Finding an Advisor Who Will Help Your Family Thrive for Generations
In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right...
41:44
Democratizing Family Decision-Making
In this engaging podcast episode, co-host Keith Whitaker and Barbara Hauser explore the concept...
42:57
Expectations versus Agreements
In this thought-provoking podcast episode, co-host Tom McCullough talks with Stephanie Hardwick...
47:49
Creating Internal Controls and Policy and Procedures for a Family Office
Does the best thief make the best guardian? Where are the potentials for fraud in your family...
45:03
Making Better Decisions by Telling Stories That Have “Already Happened”
In this episode, join Stacy Allred as she shares insights on making better decisions by...
39:18
In this episode, Mark Pletts encourages families to understand the costs associated with...
38:05
Join us for a thought-provoking episode as we explore the concept of ethical wills with Scotty...
38:22
Practical Tools for Building Healthy Families
In this week's episode, Keith Whitaker and Christian Stewart explore practical tools for building...
42:19
Join us for a fascinating exploration of family roles and responsibilities in a family enterprise...
42:09
Finding a Philanthropic Focus and Integrating the Rising Generation Perspective
In this week’s episode, Keith Whitaker talks with Etienne Eichenberger and Malgorzata Smulowitz...
43:49
Understanding Identity and Social Power
In this week’s episode, Tom McCullough talks with Kofi Hope and Zahra Ebrahim about the Identity...
56:04
In this episode, Keith Whitaker and Courtney Pullen discuss the "Stages of Wealth Integration"...
40:41
Investment Education for Family Members
In this episode, Tom McCullough and Jim Garland delve into the story of the Jeffrey family and...
35:55
In this episode, Keith Whitaker talks with Sharna Goldseker and Danielle Oristian York about the...
45:19
In this episode, Tom McCullough talks with Blair Trippe and Doug Baumoel and delves into the...
51:00
A Framework for Family Wealth and Well-Being
Welcome to the next edition of the Wealth of Wisdom podcast, with your hosts Tom McCullough and...
47:22
Constructing an Investment Portfolio to Support Family Goals
In this episode, co-editor Tom McCullough interviews investment expert Jean Brunel to discuss the...
53:32
Monitoring Financial Capital with the “Four Horsemen” Graph
Welcome back to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker....
41:41
Using Genograms to Understand Family Patterns
In this episode, co-editor Tom McCullough interviews Guillermo Salazar, a family business...
42:56
Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise
One of the most challenging aspects of managing financial wealth together as a family is making...
36:57
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