Let's Talk Family Enterprise

50: Wealth 3.0


Listen Later

Special Video Episode: Watch the video here

Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.

All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.

DescriptionIn this special 50th video episode, host Steve Legler speaks with all three authors of the recently released book, Wealth 3.0: The Future of Family Wealth Advising, Jim Grubman, Dennis Jaffe and Kristin Keffeler. Together, they discuss both the past and future of the field of advising families about wealth issues and cover some of the differences between working with family businesses, family enterprises and families of wealth. To mark the 50th episode, this podcast is presented in video format, a first for Let’s Talk Family Enterprise!

If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on SpotifyApple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at [email protected].

More about Family Enterprise CanadaFamily Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

...more
View all episodesView all episodes
Download on the App Store

Let's Talk Family EnterpriseBy Family Enterprise Canada

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings


More shows like Let's Talk Family Enterprise

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,362 Listeners

World Report by CBC

World Report

227 Listeners

Exchanges by Goldman Sachs

Exchanges

992 Listeners

Acquired by Ben Gilbert and David Rosenthal

Acquired

4,014 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

The Daily by The New York Times

The Daily

111,917 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Worklife with Adam Grant by TED

Worklife with Adam Grant

9,190 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,029 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

445 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

5,942 Listeners

Family Firm Institute Podcast by Family Firm Institute, Inc.

Family Firm Institute Podcast

1 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

15,335 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

11 Listeners