Beyond Wealth

"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.”

In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting to her principals' unique preferences and the importance of building a team based on trust and respect.

Jocelyn reveals how technology tools like EstateSpace are revolutionizing high-end property management, blending tradition with modern innovation. She also shares her strategies for maintaining a healthy work-life balance, emphasizing the role of self-care and effectively managing personal and family commitments. 

Timestamps:
0:00 Candid Beginnings
10:02 The Art of Discretion
18:47 How To Retain a High-Performing Team
34:06 Outro


Connect with Jocelyn Galvez
LinkedIn: https://www.linkedin.com/in/jocelyngalvez72/ 


What is Beyond Wealth?

Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?

Welcome to Beyond Wealth: Innovating for Life Elevation.

Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.

Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.

And now, Beyond Wealth.

EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com