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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.
From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.
💡 Key Takeaways:
How leading families teach the next generation about wealth and responsibility
Why respect and listening are essential to effective communication
Real examples of integrating children into investment and philanthropy discussions
How culture shapes family office dynamics and parenting styles
Simple ways to prepare future heirs for stewardship, not entitlement
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights