Dakota Live! Podcast: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for Growth

In this insightful episode of the Dakota Live! Podcast, host Robert Morier sits down with Robert Lovas and Emily Sumner of Gilder Partners for Growth, delving deep into the intricate world of family office investments. Robert Lovas, the firm's President and Chief Operating Officer, and Emily Sumner, the Chief Investment Officer, share their wealth of experience in managing multi-generational wealth, emphasizing growth, sustainability, and the importance of due diligence in today's market.

Gilder Partners for Growth, LLC is a Registered Investment Adviser that offers a family office approach to investment. The firm is based in Raleigh, NC. Emphasizing multi-generational capital growth rather than capital preservation, Gilder Partners for Growth invests across a variety of liquid and illiquid asset classes, expressing high-conviction themes over various holding periods, and utilizing third-party investment managers as appropriate.

The firm’s roots were planted by Ginny Gilder, the firm’s founder, and her father through the Gilder family investment office, the Gilder Office for Growth. Ginny Gilder is a managing member of Force 10 Enterprises which owns the Seattle Storm. She is also an acclaimed author, rower, and philanthropist, having been named to represent the United States in two Olympics, and earning a silver medal at the Los Angeles Olympics. She wrote about her experiences in and out of the boat in her memoir, Course Correction.

This episode covers a wide range of topics, from the challenges and opportunities in asset allocation and diversification for family offices, the impact of sustainability on investment strategies, to the future of family office investments amidst geopolitical and social uncertainties. Robert and Emily also provide invaluable advice for families considering the services of a family office, highlighting the need for clarity, governance, and a personalized approach to investment.

Listeners will gain insights into the unique investment philosophies at Gilder Partners for Growth, the importance of collaboration and trust in the family office community, and the personal journeys of Robert and Emily that led them to their roles in wealth management. Whether you're a seasoned investor or new to the world of family offices, this episode offers a comprehensive look into the strategies, challenges, and rewards of managing family wealth for growth and sustainability.

Tune in to this episode of Dakota Live! Podcast to explore the sophisticated landscape of family office investments with two of the industry's most knowledgeable and insightful professionals.