“Resilience means resistant to change, durable against change. Innovation is the wind of change. You want to find companies that have a balance between those two things.”

Innovation is the tide that lifts some fortunes and sinks others, and mastering it defines generational investing. Rob Larity, our chief investment officer, explains how making innovation central to investment decisions rather than treating it as speculation can grow wealth over decades. He also explores how balancing this approach with resilience against structural and technological disruption helps investors navigate both risk and opportunity.

“Everything we do has an impact. Every dollar spent has an impact. The question is how much control and intention you put behind it.”

Impact is inevitable, but intention is optional. Ali Marchand, our senior client relationship manager, explores how we help clients use their wealth as a tool for influence, legacy, and values-driven change. She frames investing as a spectrum—from liquid equities to private credit—where every dollar shapes social and environmental outcomes. At the heart of it is stewardship: making wealth intentional and preparing the next generation to carry forward a legacy that reflects more than accumulation.

“It’s a series of conversations. It doesn’t happen in one meeting. First you figure out what someone is passionate about, then how they want to impact it. And there are a lot of ways to do that.”

At Bespoke, philanthropy is treated not as generosity, but as discipline—the deliberate work of translating personal values into measurable impact. In this conversation, our founder Jonathan Mintz examines how ultra-high-net-worth families move beyond symbolic giving toward strategies that demand rigor, accountability, and long-term vision. From grassroots initiatives to purpose-built institutions, and from donor-advised funds to charitable trusts, the focus is not on how much is given, but how intentionally it is deployed.