Capital Club

While financial questions are certainly important when evaluating investment opportunities, understanding how a sponsor will behave and respond in difficult situations is equally crucial. In this episode, Brian discusses the importance of assessing potential investment partners beyond their financial track record and how investors can gain valuable insights into a sponsor's character. He has great suggestions for using proxies to gauge behavior and response to adversity and tackles a question many investors struggle with: what is your Uber passenger rating? Listen and enjoy![00:01 - 02:52] Opening Segment• What is your Uber passenger rating?• Savvy investors know financial questions to ask, but character evaluation is harder• Using Uber passenger rating as a proxy[02:53 - 05:19] Questions that LPs Don't Ask but Should• Why your Uber rating could reflect your ability to manage relationships in business• How a person behaves in a one-time relationship reflects how they treat othersValuing relationships, customer service, and effective communication[05:20 - 07:28] Closing Segment• Low ratings - The negative implications of running a company• Why a five is unrealistic and a warning signKey Quotes:"Your behavior and how you treat others in a one-time relationship can be a telling indication of how you value relationships and communicate with customers or stakeholders." - Brian AdamsDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on  LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

How can advisors incorporate financial therapy skills and training into their practice?In this episode, Sonya Lutter delves into the exciting and rapidly evolving world of financial therapy. She emphasizes the need for empathy in financial planning and outlines ways to identify certified financial therapists. She discusses how the financial advisory business is evolving towards a more human connection-driven approach and stresses why asking clients what's on their minds and saving time to address their needs is vital. Take advantage of valuable insights that can help you navigate your financial journey!Sonya Lutter, Ph.D., CFP®, LMFT, serves as the inaugural Director of Financial Health and Wellness with Texas Tech University’s School of Financial Planning, where she leads curriculum and continuing education opportunities in financial psychology, financial therapy, and financial behavior. [00:01 - 08:04] Opening Segment• Why financial therapy has become more prevalentThe human side of financial planning and increasing stress about money• The difference between financial therapy and the psychology of financial planning• The controversy over whether a clinical degree is necessary for financial planners[08:05 - 16:09] The Next Evolution of Financial Planning• Financial therapy is the next evolution of financial planningClients want a human connection in financial advisory• Why some advisors are resistant to incorporating financial therapy into their practice• Advisors should do their work on stress and relationships before helping clients[16:10 - 24:19] Understanding the Physiological Effects of Stress on Financial Decision-Making• Physiological stress can be measured through skin temperature and impacts decision-making• How financial planning and relationships can be negatively impacted by stress• Advisors should take note of clients' physiological stress and look for indicatorsAsking clients what's on their mind is vital for addressing their needs[24:20 - 32:15] The Need for More Accessible Financial Education and Therapy• Why financial literacy is a broader challenge across the populationMore publicly accessible information needed on financial therapy and deeper financial questions• Scheduling intentional conversations about personal finance with spouse and children is important[32:16 - 37:57] Closing Segment• Openly discussing family finances with children can be beneficialHow children can learn about moneyWant to connect with Sonya? Follow her on LinkedIn and Twitter.  Visit Enlite, bridging the gap between financial planning and mental health. Key Quotes:“I think we are experiencing right now the next evolution of financial planning, and we don't even know that it's happening right now. ” - Sonya LutterDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

