Latest Episodes
41
To Donate or Not to Donate? The Art of Giving to Museums
Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore...
40
Shifting Clients into Action When They are Entrenched in Opposition
When clients fall into the trap of problem solving when they are facing a polarity, they entrench in epic battles. Join Cathy Carroll, author...
39
How to Deal with Setbacks
Into every life a little rain must fall' - but what if it's not so much a shower, more a downpour? Advisors can best...
38
Building a Collaborative Team
How advisors work together to support clients’ philanthropic interests. Talking Points: What are your roles at your firms and at what point do they...
37
Addiction Recovery Services for UHNW Families
Steve Legler and John Campbell discuss the prevalence of addiction issues that seem to show up in many families that PPI members serve. It...
36
Accounting for Chronic Illness in the Succession Planning Process
In this discussion, I will share my experience working with families around issues related to chronic illness in the next generation. We will explore...