Latest Episodes
7
The Invisible Structures of the Family Office
Today we are talking about the invisible structures that support family offices. We’ll uncover ways in which we can create more transparency and alignment...
6
Helping Clients Plan for Solo Aging
Planning for the long term is unsettling because growing older is stacked with complexities and risks. Growing older is unfamiliar territory for most. People...
5
Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising
Building trusting relationships and healthy human capital have tremendous benefits, yet at times people we work with seem unpredictable, challenging to understand or to...
4
Connecting Family Philanthropists Across Generations
There’s a danger in making generalizations about any group of people, however, this podcast aims to share trends within the “NextGen” (Millennials and Gen...
3
What is “Family Stewardship” & Why Does it Matter to Clients & Advisors?
In one of the three keynotes for our 2nd Annual Virtual Purposeful Planning Symposium, Thomasina Williams will address how to incorporate “family stewardship” into...
2
How Powerful Are Your Questions?
The New Year is a point of reflection and often a time to pencil in a few resolutions. What if the New Year was...