What are the benefits of creating a wealth roadmap for families, and how can it help grow human capital and positively impact the community?In this episode, Kristin Keffeler dives into the importance of wellness in family businesses and wealth management. She discloses how to create a wealth roadmap for families and ensure their financial resources are used to grow human capital and positively impact their community. She touches on common tripwires that younger generations face in family businesses and emphasizes the significance of addressing these challenges to ensure successful transitions. Let’s discover the relationship between wealth and well-being, specifically for rising generations!Kristin Keffeler, MSM, MAPP, is a thought leader at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money."[00:01 - 07:55] Opening Segment• How Kristin guides affluent families in embracing the positive power of wealthHelping families integrate wealth well into their lives• Rsing gen lacking knowledge and support to understand the landscape of family wealth advising• Working with whole family systems and building skills to include privately held enterprise[07:56 - 16:22] The Importance of Wellness in Family Enterprise• Physical, emotional, and spiritual well-being must be in alignment for a well-lived lifeIncorporating health and wellness into family businesses is crucial to success• How families often prioritize technical aspects over mental and physical wellbeing• Why tending to human capital is vital for multi-generational success[16:23 - 24:06] Creating a Wealth Roadmap• Wealth roadmap process helps families connect financial resources with human capital growthThe impact wealth should have on family and community• The common tripwires for younger generations in family businessesIdentity, communication, and preparation for leadership roles[24:07 - 31:47] Navigating Family Wealth and Creating an Impactful Life• Building identity capital is essential for pursuing a path of contribution• Why growth mindset and grit are essential character traits to develop for rising gen• How diminished motivation to earn income can lead to a lack of sense of mattering and depression• Kristin's journey in writing The Myth of the Silver Spoon[31:48 - 39:44] The Challenges & Benefits of Wealth for Rising Generations• Our relationship with money and wealth is cluttered and complexWealth creates both benefits and detriments to growth and wellbeing• Rising gens with clarity of identity has a unique position for creating change• Clearing emotional and psychological clutter around money, work, relationships, and identity[39:45 - 44:35] Closing Segment• The common traits among thriving rising gensGrowth mindset, grit, mastery orientation, unconditional positive relationshipsWant to connect with Kristin? Follow her on LinkedIn. Head to Illumination360  to identify the “clutter” that family money can bring & clear a path to thriving!Key Quotes:“If we're not tending the human capital, the wealth will eventually dissipate because without the people awake and alive and ready to do something with it, it'll just get consumed.” - Kristin KeffelerDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Are you a family business owner looking to build a resilient leadership team?Today, we have the pleasure of speaking with Doug Gray, a seasoned consultant with the Family Business Consulting Group. With over 25 years of experience in leadership development, Doug shares his insights into what it takes to build strong and resilient leaders within family businesses. This episode provides valuable insights into family businesses built on effective communication, distributed ownership models, and tips on how to assess NextGen leaders effectively. Tune in now!Doug Gray is a father, husband, consultant, author, and former adventure racer who can still skate backward. He is a consultant with The Family Business Consulting Group where he specializes in leadership development, succession planning, and building family unity in enterprising families.[00:01 - 08:36] Opening Segment• Doug shares his expertise in leadership development, succession planning, and building family unityWhat the Family Business Consulting Group does• Working with affluent families and found boarding schools to be transformative for students• Doug's background in positive psychology and coaching protocols[08:37 - 16:59] The Premier Family Business Consulting Group• Why The FBCG focus is on leadership development, specifically working with NextGen leadersA vetting process to match the best consultant for the engagement• How the definition of NextGen has changed over timeThe trend towards more involvement from younger generations in the family[17:00 - 25:01] Revolutionizing Family Business Leadership with Innovative Assessment Techniques• Family businesses struggle with migrating to digital platforms and are concerned about security risks• What's causing older generations to worry about their successors' capacity• The trend towards innovation and the Assess NextGen 360 leadership assessmentBusiness, ownership, individual capacity, and learning[25:02 - 33:11] Navigating Family Dynamics in Business Ownership• Feedback is important but must be confidential and ethical• How active engagement from leadership leads to a successful implementation of feedback• Dos and don'ts for distributed ownership• The importance of effective communication and teamwork in family businesses[33:12 - 37:49] Closing Segment• How using "I statements" and sharing personal experiences can be powerful tools in communication• Why involving in-laws in family business decisions can be important• Consultants can play a role in supporting the team approach to the family systemWant to connect with Doug? Head to The Family Business Consulting Group, and explore what’s best for your family and business! Key Quotes:“When we're all tossed into a less familiar environment, we can grow and learn.” - Doug Gray“The top two problems that every family has is communication and conflict.” - Doug GrayDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

How can purpose-built systems revolutionize family office management?Today’s guest is Christian Grupp, CEO of Entole, a family office command center. We explore the intersection of family office management and technology and how they can create purpose-built systems rather than large monolithic platforms. We discuss the current state of technological solutions for family offices, with differing approaches being taken by different offices. We touch on the importance of a family constitution and the evolution of family offices toward hybrid or digital models. Join us as we dive into this fascinating topic and uncover how technology can help shape the future of family office management.Christian has nearly two decades of experience with Family Offices and Technology through serving as an executive of his family’s MFO and driving the growth of businesses through people and technology systems.[00:00 - 08:11] Opening Segment• Christian’s experience in family offices and technologyHow Entole is a command center that pulls together purpose-built systems for family offices• Family offices touch many service areas, making digital infrastructure vital• Rising generations expect a digitized experience and technological optionality[08:12 - 16:29] A Technological Solution for Family Offices• How family offices have unique technological solution setsMost people use specific tools that suit their needs and integrate them• All-in-one solutions may not keep up with innovation and governance needs• FOX provides research and best practices for family enterprise management[16:30 - 24:45] The Rise of Technology in Family Offices• The importance of family constitution in family governanceCommand center to monitor and push updates on the family constitution• Trend towards hybrid/digital/virtual family offices• Technology as a service delivery mechanism, not a replacement for a personal touch[24:46 - 33:07] The Challenges of Developing a Command Center in the Digital Age• The difference between a digital and virtual family office• Why do people want both a digital & a physical experience?• Fewer skilled technologists understand how to address issues within the family office[33:08 - 40:11] Closing Segment• Family offices aren’t well known, so there’s limited awareness of the industry• Building a technology product for family offices takes yearsWant to connect with Christian? Follow him on LinkedIn. Visit Entole, a new place for your private capital!Key Quotes:“Figuring out how to have infrastructure that digitally interconnects with all of the different things that touch a family’s life is absolutely vital” - Christian Grupp“We don’t want to go replicate what’s out there; we want to focus on how are we bringing things together.” - Christian GruppDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

