walk through examples of families that have dealt with continuity challenges, and the ways in which a family office can help navigate those challenges. Finally, they discuss the co...

On episode 1 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about investments. Neil and Adam discuss the philosophical difference between “getting rich” and “staying rich”, the ways in which the ultra-wealthy should be thinking about risk when making investments, and the importance of due diligence in finding superior investment managers.

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 pe

In the pilot episode of the Our Family Office podcast, host Adam Fisch sits down with Our Family Office CEO and Co-Founder Tim Cestnick, to define the concept of a “Family Office”. They describe the benefits of integrating services around an affluent family’s wealth, the ways in which a good family office should be able to work with outside professionals, and questions to ask when considering a multi-family office.

For more information about Our Family Office, visit www.ourfamilyoffice.ca or reach out at [email protected]. 

Disclosure: This podcast contains opinions and does not con...