“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.

“As Bitcoin becomes economically material, pure self-custody becomes less sovereign, not more.”

Bitcoin promised transactional sovereignty, but what happens when early adopters hold wealth beyond imagination? Founder and CEO Matt McClintock unpacks the “sovereignty paradox”—how to retain control over Bitcoin wealth while structuring it for long-term impact. We dive into Bespoke’s approach to navigating Bitcoin’s unique challenges and unlocking investment opportunities.

“Many families come to us with a stone in their shoe. It could be illiquid investments, misaligned incentives, or portfolios that lack optionality. Our first job is to take that stone out.”

In this conversation, we explore how a client-first philosophy shapes every decision at Bespoke’s asset management and advisory. Managing director Sune Hojgaard-Sorensen guides us through our approach to complex portfolios, from untangling legacy positions to allocating capital across real assets and global markets while carefully managing currency risk. At the heart of Bespoke’s strategy is disciplined risk management, a focus on equity and long-term value, and a belief in human ingenuity.

“Family wealth is like a Jenga tower: it gets taller, more top-heavy, and more fragile without support. The wealth strategies are the scaffolding that keeps the whole thing from falling down.”

Preserving wealth across generations requires strategy, foresight, and a clear understanding of the structures that sustain it. Founders Matt McClintock and Jonathan Mintz unpack the why, what, where, and how of long-term wealth strategy: what role trusts play as flexible scaffolding rather than rigid control, and how thoughtful planning can protect privacy, avoid probate, and support families as circumstances and generations evolve.

“Unexpressed expectations destroy relationships. The problem isn’t the wealth, it’s what isn’t said.”

Money and inheritance are rarely discussed, yet they often decide whether a family holds together or unravels. Our founder Jonathan Mintz and managing director Sune Hojgaard-Sorensen explore the pressures of generational wealth and why honest family conversations about purpose, responsibility, and ambition matter. They discuss how Bespoke helps families prepare heirs to take on responsibility, build resilience, and pursue ambition with intentionality.

“You can mask your footprint, but you can’t erase who you are. Privacy is about control, not invisibility.”

In a world of constant surveillance, privacy has become both a choice and a discipline. Our client services associate Mark Ghatan explains how to live intentionally, managing exposure, digital risk, and social engineering threats without surrendering life to fear. We explore how to balance visibility and vulnerability, helping clients protect their identities, communications, and assets while staying fully engaged in the world on their own terms.