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Wealth of Wisdom

Sep 18, 2019

How much should we give our children and when? That's probably the most common question that parents with wealth ask. In this interview with Keith Whitaker, Peter Evans, a leading personne de confiance to wealthy families, takes on that question directly. He discusses the importance of not giving significant financial...


Sep 11, 2019

Dean Fowler is one of the founders and leaders of the field of family business consulting. In this conversation with Keith Whitaker, Dean shares his perspective on how the field has changed over the last 35 years. He also describes the seven habits that he has found help prepare successors in families with business...


Sep 4, 2019

In this episode, Tom McCullough interviews Chris Brightman, Chief Investment Officer of Research Affiliates, who discusses the rates of return investors can expect from their investment portfolios. Of course no one can predict exactly what returns will be, particularly over short periods of time, but in this...