Richard Wolkowitz
Founder of Xylogenesis Family Office Advisory. Serves as a family advisor with extensive experience in multiple family offices, focusing on multigenerational families.
Best podcasts with Richard Wolkowitz
Ranked by the Snipd community
11 snips
Aug 22, 2024 • 35min
Helping Multigenerational Families Get Unstuck with Richard Wolkowitz
Join family advisor Richard Wolkowitz, founder of Xylogenesis Family Office Advisory, as he discusses the unique challenges of multigenerational families. He highlights common reasons families get 'stuck' and shares actionable strategies to overcome these hurdles. Rich emphasizes the importance of open communication, effective governance, and the role of facilitators in navigating complex family dynamics. His insights on leveraging family capital for long-term success provide a valuable perspective for family leaders seeking to thrive in their enterprises.
Sep 30, 2025 • 36min
SFO Circle: The Expert Generalist: The Most Valuable Seat in the Family Office
Join family office veterans Josh Miller, Linda Mack, and Rich Wolkowitz as they redefine the role of the expert generalist in wealth management. Josh shares insights from his journey in law and wealth strategy, while Linda discusses her pioneering concept of the expert generalist as a coordinator across disciplines. Rich emphasizes the essential traits of servant leadership and intellectual curiosity. They dive into balancing depth and breadth of knowledge, anticipating challenges, and the future of family offices, highlighting the need for customization and professionalism.
