S2 E7 – Advising and Living in the Rising Generation ft. Tim Yeung

How High is Up?: 2025 Year in Review

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/ [https://ourfamilyoffice.ca/article/investment-commentary-year-in-review-2025/] For more information about Our Family Office, visit ourfamilyoffice.ca [http://ourfamilyoffice.ca/] or reach out at info@ourfamilyoffice.ca [info@ourfamilyoffice.ca].

S2 E8 – Life as a Member of the Rising Generation ft. Jenny (Our Family Office Client)

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 [https://www.ourfamilyoffice.ca/] or reach out at info@ourfamilyoffice.ca [info@ourfamilyoffice.ca].  Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

S2 E7 – Advising and Living in the Rising Generation ft. Tim Yeung

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 business families face (14:39). Additional Resources: Tim Yeung [https://www.timyeung.me/] For more information about Our Family Office, visit ourfamilyoffice.ca [http://ourfamilyoffice.ca/] or reach out at info@ourfamilyoffice.ca [info@ourfamilyoffice.ca].

S2 E6 – Helping the Rising Generation Thrive ft. Jess McGawley

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 this episode, Adam and Jess discuss the unique challenges that wealthy adolescents face (04:40), the importance of failing well (13:19), and some success stories from her work at Dallington (24:14). Additional Resources: Dallington Associates [https://www.dallington.co/] For more information about Our Family Office, visit ourfamilyoffice.ca [http://ourfamilyoffice.ca/] or reach out at info@ourfamilyoffice.ca [info@ourfamilyoffice.ca].

S2 E5 – Morgan Housel on The Art of Spending Money

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: Morgan's Books at Amazon.ca [https://www.amazon.ca/stores/author/B084ZNV1LR] For more information about Our Family Office, visit ourfamilyoffice.ca [http://ourfamilyoffice.ca/] or reach out at info@ourfamilyoffice.ca [info@ourfamilyoffice.ca].