Adrienne Penta and Lane McDonald from SCS Financial Services join host R. Adam Smith to discuss the complex interplay between family wealth management, next-generation preparation, and legacy building. Adrienne shares insights on using philanthropy as a gateway for meaningful family conversations about wealth purpose, while Lane explores how emotional detachment in investing yields better outcomes. Both experts emphasize the critical importance of outsourcing alternative investments for family offices under $5 billion and building comprehensive values-based planning that connects wealth decisions to family purpose. The conversation highlights practical approaches to next-gen engagement and the essential balance between providing guidance and allowing independence.
Family Business Audiocast