Wealth Coherence

Episode Summary |

In this episode of Wealth Coherence, Emily Bouchard and Kim Kamin explore the evolving concept of family, modern estate planning challenges, and the importance of trust and coherence in wealth management. Kim shares insights from her extensive experience in estate planning for diverse family structures, including blended, same-sex, and polyamorous families, emphasizing purpose-driven legacy design.

Chapters |

00:00 Introduction to Modern Families and Synchronicities

03:38 The Importance of Family in Estate Planning

06:03 Defining Family: Legal and Emotional Perspectives

08:59 Fair vs. Equal: Navigating Complex Family Dynamics

11:38 The Role of Estate Planning in Family Relationships

14:06 Communication and Transparency in Estate Planning

16:55 Estrangement and Disinheritance: A Growing Concern

19:21 The Impact of Trust on Family Dynamics

24:59 Understanding Family Dynamics and Reactions

25:38 Exploring Modern Family Structures

26:17 The Origin of the Modern Family Book

30:34 Diving into Polyamory and Its Implications

37:42 Defining Wealth Coherence and Its Importance

Guest Bio |

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office currently managing over $13 billion for almost 130 ultra-high net worth families nationally. Kim leads Gresham’s development and implementation of services relating to (i) estate planning, (ii) trust and estate administration, (iii) philanthropic planning, and (iv) family learning and RisingGen engagement activities. Previously she was a partner in the Private Clients group at a large national law firm known for the quality of its Trusts & Estates practice. 

Kim is also a longtime adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education. She is a Past Regent for the American College of Trusts & Estates Counsel ("ACTEC"), Past President of the Chicago Estate Planning Council, and the Estate Planning Domain Chair for the UHNW Institute. Additionally, Kim serves on advisory boards for multiple local charities.

Kim serves on the Editorial Advisory Board of Trusts & Estates Magazine, has published on a wide variety of topics, and is also a frequent lecturer in a variety of venues across the country. She is the co-executive editor and co-author for the past three editions of the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families. Kim received her B.A. from Stanford University, with distinction and departmental honors in Psychology, and her J.D. from the University of Chicago Law School. She is a 21/64 Certified Advisor and an AEP® (Distinguished), meaning that she was inducted into the NAEPC Estate Planning Hall of Fame®.

Guest Resources |

https://www.linkedin.com/in/kimkamin/ 

https://www.wealthmanagement.com/author/kim-kamin

Estate Planning for Modern Families Treatise - https://www.nationalunderwriter.com/the-tools-techniques-of-estate-planning-for-modern-families-4t-edition.html?srsltid=AfmBOoovWksW2c8CaDvKq4DO9vLABHfJtbB7T_CogOpGYHBayAEUuNs0 

Gifting Decisions and Planning with Flexibility Under OB3 - https://www.uhnwinstitute.org/wp-content/uploads/2025/09/Gifting-with-Flexibility-After-OB3-FINAL-2-1.pdf

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary | 

This episode explores the critical role of trust in managing family finances, especially in blended families, and how trust breakdowns can lead to financial infidelity and relationship conflicts. Authors Emily Bouchard and Charles Feltman share insights from their upcoming book on building trust and navigating money issues in families.

📚 Barnes & Noble Pre-Order Promo

Chapters |

00:00 Introduction to Trust and Money in Families

01:04 The Framework of Trust

01:56 Understanding Financial Infidelity

04:04 Practical Applications and Conclusion

Guest Bio |

Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.

Guest Resources |

https://www.linkedin.com/in/charlesfeltman/

https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

In this episode of Wealth Coherence, Emily Bouchard and Charles Feltman explore the four domains of trust—care, sincerity, reliability, and competence—and how understanding them can transform conversations about money in families.

Rather than treating trust as an all-or-nothing concept, this framework helps families identify where trust may be breaking down and how to address it through clear conversations and expectations.

This framework is also explored in their upcoming book:

📚 Barnes & Noble Preorder Promotion

Chapters |

00:00 Introduction to Trust and Money in Families

01:04 The Framework of Trust

https://www.linkedin.com/in/charlesfeltman/

https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

Emily Bouchard and Charles Feltman discuss their upcoming book 'The Little Book of Trust and Money for Families,' exploring how trust impacts family dynamics, especially around finances. They share insights on building, maintaining, and repairing trust within families to prevent conflicts and foster healthier relationships.

📘 Barnes & Noble Pre-Order Promo

🗓 Runs March 24 – March 26

💸 25% off with code PREORDER25

👥 Available to Barnes & Noble Members (free) or Premium Members

Order the book HERE: https://www.barnesandnoble.com/w/the-little-book-of-trust-and-money-charles-feltman/1149446114?ean=9798890572219

Chapters |

00:00 Introduction to Trust and Money in Families

04:54 The Framework of Trust

Guest Bio |

Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.

Guest Resources |

https://www.linkedin.com/in/charlesfeltman/

https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

In this engaging interview, Emily Bouchard speaks with Pamela Teagarden about her innovative approach to mentorship, capability intelligence, and leadership in family businesses and women empowerment. Discover how her frameworks and app are transforming leadership development and fostering trust and authenticity.

