Episodi

  • Christian Stewart - Succession as a Design Process

    Christian Stewart - Succession as a Design Process

    · The Inheritance Podcast

    Christian Stewart is a consultant in Hong Kong who started Family Wealth Legacy to help successful Asian families establish communication platforms and decision making structures for their family enterprise. Christian works with enterprising families as a process consultant, coach and family meeting facilitator. He helps families to form their own family council, family constitution and family policies, often in the context of planning for succession. He is a prolific author of excellent articles, which are available on his website, and the winner of many awards recognizing his thought leadership.

    We had a rich conversation. Christian thinks succession should be thought of as a design process that breaks down the succession plan down into manageable components. For patriarchs consumed with management succession, Stewart gently reframes the narrative: “You have to invest in developing the human, intellectual, and social capital within the family.” He talks about the deep influence of Jay Hughes on his work, and elaborates on the interesting idea of co-regulating emotionally with his clients and the importance of meditation to his own work. Succession for Christian is not a transaction, but a multigenerational architectural feat.

    Christian Stewart is the founder of Family Legacy Asia. He was previously a managing director at JP Morgan Private Bank, and head of wealth advisory in Asia. He was at PricewaterhouseCoopers in Hong Kong, as partner and head of the trust and private client group, and practiced law in Australia before that. Christian holds a bachelor of laws from the University of Adelaide.

    Please enjoy my conversation with Christian Stewart.

    WEBSITE: https://www.familylegacyasia.com/christian_stewart.htm

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: circulus.substack.com

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

    ©2024 Joe Reilly

  • Keith Whitaker - Cycle of the Gift

    Keith Whitaker - Cycle of the Gift

    · The Inheritance Podcast

    Keith Whitaker is an educator who consults with leaders and rising generation members of families with significant wealth.

    We had an interesting conversation touching on Plato, Aristotle, Aquinas, but also on Keiths long practical experience working with the wealthy. We talk about the cycle of the gift in families, the concept of magnificence, and his work on books with Jay Hughes, Paul Schervish on Wealth and the Will of God and his recent collaboration with Tom McCullough on the Wealth of Wisdom books.

    Keith is Managing Director of Wise Counsel Research. He is the co-author of Wealth and the Will of God, The Cycle of the Gift, The Voice of the Rising Generation, Family Trusts, Complete Family Wealth, Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, and Wealth of Wisdom: the Top Practices of Wealthy Families and their Advisors. Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, and an adjunct assistant professor of philosophy at Boston College. Keith holds a Ph.D. in Social Thought from the University of Chicago, a BA and MA in Classics and Philosophy from Boston University.

    Keith is one of the most thoughtful people in the family wealth world, and his knowledge of philosophy and respect for tradition made him a real pleasure to talk to. Please enjoy my conversation with Keith Whitaker.

    AUTHOR PAGE: https://www.amazon.com/stores/Keith-Whitaker/author/B001HOPVCA

    WEBSITE: https://www.wisecounselresearch.com/

    KEITH'S PODCAST: https://www.wealthofwisdombook.com/podcast

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

    ©2024 Joe Reilly

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  • John A Warnick - Purposeful Planning

    John A Warnick - Purposeful Planning

    · The Inheritance Podcast

    “Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.”

    Today, in conjunction with the James E Hughes Jr. Foundation, I’d like to present my interview with one of Jay’s longtime collaborators John A. Warnick. John A., as he is known, is the founder of the Purposeful Planning Institute, which trains lawyers, financial planners, trustees, and wealth managers to work with clients on their planning that is congruent with their core values and vision. He was a long-time trusts and estates lawyer himself in Colorado with the firm Holme Roberts and Owen, where he chaired the Private Clients Services Group. He left the firm and began collaborating with Jay Hughes and Tim Belber, and began to focus on ensuring that the affluence of his clients was a positive force in the lives of their following generations. John A received his bachelor’s magna cum laude from Brigham Young University and his JD from George Washington University with honors.

    Please enjoy my interview with John A Warnick.

    Purposeful Planning Institute: https://purposefulplanninginstitute.com

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

    ©2024 Joe Reilly

  • George Marcus - Lives In Trust

    George Marcus - Lives In Trust

    · The Inheritance Podcast

    George Marcus wrote a book you probably haven’t heard of, but should. It is called Lives in Trust and it was published in 1992 and is $146 on Amazon right now.

