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Serious Coin

Inside the World of Inherited Wealth with Christina Sorbara

Mar 27, 2024
Christina Sorbara discusses growing up in a wealthy family, advocating for herself in the family business, preparing the fourth generation, and discussing money with her kids. Host Kelly Willis Green brings a personal and professional perspective to wealth management conversations.
31:28

Podcast summary created with Snipd AI

Quick takeaways

  • Advocating for oneself in a family business is crucial for success and longevity.
  • Encouraging financial agency among women promotes empowerment and informed decision-making.

Deep dives

Navigating Inherited Wealth and Responsibility

Growing up in an old money family comes with the weight of responsibility, privilege, and the need to uphold the family legacy. Christina Sorbera shares insights about advocating for herself in the family business, emphasizing the importance of relationships and communication within the family business structure.

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