Standard Deviations with Dr. Daniel Crosby

Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets


Listen Later

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

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Standard Deviations with Dr. Daniel CrosbyBy Dr. Daniel Crosby

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