Serious Coin

Winston Chesterfield, founder of Barton, discusses luxury for the ultra-wealthy, their spending habits, and how brands can meet their needs. Topics include high-end restaurants' empty tables, personalized luxury experiences, digital age impact, wealthy sensitivity, family legacy, and wealth management.

Winston Chesterfield, founder of Barton, discusses wealth tiers, personality traits of wealth creators, and common spending habits among the affluent. The podcast explores the characteristics of self-made ultra high net worth individuals and their preferences for luxury experiences.

Wealth creation leads to wealth management. And for many people, choosing a money manager falls outside their expertise and comfort zone. Which can lead to ill-considered choices, or a disappointing experience. Could that explain why, according to PWC, almost half of all high-net-worth investors plan to change or add wealth managers within the next two years? I’m talking with my friend Biff Matthews about factors to consider when hiring a new money manager, or assessing one you already have. Biff Matthews is a retired investment industry veteran, founder of two successful private wealth firms, writer, a former corporate lawyer and Oxford University graduate. Our conversation pulls back the curtain on the investment industry to help listeners make more informed and confident choices about who should manage their wealth. https://www.linkedin.com/in/r-b-biff-matthews-49364731/?originalSubdomain=ca https://www.theglobeandmail.com/investing/investment-ideas/article-why-is-it-so-hard-to-beat-index-funds/ https://en.wikipedia.org/wiki/A_Random_Walk_Down_Wall_Street https://www.goodreads.com/book/show/110672.The_Only_Investment_Guide_You_ll_Ever_Need https://longviewassets.com/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

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.

Matthew Wesley, advisor to ultra-high-net-worth families, discusses how much wealth to pass on to kids, the importance of preparing heirs, the problems with tax-driven estate planning, and challenges in intergenerational wealth transfer. The podcast delves into balancing inheritance and responsibility, defining wealth's purpose, and navigating generational transitions.

Dominic Volek from Henley & Partners discusses the trend of wealthy individuals acquiring multiple passports through investment programs for safety and mobility. They explore the motivations, financial aspects, and global opportunities of possessing dual citizenship, emphasizing the importance of responsible wealth management. The podcast delves into the complexities and benefits of diversifying assets with a portfolio of passports in the current global landscape.

Lotte Davis always knew she’d be successful. But what she didn’t expect was that she’d find the greatest reward for her financial success in helping other people. Lotte and her husband, John founded professional hair care company, AG Hair in the basement of their Vancouver home in 1989 and built it into a multi-million dollar business servicing thousands of salons around the world. Having achieved financial independence, Lotte decided to channel the “entrepreneurial juices just seeping from my pores” to start-up a venture in the philanthropic sector. She founded One Girl Can, an education charity that would change the lives of thousands of Kenyan young women and become the most defining work of Lotte’s life as well.  This episode is a candid conversation about Lotte’s roller coaster journey of building two successful ventures in completely different fields. You’ll hear how she and John navigated the effects of the pandemic, which nearly devastated their business but ultimately became the springboard for a new period of growth -- as well her unique perspective on wealth, spending, and how she taught her daughters to have a healthy relationship with money. One Girl Can AG Hair TD Wealth Women and Philanthropy Report 2023 Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

Dr. Michele Borba, a renowned child expert, discusses how affluent families can avoid entitlement traps and raise thriving kids. She highlights the 7 character strengths of thriving kids, the importance of self-confidence over self-esteem, signs of entitlement in children, and the role of grandparents in child development.

Today I’m in conversation with Jim Hayhurst, an award-winning CEO, community leader, investor, board member and advisor to impactful companies and non-profits. We’re talking about a modern approach philanthropy – why Jim says the charitable sector is ripe for disruption and why donors need to think differently about where and how they direct their giving. Jim’s approach to philanthropy embraces innovation and risk. It looks more like venture philanthropy – or “philanthropreneurism” as it’s been called – and less like traditional charity and cheque writing. He should know. Jim was born into a highly entrepreneurial family and that DNA is embedded into everything he’s done over his 30-year career, Jim has helped build five companies with operations on four continents, he’s raised millions in both venture and charitable funding and, in 1992, he and his late father, Jim Hayhurst, co-founded their own charity, Trails Youth Initiatives. We also learn about Jim’s personal story – growing up in a storied family and how he developed his own identify outside of being Jim Hayhurst Jr. This episode offers great insights for entrepreneurs who have had or are planning an exit, for donors both emerging and experienced, and for non-profit leaders of large and small-scale organizations. Visit: https://trails.ca/ Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges. Visit our website and stream episodes here:  ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

Join tax lawyer Charles Lowenhaupt and wealth management expert Don Trone as they discuss the traps of wealth, successful family wealth management across generations, and the roadmap to freedom from wealth. Explore the impact of aging on wealth perception, purpose of wealth, and the importance of passing down philanthropic values to future generations.