Wealth of Wisdom

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews founding member of Generation6, Greg McCann. Leaders today face greater complexity, change, and interdependencies than even before. Greg explains the benefits of working with a leadership coach to give families the best chance of success and explains how family leaders can assess their readiness for coaching.

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews Greg Burrows and Ruth Steverlynck. Tom, Greg, and Ruth discuss their chapter "Creating Impactful Learning Programs for Families" and how having empowered, engaged individuals in the system is the antidote to entitlement and dependence. Their chapter provides the tools for impactful learning.

In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews management and organizational consultant, Barton Parrott. Keith and Bart discuss Bart’s chapter - Finding What’s Next for Your Family - which helps families find "what's next" after a significant change (sale of business, death of a matriarch or patriarch, a shift in the business landscape, etc).

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews Family Advisor and Author, Matthew Wesley. Tom and Matthew discuss his chapter - Gamechanging. They discuss family keystone habits, the importance of identifying them, and how gamechanging causes cascading effects through an entire system.

In this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Linda Bourn. Keith and Linda discuss her chapter - Undertaking a Family Risk Assessment - this chapter provides an assessment tool that can help identify family’s risk landscape and help provide insight into unique risks that require a more detailed plan.  

In this episode of the Wealth of Wisdom podcast series, co-editor Tom McCullough interviews Katherine Grady and Wendy Ulaszek on “Leading Successful Family Meetings” - and how this chapter provides the tools to learn how to become an "ambidextrous leader" by tending to both family and enterprise needs with agility. We also talk through their excellent checklist of 10 questions to ask in planning and leading your family meetings.

Kim Kamin, a co-author and expert on trusts, shares her invaluable insights on selecting trustees that can make or break familial wealth management. She discusses the emotional and practical dynamics of choosing the right trustee, emphasizing good judgment, communication, and flexibility. The conversation explores how trust structures affect beneficiaries' independence and outlines the costs associated with different trustee types. Listeners gain a deeper understanding of how to navigate family dynamics while ensuring long-term wellbeing.

In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews author, lawyer and educator Patricia Annino. Keith and Patricia discuss her chapter - Managing the Risk of Diminished Capacity - and how her chapter provides a checklist for families to use for advanced planning for diminishing capacity. Patricia gives her advice on family 'proxies', family dynamics, and tips every family should hear in case of a family emergency.

In this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Don Opatrny and Keith Michaelson. Keith interviews them on their chapter - Using the Ikigai Model to Foster a Legacy of Meaningful Engagement - Their chapter discusses how to explore meaning and purpose using the Ikigai Diagram and how applying family resources to an Ikigai exploration can lead to the development of character, competence and contribution.

Guests Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart discuss a 10x10 learning roadmap for managing wealth and life choices. Topics include holistic wealth management, navigating life stages, deep reflection on 'why' questions, and the delicate balance of advisor confidence and humility.