Dec 26, 2024

Today, I’m excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform. Zephyr is part of Informa, a leading global provider of digital-first and data-driven products and services. Chris and Zephyr Financial Solutions are FOX...

Dec 19, 2024

Today, I am pleased to welcome David MacMahan, founder and president of FairSplit.com. Over the past twelve years, David has worked with families dividing estates and is now widely recognized as the leading industry expert on estate division of tangible assets. He is often hired to serve as Administrator of...

Dec 12, 2024

Today, I am pleased to welcome Betsy Miller, Lecturer on Law at Harvard Law School. Betsy teaches leadership development, change management and negotiation skills, and her research and writing focus on Polarities (“Both/And” thinking), which is the study of opposite forces that need each other to succeed. Betsy’s...

Dec 5, 2024

Today, I’m excited to speak with John Castrucci, National Director of Family Office Advisory Services at the Global Family Office Enterprise Division of RSM and Ben Berger, Partner and Family Office Enterprise Markets Leader at RSM. John has 10+ years of experience at a Big 4 Accounting firm as a practicing...