Chapters |

00:00 Introduction to Mentorship and Capability Intelligence

05:03 Aligning Personal Capabilities with Business Goals

09:48 Navigating Family Dynamics in Business

14:20 The Role of Women in Mentorship

18:45 Lessons from International Experience

23:06 Empowering Women in Leadership

Guest Bio |

Pamela Teagarden is a former banker with graduate studies in psychology who believes the world works better when people are authentic.

With more than 25 years of experience across three continents — from contributing to PwC’s global leadership curriculum to advising VC-backed founders, Fortune 500 teams, scaling small-to-medium businesses, family enterprises, high-performing individuals, and tech sector roundtables — she has observed a consistent pattern:

Organizations rarely fail because people lack capability. They struggle because they cannot dynamically translate individual capabilities into predictive performance decisions.

To close that gap, Pamela developed Capability Intelligence™ — a practical framework that helps individuals and organizations position capabilities intentionally in daily performance. Her work enables people to operate closer to their natural strengths, both at their best and under rising pressure, creating more aligned leadership, stronger succession outcomes, and sustainable business success.

Guest Resources |

www.authentum.com

https://www.facebook.com/authentum/

https://www.linkedin.com/in/pamteagarden

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

In this special conversation, Emily Bouchard interviews her father, Dr. Milton Finegold, as he approaches his 91st birthday. They explore themes of wisdom, gratitude, and the importance of sharing one's life lessons and estate plans with family. Dr. Finegold reflects on his life experiences, emphasizing the value of curiosity, engagement, and awareness in living a fulfilling life. He shares insights on the significance of gratitude and the need for open communication within families regarding legacy and planning for the future.

Chapters |

00:00 A Journey Through Time: Life Lessons from 90 Years

00:54 Awareness and Growth: Learning from Feedback

04:42 Navigating Fear: The Impact of Media and Technology

05:21 Legacy and Wisdom: Lessons for Future Generations

Guest Bio |

Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary | 

In this special episode, Emily Bouchard engages in a profound conversation with her father, Dr. Milton Finegold, reflecting on his illustrious career in medicine and leadership. They explore themes of collaboration, the importance of transparency in leadership, and the role of luck and relationships in cultivating a meaningful life. Dr. Finegold shares insights from his experiences, emphasizing the value of feedback and personal growth as essential components of a fulfilling life.

Chapters |

00:00 A Journey Through Time: Life Lessons from 90 Years

00:54 Women in Science: Impactful Relationships and Mentorship

02:15 Leadership and Collaboration: Building a Supportive Culture

07:28 Luck and Opportunity: Making the Most of Life's Chances

Guest Bio |

Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.

Emily's Resources | 

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

In this special conversation, Emily Bouchard interviews her father, Dr. Milton Finegold, as he reflects on his life experiences, values, and the importance of gratitude. They discuss the impact of family heritage, the guiding principles that shaped his decisions, and how he has learned to embrace uncertainty and loss throughout his life. Dr. Milton Finegold shares poignant memories and insights that highlight the resilience of the human spirit and the significance of cherishing every moment with loved ones.

Chapters |

00:00 A Journey Through Time: Life Lessons from 90 Years

02:01 The Power of Gratitude: A Guiding Principle

Guest Bio |

Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

In this episode of Wealth Coherence, Emily Bouchard speaks with Nikè Anani and Tsitsi Mutendi, the founders of Itura, a new initiative aimed at empowering African family businesses. They discuss their personal journeys, the importance of cultural wisdom, and the need for trust in investment. The conversation highlights the rising generation's role in the great wealth transfer and the significance of community building among investors. The episode emphasizes the potential of Africa as an investable continent and the transformative impact of local wisdom in business.

Chapters | 

00:00 Introduction and Launch of Itura Capital

09:28 Sitsi's Story and the Importance of Community

18:15 Building Trust and Community Among Investors

26:47 The Future of Investment in Africa

Guest Bio |

Nikè Anani is the Founder of Itura Capital and Co‑Founder of African Family Firms. She is a fund manager, author and advisor to family offices globally, with deep experience across African family enterprises, governance design and intergenerational capital allocation. Her work sits at the intersection of family continuity, investment strategy and long‑term economic contribution.

Itura Capital was created to bridge two realities that belong together: the largest intergenerational wealth transfer in history, and Africa’s growing, youthful economies powered by family enterprises. The fund mobilises global and African family capital into businesses that already carry communities — investing with patience, governance, and a long view. Itura isn’t about fixing Africa; it’s about aligning capital with how the real economy actually works, so generational wealth becomes generational solutions.

www.ituracapital.com

Guest Resources |

https://ituracapital.com/

[email protected]

https://www.linkedin.com/in/nikeanani/

https://www.linkedin.com/in/tsitsimutendi/

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |

In this edition of Wealth Coherence, Emily Bouchard sits down with Ash Moraca to explore the inspiration and vision behind Retreat, a holistic wellness app redefining what it means to “go on retreat.” Drawing from Ash’s personal journey through mental health challenges, spiritual awakening, and deep healing, the conversation highlights how inaccessible many therapeutic and spiritual modalities still are—and how Retreat aims to bridge that gap.

Guest Bio |

Ash Moraca is a next-generation family office leader and founder of Retreat. With an Oxford MBA and training in somatic practices, she bridges finance, entrepreneurship, and consciousness to shape values-based wealth and legacy.

Guest Resources |

Retreat — https://joinretreat.app

LinkedIn: https://www.linkedin.com/in/ashmoraca

Instagram: https://www.instagram.com/ashmoraca

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/