Brett Ashley Barth: Multi Family Office - Capital Creek Partners
Brett Ashley Barth: Multi Family Office - Capital Creek Partners  
Podcast: The Investor With Joel Palathinkal
Published On: Mon Mar 24 2025
Description: In this episode, Joel Palathinkal begins by discussing the significance of alignment and access in firm exits and the family office model. He introduces Brett Ashley Barth, who shares her career journey and transition to Capital Creek Partners, highlighting their investment strategy. The conversation delves into building an alternatives platform and adopting the endowment model. They explore due diligence processes, manager selection, and family office services, along with allocation, reporting, and asset protection strategies. The discussion covers SMAs, generational education, estate planning, and institutionalizing operations, emphasizing cybersecurity and operational controls. Current trends and investment interests among LPs are also examined.