Conversations in Private Wealth explores the most pressing issues in wealth preservation and family office management across the globe.
Designed for intermediaries advising ultra-high-net-worth families, each episode is hosted by Ocorian and features in-depth discussions with industry experts on key trends, challenges, and opportunities shaping the private wealth landscape.
No topic is off-limits - including those that are complex or controversial. With a new guest in every episode, we provide candid, expert insights to help advisors navigate the evolving world of wealth with confidence.
Watch all of our recent podcasts here:
Episode 7: Navigating trusts for Chinese families
Most recently, we spoke with Ginny Goh, Private Client Director for Ocorian in Singapore, and Rachel Yao, Counsel at Carey Olsen, about navigating trust structures for Chinese families, including the legal and regulatory landscape, succession planning, and family dynamics.
Episode 6: Funding for foundations
In the latest episode for ‘Conversations in Private Wealth’, Leevyn Isabel, Commercial Director – Middle East sits down with Nick Jones from GSB Global to explore the intricacies of funding for UAE foundations, offering insights drawn from their extensive experience in the region.
Episode 5: Are you working in the family business, or working on the family business?
Fresh from the African Legacy Summit 2025, John Félicité, Commercial Director at Ocorian, and Mary Asante Asamoah, Executive Director at Barbex and Founder of the Family Business Hub, sit down to discuss all things family businesses. Their conversation explores the key differences between working in the family business and actively working on the family business, particularly in terms of strategy, culture, and the dynamics involved in passing the business to the next generation.
Episode 4: Unpacking leadership: Managing conflict, governance and generational dynamics
Lynda O Mahoney, Global Head of Commercial Directors for Private Client at Ocorian, and Basma Alzamil, Family Business Advisor at Lansberg Gersick Advisors, sit down to discuss key topics in family business leadership. Their conversation explores business governance and the challenges of managing intergenerational conflicts as family businesses grow and evolve.
Episode 3: How AI and tech will shape the future of wealth and asset management
Annerien Hurter, Global Head of Private Client at Ocorian and Benjamin Moute, CEO at Landytech discuss how AI and tech are reshaping how we work, invest and interact with financial services. They also discuss what brought us here and where the future's headed.
Episode 2: Navigating family & business governance in Asia
Shawn Wang, Director & Head of Trust Services at Ocorian sits down with Zac Lucas, Private Client Lawyer & Partner at Spencer West, to discuss how they are helping family offices navigate both family & business governance across Asia.
Episode 1: Cyber, physical & human threats to family offices
Michael Harman, Commercial Director at Ocorian, sits down with Toro Solutions CEO, Peter Connolly, to discuss the cyber, physical, and human threats targeting family offices in today’s risk landscape, and how these can be mitigated.