Wealth of Wisdom

102 Episodes

1. Investment Education for Family Members

   Published: 9/12/2023
2. Values that Matter

   Published: 8/22/2023
3. Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict

   Published: 8/15/2023
4. A Framework for Family Wealth and Well-Being

   Published: 8/8/2023
5. Constructing an Investment Portfolio to Support Family Goals

   Published: 8/1/2023
6. Monitoring Financial Capital with the “Four Horsemen” Graph

   Published: 7/18/2023
7. Using Genograms to Understand Family Patterns

   Published: 7/10/2023
8. Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise

   Published: 7/4/2023
9. Balancing Entitlement and Responsibility in Children’s Birthdays

   Published: 6/27/2023
10. Family Behavioral Health Wellness Assessment

    Published: 6/13/2023
11. Assessing Your Readiness for a (Family Enterprise) Leadership Coach

    Published: 5/30/2023
12. Creating Impactful Learning Programs for Families - Greg Burrows, Ruth Steverlynck and Tom McCullough

    Published: 5/23/2023
13. Finding What’s Next for Your Family - Keith Whitaker and Barton Parrott

    Published: 3/21/2023
14. Gamechanging - Matthew Wesley and Tom McCullough

    Published: 3/16/2023
15. Undertaking a Family Risk Assessment - Keith Whitaker and Linda Bourn

    Published: 3/6/2023
16. Leading Successful Family Meetings - Katherine Grady, Wendy Ulaszek and Tom McCullough

    Published: 2/21/2023
17. Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin

    Published: 1/27/2023
18. Managing the Risk of Diminished Capacity - Keith Whitaker and Patricia Annino

    Published: 12/30/2022
19. Using the Ikigai Model to Foster a Legacy of Meaningful Engagement - Keith Whitaker, Don Opatrny and Keith Michaelson

    Published: 12/7/2022
20. Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart

    Published: 12/5/2022