The Inheritance Podcast

Author: Joe Reilly

Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
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Language: en

Genres: Business, Investing

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Peter Moustakerski - The Five Stages of Family Enterprise
Episode 4
Friday, 22 May, 2026

Today we are exploring the evolution of the family enterprise with one of the foremost experts in the field, Peter Moustakerski.As the CEO of Family Office Exchange, Peter sits at the center of a global network of over 400 ultra-high-net-worth families. In this interview, we break down the five stages of family office growth — from the early-stage business family to the advanced enterprise. We also discuss the human side of wealth: why preparedness and happiness often matter more to families than tax structures and ROI.Peter shares fascinating stories from his thirteen entrepreneurial years in China and his time spent building the Dalio family office, offering a rare look at how the world’s most successful families transition from managing a business to managing a legacy.Please enjoy my conversation with Peter Moustakerski.NOTE: This podcast is for educational and entertainment purposes only. Nothing said by the guests or host should be construed as legal or investment advice. Thanks for listening.Joe Reilly runs Circulus Group and is the host of the Private Capital Podcast as well as the Inheritance Podcast.Follow Joe:X / TwitterWebsiteThanks for listening. If you enjoy the podcast, please share it with your friends and take a minute to leave a review on Apple Podcasts. We appreciate it.S5E4©2026 Joe Reilly