Show Summary – Episode 2
Moderator: John Castrucci, National Director, FO Advisory, RSM US
John works in RSM’s Family Office practice and has over 30 years of family office advisory experience including over 10 years of public accounting experience, covering family office tax and family office advisory services in the areas of individual tax, family office structuring, leading practice reviews, risk practice & procedural reviews, legacy planning, governance advisory, family office design, and technology search and selection initiatives.
About Giving Place
Represented by Paul Lussow, Founder
Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, donor-advised funds, private foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving.
Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving. Giving Place removes the burdens of administering charitable gifts, making giving easier and more rewarding.
About Orca
Represented by Tomas Hurcik, Co-Founder & CEO
ORCA is the easiest, fastest, most intelligent and secure way for anyone who owns or manages ownership structures to fulfil all their tax, legal, compliance and corporate secretarial obligations.
Founded in Zurich, Switzerland in 2017, ORCA’s proprietary software is actively used by hundreds of the world’s leading families, family offices, investment firms (PE, VC, RE etc.), trust firms, law firms and corporations across 20 countries.
Our ambition is to become the global best practice for retrieving, organizing and sharing all the must-have information for legal structures. We are building the future of legal entity management and governance.
Speakers
Paul Lussow
Paul Lussow is the Co-founder and CEO of Giving Place. Giving Place was created for the unique needs of family office philanthropy and major donors. Prior to founding Giving Place, Paul spent nearly a decade on Wall Street as an investment banker at Credit Suisse. Paul left a fruitful career there to work in the impact sector for Laureate Education, which at the time was the largest provider of higher education in the world with nearly one million students across 29 countries. Since 2018, Paul has been engaged in the family office sector as an operating partner, advisor and solution provider. Paul and his family have lived and worked in New York (NY), Miami (FL), Istanbul (Turkey), and Chicago (IL) and currently reside in Colorado. Paul has a BA in History from Northwestern University and an MBA from the Wharton School of the University of Pennsylvania.
Tomas Hurcik
Tomas has spent his entire working life in startups. Two IPOed, one failed.
He is a strong believer in the power of focus. His favourite book is “Essentialism: the disciplined pursuit of less” by Greg Mckeown. Key quote: “Essentialism is not about how to get more things done; it’s about how to get the right things done. It doesn’t mean just doing less for the sake of less either. It is about making the wisest possible investment of your time and energy in order to operate at our highest point of contribution by doing only what is essential.”
ORCA is all about applying the principles of Essentialism to administering legal structures.
