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Beyond The Balance Sheet Podcast

Feb 22, 2023

Olivia Summerhill, the founder of the financial consulting company Summerhill Firm, works with affluent women through the divorce process, helping them to thrive post-divorce. Olivia firmly believes that women need to discover where they want to be and who they want to be before the divorce is final.  Divorce is...


Feb 15, 2023

Dr. Paul Edelman is a coach and facilitator who assists ultra-high-net-worth families with collaborative decision-making and navigating key business, wealth, and life transitions. Today, he describes how models can help organize information and guide these processes. Paul is also a member of the Leaders Council of the...


Feb 8, 2023

Katie Darnall is the Business Development Director, Americas for Trusted Family. Today we learn how the software developed by Trusted Family provides a secure platform for the affluent family.  Generational wealth requires the storage of business and personal documentation, and often, this information is spread among...


Feb 1, 2023

Jim Eastburn, the Corporate Director of Transformational Experiences at Canyon Ranch, speaks with OPG’s Diana Clark about her upcoming presentation on how to navigate parenting today. He also  shares about the philosophy behind the retreat’s diverse programming. Canyon Ranch professionals take an integrative...