Tune in to hear:

• What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting?
• What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families?
• What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these mythologies at times?
• What are the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions?
• What are some potential signals that an advisor is over their head and that it is time to call in help?
• What clinical skill set does Dr. Eckhart wish he could impart to listeners of the show?

Links

• Dr. Charles Eckhart on LinkedIn
• Cathexis Group
• James Hughes - Family Wealth
• Dr. James Grubman - Strangers in Paradise

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1904-OAS-7/31/2024