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Wealth of Wisdom

Jan 30, 2019

Do you ever worry that you haven't found your philanthropic "passion"? Ellen Remmer, who has led one of the world's most innovative philanthropic consulting groups, challenges that concern right from the start of her interview with Keith Whitaker. Ellen talks about philanthropy as a journey that involves...


Jan 23, 2019

Dirk Jungé is a leader and pioneer in the family office field, providing leadership to his family’s firm, Pitcairn, for many years. Dirk was kind enough to write the foreword for Wealth of Wisdom. In this episode, he talks to Tom McCullough about how wealth is an amplifier of all things and how, if not...


Jan 16, 2019

Jay can rightly be said to be the founder of the field of family wealth. In this discussion he reflects on the journey that brought him to this work, his current role as an elder, and the paramount importance of elders for families who wish to succeed over generations. Jay also discusses the true meaning of the...


Jan 9, 2019

There are few assets that generate as much emotional heat as a family vacation home or estate. Jamie Forbes knows the power of family vacation property through his growing up part of the Forbes family, with their shared estate of Naushon Island off Cape Cod, which has been in the family for over 150 years. In this...


Jan 2, 2019

This is a question that practically every parent asks, whether or not they have money. But wealth can deprive children of the natural education in financial literacy. Coventry Edwards-Pitt has written an entire book about how successful heirs develop healthy money skills. In this podcast she shares concrete practices...