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Wealth of Wisdom

Jun 19, 2019

When should a family call it quits and go their separate ways? How can a family even think about this painful question? In this podcast, Keith Whitaker speaks with family business consultant Doug Baumoel about these fundamental questions, ones that, from time to time, any family that is managing a business or wealth...


Jun 12, 2019

Business, wealth, family, and life itself all have a way of drawing our attention away from what matters most to what matters now, from the important to the urgent. In this episode, Tom talks to Thayer Willis whose chapter answers the question: What are the key considerations in crafting your legacy? Thayer offers a...


Jun 5, 2019

Jill Shipley’s chapter in Wealth of Wisdom is titled, ‘How Do You Raise Responsible, Independent, and Productive Children (versus Entitled Trust Fund Babies)?’. When working with wealthy families, this question comes up as often as any other question covered in the 50 chapters of the book. In this episode, Tom...