Navigating Wealth: Family Offices and Investment Strategies - Neil Cataldi

Behind The Numbers

Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, Dave is joined by Neil Cataldi, Chief Investment Officer at Starboard Advisors, for an engaging discussion on what truly matters in the world of business and investment.

Neil provides an overview of Starboard Advisors, explaining their role as a multifamily office serving high-net-worth individuals and families. He delves into the complexities of managing family wealth, emphasizing the importance of early planning, investment management, and the psychology of money. Neil shares valuable insights on the concept of family offices, offering clarity on when entrepreneurs should consider establishing one and the benefits of having a dedicated team to manage their financial affairs.

The conversation also explores the challenges of generational wealth transition and how business owners can effectively plan for their exit strategy. Neil highlights the significance of aligning investment strategies with long-term goals and addresses common pitfalls that business owners face in wealth management.

Join Dave and Neil as they uncover the art and science behind successful financial planning, offering practical advice for entrepreneurs and investors alike.

About Neil Cataldi:

Neil Cataldi is Chief Investment Officer at Starboard Advisors. He previously served as Chief Investment Officer for the Viking Group, a single family office, where he led the investment process for $250 million in assets under management. Mr. Cataldi has over 20 years of Wall Street industry experience across equities, options, alternatives, and Family Office governance.

He began his career on the floor of the Philadelphia Stock Exchange where he worked for both TFM Investment Group and Goldman Sachs. He then worked as a derivatives strategist at Susquehanna International Group, generating stock and option trading ideas, mainly within the Consumer sector. Neil has also consulted for multiple private Family Offices managing a range of investments, including actively managed equity and fixed income portfolios, as well as the oversight and management of a large portfolio of hedge funds.

About the Host:

Dave Bookbinder is known as an expert in business valuation. He is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.

Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.

He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”

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