How To Develop Socio-Emotional Wealth with Laura & Riccardo Gambineri episode artwork

EPISODE · Sep 15, 2023 · 1H 5M

How To Develop Socio-Emotional Wealth with Laura & Riccardo Gambineri

from Design Your Legacy - Life Lessons · host Angelina Carleton

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Most families want high levels of achievement and business performance from their members. But they can often overlook one of the biggest foundational pieces in creating long term success: cultivating a legacy through socio-emotional wealth! Incorporating in “non-financial well-being” metrics leads to more meaningful conversations about the ‘why’ and ‘how’ of decisions, work-life balance and peace of mind. But how can you start when there are ‘too’ high of expectations – and what does this look like as a structure and a way forward? In today’s episode, hostess Angelina Carleton speaks with Laura and Riccardo Gambineri, the founders of Trusted Governance where they help families find their shared purpose and embodiment of triumph. With a background in ‘private placement’ insurance, they share how families who invest into their legacy tend to be more united, purpose driven and philanthropic. They also share their personal legacy visions and the core values that drive them in their life’s decisions! Tune in now to hear the success stories and how you incorporate these insights into your legacy! - Laura's Bio ("The Daughter"): Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group. Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Riccardo's Bio ("The Father"): Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Most families want high levels of achievement and business performance from their members. But they can often overlook one of the biggest foundational pieces in creating long term success: cultivating a legacy through socio-emotional wealth! Incorporating in “non-financial well-being” metrics leads to more meaningful conversations about the ‘why’ and ‘how’ of decisions, work-life balance and peace of mind. But how can you start when there are ‘too’ high of expectations – and what does this look like as a structure and a way forward? In today’s episode, hostess Angelina Carleton speaks with Laura and Riccardo Gambineri, the founders of Trusted Governance where they help families find their shared purpose and embodiment of triumph. With a background in ‘private placement’ insurance, they share how families who invest into their legacy tend to be more united, purpose driven and philanthropic. They also share their personal legacy visions and the core values that drive them in their life’s decisions! Tune in now to hear the success stories and how you incorporate these insights into your legacy! - Laura's Bio ("The Daughter"): Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group. Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Riccardo's Bio ("The Father"): Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapitalBecome a supporter of this podcast: <a...

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How To Develop Socio-Emotional Wealth with Laura & Riccardo Gambineri

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This episode is 1 hour and 5 minutes long.

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This episode was published on September 15, 2023.

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Most families want high levels of achievement and business performance from their members. But they can often...

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