
Sign up to save your podcasts
Or


Today marks a special milestone, our 50th episode! Since launching in 2023, we've had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore the most pressing issues shaping families and their wealth. To celebrate, we’re taking a moment to reflect. In this episode, we’ll revisit some of the standout conversations that have defined our journey, from generational transitions and philanthropic strategy to the intricacies of tax and trust administration. Whether you've been with us from the start or are tuning in for the first time, we’re grateful to have you as part of this community. Here's to 50 episodes, and many more to come!
By Wiggin and Dana LLP's Erin Nicholls and Michael Clear5
99 ratings
Today marks a special milestone, our 50th episode! Since launching in 2023, we've had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore the most pressing issues shaping families and their wealth. To celebrate, we’re taking a moment to reflect. In this episode, we’ll revisit some of the standout conversations that have defined our journey, from generational transitions and philanthropic strategy to the intricacies of tax and trust administration. Whether you've been with us from the start or are tuning in for the first time, we’re grateful to have you as part of this community. Here's to 50 episodes, and many more to come!

586 Listeners

1,929 Listeners

746 Listeners

275 Listeners

679 Listeners

70 Listeners

252 Listeners

9,170 Listeners

48 Listeners

460 Listeners

44 Listeners

5,533 Listeners

812 Listeners

3,186 Listeners

910 Listeners