    Professor Marcus is an anthropologist who studied tribes in Tonga and then applied what he learned to study dynastic wealth in families starting in Texas. The book has great essays on the HL Hunt family, who tried to corner the silver market in 1980, the Bingham family, who fought over a newspaper chain in Kentucky, a study of two very different family fortunes in Galveston Texas, and an analysis of one of my favorite books, Old Money by Nelson Aldrich. He discusses the importance of your image of your ancestors and the creation of family ideology, the emptiness at the center of the Getty fortune, and a great essay by his collaborator the late respected philanthropic scholar Peter Dobkin Hall on the efforts of the Rockefeller family to control the narratives told about the family over decades.

    In our discussion today, we talk about his career, the book, his interesting concept that he calls the “dynastic uncanny” and his fascinating dive into the meaning of nobility in the current-day Portuguese aristocracy.

    I hope you enjoy my conversation with George Marcus.

    Biography:

    George Marcus is one of the world’s leading anthropologists. He is the Chancellor’s Professor at the University of California, Irving, and previously chaired the anthropology department at Rice University for twenty-five years. He is the author of dozens of books and articles including Ethnography Through Thick and Thin and Lives in Trust: The Fortunes of Dynastic Families in Late Twentieth-Century America. Professor Marcus received a B.A. from Yale in 1968 and a Ph.D from Harvard in 1976.

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

    ©2024 Joe Reilly

  • Gunther Weil - Living in the World

    Gunther Weil - Living in the World

    · The Inheritance Podcast

    Today we are speaking with Gunther Weil. Gunther has known some of the 20th century’s most interesting psychologists including Carl Rogers, Abraham Maslow, Gordon Allport, Timothy Leary and Henry Murray as well as such names as Tony Robbins and Eckhart Tolle. We talk about them, his journey in and out of the psychedelic world, and his later work with Jay Hughes and John A Warnick at the Purposeful Planning Institute, where he was their longtime Dean of Values. Gunther is a deeply thoughtful guest and his reflections on life, values, transcendence, grace and his own experiences of the various insightful communities he was involved in over the years.

    Gunther M. Weil, Ph.D. is the founder and CEO of Value Mentors. He is an organizational consultant, family advisor, executive coach, educator, and psychologist. For the past 35 years, he has provided wise guidance to senior executives, family businesses, and for-profit and non-profit organizations in the areas of values-based leadership and organizational culture, innovation, team building, strategic planning, conflict resolution, and executive wellness. Weil earned his doctorate from Harvard University in 1965 and served as a Fulbright Scholar in Oslo, Norway. His early professional mentors included Carl Rogers, the creator of Client-Centered Psychotherapy, Arne Naess, the founder of Deep Ecology, and Abraham Maslow, the father of Humanistic Psychology. He is also a 40-year practitioner of Tai Chi Chuan and Master Instructor of Qi Gong.

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    WEBSITE: ValueMentors: https://valuementors.com

    Names and Concepts Mentioned in the Podcast:

    Gordon Allport: https://en.wikipedia.org/wiki/Gordon_Allport

    Willem Nyland: https://www.gurdjieff.org/nyland.htm

    Ralph Metzner: https://en.wikipedia.org/wiki/Ralph_Metzner

    George Kelly: https://en.wikipedia.org/wiki/George_Kelly_(psychologist)

    Frank X. Baron: https://en.wikipedia.org/wiki/Frank_Barron_(psychologist)

    Milton Erickson: https://en.wikipedia.org/wiki/Milton_H._Erickson

    Arne Ness: https://en.wikipedia.org/wiki/Arne_NĂŠss

    George Gurdjieff: https://en.wikipedia.org/wiki/George_Gurdjieff

    PPI/John A Warnick: https://purposefulplanninginstitute.com/john-a-warnick/

    Jay Hughes: https://jehjf.org

    David McClelland: https://en.wikipedia.org/wiki/David_McClelland

    Henry Murray: https://en.wikipedia.org/wiki/Henry_Murray

    Milton Rokeach: https://en.wikipedia.org/wiki/Milton_Rokeach

    Carl Rogers: https://en.wikipedia.org/wiki/Carl_Rogers

    Abraham Maslow: https://en.wikipedia.org/wiki/Abraham_Maslow

    Eckhart Tolle: https://en.wikipedia.org/wiki/Eckhart_Tolle

    Jacob Needleman The American Soul: http://www.jacobneedleman.com/the-american-soul

