We have a special treat today, an interview I conducted live with Jay Hughes at the recent Southeastern Family Office Forum, or SEFOF, in Atlanta. SEFOF is a remarkable non-profit family office and family enterprise network that is now 14 years old. I had a wonderful time there and met many nice folks. My thanks to Brian Hughes, Bryn Monahan and Betsy Brown and all the volunteers for making this keynote interview possible. The interview was conducted over a livestream in front of an audience of ...
Oct 04, 2024•45 min•Season 3Ep. 2
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 article...
Jul 15, 2024•55 min•Season 3Ep. 4
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 Wisd...
Apr 11, 2024•52 min•Season 3Ep. 3
“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 m...
Feb 15, 2024•52 min•Season 3Ep. 2
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 di...
Jan 19, 2024•1 hr 9 min•Season 3Ep. 1
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 gues...
Dec 11, 2023•1 hr 10 min•Season 2Ep. 9
“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 ...
Oct 23, 2023•1 hr 3 min•Season 2Ep. 8
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 t...
Sep 26, 2023•37 min•Season 2Ep. 7
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, h...
May 18, 2023•39 min•Season 2Ep. 6
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, fo...
Apr 19, 2023•55 min•Season 2Ep. 5
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 th...
Apr 07, 2023•1 hr 4 min•Season 2Ep. 4
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 fas...
Mar 15, 2023•47 min•Season 2Ep. 3
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 pro...
Jan 19, 2023•34 min•Season 2Ep. 2
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/...
Jan 02, 2023•44 min•Season 2Ep. 1
Coventry Edwards-Pitt is the author of Engaged Healthy Wealthy and Wis e, 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 He...
Nov 25, 2022•57 min•Season 1Ep. 4
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 wif...
Oct 19, 2022•48 min•Season 1Ep. 3
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 liste...
Oct 04, 2022•30 min•Season 1Ep. 2
“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, ...
Sep 13, 2022•55 min•Season 1Ep. 1
