Navigating Abundance

The Five Areas of Family Capital we all need to focus on


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In this episode of Navigating Abundance, hosts Stephanie Greene, CFP® and Christopher Tanke discuss the five areas of Family Capital essential for affluent families to focus on: family relationships, family ethos, family wellness, family practice, and family philanthropy. They emphasize the importance of legacy wealth over financial wealth and provide actionable insights for families to cultivate love, appreciation, fulfillment, unity, and generosity across generations.Chapters00:00 Introduction to Family Capital02:56 Understanding Total Family Wealth05:47 Exploring Family Relationships08:55 The Importance of Family Ethos11:43 Fostering Family Wellness15:02 Practicing Family Unity17:53 The Role of Family Philanthropy20:43 Conclusion and Call to ActionKeywordsfamily capital, total family wealth, legacy transfer, family relationships, family ethos, family wellness, family practice, family philanthropy, generational wealth, family unity

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Navigating AbundanceBy Navigating Abundance