In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets.

Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ HeirWealth Website: https://www.heirwealth.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250523

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

AdviceTech Podcast #131 - HeirWealth Update