The Inheritance Podcast

Today we have a special guest, veteran family enterprise advisor Fredda Herz Brown. I’ve been wanting to interview Fredda for a while because she is a leader in the space, and her career goes back to the roots of the...

In this special episode, we gathered three leading voices to share practical guidance on what makes a family office truly work. Kirby Rosplock , PhD (Tamarind Partners and Tamarind Learning), Scott Saslow (One World...

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...

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...

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...

“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...

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...

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...

“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...

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...

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...

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...

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...

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...

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...