“Enjoy the journey so you can relish the time on the core things you want.” - Adam Blakney
"You're going to have to live in the world as it is today. Not in the world that maybe we wish we had” - Josh Peck
Running a lean single-family office isn't easy, and Adam Blakney runs the daily gambit of public portfolios, real estate, direct investments, and various board positions to keep the family on track towards its vision for future generations. Adam says that the money is the easy part and his principal focus is on the people, the health of the family, education, and ensuring that the plans the family makes now will create value, not just financial for future generations. Through history as well as personal experience, Adam has discovered that the best-laid plans of previous generations have been rendered obsolete in current times, demanding new ideas and new paths forward.
Since every single-family office is unique, Adam has relied on his MBA from Melbourne Business School, as well as his experiences in startup to build his single-family office from the ground up building a team of suppliers and advisors to help navigate these unchartered waters.
Joshua M. Peck is the founding member of the TrueCode Capital with nearly 20 years developing and capitalizing on emerging technologies. He utilizes a systems approach to portfolio management that leverages his deep quantitative background in financial engineering, machine learning, and applied mathematics.
Early in his career, Josh worked in academia in support of high-performance research computing environments where he became a regional expert in systems engineering, cyber security, and data engineering. In addition to his work, he is active in philanthropy through the Denver Mile High Rotary Foundation, where he is currently the treasurer and a member of the World Community Service Committee where most recently they were able to fund a cold storage project in Nepal.
Josh has served as an advisory board member, angel investor, and mentor for various venture clubs and accelerators, and has invested in a diverse group of companies.
Josh received his BS in Computer Science from Pittsburgh state university and his Master's of Science Engineering, Management from the University of Kansas.
Please enjoy!
Click here to subscribe to The Sell My Business Podcast to save time and effort.
SELE
Resources To Have You Thrive And Prosper
The Deep Wealth Podcast helps you extract your business and personal deep wealth. You'll learn and master the foundational strategies in the Deep Wealth 9-step Roadmap. These are the same strategies that our co-founder, Jeffrey Feldberg, leveraged for his 9-figure exit.
Enroll in the 90-day Deep Wealth Mastery program to grow profits, increase the value of your business, and optimize your post-exit life. Send an e-mail to insights{at}deepwealth.com with the words "Deep Wealth" in the subject line for more information.
Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy ...