Jul 31, 2019
In this episode, Tom interviews Mary Duke about family meetings. Families are very complex ‘organizations’ all on their own, and the addition of wealth brings even more complexity. Families also face many changes over time – some predictable and some unexpected – which adds tends to add stress. So, good...
Jul 24, 2019
In this episode, Tom talks to Ashvin Chhabra (one of the fathers of goals-based investing) about ‘how you can make sure your portfolio lines up with your actual goals?’ This probably sounds obvious, but it is not commonly practiced in real life. In fact Ashvin argues that investing is not really about the markets at...
Jul 3, 2019
Lee Hausner is one of the leaders in the field of family wealth and business. In this conversation with Keith Whitaker she shares insight on what makes families thrive, when parents should consider telling their children about wealth and how, when parents should begin giving their children access to family funds, and...