Podcast Episodes
Back to SearchEpisode 27: Action Step: Define Your Family's Core Values
Episode 27
Episode Summary
This week we've explored Legacy Assets. Today's action step: Define your family's core values using a five-step process. This exercis…
8 months, 3 weeks ago
Episode 26: My Kids Will Figure It Out
Episode 26
Episode Summary
"I figured it out, so my kids will figure it out too." This common belief has two fatal flaws: the game has changed since you started…
8 months, 4 weeks ago
Episode 25: Human Capital: Your Family's Greatest Asset
Episode 25
Episode Summary
The most valuable asset in any family office isn't investments, business equity, or real estate. It's human capital—the combined know…
8 months, 4 weeks ago
Episode 24: The Medici: When Art and Banking Built an Empire
Episode 24
Episode Summary
In the 1400s, the Medici family of Florence built the largest banking network in Europe. But what made them different: they didn't ju…
9 months ago
Episode 23: Values Are Assets
Episode 23
Episode Summary
Values aren't soft stuff you put on a wall. They're decision-making infrastructure. When your family faces choices—and you'll face th…
9 months ago
Episode 22: Pillar One: Legacy Assets
Episode 22
Episode Summary
When people think about wealth, they think about money. But money is just one type of asset—and not even the most important one. Lega…
9 months ago
Episode 21: The Danger of Someday Thinking
Episode 21
Episode Summary
Someday I'll set up that trust. Someday I'll get my advisors in a room. Someday I'll build the system. "Someday" is the most dangerou…
9 months ago
Episode 20: Action Step: Write Your Family's Financial Mission
Episode 20
Episode Summary
Your business has a mission—even if informal. You know why you do what you do. But what's the mission for your family's wealth? Most …
9 months ago
Episode 19: I'll Deal With This When I Exit My Business
Episode 19
Episode Summary
Many business owners think wealth structuring is a post-exit problem. "I'll deal with this when I sell." This thinking is dangerous—a…
9 months ago
Episode 18: From Business CEO to Family Wealth CEO
Episode 18
Episode Summary
As a business owner, you've mastered running operations, managing people, and driving revenue. You're the CEO of your business. But w…
9 months ago