Suggestions
R. Adam Smith
Global veteran in family enterprise, alternative assets, mergers | LinkedIn Top Voice | 10x BOD member | led $1B PE directs | Family Business Audiocast | RAS Capital Partners | Salomon Brothers | Columbia Business School
R. Smith is a seasoned professional with over 20 years of experience in private capital, investment banking, and corporate development.
As a proud alumni of Columbia Business School, R. Smith has a strong background in finance, strategy, and governance.
With a successful track record at Salomon Brothers Strategic Advisors, R. Smith was a founding member of the Mergers & Acquisitions division, leading initiatives for private equity and global family offices.
R. Smith is a proven change agent, having founded and managed multiple successful management firms and being involved in numerous investments in consumer brands, digital, e-commerce, and financial services since 2002.
A governance expert, R. Smith has served as a board member and advisor to various investor-backed private companies and non-profit entities, showcasing leadership and strategic acumen.
With extensive experience in corporate development, R. Smith excels in capital structuring, strategic planning, business development, and governance metrics.
Beyond the business world, R. Smith is deeply involved in philanthropic endeavors, supporting causes related to education, art, music, cancer research, and entrepreneurship.
An active media presence, R. Smith frequently participates as a speaker, host, and author at prestigious events and platforms, contributing valuable insights and expertise.
With a solid educational foundation from Boston University and Columbia Business School, R. Smith continues to make a significant impact in the financial and business sectors.
Formerly associated with esteemed organizations like Salomon Brothers, Avestix Group, and Bain & Company, R. Smith's expertise and contributions have left a lasting impression in the industry.
Highlights
Please join me, live, in a Family Business Audiocast with Shaun Parkin, Founder and MD of Hall Road Investments
🔆 Shaun Parkin is the CEO of Parkin Advisory, a consultancy specializing in family office governance, strategic planning, and succession planning.
🔆 With over two decades of experience in private banking and family office advisory, Shaun has a deep understanding of wealth management, investment strategies, and risk management
🔆 Shaun is a sought-after speaker and thought leader in the family office space, having contributed to industry conferences and publications on topics such as multi-generational wealth and governance
————
Details on the event: 🎙️
💫 When: Monday, September 16 9:15m EST | 8:15am CST | 7:15am pm MST | 6:15am PST
💫 Where: LinkedIn audiocast live stream 🔗 https://lnkd.in/eHB7iJFQ
Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem.
Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy.
Note:
Registration required. Event may be recorded.
After registration, click "view event". Please add event to calendar
Event link is live available exactly 15 mins prior to event.
Produced and created by R. Adam Smith
Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series.
——-
Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations.
#familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba
Tess Loucka Jasmine Ren Shaun Parkin
Bouncing back: The Oryx.
In the 1970s, the Arabian oryx was classified as extinct in the wild, but today populations are rebounding thanks to conservation efforts. CNN
(The antelope species’ skinny horns are believed to have inspired tales of the mythical unicorn, while their white fur keeps them cool in the desert heat)
⚜️⚜️⚜️
In family office land, there are also trends of traditional activities back in vogue …(💭 thoughts on this welcome) ;)
-
Reaffirming Family Values and Mission Statements:
- Family offices and businesses are placing renewed emphasis on family values and mission statements. Codifying these principles in family charters is becoming more common, ensuring that decision-making aligns with the family’s ethos across generations.
-
Long-Term Investment Horizons:
- A return to long-term investment strategies is evident, with families prioritizing patient capital over short-term gains. This includes acquiring and holding large private companies for generational growth and stability.
-
Direct Investment in Private Companies:
- Families are increasingly investing directly in private companies, allowing for greater control and alignment with family values. This strategy also supports synergies with other family-owned businesses.
-
Strengthening Family Governance:
- Robust family governance structures, including family councils and boards, are being revitalized to maintain harmony and ensure transparent decision-making, especially in multi-generational settings.
-
Philanthropy as Legacy Building:
- Strategic philanthropy is being used to unite family members across generations while reinforcing shared values and leaving a lasting impact aligned with the family’s mission.
-
Focused Succession Planning:
- Succession planning is gaining importance, with an emphasis on preparing the next generation for leadership in both family businesses and offices, ensuring continuity and adherence to family values.
-
Real Estate as a Core Asset:
- Real estate is regaining prominence as a stable, long-term investment, providing tangible legacy assets and steady income streams for family portfolios.
-
Inter-Generational Education and Mentorship:
- Families are emphasizing education and mentorship, with older generations actively passing down knowledge, values, and business skills to younger members, ensuring continuity and preserving the family legacy.
