EP.78 HUMAN CAPITAL IN FAMILY BUSINESSES with LEONORA WILLIAMSON

On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert in family business dynamics, corporate citizenship and executive coaching and she has unique insights into the world of

March 15, 2021 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 399

EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

The 75th “Wealth Actually” Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since the first one . . . it’s alarming how fast time flies.

January 27, 2021 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 701

EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising

January 13, 2021 • Blog, Finance & Economics, Guest Opinions, Podcasts, Psychology, Worth Reading and Watching • Views: 883

BLOG: The “Go-Bag” – Initiating the ESTATE PLANNING Discussion with Older Generations.

Estate Plans: The Sticking Point The discussion around estate plans is rarely easy- especially with parents and grandparents. Dealing with one’s mortality , potentially different treatment of beneficiaries, emotional baggage

July 11, 2020 • Blog, Common Sense Economics, Finance & Economics, Financial Essentials, Psychology, Worth Reading and Watching • Views: 1403

Ep.58 – ASSET PROTECTION 101 with IKE DEVJI

As businesses and business owners struggle the impact of COVID-19 on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the

June 23, 2020 • Blog, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 1387

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