In this episode, Jamie Biddle, founding partner and CEO of Verdis Investment Management, takes us inside one of America’s oldest family offices and the evolution of family stewardship across ten generations. Drawing on his background in venture capital and private equity, Jamie shares how he stepped into leadership at age 40 and rebuilt the family office as a modern, endowment-style investment platform.
Our conversation explores the power of long time horizons, disciplined asset allocation, and data-driven decision-making — from managing intergenerational tensions to rethinking how families approach venture capital at scale. It’s a rare, candid look at what it takes to preserve capital, culture, and cohesion over centuries.
Disclaimer:
Verdis Investment Management, LLC (“Verdis”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. The views expressed in this presentation reflect those of Verdis as of the date of recording. Any views are subject to change at any time based on market or other conditions, and Verdis disclaims any responsibility to update such views. This commentary is not intended to be a forecast of future events, a guarantee of future results or an offer of investment advisory services. Furthermore, Verdis is neither an attorney nor an accountant, and no portion of the views expressed by Verdis in this presentation should be construed as legal, accounting or tax advice. Because investment decisions are based on numerous factors, these views may not be relied upon as an indication of trading intent on behalf of any portfolio or strategy. The information contained herein has been prepared from sources believed to be reliable but is not guaranteed by Verdis as to its accuracy or completeness. This information does not constitute an offer to sell, or a solicitation of an offer to buy, an interest in any jurisdiction in which it is unlawful to make such an offer or solicitation. Certain information contained herein has been obtained from other parties. While such sources are believed to be reliable, neither Verdis nor its respective affiliates assume any responsibility for the accuracy or completeness of such information presented.
