While the focus on financial capital may make a family wealthy, history shows it is difficult to sustain over time. With the dedication of time to understand and grow a family's human capital, it's possible to prevent 'shirtsleeves-to-shirtsleeves' in three generations. 

We will be taking a deep dive into Communicating with Clients with Family Enterprise Advisor and Legacy Coach, Vincent Valeri. 

Key issues to be discussed on this podcast include:

• The foundational importance of clear communication within families 

• The role family culture has on shaping mindset

• How to approach fostering multigenerational idea exchange

• Working directly with families to develop and prioritize human capital

Prior to being a Family Enterprise Advisor & Legacy Coach, Vincent spent several years working with families at Legacy Capitals, LLC as an Instructor, Family Enterprise Advisor and Wealth Coach. Before that, he worked as a Wealth Advisor for Scotia McLeod and as an Account Executive for Maritz Canada. He has a Master of Business in Management (MBA) from the University of Technology Sydney, and a Bachelor of Arts (BA) of Operational Management from Western Sydney University.