Welcome to The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication. Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on: • IPOs, secondary offerings, and PIPEs • Roadshows and investor presentations that hold up to SEC scrutiny • Engaging retail and institutional investors while adhering to Reg FD • Social media in investor relations: what's permissible, and where to tread carefully • Earnings calls, forward-looking statements, and material disclosure • Shareholder activism and modern corporate governance • ESG reporting and communicating those efforts effectively • Building investor trust and driving long-term shareholder value Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. Hosted by Joshua Wilson, a registered investment banking representative holding FINRA Series 79 and Series 63 licensure and a licensed Florida real estate broker, with more than 2,000 interviews across the capital markets. A One Iron Network production. Interested in joining as a guest? Reach out at theinvestorrelationspodcast.com/contact. This podcast is for informational and educational purposes only and is not legal, financial, or compliance advice. Views expressed by the host and guests are their own and do not reflect the positions of any regulatory agency, organization, or employer. Consult your own compliance, legal, or financial advisors regarding SEC, FINRA, and other applicable requirements. Nothing here constitutes a solicitation or recommendation for any financial product or service.
Feb. 2, 2025

Working With Family Offices

A monumental wealth transfer is set to reshape the dynamics of family offices, bringing both challenges and opportunities. This episode explores practical strategies to enhance connectivity, prepare for the future, and manage the shift of inherited wealth effectively.


• Wealth transfer estimated to rise from $10 trillion to $84 trillion
• Family offices facing overwhelming complexities in wealth management
• Need for improved connectivity among family offices discussed
• Effective strategies for collaboration and resource-sharing highlighted
• Implications of wealth transfer on private companies explored
• Challenges of responsible investing in today's landscape addressed
• Importance of adaptability for family offices in seizing opportunities emphasized

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

Let's Connect On LinkedIn:

https://www.linkedin.com/in/joshuabrucewilson/

To Contact Us, Please Visit:

https://www.theinvestorrelationspodcast.com/contact/

WEBVTT

00:00:05.107 --> 00:00:05.448
Amazing.

00:00:05.448 --> 00:00:05.990
Well, thank you.

00:00:05.990 --> 00:00:14.521
Yeah, you know, really creating more connectivity, just like you said, not just for those looking to connect and partner with family offices, but for the family offices themselves.

00:00:14.521 --> 00:00:16.905
It is growing at a tremendous rate.

00:00:16.905 --> 00:00:21.964
We're preparing for the largest transfer of wealth in all of history.

00:00:21.964 --> 00:00:28.086
As the baby boomers passed that what's currently 10 trillion in assets down, it's going to rise to 84.

00:00:28.086 --> 00:00:33.103
It's really going to have a huge impact on how private companies are funded.

00:00:33.103 --> 00:00:41.890
And just to create more efficiency, because so many of the single family offices I speak with are overwhelmed, and to make the process more efficient,
Danielle Patterson Profile Photo

CEO & Owner

CEO & Owner

Danielle Patterson, a California native with a background in fine arts, began her career managing a prestigious fine art gallery under the guidance of renowned National Geographic Photographer Frans Lanting. Armed with a BA in fine arts, Danielle's journey took a turn in 2008 during the financial crisis, leading her and her husband to the east coast.

In this challenging economic climate, Danielle pivoted towards sales, marketing, and business development, showcasing her resilience and adaptability. However, her entrepreneurial spirit continued to drive her aspirations for creating something truly her own.

The pivotal moment arrived when Danielle seized the opportunity to partner with the Founder of Family Office List, eventually acquiring the business in 2016. Over the past eight years, she has been instrumental in transforming the company into the dynamic platform it stands as today.

Family Office List is more than a service; it's a mission to empower clients with the knowledge and tools needed to navigate the exclusive realm of family offices. The platform assists clients by saving time in prospecting well-aligned family offices based on their investment mandates. Additionally, Family Office List aids family offices in creating accurate profiles that depict their values and investment interests, attracting well-aligned partnerships.

Danielle's journey with Family Office List is a testament to her visionary leadership and commitment to excellence in the financial sector. Her goal is to continue guid… Read More