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Beyond The Balance Sheet Podcast

Jun 15, 2022

In this revisited episode of Beyond the Balance sheet, we are joined by Tavan Pechet, founder of Pechet Advisors, where he provides management consulting to affluent families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to...


Jun 8, 2022

Today, we’re switching up topics to discuss insurance coverage with Tamar Silberberg-Shiffman. Tamar is the co-founder of Concierge Insurance Solutions and works with high net worth clients to provide an adequate safety net to protect their families and assets. Diana and Tamar discuss why insurance is necessary,...


Jun 1, 2022

Tom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. In this episode, Tom discusses how he supports families during financial and emotional transitions and reveals how he builds trust with families to...


May 25, 2022

In this revisited episode of Beyond the Balance Sheet, we are speaking with Dr. Lesley Tate-Gould, Co-founder and Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC after becoming aware of the gaps in residential treatment facilities for adults and adolescents with mental health conditions...


May 18, 2022

Today’s guest on Beyond the Balance Sheet is Ned Van Zandt, a well-known actor and writer who has dedicated his time to helping those who struggle with substance use disorders and other mental health diagnoses. Ned is no stranger to the world of recovery because he has had his fair share of experiences with...