Episode | 19 October 2020 | Season 1 | 52 mins 55 secs
adjust to wealth, author, generational wealth, journey up & journey across, migrating to wealth, wealthy psychology
Dr Jim Grubman is the author of Strangers in Paradise & and Cross Cultures. He has worked with clients at many levels of affluence - offering ground-breaking explanations of how individuals and families can adjust to wealth effectively.
Emily Griffiths-Hamilton - Building Your Family Bank to Owning an NBA & NHL Team [The Business of Family]
Episode | 5 October 2020 | Season 1 | 1 hr 3 mins
3rd generation, author, canada, canucks, family bank, family wealth advisor, g3, multigenerational wealth, nba, nhl, succession, third generation
Emily brings three generations of experience to the subject of wealth and family-business transition planning. From owning an NBA & NHL franchises to building her own Family Bank, this is a fascinating conversation which I'm sure you'll enjoy.
Episode | 7 September 2020 | Season 1 | 59 mins 50 secs
aged healthy wealthy & wise, author, chief wealth advisor, inheritors, multigenerational wealth, raised healthy wealthy & wise, uhnw families
Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners, a client-centric investment and wealth management firm for Ultra High Net Worth families.
Covie is alo the author of a two-book series based on interviews that highlight success stories of family wealth: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising children to be grounded and successful adults amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.
Episode | 24 August 2020 | Season 1 | 42 mins 56 secs
18 summers, author, first generation, founding generation, g1, jim sheils, parenting, the family board meeting
Jim Sheils was motivated by what he saw as one of the most tragic challenges of modern life--the disconnection of busy entrepreneurs from their families--Jim developed the Family Board Meeting process to help business owners bridge the gaps between themselves and their loved ones.
Jim is an avid surfer, successful real estate entrepreneur and the author of the Amazon best-seller “The Family Board Meeting".