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Wealth of Wisdom

Monitoring Financial Capital with the “Four Horsemen” Graph

Jul 18, 2023

Welcome back to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, 'Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors', where we focus on practical applications and how a family can use these tools exercises, and practices...

Using Genograms to Understand Family Patterns

Jul 10, 2023

In this episode, co-editor Tom McCullough interviews Guillermo Salazar, a family business advisor, exploring the power of genograms as a tool for understanding family patterns. Genograms go beyond traditional family trees, using symbols to depict the dynamics and interactions among family members. Join us as we...

Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise

Jul 4, 2023

One of the most challenging aspects of managing financial wealth together as a family is making shared decisions. The family enterprise structure and system, which often includes the family office, family foundation, operating businesses, trusts, trust protectors, family council, close advisors, and other...