Distilling Philanthropy with Provenio Capital

In this episode of Distilling Philanthropy, Kevin and Ben join host Josh Stamer for a candid conversation about what it actually means to be a trusted advisor to high-net-worth families — not just picking good investments, but knowing when to push back, how to bridge generational wealth transfer with genuine philanthropic purpose, and why the most valuable thing you can offer a sophisticated client is often the clarity to see what they already have.

They also get into the formative experiences that shaped their instincts: a gap year drilling in the Western Australian Outback, cold-calling on Dun & Bradstreet cards from a cubicle in the Inland Empire, and the quiet discipline of parenting children who have more than you ever did.