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Most families think avoiding money conversations keeps the peace. Jeff Conran says it's actually what tears them apart.
In this episode, Jeff Conran, CEFP and Senior Vice President & Wealth Advisor at Maslow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business transitions, and the messy stuff nobody wants to talk about at the dinner table, Jeff has seen firsthand what happens when wealth conversations get swept under the rug. Spoiler: it never ends well.
We cover:
Why "healthy conflict" isn't an oxymoron when it comes to family wealth
The real reason founders are terrified to hand over the business (and why their kids feel like they'll never be trusted)
-Fair vs. equal: the hardest conversation parents will ever have with their kids
-How to talk to your children about money at every age, yes, even with a $20 bill and a stuffed animal
-Trust structures, governance, and when winging it as a family stops working
-The financial literacy gaps hiding in plain sight in affluent households
-When a wealth advisor knows it's time to step aside and bring in a therapist
-Tax strategies that quietly create family tension nobody saw coming
-What it actually looks like when a generational transition goes right
Jeff's core message is simple: clarity prevents conflict. The families who normalize tough conversations early don't just preserve wealth. They strengthen it.
๐ Learn more about Jeff and his team at nesiro.com
This is Investing for Generational Wealth, presented by Clive Capital. We help high-earning professionals invest outside the stock market through alternative investments like real estate, oil & gas, private credit, and more.
Disclaimer: We are not financial advisors. All investments carry risk. Please consult your CPA and attorney before making any investment decisions.
Don't forget to like, subscribe, and hit the notification bell so you never miss an episode.
By Keshav KolurMost families think avoiding money conversations keeps the peace. Jeff Conran says it's actually what tears them apart.
In this episode, Jeff Conran, CEFP and Senior Vice President & Wealth Advisor at Maslow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business transitions, and the messy stuff nobody wants to talk about at the dinner table, Jeff has seen firsthand what happens when wealth conversations get swept under the rug. Spoiler: it never ends well.
We cover:
Why "healthy conflict" isn't an oxymoron when it comes to family wealth
The real reason founders are terrified to hand over the business (and why their kids feel like they'll never be trusted)
-Fair vs. equal: the hardest conversation parents will ever have with their kids
-How to talk to your children about money at every age, yes, even with a $20 bill and a stuffed animal
-Trust structures, governance, and when winging it as a family stops working
-The financial literacy gaps hiding in plain sight in affluent households
-When a wealth advisor knows it's time to step aside and bring in a therapist
-Tax strategies that quietly create family tension nobody saw coming
-What it actually looks like when a generational transition goes right
Jeff's core message is simple: clarity prevents conflict. The families who normalize tough conversations early don't just preserve wealth. They strengthen it.
๐ Learn more about Jeff and his team at nesiro.com
This is Investing for Generational Wealth, presented by Clive Capital. We help high-earning professionals invest outside the stock market through alternative investments like real estate, oil & gas, private credit, and more.
Disclaimer: We are not financial advisors. All investments carry risk. Please consult your CPA and attorney before making any investment decisions.
Don't forget to like, subscribe, and hit the notification bell so you never miss an episode.