Marla Oates

the private investment office for Bill Gates and the Gates Foundation.

He serves on the board of Silver Ventures and is an inaugural member of the Family Office Initiative Advisory for the University of Chicago Booth School of Business.

Before we get started, Stephen, we really want to hear all about your exciting and illustrious finance career.

But we heard that you have actually climbed Everest Base Camp with your daughter.

And as the mom of two girls, it's absolutely on my bucket list as well.

Tell me a little bit about what that experience was like.

And she came back?

Oh, my goodness.

What an amazing story.

You're clearly a fantastic father.

Thanks for sharing that.

I want to get into purpose and philanthropy because I know those are both two topics near and dear to your heart.

But before going there, you've got this multi-generational family.

You're managing the family office.

There's a lot of different family dynamics that I'm sure are going into the wealth planning, the family services, how you think about philanthropy.

What advice do you have for leaders in managing when they're stepping into this family dynamic?

And how do you influence their perspective for the long term?

It requires, you know, obviously professional training, all these technical skills.

We've talked about influence, but what are the other key skills that you think are required to be a family office leader?

You know, is that empathy?