Most retail investors think they're playing the same game as the ultra-wealthy — but they're not. Family offices, which manage billions in generational wealth, invest with a mindset and playbook that the average investor rarely sees.
In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Bob Fraser of Aspen Funds to pull back the curtain on how family offices actually approach wealth building. From sourcing institutional-quality deals to balancing income with growth, Bob explains the strategies family offices rely on — and why retail investors often miss the mark.
You'll hear insights on:
Why family offices prioritize private credit and cash-flowing real estate over public markets
How institutional due diligence and risk management differ from retail investing
The real tradeoffs behind liquidity — and why patience often wins
The biggest mistakes retail investors make when trying to grow wealth
How Aspen Funds gives everyday investors access to strategies once reserved for the ultra-rich
Whether you're building your first passive income portfolio or managing millions, this conversation will challenge how you think about wealth, risk, and opportunity.
🎧 Tune in and learn how to start thinking — and investing — like a family office.
