David Harland - The Science of Building Generational Wealth: Lessons from Family Business and Finance episode artwork

EPISODE · Feb 25, 2025 · 34 MIN

David Harland - The Science of Building Generational Wealth: Lessons from Family Business and Finance

from Grow Your Wealth · host Pivotal Conversations

In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with David Harland, a financial consultant and family business specialist with decades of experience across banking, wealth management, and intergenerational transitions. David shares his journey from working in his family business to becoming a banking professional and, later, a global consultant helping families navigate the complexities of wealth succession. He discusses the challenges of family business governance, the importance of purpose-driven entrepreneurship, and the keys to long-term wealth preservation. [00:00:00] - Introduction: Meet David Harland and His Journey in Finance [00:05:10] - Growing Up in a Family Business: Early Lessons in Leadership [00:12:30] - From Banking to Consulting: A Career Pivot Towards Family Wealth Management [00:18:55] - Working with Families: Managing Succession, Governance, and Transition [00:24:20] - The Psychology of Wealth: Why Alignment and Communication Matter [00:30:50] - Entrepreneurial Insights: Lessons from Running a Family Office [00:36:25] - Expanding into Asia: Understanding Cultural and Regional Differences [00:42:10] - Resilience in Business: Overcoming Challenges and Learning from Failures [00:47:35] - Advice for Entrepreneurs and Family Business Owners [00:52:20] - Final Thoughts and Connecting with David Harland iPartners Website: www.ipartners.com.au Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners

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