Serious Coin

In 1971, as a 17-year-old university student, Greig Clark founded College Pro Painters, which he grew to 600 franchises throughout North America before selling the business at age 37. In addition to financial freedom, Greig’s early success age brought accolades – he was named one of the Top Ten Entrepreneurs of the Decade by Profit Magazine in 1992 – and gave him a blank slate on which to write his next chapters. In this episode, we chat with Grieg about the emotional struggles of selling his company, his subsequent gig as venture capitalist and how lessons from that experience prepared him for his current work as a venture philanthropist – which he is says is the most rewarding work of his life.

Ever wonder what it’s like to grow up with extreme wealth? Danielle Saputo, wealth legacy coach and third-generation member of one of the 500 richest families in the world, sheds light on her experience growing up a Saputo. In Part One of our wide-ranging two-part interview, Danielle reveals what her grandfather told the family about their wealth and how she describes living in the shadows of that legacy before discovering her own identity apart from, and yet strongly rooted in her family tree.

Will talking to my family about our wealth create a sense of entitlement? It’s a concern that lingers in the minds of many wealth holders, according to Danielle Saputo, wealth legacy coach and third-generation member of one of the 500 richest families in the world. In Part Two of our wide-ranging two-part interview, we talk about the importance and the challenges of continuity planning within multi-generational families. Danielle shares the four most common ways families transfer wealth, the one piece of advice she has for anyone setting up a family trust, and what she’s doing to ensure her daughters grow up feeling empowered, not entitled around money.

For over 500 years, London has been one of the top cities in the world for the very rich to live, play and invest. But since 2014, property values have been in a slump. Beset by tax increases, Brexit, and most recently, the pandemic, London real estate prices are down 20 per cent from their peak. But with signs the pendulum is swinging back, could this be an ideal time to buy? In this episode, we chat with property consultant Caspar Harvard-Walls of Black Brick Property Solutions. Caspar gives us an insight into the London market; the biggest bargains, hottest locations and what international buyers need to know before investing in property in London today.

Is money a hot button in your relationship? For many wealthy couples, it is. Especially in heterosexual relationships when the female partner brings substantially greater financial assets than her male spouse. It’s something that wealth psychologist, researcher and coach Dr. Jamie Traeger-Muney has spent years studying – and living as a married woman and inheritor of significant family wealth. In today’s episode, we talk with Dr. Traeger-Muney about her research into Financially Diverse Couples, the gender differences around wealth and how to have healthy money conversations in any relationship.

Having your own winery is one of those luxury assets that wine-loving wealth creators often dream of --- and some pursue.  Still fewer succeed. Someone who has succeeded is my guest, Moray Tawse, a Canadian businessman, award-winning international vintner and self-confessed "Burgundy geek."  Producing ultra-premium wines on two continents -- at Tawse winery in Canada’s Niagara region and Marchand Tawse in the Burgundy region of France – Moray has achieved critical acclaim and commercial success in an industry that's been known to humble even the bold and the brave. This is a great listen for anyone who wants to learn more about the art of appreciating, collecting or investing in fine wine. Moray waxes rhapsodic about the magic of Burgundy, its terroir and why its real estate commands stratospheric prices. Moray also has advice for entrepreneurs who want to follow in his footsteps into the winemaking business.  Whether you’re a wine lover, collector or investor, he will have you thinking about wine in a whole new way.  Moray also reflects on what it means to be wealthy and what he values most in life. He is engaging, charming and remarkably unaffected by his material success. Serious Coin host, Kelly Willis Green brings a personal and professional perspective on wealth -- having spent two decades working in wealth management as a marketing executive and as someone who came into affluence through marriage. 

There’s no rule book for wealth. Coming into money can bring life changes, new opportunities, along with complexity and mixed emotions. Serious Coin host Kelly Willis Green knows this from personal experience marrying into wealth, and from the two decades she spent working with the affluent as a wealth management marketing executive. Through candid conversations with the super-affluent and those who advise them, Serious Coin podcast explores the many choices, privileges, passions and challenges that come with significant wealth. Because having money was never easy. And today, it’s more complicated than ever.