About this episode

Stefan Whitwell shares insights on wealth management, resilience, and the mindset needed to navigate financial setbacks.

Business Leaders of America Podcast Featuring Stefan Whitwell Founder, CEO & Chief Investment Officer of Whitwell & Co. Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Stefan Whitwell, Founder, CEO, and Chief Investment Officer of Whitwell & Co., a nationwide wealth management and family office firm serving founders, business owners, executives, and families. Stefan's path to wealth management was shaped by an entrepreneurial upbringing, a global career spanning New York, London, Hong Kong, and Tokyo, and a life-changing experience during the Global Financial Crisis. After building significant wealth through real estate investing, he watched it disappear when the market turned, forcing him to rebuild from the ground up. Throughout the conversation, Stefan shares lessons on resilience, risk management, and the mindset required to navigate major setbacks. He explains how that experience ultimately led him to found Whitwell & Co. and why helping clients protect their wealth has become deeply personal. The discussion also explores family office services, business exits, liquidity events, private markets, and the common mistakes…

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