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In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with David Harland, a financial consultant and family business specialist with decades of experience across banking, wealth management, and intergenerational transitions. David shares his journey from working in his family business to becoming a banking professional and, later, a global consultant helping families navigate the complexities of wealth succession. He discusses the challenges of family business governance, the importance of purpose-driven entrepreneurship, and the keys to long-term wealth preservation.
[00:00:00] - Introduction: Meet David Harland and His Journey in Finance
[00:05:10] - Growing Up in a Family Business: Early Lessons in Leadership
[00:12:30] - From Banking to Consulting: A Career Pivot Towards Family Wealth Management
[00:18:55] - Working with Families: Managing Succession, Governance, and Transition
[00:24:20] - The Psychology of Wealth: Why Alignment and Communication Matter
[00:30:50] - Entrepreneurial Insights: Lessons from Running a Family Office
[00:36:25] - Expanding into Asia: Understanding Cultural and Regional Differences
[00:42:10] - Resilience in Business: Overcoming Challenges and Learning from Failures
[00:47:35] - Advice for Entrepreneurs and Family Business Owners
[00:52:20] - Final Thoughts and Connecting with David Harland
iPartners Website: www.ipartners.com.au
Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/
iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd
Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners
By Pivotal ConversationsIn this episode of the Grow Your Wealth podcast, host Travis Miller speaks with David Harland, a financial consultant and family business specialist with decades of experience across banking, wealth management, and intergenerational transitions. David shares his journey from working in his family business to becoming a banking professional and, later, a global consultant helping families navigate the complexities of wealth succession. He discusses the challenges of family business governance, the importance of purpose-driven entrepreneurship, and the keys to long-term wealth preservation.
[00:00:00] - Introduction: Meet David Harland and His Journey in Finance
[00:05:10] - Growing Up in a Family Business: Early Lessons in Leadership
[00:12:30] - From Banking to Consulting: A Career Pivot Towards Family Wealth Management
[00:18:55] - Working with Families: Managing Succession, Governance, and Transition
[00:24:20] - The Psychology of Wealth: Why Alignment and Communication Matter
[00:30:50] - Entrepreneurial Insights: Lessons from Running a Family Office
[00:36:25] - Expanding into Asia: Understanding Cultural and Regional Differences
[00:42:10] - Resilience in Business: Overcoming Challenges and Learning from Failures
[00:47:35] - Advice for Entrepreneurs and Family Business Owners
[00:52:20] - Final Thoughts and Connecting with David Harland
iPartners Website: www.ipartners.com.au
Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/
iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd
Follow Travis Miller: https://www.linkedin.com/in/travismilleripartners