Dec 5, 2023
In this episode, Mark Pletts encourages families to understand the costs associated with financial services and products, especially due to the pervasive lack of transparency in the industry. He advises them to ask their advisors detailed questions about fees and compensation structures to become better stewards...
Nov 21, 2023
Join us for a thought-provoking episode as we explore the concept of ethical wills with Scotty McLennan. Discover how an ethical will goes beyond material possessions, focusing on passing on a vision of the qualitative dimensions of life that matter most. Learn how to craft a values-based letter to your loved...
Nov 7, 2023
In this week's episode, Keith Whitaker and Christian Stewart explore practical tools for building healthy families, emphasizing the importance of becoming a learning organization. It explores both individual and family perspectives on improving communication, trust, and collaboration, offering a curriculum to enhance...
Oct 25, 2023
Join us for a fascinating exploration of family roles and responsibilities in a family enterprise with Dr. Lee Hausner. Using the "Hats Off to You!" exercise, we dive into the invisible hats that family members wear and the power dynamics that come with them. Through a lively discussion around various roles, such...
Oct 2, 2023
In this week’s episode, Keith Whitaker talks with Etienne Eichenberger and Malgorzata Smulowitz about the "Family Philanthropy Navigator" as a guide for philanthropic families, emphasizing the importance of choosing the right focus and involving the rising generation in philanthropy. It encourages aligning motivations...