Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets
Aug 15, 2024•39 min•Ep. 300
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Episode description
Tune in to hear:
- What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting?
- What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families?
- What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these mythologies at times?
- What are the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions?
- What are some potential signals that an advisor is over their head and that it is time to call in help?
- What clinical skill set does Dr. Eckhart wish he could impart to listeners of the show?
Links
- Dr. Charles Eckhart on LinkedIn
- Cathexis Group
- James Hughes - Family Wealth
- Dr. James Grubman - Strangers in Paradise
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Compliance Code: 1904-OAS-7/31/2024
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