Mar 27, 2025

Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Individual Services at Arabella Advisors, a leading philanthropy services firm supporting individual, family, institutional, and corporate donors worldwide. Prior to joining Arabella, Betsy worked for eight years in...

Mar 20, 2025

Today, I have the pleasure of speaking with Cassandra Levene, Managing Director of Alpine Homes and Co-Founder of Swiss Homes. Cassandra is a multilingual real estate expert specializing in luxury Alpine properties. She took over her family business five years ago, bringing innovative leadership to Alpine Homes. Her...

Mar 13, 2025

Today, it is my pleasure to speak with Kasia Flanagan, founder of Everyday Legacies, a boutique personal history firm. Kasia and her team help high-net-worth families capture the experiences, values, and wisdom that define their legacies. Through bespoke memoirs, family story books, and legacy films, they help...

Mar 6, 2025

Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a...