Gregory Kammerer: Family Office

In this episode of The Investor podcast, Gregory Kammerer joins Joel Palathinkal to explore first and second-generation family investors. Gregory shares his journey from entrepreneurship to venture capital, law, and private equity. The discussion covers educating family offices, generational investment differences, and expanding roles. Gregory highlights tax strategies, public money management, and restructuring family office investments. They also discuss "Die With Zero," focusing on wealth transfer planning. The episode concludes with advice on starting early and debunking the myth of overnight success.

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The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators