102 Epizód

  1. Investment Education for Family Members

    Közzétéve: 2023. 09. 12.

  2. Values that Matter

    Közzétéve: 2023. 08. 22.

  3. Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict

    Közzétéve: 2023. 08. 15.

  4. A Framework for Family Wealth and Well-Being

    Közzétéve: 2023. 08. 08.

  5. Constructing an Investment Portfolio to Support Family Goals

    Közzétéve: 2023. 08. 01.

  6. Monitoring Financial Capital with the “Four Horsemen” Graph

    Közzétéve: 2023. 07. 18.

  7. Using Genograms to Understand Family Patterns

    Közzétéve: 2023. 07. 10.

  8. Using RACI to Determine Roles and Responsibilities in a Complex Multigenerational Family Enterprise

    Közzétéve: 2023. 07. 04.

  9. Balancing Entitlement and Responsibility in Children’s Birthdays

    Közzétéve: 2023. 06. 27.

  10. Family Behavioral Health Wellness Assessment

    Közzétéve: 2023. 06. 13.

  11. Assessing Your Readiness for a (Family Enterprise) Leadership Coach

    Közzétéve: 2023. 05. 30.

  12. Creating Impactful Learning Programs for Families - Greg Burrows, Ruth Steverlynck and Tom McCullough

    Közzétéve: 2023. 05. 23.

  13. Finding What’s Next for Your Family - Keith Whitaker and Barton Parrott

    Közzétéve: 2023. 03. 21.

  14. Gamechanging - Matthew Wesley and Tom McCullough

    Közzétéve: 2023. 03. 16.

  15. Undertaking a Family Risk Assessment - Keith Whitaker and Linda Bourn

    Közzétéve: 2023. 03. 06.

  16. Leading Successful Family Meetings - Katherine Grady, Wendy Ulaszek and Tom McCullough

    Közzétéve: 2023. 02. 21.

  17. Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin

    Közzétéve: 2023. 01. 27.

  18. Managing the Risk of Diminished Capacity - Keith Whitaker and Patricia Annino

    Közzétéve: 2022. 12. 30.

  19. Using the Ikigai Model to Foster a Legacy of Meaningful Engagement - Keith Whitaker, Don Opatrny and Keith Michaelson

    Közzétéve: 2022. 12. 07.

  20. Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart

    Közzétéve: 2022. 12. 05.

2 / 6

Welcome to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, ‘Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask’ written by Tom and his co-author Keith Whitaker. The book features insights from more than 50 of the world’s top thinkers and practitioners in the family wealth field and each podcast episode features an interview with a different contributor to the book.

Visit the podcast's native language site