Guiding the Next Generation Through Wealth Conversations episode artwork

EPISODE · Jan 29, 2025 · 39 MIN

Guiding the Next Generation Through Wealth Conversations

from The Mack Podcast · host Brian Adams

In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer learning and community support for the rising generation. The conversation highlights the need for tailored approaches to different generational needs and the significance of legacy and family dynamics.For more information on the RisingGen Peer Group, please complete the interest form here: https://9gk4m7li.paperform.co/For more information about Mack International please visit www.mackinternatinal.com.

In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer learning and community support for the rising generation. The conversation highlights the need for tailored approaches to different generational needs and the significance of legacy and family dynamics.For more information on the RisingGen Peer Group, please complete the interest form here: https://9gk4m7li.paperform.co/For more information about Mack International please visit www.mackinternatinal.com.

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Guiding the Next Generation Through Wealth Conversations

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This episode was published on January 29, 2025.

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In this conversation, Brian Adams hosts Celine Fitzgerald and Kristen Heaney, who share their personal journeys in the family office space. They discuss the evolution of family offices, the challenges of defining success, and the importance of peer...

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