    TAT - Thematic Aptitude Test: https://en.wikipedia.org/wiki/Thematic_apperception_test

    NLP Neurolinguistic Programming: https://en.wikipedia.org/wiki/Neuro-linguistic_programming

    Concord Prison Project: https://en.wikipedia.org/wiki/Concord_Prison_Experiment

    Good Friday Experiment: https://en.wikipedia.org/wiki/Marsh_Chapel_Experiment

    Walter Pahnke: https://en.wikipedia.org/wiki/Walter_Pahnke

    Harry Harlow Attachment in Chimps: https://www.simplypsychology.org/harlow-monkey.html

    Konrad Lorenz Imprinting: https://www.simplypsychology.org/konrad-lorenz.html

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

    ©2023 Joe Reilly

  • Jay Hughes - Wisdom of the Tribe

    Jay Hughes - Wisdom of the Tribe

    · The Inheritance Podcast

    “Families that are failing spend all their time on power.”


    Today's guest is Jay Hughes.

    Jay and I had a deep and fascinating discussion about the development of the elder in a family, the importance of the midlife crisis, and transcendent values.


    We also discussed many great pioneers in the family wealth field like Joanie Bronfman, Charlie Collier, and Peter Karoff, and we also talked about Matt Wesleys key paper on family culture, which I will link to in the show notes. Jay also mentioned that he is writing a new book with Mary K. Duke and Stacy Allred, and has a lecture course online with David Specht of the Drucker School, part of which I will also link to about the five capitals of wealth.


    We turned over the new ideas in Wealth 3.0 and Jay had some great insights about how the industry restrains the field and how ideas evolve.


    This is the inaugural interview The Inheritance Podcast in a series in conjunction with the James E. Hughes Jr Foundation. I’d like to invite you all to join us on this journey of exploration as I talk to Jay and those he has influenced Next up is Gunther Weil talking about values.

    Jay Hughes is an author, advisor to families, and founder of a law partnership in New York that represented private clients throughout the world, and now retired from the active practice of wealth. His wonderful book, Family Wealth, Keeping it in the Family, has become a classic in the family wealth space, and where he warns that the shirtsleeves proverb is a warning and not a curse.


    Please enjoy my interview with Jay Hughes.


    Link to Matt Wesley Paper on Culture: https://jehjf.org/the-blob-how-culture-eats-structure-for-breakfast/

    Link to Drucker Interview: https://vimeo.com/746951432/5cae8e6538

    Link to Jay's book: https://www.amazon.com/Family-Wealth-Keeping-Intellectual-Financial-Generations/dp/157660151X

    Link to James E. Hughes Jr. Foundation: https://jehjf.org

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501


    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

    ©2023 Joe Reilly

  • Dr. James Grubman - Wealth 3.0

    Dr. James Grubman - Wealth 3.0

    · The Inheritance Podcast

    Today we are speaking with once again Dr. James Grubman, an internationally recognized consultant to families of wealth, family businesses, and the advisors who serve them. He is the co-author of one of the buzziest books of the year called Wealth 3.0: The Future of Family Wealth Advising along with Dennis Jaffe and Kristin Keffeler, who I have also interviewed previously on this podcast. I wanted to talk to Jim and get some more color on his attitudes towards wealth advising, the issues with the literature and research in the space, how to escape from a fear-based mindset to one of growth around wealth, and why everyone does not necessarily want to create a dynasty.

    Please enjoy my excellent conversation with Jim Grubman.

    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

    WEBSITE for Jim: https://jamesgrubman.com

    BOOK: Wealth 3.0: The Future of Family Wealth Advising


    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.


    Other Books by these authors:

    BOOK - Strangers in Paradise - How Families Adapt to Wealth Across Generations

    by James Grubman


    BOOK - Borrowed from your Grandchildren - The Evolution of 100-Year Family Enterprises

    by Dennis Jaffe


    BOOK - Myth of the Silver Spoon

    by Kristin Keffeler


    ©2023 Joe Reilly

  • Jonathan Pageau - Money and the Symbolic World

    Jonathan Pageau - Money and the Symbolic World

    · The Inheritance Podcast

    Jonathan Pageau is a French Canadian icon carver, public speaker and YouTuber exploring the symbolic patterns that underlie our experience of the world, how these patterns emerge and come together, manifesting in religion, art and in popular culture. He's also the editor of the Orthodox Arts Journal and host of the Symbolic World blog and podcast.

