Private Placement Life Insurance (PPLI) can offer both tax and non-tax benefits under the right circumstances.  But like any financial product, understanding the complexity is key.  Join us for a conversation with Craig Welch, President of LongRoad Risk Management, in this educational session on who may qualify to purchase, how it's acquired, various tax and asset protection attributes for consideration, fees, and useful estate planning structures through which PPLI may be purchased.

Whether your goal is to understand and obtain the best medical insurance, tackle a recent diagnosis, maintain your health, or help guide a loved one’s care, our strategic partner John Samuels CEO of Better Health Advisors along with his team, can create an actionable plan for you, with you. Their plans are seamless, dynamic, and easy to understand putting you, the client, first.  Better Health Advisors truly believe that great collaborations are key to preserving both wealth and health. 

In this episode, we will be taking a dive into the world of wine auctions and the opportunities auctions provide to sell and buy rarities and wines of great interest.  We will be joined by our wine contributor, Aleksandra Poe and Jamie Pollack on behalf of Acker Merrall & Condit Co.  In 2021, Acker sold $180M at auctions alone - the highest amount achieved by any single auction house.

Everyone understands the importance of sound business succession planning though more than half of family business owners lack a formal, documented, and communicated plan for transitioning the business to the next generation of family members.  Common struggles and emotional hurdles exist for both Founders and NextGen.  In this episode we learn from Nike Anani, an award winning family business strategist and consultant, and her new book Lifetime to Legacy , about what those challenges are and how you can best navigate them to better support the succession planning process to ensure a healthy and smooth transition not only for the good of the business but also for the good of the family.

Burgundy, France is undeniably one of the greatest destinations known for its art and history, but most famously for its exceptional wines. However, with great prestige often comes exorbitant prices — that is, unless you know where to look. Our special guest, JT Robertson - general manager of LeDu Wine (https://leduwines.com), takes us on a  journey making burgundy accessible and relatable for a new generation of fine wine lovers.

Join us as we discuss natural, organic and biodynamic wines with our wine expert, Sandra Poe and special guest Greg Rubin, Owner and Corporate Beverage Director of Vanderbilt Avenue Wine Group, who specializes in sustainably made wines in Brooklyn, NY and Greenwich, CT. Greg came to wine after an exciting career in marketing and digital brand strategy in music and entertainment.

A discussion with Alexandra Poe and Erik Segelbaum on wine cellaring, from how best to organize your collection to seeking out the perfect additions from regions across the World. Sandra has been a brand ambassador for Rhône winemaker Clos de Caveau, a judge at the Feminalise wine competition in France, and a wine events host for professionals across industries. Erik is the founder of SOMLYAY, a private client consulting and wine education business. He is also one of the 2020 Wine Enthusiast 40 under 40 Tastemakers and 2019 Food & Wine Magazine Sommelier of the Year. 

In light of the pandemic Erik also established the www.unitedsommeliersfoundation.org to provide financial support and resources to those in need within the wine community. 

“The likeability trap: the pursuit of likeability at the expense of authenticity—is arguably the biggest and the most all-encompassing pitfall for women who aspire to lead”.   A chat with Michelle Langdon, Co-Founder of Wellth-Works, about this concept in the latest book by Alicia Mendez.  Michelle explains the systemic problems affecting women such as the lack of representation of women at the top, why for women to be a leader we must be authentic but others may either see our authentic selves as not-leaderly, or as leaderly but unlikeable. Listen to how we can effect change both at an individual level and a macro-level to re-code how we view women and leadership and learn to balance authentic leadership with success.

Family Office Executive, Kathy Houret, shares her personal insights and experience into the multi-year family wealth education journey she took with the multigenerational wealth family she serves.  Hear her describe first-hand why they did it, how they approached it, and the transformational change it brought to the family unit - consisting of 3 generations,  6 family branches, and 29 family members.

A first episode in a series of fireside chats with Ella Hyland Chase, a 6th generation asset recipient from a hundred-plus-year family, a certified CTI coach, a facilitator, mentor, speaker and recognized authority on the psychology of leadership and negotiations.  Ella and her Co-Founder, Michelle Langdon, established Wellth Works, an executive coaching and leadership firm helping ambitious, impact driven women get ahead on their own terms.  Hear Ella's insights into multi-generational wealth and the challenges female wealth inheritors and wealth creators commonly experience.  Learn how Wellth Works' unique approach supports this community of women to  become the leaders of tomorrow.