n this episode of The Caring Economy, we sit down with R. Adam Smith—seasoned investor, family office advisor, and legacy strategist—to explore how wealth, legacy, and leadership are being redefined for a new generation.

Adam brings decades of experience working with founders, families, and next-gen inheritors navigating the emotional and financial complexities of intergenerational wealth. From private equity to purpose-driven investment, he shares fresh insights on why the most successful family legacies aren’t built on spreadsheets—they’re built on storytelling, empathy, and trust.

We explore:

• How family offices are evolving into “family galaxies”

• Why emotional intelligence is becoming the most valuable asset in finance

• What rising generations are asking of their wealth—and their advisors

Whether you’re advising wealth, building a legacy, or simply curious about what it means to lead with care, this conversation is a must-listen.