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  • The Compliance Gaps Quietly Exposing Family Offices

    The Compliance Gaps Quietly Exposing Family Offices
    2026/07/14
    Most family offices believe their structure protects them, but it often does not.

    Susan Lindeque, Founder and CEO of Avestix Technology Holdings, has managed over a billion dollars in private assets and knows exactly where the quiet failures hide.

    In this episode, she exposes the compliance gaps families overlook — from offshore entities and digital assets to fragmented ownership structures — and shares the integrated, real-time framework that keeps complex wealth protected across generations.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    34 分
  • From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

    From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind
    2026/07/07
    Most family offices investing millions in private deals are flying blind — and it's costing them years of regret.

    Susan Lindeque — private equity expert with over $1 billion invested — joins the show to reveal the critical due diligence steps most family offices skip when evaluating private deals while breaking down how to pressure-test financial projections and verify claims about competitive moats through real customer conversations.

    She shares her proven framework for building a focused investment thesis, vetting deal flow, and protecting your portfolio from the biggest pitfalls in private markets: weak management teams, regulatory blind spots, and liquidity risk.

    If you manage or advise family wealth, this episode gives you the process to invest smarter and sleep better at night.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    42 分
  • Why Women Retire With 40% Less and How to Fix It

    Why Women Retire With 40% Less and How to Fix It
    2026/06/30
    (00:00:00) The Wealth Gap Between Men and Women
    (00:00:27) The Importance of Financial Education for Women
    (00:02:34) Breaking into Male-Dominated Financial Spaces
    (00:03:57) Women's Investment Instincts and Performance
    (00:05:48) Starting Small: The First Steps to Investing
    (00:09:38) Understanding Stocks and Bonds in Simple Terms
    (00:11:44) Diversification: The Key to a Strong Portfolio
    (00:16:15) Building a Realistic Investment Portfolio
    (00:24:34) The Power of Digital Assets and Institutional Custody
    (00:28:06) The Buffett Principle: Patience and Discipline in Investing

    Women and retirement savings reveal one of the most overlooked gaps in personal finance. You have worked hard, lived carefully, and still the numbers do not add up. The wealth gap is not a discipline problem. It is an access problem.

    Susan Lindeque, Founder of Avestix Technology Holdings and a former Global CFO who has structured over a billion dollars across real estate, venture capital, and private equity, hands you the blueprint most women were never given. You will never look at money the same way.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    41 分
  • Family Office AI Has Two Gaps Quietly Costing You Deals

    Family Office AI Has Two Gaps Quietly Costing You Deals
    2026/06/23
    Your family office named AI a priority this year, and months later, nothing has actually changed.

    It still runs on spreadsheets and the same public tech stocks everyone else owns. The gap is not ambition; it is that no one can tell real AI tools from vendor hype.

    Susan Lindeque, Chartered Accountant and CIO of her own family office, breaks down the two AI gaps quietly making families vulnerable. Listen, and you will know exactly where to start and what waiting is costing you.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    50 分
  • The $3M Mistake Quietly Draining Family Fortunes

    The $3M Mistake Quietly Draining Family Fortunes
    2026/06/16
    Three million dollars a year. That is what a family office can quietly cost, and most families cannot tell you what it actually buys.

    The worst losses never appear on a single statement. They are buried inside the structure, draining a fortune one invisible cost at a time, while everyone assumes the money is safe.

    Host Stacey Chillemi sits down with Susan Lindeque, Founder and CEO of Avestix Group, to reveal where the money really goes and how wealthy families keep it for generations.

    You'll learn:
    💸 How fortunes quietly bleed out each year

    ⚠️ The single person who can sink it all

    🔁 Where wealthy families pay twice over

    🏛️ What turns a fortune into a dynasty

    📈 The model that scales without the overhead

    🧭 The one question that protects a legacy

    Press play before another year of hidden costs drains what you built.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    42 分
  • Family Office Cybersecurity: Wealthy Families Get Hacked

    Family Office Cybersecurity: Wealthy Families Get Hacked
    2026/06/09
    Wealth used to mean security. Now it makes you a target.

    In 2026, attackers can clone your voice from a podcast and your face from LinkedIn, then call your family office and wire the money out before anyone notices.

    Host Stacey Chillemi sits down with Susan Lindeque, Founder of Avestix Multi Family Office, Chartered Accountant, and former Global CFO, to expose how AI is draining family wealth and how to defend against it.

    You'll learn:
    🎯 Why wealth makes you a bigger target

    🔓 The four places your money leaks out

    🤖 How deepfake fraud actually works

    📞 Why phone verification no longer protects you

    🏦 The vendor risk hiding in plain sight

    ✅ The security audit to run this week

    The threat is real. The fix starts today.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    50 分
  • How to Protect Your Family's Wealth & Legacy Before It's Too Late

    How to Protect Your Family's Wealth & Legacy Before It's Too Late
    2026/05/19
    Most families don't lose their wealth because they made bad investments. They lose it because nobody prepared the people who were supposed to carry it forward.

    Stacey Chillemi sits down with Susan Lindeque — Founder of Avestix Multi Family Office and former Global CFO with over $1 billion in structured transactions — to walk you through exactly what families need to do right now to protect what they've built.

    💥 Why the "Succession Gap" is quietly threatening family wealth everywhere
    🤖 How AI, digital assets & cybersecurity risks are rewriting the rules — and what your family must do about it
    🔐 Why money alone will never be enough to protect the next generation
    💬 What healthy succession really looks like — the human side nobody talks about
    🚀 Practical steps you can take today to start the right conversations and build a real plan

    This is the episode that gives your family the clarity, tools, and confidence to face the future — together.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    49 分
  • Is Your Wealth Plan Outdated? Fix It Before It Fails

    Is Your Wealth Plan Outdated? Fix It Before It Fails
    2026/04/17
    A wealth plan that worked yesterday may not protect you today.

    Host Stacey Chillemi talks with Susan Lindeque, founder of Avestix, about how to modernize your wealth strategy, protect your data, and build a plan that actually supports your future.

    You’ll learn:
    🔐 How to protect your wealth in a digital-first world
    👩‍💼 Why women-led wealth is reshaping the future
    📊 How to get clarity across complex financial data
    🏛️ How better structures reduce friction and risk
    🌱 How to build a legacy that lasts across generations

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
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    26 分