102 Afleveringen

  1. Investment Education for Family Members

    Gepubliceerd: 12-9-2023

  2. Values that Matter

    Gepubliceerd: 22-8-2023

  3. Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict

    Gepubliceerd: 15-8-2023

  4. A Framework for Family Wealth and Well-Being

    Gepubliceerd: 8-8-2023

  5. Constructing an Investment Portfolio to Support Family Goals

    Gepubliceerd: 1-8-2023

  6. Monitoring Financial Capital with the “Four Horsemen” Graph

    Gepubliceerd: 18-7-2023

  7. Using Genograms to Understand Family Patterns

    Gepubliceerd: 10-7-2023

  8. Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise

    Gepubliceerd: 4-7-2023

  9. Balancing Entitlement and Responsibility in Children’s Birthdays

    Gepubliceerd: 27-6-2023

  10. Family Behavioral Health Wellness Assessment

    Gepubliceerd: 13-6-2023

  11. Assessing Your Readiness for a (Family Enterprise) Leadership Coach

    Gepubliceerd: 30-5-2023

  12. Creating Impactful Learning Programs for Families - Greg Burrows, Ruth Steverlynck and Tom McCullough

    Gepubliceerd: 23-5-2023

  13. Finding What’s Next for Your Family - Keith Whitaker and Barton Parrott

    Gepubliceerd: 21-3-2023

  14. Gamechanging - Matthew Wesley and Tom McCullough

    Gepubliceerd: 16-3-2023

  15. Undertaking a Family Risk Assessment - Keith Whitaker and Linda Bourn

    Gepubliceerd: 6-3-2023

  16. Leading Successful Family Meetings - Katherine Grady, Wendy Ulaszek and Tom McCullough

    Gepubliceerd: 21-2-2023

  17. Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin

    Gepubliceerd: 27-1-2023

  18. Managing the Risk of Diminished Capacity - Keith Whitaker and Patricia Annino

    Gepubliceerd: 30-12-2022

  19. Using the Ikigai Model to Foster a Legacy of Meaningful Engagement - Keith Whitaker, Don Opatrny and Keith Michaelson

    Gepubliceerd: 7-12-2022

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

    Gepubliceerd: 5-12-2022

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Welcome to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, ‘Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask’ written by Tom and his co-author Keith Whitaker. The book features insights from more than 50 of the world’s top thinkers and practitioners in the family wealth field and each podcast episode features an interview with a different contributor to the book.

Visit the podcast's native language site