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Beyond The Balance Sheet Podcast

Dec 1, 2021

James Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. He also discusses the work he has done as an advisor to high-net-worth clients, and...


Nov 24, 2021

Brian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this episode, Brian discusses the inspiration behind his recovery advocacy work and what led to his recovery journey. Additionally, Brian explains why it’s essential to have an open dialogue surrounding body dysmorphia and how...


Nov 17, 2021

Tsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. We begin with Tsitsi discussing the inspiration behind her business, and she delves into her work managing conflict between generations. When it comes to managing conflict, some things in life are inevitable; we cannot avoid them. We discuss the...


Nov 10, 2021

Jim Coutré is responsible for the oversight of Fidelity Family Office Services' Insights & Connections program. Jim starts the conversation by diving into his responsibilities for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry...


Nov 3, 2021

Lisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into...