Partnering to Create Wealth
Podcast Description
Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners.This series explores a unique corner of the private credit market through conversations with industry participants—including wealth managers, investment bankers, entrepreneurs, independent sponsors, and legal advisors—as well as NYPF professionals who share insights on underwriting, structuring, and client success stories.👉 Learn more: https://nyprivatefinance.com/ 🔗 Connect with NYPF: https://www.linkedin.com/company/nypf/
Podcast Insights
Content Themes
The podcast covers themes such as private credit strategies, lending processes, and wealth management, featuring episodes like Family Office Scale and Thoughtful Credit Strategy and Unlocking Capital Without Selling Assets. Each episode focuses on unique insights from industry experts about leveraging illiquid assets for capital.
Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners.
This series explores a unique corner of the private credit market through conversations with industry participants—including wealth managers, investment bankers, entrepreneurs, independent sponsors, and legal advisors—as well as NYPF professionals who share insights on underwriting, structuring, and client success stories.
👉 Learn more: https://nyprivatefinance.com/
🔗 Connect with NYPF: https://www.linkedin.com/company/nypf/
François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations.
In this episode of Partnering to Create Wealth, François shares lessons from 45 years of advising families worldwide — from the importance of strategy over opportunism, to how direct investments can reinforce a family’s identity, and why stewardship goes beyond financial capital.
Key Takeaways:
- How François’ family business roots shaped his career.
- The founding of FODIS and its role as an outsourcing arm for family offices.
- Why direct investments can reinforce a family’s identity and cohesion.
- The balance between family offices and private equity — partners and competitors.
- The importance of strategy over opportunism in direct investments.
- François’ SGA framework (Stability, Growth, Agility) for building trans-generational wealth.
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