Why Wealthy Families Need Advisors Who Push Back

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. Kevin Murphy and Ben Durrant co-founded Provenio Capital in 2016 with a straightforward thesis: wealthy families weren't being served well by firms that treated alternatives as an afterthought and coordination as someone else's problem.  Nine years and $1.6 billion in assets under advisement later, what they've built looks less like a wealth management firm and more like a quarterback system — one designed to organize complexity, hold the right specialists accountable, and stay honest with clients even when it's uncomfortable.