    I was looking for someone to talk about Spiritual Captial, and was not disappointed. We talk about how money should be thought of as pure potential, how borrowing “accelerates time” and “pulls from the future.” We also discuss how you can get stuck worshiping the potential of money and forget the more important goals in life.

    An absolutely fascinating conversation with Jonathan Pageau.

    BIOGRAPHY: Jonathan Pageau graduated with distinction from the Painting and Drawing program at Concordia University in Montreal during the late 1990s. Quickly disillusioned with contemporary art, he discovered icons and traditional Christian images along his own spiritual journey. Rekindling his love of art through study of traditional forms, Jonathan developed a passion for wood carving. Having studied Orthodox Theology and Iconology at the University of Sherbrooke, since 2003 Jonathan has been carving different types of liturgical objects. His carvings have been commissioned by churches, bishops, priests and laypeople in the United States, Canada, Europe and Asia. He has participated is several exhibitions of icons and teaches icon carving with Hexamaeron. He is also an editor at the Orthodox Arts Journal.

    This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or invesment advice. Thanks for listening.

    YouTube: https://www.youtube.com/c/jonathanpageau

    SYMBOLIC WORLD: https://www.thesymbolicworld.com

    CARVINGS: https://www.pageaucarvings.com/index.html

    TWITTER: https://twitter.com/PageauJonathan

    WRITING: https://orthodoxartsjournal.org/author/jonathan-pageau/

    MATTHIEU PAGEAU’S BOOK: The Language of Creation

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

  • Chip Fisher - Things That Enrich Your Life

    Chip Fisher - Things That Enrich Your Life

    · The Inheritance Podcast

    Today I am very pleased to have Chip Fisher, CEO of Fisher Wallace Laboratories and head of Ursus Advisory, a peer to peer consultancy for young adults with inherited wealth.

    Chip is an inheritor himself, and also an accomplished entrepreneur and philanthropist. He is currently CEO of his third company, Fisher Wallace Laboratories which makes medical devices, but he has also branched out into private consulting to counsel inheritors based on his own experience. Chip’s father was Avery Fisher, founder of Fisher Electronics which was a major midcentury high fidelity electronics firm and builder of the famous Fisher 400 for you audiophiles out there. He was also the former namesake of the famous Avery Fisher Hall, home of the New York Philharmonic at Lincoln Center, beloved by many generations of New Yorkers. When Chip was 21, he received a large inheritance, which was a joy, but also a great challenge, and that is the basis for our story today. I hope you enjoy my interview with Chip Fisher.

    CHIP’S WEBSITE: https://ursusadvisoryllc.com/

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

  • Eric Schoenberg - You Can't Take It With You

    Eric Schoenberg - You Can't Take It With You

    · The Inheritance Podcast

    Our interview today is with Eric Schoenberg, who is one of the very few people deeply exploring inherited wealth in academia, and we cover his own inheritance and family life, why he became interested in studying wealth, economic concepts like the bequest motive, revealed preferences, and the wonderfully named “spite clause” as well as Eric’s considered thoughts on why people do what they do with their fortunes. He also speculates on who was the wealthiest American ever, and it is not who you think.

    Eric Schoenberg was educated at Harvard, received an MBA from Wharton, worked as a diplomat at the State Department, and became a partner in an investment bank during the dot com boom. His experience there led him back to school at Columbia, where he attained a Ph.D. in psychology. He has taught at Columbia and Wharton, and recently released a limited podcast series of seven episodes called You Can’t Take it with You.

    Just a reminder, this podcast is for entertainment purposes only, and should not be considered legal or investment advice. Please enjoy my conversation with Eric Schoenberg.

    YOU CAN’T TAKE IT WITH YOU: https://www.buzzsprout.com/2079097

    FULL BIO: https://www.allamericanspeakers.com/celebritytalentbios/Eric+Schoenberg/408740

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

  • Tony Guernsey - Working with Steve Jobs and the Eight Million Dollar Man

    Tony Guernsey - Working with Steve Jobs and the Eight Million Dollar Man

    · The Inheritance Podcast

    Today we are talking to Tony Guernsey, former national head of Wilmington Trust wealth management, a longtime senior banker at JP Morgan, founder of the UBS US private bank. Tony wrote an unpublished memoir called Divas, Icons, and Felons with his wisdom and great stories from his distinguished five decades managing money for many wealthy and famous clients such as Steve Jobs, Jay Chiat, and Christo. Tony was very generous to share some of them with me and it is a rare peek inside this often fascinating and eccentric world, but it also highlights the lack of education out there for those who have the responsibilities of wealth. I hope you enjoy my talk with Tony Guernsey as much as I did.

