EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN

“Shirtsleeves to shirtsleeves in three generations” is as old as commerce itself. Family enterprises rarely make it beyond three generations for many reasons. Today, we hear the story of the Grossman family from BEN

July 6, 2021 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Podcasts, Psychology • Views: 394

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: 612

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: 884

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: 1068

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: 1542

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: 1576

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