

#21310
Mentioned in 2 episodes
Wealth of Wisdom
the top 50 questions wealthy families ask
Book • 2022
Mentioned by
Mentioned in 2 episodes
Introduced as the book co-written by the host, 

, featuring insights from top thinkers in the family wealth field.


Tom McCullough

Barnaby Marsh – How Can You Wisely Develop a Long-Term Strategy For Your Philanthropy?
Mentioned by 

as the main topic of the podcast and co-authored with Tom McCullough.


Keith Whitaker

Ellen Remmer - What Is the Difference Between Charity, Philanthropy, Strategic Philanthropy, and Impact Investing?
Mentioned by 

as a practical resource for family meetings and communication, offering advice from experts.


Jim Grubman

The Evolution of Family Wealth Management with Dr. Jim Grubman
Mentioned by 

as the book he contributed to with Andrew Heyer.


John Davis

John Davis - Why Is Family Unity So Important and How Can You Achieve It?








