Mar 31, 2021
Governance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Today’s guest is...
Mar 24, 2021
Suicide is not something that discriminates. It does not have any economic, status, or gender boundary. Margaret Stone and Neil Smith join us to talk about a topic impacting so many people. Speaking from the heart and a place of vulnerability, Margaret and Neil share their experience with suicide in their family and how...
Mar 17, 2021
Dr. Jim Grubman is a family wealth consultant and serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Grubman shares with us how wealth is much...
Mar 10, 2021
Meet Katie, Diana’s god-daughter and the beneficiary of a multi-generational trust. As someone who has struggled with mental health issues, eating disorders, and substance abuse, Katie has advice for our listeners on what to consider when interacting with people who have similar situations such as hers. Tune in as...
Mar 3, 2021
In today’s episode, we are joined by Scott E. Squillace who is a business, tax, and estate planning attorney with 34 years of experience practicing law. His practice includes estate planning needs for an international clientele, corporate executives, small business owners, physicians, attorneys, and other...