    BIOGRAPHY:

    Peter E. ”Tony” Guernsey Jr. was born and raised in Long Island, New York. He was educated at the Taft School in Watertown, CT, and Lake Forest College, in Lake Forest, Illinois. During the Vietnam War, he spent 30 months in the U.S Naval Reserve at Great Lakes Naval base in North Chicago, Illinois. Simultaneously he was an ice hockey referee and drove a taxi cab in Chicago. In 1972 Tony joined JP Morgan and over the next 43 years re-engineered or started 42 National Wealth Management offices around the U.S. for Morgan, UBS, and Wilmington Trust. Today he is a consultant and serves as an outside independent family trustee.

    Tony and his wife, Eve, share their lives between New York City, Bedford, New York, and Martha’s Vineyard. Between the two of them, they have three children and four grandchildren. Cumulatively, the two of them worked at JP Morgan for 50 years.

    In 1972, Tony was a contributing author of the book, Skates, Sticks and Men, the story of American Hockey in the United States. Tony was voted All-American Division 3 in Ice Hockey in 1970 and in 2006 was awarded the esteemed Lifetime Achievement award by Private Asset Management.

    NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST:  https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

  • Kristin Keffeler - Myth of the Silver Spoon

    Kristin Keffeler - Myth of the Silver Spoon

    · The Inheritance Podcast

    Today we are talking to Kristin Keffeler, author of the very insightful new book Myth of the Silver Spoon. We talk about the emotional and psychological clutter around money, the confusing messages we get about wealth, positive psychology, and how to integrate a healthier identity.

    Kristin is a consultant and founder of Illumination 360, a firm at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth.

    She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.

    ORDER THE BOOK: https://amzn.to/3CYViMt

    WEBSITE: www.illumination360.com

    FISCAL UNEQUALS PAPER: LINK

    JAY HUGHES ON FISCAL UNEQUALS: LINK

    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST:  https://podcasts.apple.com/us/podcast/private-capital/id1644526501

    Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

  • Paul Sullivan - Fatherhood and Wealth Matters

    Paul Sullivan - Fatherhood and Wealth Matters

    · The Inheritance Podcast

    Paul Sullivan is on a mission to rethink fatherhood, and he is doing it with thousands of parents.

    Paul is the bestselling author of two books, Clutch: Excel Under Pressure, and the Thin Green Line: The Money Secrets of the Super Wealthy. We talk about his decade of studying the wealthy for the New York Times, fatherhood, teaching children about wealth, and the community of lead dads he is building nationwide.

    FOLLOW PAUL: https://twitter.com/sullivanpaul

    WEBSITE: https://thecompanyofdads.com/

    BOOKS: Clutch: Excel Under Pressure

    Thin Green Line: The Money Secrets of the Super Wealthy

    Joe Reilly is a family office advisor and the host of the Private Capital Podcast and the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: PRIVATE CAPITAL

    Please give us a review on Apple Podcasts - we appreciate it!

  • Coventry Edwards Pitt - When Love Meets Money

    Coventry Edwards Pitt - When Love Meets Money

    · The Inheritance Podcast

    Coventry Edwards-Pitt is the author of Engaged Healthy Wealthy and Wise, and we will be talking about the challenges of inheritors in love and marriage, self-actualization, the stumbling block of prenuptial agreements, and the desire to break free from the constraints of onerous wealth management infrastructures.

    Covie is a Partner and the Chief Creative Officer of Ballentine Partners in Boston. She is the author of three excellent books based on extensive interviews with the wealthy. Raised Healthy Wealthy and Wise covered raising children, Aged Healthy Wealthy and Wise focused on vibrancy in later life, and today we are talking about Engaged Healthy Wealthy and Wise, where she explores love and marriage.  Covie is a graduate of Harvard and was Chief of Staff of Goldman Sachs Global Manager Strategies Group as well as the leader of her own financial advisory firm before joining Ballentine Partners. Covie is a CFA charter holder, a trained opera singer, and a pianist; a member of the Women Presidents’ Organization and the Collaboration for Family Flourishing.

