Christopher Zook of Houston-based CAZ Investments talks about the appeal of private credit and what strategies make the most sense when the markets are volatile.

Brian Ward is the principal of wine and spirits investing at Artory/Winston, a rare-assets management firm, and the leading force behind Cask100, an investment fund focused on wine and whiskey.

Katherine Frattarola of Hub International discusses how family offices and ultra-high-net-worth individuals are insuring their homes and assets in the wake of disasters like the Pacific Palisades wildfires in California.

Sanctuary Wealth CEO Adam Malamed talks about the democratization of the family office and the need to become a “holistic life manager.”

Erik Christoffersen talks about tax changes on the horizon, best practices in hiring, and tech strategy for family offices.

Anne Bucciarelli of Bernstein Private Wealth Management talks about the benefits of dividing assets and why informal conflict-resolution structures often fail.