[00:03:27] – Why Choose the Multi-Family Office Model

• Kenny asks what led them to pursue the multifamily office approach
• Cameron describes being drawn to John’s fierce advocacy for families and deep client relationships
• Key quote: “It’s not about selling a product, it’s not about a bottom line revenue number. It’s like, ‘Hey, this is what this family needs and if it ends up takes us a hundred hours to get there, we’re doing it.'”

[00:05:40] – The Living Room Approach 

• John describes how they become deeply embedded in clients’ lives compared to other advisors 
• Emphasizes the privilege of helping families through complex situations 
• Key quote: “We end up in our client’s living room… we get to know our families in very deep ways.” 

[00:10:22] – Making Recommendations and Fighting Inertia 

• Cameron highlights how they differ by making clear recommendations rather than just giving information 
• John notes that “inertia is our biggest competitor” when helping families make needed changes 
• Key quote: “One of the disciplines that we try to have is what we talk about is looking at the far horizon. If you’re not looking at the far horizon, you’re going to end up somewhere you don’t want to be.” 

[00:13:44] – The Initial Client Approach 

• Discussion of how they begin working with new multifamily office clients 
• Often starts with addressing a specific pain point or concern 
• Key quote: “The questions that compel us more, give us better insight into a family are much deeper and they do take some time to flesh out.” 

[00:16:18] – Ideal Clients for Multifamily Office Services 

• Explanation of which clients benefit most from multifamily office services 
• Typically those with $20-500 million in net worth where complexity compounds 
• Key quote: “If you’ve built a plan for one family office client, you’ve built a plan for one family office client.” 

[00:17:07] – Common Client Scenarios 

• John outlines three common client types: business owners planning exits, charitably-inclined families, and first-generation wealth 
• Emphasizes the importance of early engagement for tax savings 
• Key quote: “For those people getting ready for an exit, the earlier we engage, the more likely we can help them save a lot of money on taxes.” 

[00:22:33] – Navigating Complex Trust Situations 

• Discussion of legacy trusts and the complexity of multi-generational planning 
• Explains how solutions developed for one family can sometimes benefit others 
• Key quote: “When you start layering on multiple generations of estate planning, it gets pretty complex.” 

[00:26:52] – Coordinating Professional Partners 

• John describes how they work with other professionals like CPAs and attorneys 
• Often serve as translators between technical advisors and clients 
• Key quote: “I know a lot about a lot of things. I’m not really an expert in anything. I really describe myself as a professional issue spotter.” 

[00:30:38] – The Human Side of Wealth Management 

• Cameron discusses the importance of understanding family dynamics 
• Explains how wealth can complicate relationships if not managed properly 
• Key quote: “If we save some money on taxes, but ultimately someone in the family ends up with a lot of wealth and it drives them into a terrible situation, then that is not a positive outcome.” 

[00:32:38] – Balancing Wealth Transfer and Family Harmony 

• John explains how they help families achieve both successful wealth transfer and healthy family relationships 
• Many clients would choose family harmony over wealth if forced to choose 
• Key quote: “If this wealth is going to ruin my family, I’d rather have it all go to charity. And so what we’re trying to do is create governance and understanding and a culture within the family where the wealth doesn’t ruin the next generation.”