    Please note: This podcast is for informational and educational purposes only, and should not be relied upon as a basis for investment or legal decisions. All opinions expressed by guests on this show are solely their own opinion and do not necessarily reflect that of their firms. A manager's appearance on the show does not constitute an endorsement or investment recommendation from the podcast host or his firm.

    ORDER THE BOOK: https://amzn.to/3XlP8yq

    COVIE BIO: https://ballentinepartners.com/team_member/coventry-edwards-pitt/

    BOOK: Raised Healthy Wealthy and Wise: https://amzn.to/3guI2Hb

    BOOK: Aged Healthy Wealthy and Wise: https://amzn.to/3GF8msN

    Joe Reilly is a family office consultant and the host of the Private Capital Podcast and the Inheritance Podcast.

    FOLLOW JOE: https://twitter.com/joereillyjr

    WEBSITE: https://www.circulus.co/

    PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501

  • Jamie Weiner - The Quest for Legitimacy

    Jamie Weiner - The Quest for Legitimacy

    · The Inheritance Podcast

    Today we are talking to Jamie Weiner, author of the book The Quest for Legitimacy.  We talk about his research project with Russ Haworth, which listened to inheritors and their stories of growing up in prominent families.  We talk about the shadow of the founder, alienation, Alfred Adler, and how to break through isolation.  

    Jamie is a psychologist and the co-founder of Inheriting Wisdom, a firm that works with prominent families in Chicago, and the co-author of The Legacy Conversation with his wife, psychologist Dr. Carolyn Friend.

    WEBSITE:  https://www.questforlegitimacy.com

    LINKEDIN:  https://www.linkedin.com/in/drjamesweiner/

    PRACTICE: https://www.inheritingwisdom.com

    Thanks for listening. Please subscribe or leave us a review on Apple Podcasts. We appreciate it.

  • Lewis Lapham - Money and Class in America

    Lewis Lapham - Money and Class in America

    · The Inheritance Podcast

    Today we are speaking to Lewis Lapham, author of the book Money and Class in America - Notes and Observations on Our Civil Religion. We talk about his views on wealth, growing up in a wealthy family, and how Donald Trump showed up at his book party in 1988.

    Lewis was the longtime editor of Harper's Magazine, and author of over a dozen books. He is currently founder and editor of Lapham’s Quarterly.

    FOLLOW Lewis: @laphamsquart

    Lapham’s Quarterly:  https://www.laphamsquarterly.org/

    Thanks for listening. Please subscribe or leave us a review on Apple Podcasts. We appreciate it.

  • Dennis Jaffe and Jim Grubman - The Inheritors Dilemma

    Dennis Jaffe and Jim Grubman - The Inheritors Dilemma

    · The Inheritance Podcast

    “We're tainted by the worldview and the wish fulfillment about wealthy people and feelings about what is fair and good in life.”

    Dennis Jaffe and Jim Grubman take on the dilemmas faced by inheritors and those who acquire wealth in a seminal paper in the psychology of wealth back in 2007. We discuss historical ways people have looked at money in families, how individuals cope with inheritance and how entrepreneurs adjust to their new lives after success. They introduce the concept of Wealth 3.0, which is a new way of thinking about family money as not purely destructive. Dennis and Jim are two of the most thoughtful people I have ever met in the family office and family wealth world, and I encourage you to check out their great books listed below.

    WEBSITE for Dennis: https://dennisjaffe.com

    READ Dennis at Forbes: https://www.forbes.com/sites/dennisjaffe/

    WEBSITE for Jim: https://jamesgrubman.com

    PAPER - The Acquirer’s and Inheritors Dilemma: https://jfn.org.il/wp-content/uploads/2022/04/Acquirers-and-Inheritors-Dilemma-Discovering-Life-Purpose-and-Building-Personal-Identity-in-the-Presence-of-Wealth.pdf

    BOOK - Cross Cultures - How Global Families Negotiate Change Across Generations

    by Dennis Jaffe and James Grubman

    BOOK - Strangers in Paradise - How Families Adapt to Wealth Across Generations

    by James Grubman

    BOOK - Borrowed from your Grandchildren - The Evolution of 100-Year Family Enterprises

    by Dennis Jaffe