Private Office

Family Office Scale & Thoughtful Credit Strategy with Alex Penning of Cresset Capital

Alex Penning, Managing Director and Head of Banking and Lending at Cresset, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lending partners and solutions.

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Building a Private Bank: Discipline, Trust & Long-Term Investing with George Dickson, Jr.

David Marcus speaks with George Dickson, Jr., Senior EVP and CIO of New York Private Bank & Trust and Emigrant Bank, about the evolution ...

Value Investing, Gold, and the Future of Real Assets with Whitney George

Whitney George, CEO of Sprott Inc. and one of the most respected investors in the metals and mining sector, joins David Marcus to discuss ...

Betting on the Future with Tim Draper

In this episode of Partnering to Create Wealth, David Marcus speaks with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher ...