Jul 28, 2023
This week, I am speaking with Wally Head, founder and principal of Personal Fiduciary Advisors, LLC, founding board member and treasurer of the UHNW Institute, and good friend and former President of FOX. The topic of our conversation is hot in our industry and of great consequence to multigenerational enterprise...
Jul 20, 2023
This week, I sit down with Scott Helfstein, Head of Thematic Solutions at Global X, to discuss where the economy and markets are headed and what investment themes are emerging as the most attractive long-term bets for families and family offices to pursue. Scott offers valuable insights on the interplay between growth...
Jul 12, 2023
Today, I have the pleasure of speaking with Jim Grubman, a prominent thought leader, researcher, and advisor to multigenerational families in our industry. Jim and his equally prominent co-authors, Dennis Jaffe and Kristin Keffeler, have just published their latest book, Wealth 3.0.
Jim and I discuss the Wealth 3.0...
Jul 6, 2023
I am delighted today to speak with Bob Jordan, retired Emmy-Award-winning TV journalist and owner of Jordan & Jordan Communications, Inc. Bob has spent his distinguished career as a journalist reporting on the stories that shaped the news of the day for over 5 decades. But over the last 25 years, he has also taken on...