The Next Generation of Leaders

EXCELSIOR CAPITAL PRESENTS

The Next Generation of Leaders

This episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers.

Back to all Podcasts

Go Beyond Marketing and Create a Better Customer Experience

Podcast: The Next Generation of Leaders

This episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers. Celine shares her story of being in a leadership role at the age of 21, and how she learned to appreciate and understand the scope and breadth of her family’s wealth. Celine also discusses learning to navigate the process of setting up a prenuptial agreement, her sister’s involvement in the NextGen cohort, and the importance of having meaningful money conversations with her partner or family.

Additionally, she talks about interning with the Loyola Family Business Center to gain knowledge on various topics related to wealth management and connecting with peers in similar situations. This episode is essential for anyone wanting to learn more about succession planning, financial literacy, trust, lawyers involved in managing assets, and more. Celine is the next-gen leader. She is G3 and from a long line of successful bankers. While finance is not her forte she is forging her path in the philanthropic space.

Key Highlights

[00:01 – 06:42] Opening Segment

Celine Fitzgerald is a NextGen leader and G3 in a long line of successful bankers
At the time, her father and his four siblings all went their own way, without setting up a multi-family office
Celine plans to have a different conversation with her children about money than her father had with her

[07:17 – 13:47] Navigating the Family Office World: Lessons Learned by a Millennial

Understood the value of a dollar and responsible tools to handle wealth
How Celine learned about trust, lawyers, and navigating assets
How Celine learned about succession planning, governance, next-gen education, financial literacy
Connecting with peers is key to success in the family office world

[13:48 – 32:03] Navigating Pre-Nuptial Agreements and Financial Discussions with a Millennial: A Journey of Learning and Growth

Start education earlier and use the right words when discussing family assets
Choke points have been understanding roles and building reporting
Philanthropy is a pillar of the single-family office, which dad is letting daughter manage
Women are sometimes assumed to be less intelligent in meetings
Conversations about philanthropy

[32:03 – 33:15] Closing Segment

Additional Links:

Celine’s LinkedIn: https://www.linkedin.com/in/celine-fitzgerald-3603a18/

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Trump’s Tariffs in 2025: A Game Changer for Industrial and Shallow Bay Real Estate?

As the U.S. economy adapts to a broad round of tariffs under the Trump administration in 2025, industrial (bulk and shallow bay) real estate are poised for significant changes.

Emerging Trends in Real Estate Investment for Institutional Portfolios

As the first few months of 2025 have shown, the real estate investment landscape for institutional portfolios is undergoing significant transformation.

Tax Season Preparation for Real Estate Investors

Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.

From Challenge to Opportunity: 2025 Commercial Real Estate Outlook

As we move into 2025, investors are entering the new year with cautious optimism. While the last two years have presented challenges, there’s a growing sense…

Why Industrial Outdoor Storage (IOS) Is the Next Big Trend in Commercial Real Estate

The Industrial Outdoor Storage (IOS) asset class has rapidly emerged as a key player in 2024. With a market valuation of $200 billion…

Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio?

Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.

Understanding Common Real Estate Investment Structures

A Guide for Accredited Investors. Explore some of the most common real estate investment structures and how they work.

Commercial Real Estate: Key Investment Performance Metrics

In this guide, we’ll break down some of the most common terms to know so you can feel confident going into your next investment.

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.