This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients.

Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021.

Jenny Heller EP. 7 – May 17, 2017 Jenny Heller EP. 211 – August 29, 2021 Stan Miranda EP. 334 – August 21, 2023

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Secure in the Source | Ep. 156 | Monday, September 11, 2023