Sep 26, 2024

Today, I have the pleasure of speaking with John Samuels, Founder and CEO of Better Health Advisors. For over 20 years, John served as a senior healthcare leader in New York City’s top hospitals including Northwell Health and Mount Sinai Beth Israel. As Assistant Vice President of Emergency Medicine, he...

Sep 19, 2024

It is my pleasure today to speak with Kim Ledger, Senior Vice President of Complex Assets for Ren, Inc., North America’s largest independent philanthropic solutions provider. Kim advises donors on the charitable opportunities presented by non-cash assets such as business interests, IPO stock, private equity, hedge...

Sep 12, 2024

Today, I have the pleasure of speaking with Diana Chambers, founder of the Chambers Group, and a highly respected Family Wealth Mentor and Philanthropic Advisor. A G3 member of a former UK-based business family herself, Diana is a confidante and advisor to many enterprise families, helping them own, spend, and allocate...

Sep 5, 2024

Today, I’m excited to speak with Tim Daum, co-founder of Veltracon Lifestyle, a Swiss lifestyle management company offering tailor-made solutions for UHNW clients. Veltracon caters to a broad range of lifestyle needs, ranging from luxury and collectible autos, exclusive events, private education, luxury goods,...