PODCAST · business
The Inheritance Podcast
by Joe Reilly
Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
Episodes
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Peter Moustakerski - The Five Stages of Family Enterprise
Today we are exploring the evolution of the family enterprise with one of the foremost experts in the field, Peter Moustakerski. As the CEO of Family Office Exchange, Peter sits at the center of a global network of over 400 ultra-high-net-worth families. In this interview, we break down the five...
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Ed Goodman - The Bergdorf Legacy
Today’s guest sits at the unique intersection of Manhattan’s fashion history and the high-stakes world of venture capital. Ed Goodman is the grandson of Edwin Goodman, the man who built the Bergdorf Goodman empire at 58th and Fifth. But Ed’s story isn’t just about inheriting a legacy; it’s about...
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Jill Shipley - The Need for Autonomy
“I don't think the system, the family system, can thrive until you focus on the individual.” Jill Shipley is one of the most thoughtful people working today in the family wealth space. She has been working closely with substantial families for years and has many interesting takes on family unity,...
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Fredda Herz Brown - Sustaining the Family Enterprise
Today we have a special guest, veteran family enterprise advisor Fredda Herz Brown. I’ve been wanting to interview Fredda for a while because she is a leader in the space, and her career goes back to the roots of the current theory and practice of family wealth advising. She talks about the...
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High Performing Family Offices with Jay Hughes, Kirby Rosplock and Scott Saslow
In this special episode, we gathered three leading voices to share practical guidance on what makes a family office truly work. Kirby Rosplock, PhD (Tamarind Partners and Tamarind Learning), Scott Saslow (One World Investments), and James E. “Jay” Hughes Jr. (James E. Hughes Foundation) discuss...
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Jay Hughes - Wealth is Well Being
We have a special treat today, an interview I conducted live with Jay Hughes at the recent Southeastern Family Office Forum, or SEFOF, in Atlanta. SEFOF is a remarkable non-profit family office and family enterprise network that is now 14 years old. I had a wonderful time there and met many nice...
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Christian Stewart - Succession as a Design Process
Christian Stewart is a consultant in Hong Kong who started Family Wealth Legacy to help successful Asian families establish communication platforms and decision making structures for their family enterprise. Christian works with enterprising families as a process consultant, coach and family...
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Keith Whitaker - Cycle of the Gift
Keith Whitaker is an educator who consults with leaders and rising generation members of families with significant wealth. We had an interesting conversation touching on Plato, Aristotle, Aquinas, but also on Keiths long practical experience working with the wealthy. We talk about the cycle of…
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John A Warnick - Purposeful Planning
“Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.” Today, in conjunction with the James E Hughes Jr. Foundation, I’d like to present my…
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George Marcus - Lives In Trust
George Marcus wrote a book you probably haven’t heard of, but should. It is called Lives in Trust and it was published in 1992 and is $146 on Amazon right now. Professor Marcus is an anthropologist who studied tribes in Tonga and then applied what he learned to study dynastic wealth in families...
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Gunther Weil - Living in the World
Today we are speaking with Gunther Weil. Gunther has known some of the 20th century’s most interesting psychologists including Carl Rogers, Abraham Maslow, Gordon Allport, Timothy Leary and Henry Murray as well as such names as Tony Robbins and Eckhart Tolle. We talk about them, his journey in…
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Jay Hughes - Wisdom of the Tribe
“Families that are failing spend all their time on power.” Today's guest is Jay Hughes. Jay and I had a deep and fascinating discussion about the development of the elder in a family, the importance of the midlife crisis, and transcendent values. We also discussed many great pioneers in the…
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Dr. James Grubman - Wealth 3.0
Today we are speaking with once again Dr. James Grubman, an internationally recognized consultant to families of wealth, family businesses, and the advisors who serve them. He is the co-author of one of the buzziest books of the year called Wealth 3.0: The Future of Family Wealth Advising along...
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Jonathan Pageau - Money and the Symbolic World
Jonathan Pageau is a French Canadian icon carver, public speaker and YouTuber exploring the symbolic patterns that underlie our experience of the world, how these patterns emerge and come together, manifesting in religion, art and in popular culture. He's also the editor of the Orthodox Arts...
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Chip Fisher - Things That Enrich Your Life
Today I am very pleased to have Chip Fisher, CEO of Fisher Wallace Laboratories and head of Ursus Advisory, a peer to peer consultancy for young adults with inherited wealth. Chip is an inheritor himself, and also an accomplished entrepreneur and philanthropist. He is currently CEO of his third...
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Eric Schoenberg - You Can't Take It With You
Our interview today is with Eric Schoenberg, who is one of the very few people deeply exploring inherited wealth in academia, and we cover his own inheritance and family life, why he became interested in studying wealth, economic concepts like the bequest motive, revealed preferences, and the...
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Tony Guernsey - Working with Steve Jobs and the Eight Million Dollar Man
Today we are talking to Tony Guernsey, former national head of Wilmington Trust wealth management, a longtime senior banker at JP Morgan, founder of the UBS US private bank. Tony wrote an unpublished memoir called Divas, Icons, and Felons with his wisdom and great stories from his distinguished...
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Kristin Keffeler - Myth of the Silver Spoon
Today we are talking to Kristin Keffeler, author of the very insightful new book Myth of the Silver Spoon. We talk about the emotional and psychological clutter around money, the confusing messages we get about wealth, positive psychology, and how to integrate a healthier identity. Kristin is a...
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Paul Sullivan - Fatherhood and Wealth Matters
Paul Sullivan is on a mission to rethink fatherhood, and he is doing it with thousands of parents. Paul is the bestselling author of two books, Clutch: Excel Under Pressure, and the Thin Green Line: The Money Secrets of the Super Wealthy. We talk about his decade of studying the wealthy for the…
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Coventry Edwards Pitt - When Love Meets Money
Coventry Edwards-Pitt is the author of Engaged Healthy Wealthy and Wise, and we will be talking about the challenges of inheritors in love and marriage, self-actualization, the stumbling block of prenuptial agreements, and the desire to break free from the constraints of onerous wealth management...
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Jamie Weiner - The Quest for Legitimacy
Today we are talking to Jamie Weiner, author of the book The Quest for Legitimacy. We talk about his research project with Russ Haworth, which listened to inheritors and their stories of growing up in prominent families. We talk about the shadow of the founder, alienation, Alfred Adler, and how…
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Lewis Lapham - Money and Class in America
Today we are speaking to Lewis Lapham, author of the book Money and Class in America - Notes and Observations on Our Civil Religion. We talk about his views on wealth, growing up in a wealthy family, and how Donald Trump showed up at his book party in 1988. Lewis was the longtime editor of…
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Dennis Jaffe and Jim Grubman - The Inheritors Dilemma
“We're tainted by the worldview and the wish fulfillment about wealthy people and feelings about what is fair and good in life.” Dennis Jaffe and Jim Grubman take on the dilemmas faced by inheritors and those who acquire wealth in a seminal paper in the psychology of wealth back in 2007. We…
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ABOUT THIS SHOW
Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
HOSTED BY
Joe Reilly
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Frequently Asked Questions
How many episodes does The Inheritance Podcast have?
The Inheritance Podcast currently has 23 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Inheritance Podcast about?
Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family...
How often does The Inheritance Podcast release new episodes?
The Inheritance Podcast has 23 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Inheritance Podcast?
You can listen to The Inheritance Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Inheritance Podcast?
The Inheritance Podcast is created and hosted by Joe Reilly.
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