Family Office with Adam Rein - Episode 14

Pitchology

Steve Distante welcomes Adam Rein, the Co-Founder, President, and Chief Investment Officer of CapShift. The conversation discusses how a family office can help manage a family's wealth as well as other family-related business activities. A family office typically has two core parts: investment management and family planning. Investment management helps decide where to invest the family's money, and family planning helps with things like tax planning, accounting, estate planning, and legal services.

Adam Rein also talks about his expertise in the field of family office and how it has led him to his latest venture, CapShift. He describes how he helps high-net-worth families build purpose-driven investment portfolios.

Who’s The Guest? Adam Rein is the Co-Founder, President, and Chief Investment Officer of CapShift, a turnkey impact investment solution for the $1 trillion charitable investment market of donor-advised funds and private foundations. He was also the Managing Director of MissionPoint Partners, which provides growth capital, knowledge, and a broad network of relationships to companies focused on the clean energy, energy efficiency, and environmental finance sectors, where he is still a Strategic Partner now.

Highlights

• Adam Rein’s journey to family office expertise
• The benefits and challenges of investing in purpose-driven assets
• Impact of family offices on customized portfolios
• Different types of family offices and what they are looking for in investments
• Types of family office deals
• Why entrepreneurs should start investing in family offices
• Structure in family offices for angel investors and venture capital
• Benefits and risks of impact investing
• How to find family offices for investments
• The pros and cons of raising capital for startups
• How to give an effective VR pitch deck
• Connection and importance of trust in pitching
• Kinds of investors you’ll meet when raising capital

Call to Action Join the Early Access List

Episode Resources

• Connect with Steve Distante
• https://pitchology.ai/
• https://joinvanderbilt.com/
• https://www.facebook.com/stevedistanteCEO/
• https://www.linkedin.com/in/stevedistante
• https://twitter.com/Sdistante
• https://www.instagram.com/sdistante/
• Connect with Adam Rein
• https://capshift.com/
• https://www.linkedin.com/in/adamrein