All Episodes

Empowering Family Businesses: Insights about Policy and Tax with Pat Soldano

The Unique Struggles of Prominent Families

Human Side of Estate Planning: Considering Human Capital in your Plan

Greatness is a Choice

Neuroscience and Implications for the Family Office

Financial Influence and Impact Investing with the Next Generation

Family Firms and Sustainable Development

Navigating Real Estate Market Cycles

Talent: Do You Have What it Takes

Crafting Legacies: Unveiling Personal Narratives

Get it Together: What You Need to Know to Organize Your Estate

Clearing Internal and External Clutter

Transformative Conflict Resolution

Leading the Family Office with Human Capital

Mentoring the Rising Gen

Education, Experience, and Failure: Preparing the Next Gen to Lead

Prenups, Postnups, and Divorce: Navigating the UHNW Marriage

Managing Succession in Crisis

Fiduciary Risk Management

Generous families: Using Governance to Guide Family Philanthropy

Exploring Values Based Leadership - Part 1

Trusts and Trustees 101

Demystifying Impact Investing

The Quest for Legitimacy: A Talk with the Author

The Joy of Giving: Evolving from Charitable Giving to Family Philanthropy

Educating the Rising Generation – One Size Does Not Fit All

From One Beneficiary to Another: Keys to Preparing Family Members for Ownership

Starting Fast and Moving Slow, Overcoming Resistance in Family Systems Conversations

Trust Governance: Empowering Families

Inheritance and Wealth From a Deeper Perspective

Finding Her Voice and Creating a Legacy

Private Trust Companies: Creating the Ideal Trustee

Thinking Outside the Box: Insurance Solutions for Families

Consolidated Reporting 101

Family Lore, Wisdom, and Values: Transformation with Ethical Wills

Collaboration, Communication, and Onramps for NxG Family Members

Family Office Culture and Identity

Moving to 100% Impact: The Cordes Family Story

Building Continuity Across Generations

Starting a Family Bank

The Beneficiary Primer

The Trustee Primer

Meaning and Wealth and its connection to the Beneficiary

Autonomy, Accountability, and the Responsibilities Around a Trust

Wealth Management Unwrapped: The CEOs Guide

Tips for Raising Children of Wealth

Impact Investing

Capital Sufficiency

Private Equity Perils and Pearls

Navigating Asset Allocation in a Low-Yield Landscape

The Inheritance Project

Family Office Compliance Policies and Record Keeping

Who Should Own and Operate a Family Office and Ideal Structures

Family Office Set-up, Structure, and Compliance

State of Family Offices and the Greatest Hurdles Facing Them

Modern Stewardship