What stories do you want to pass down to future generations, and how can StoryKeep help you preserve and share them?Today's episode features Jamie Yuenger, founder of StoryKeep, who discusses the growing trend among multi-generational family offices and businesses to document their history professionally. She explains how the power of media has made it easier to share valuable family stories for future generations. From audio-based works to full-fledged documentary films and private podcasts, Jamie shares how StoryKeep has evolved to meet the needs of families looking to create a lasting legacy. Join us as we explore the power of media in connecting families and creating lasting legacies!Jamie Yuenger is the founder and principal of StoryKeep, a company that creates films and books that document family and business stories. For over a decade, Jamie's team has helped multi-generational and business-owning families honor and share their legacies.[00:01 - 08:43] Opening Segment• The growing trend among multi-generational families to professionally document their historyHow the power of media has made it easier to share valuable family stories with others• Jamie shares how the story’s work has evolved over time• What led Jamie to start StoryKeep[08:44 - 16:38] Creating Legacy Projects• StoryKeep specializes in creating custom legacy projects, including films and private podcastsThe discovery conversation, production, and pre-production• Emotional investment is key in connecting with clients and their families[16:39 - 25:05] The Essence of Family and Business Legacies• Alternative investments can help safeguard portfolios in the current market environment• Film and podcasting can be tools for emotional connection and community building within families• Private podcasting is a niche that offers unique opportunities for documenting family stories• Best practice involves testing concepts and adjusting based on feedback from the group[25:06 - 34:40] Closing Segment• Tips for compelling storytelling and connecting with rising generations• Working together to identify interests and build buy-in• Three things often left out of personal storiesWant to connect with Jamie? Follow her on LinkedIn and Instagram. Head to StoryKeep to build a legacy across generations!Key Quotes:“If we don’t have that emotional investment or experience, then we’ve missed out on the power of what we’re doing.” - Jamie Yuenger“One of my main goals is trying to educate advisors about how film, in particular, can be a tool for connection, for being a witness to someone’s experience and to widening the conversation and bringing more voices into a conversation.” -  Jamie YuengerDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

How has the perception of psychedelic medicine evolved over time, and what role does Empath Ventures play in this change?In this episode, we are joined by Brom Rector, founder of Empath Ventures, a VC fund that invests in early-stage psychedelic medicine companies. Brom shares his experience in finding investors interested in the space and the importance of targeting those who have already experienced the transformative effects of psychedelics. He discusses his personal journey with psychedelics and touches on how psychedelics can be used to treat mental health issues. Brom highlights the potential for real estate professionals to invest in the emerging psychedelic industry and provides resources for learning more about it. Let’s dive in![00:01 - 07:12] Opening Segment• Investing in early-stage psychedelic medicine companiesBrom introduces Empath Ventures• Psychedelics as a form of experiential medicine that gives you a perspective shiftPeople who have had transformational experiences with psychedelics[07:13 - 13:41] A Fund Focused on Psychedelic Medicine• Psychedelic medicine has defining characteristics of an experience and long-lasting benefitsInvesting in both natural and synthetic compounds• Brom’s personal experience with psychedelics and what led him to start the fund[13:42 - 20:29] Exploring the Regulatory Landscape and Business Opportunities• Pharma companies are working on getting psychedelics approved by the FDA through clinical trials.• How companies are inventing new psychedelic drugs and creating infrastructure and accessories for psychedelic therapy• How psychedelics can be used to treat depression, anxiety, and PTSDCurrent treatments like SSRIs are not effective for everyone[20:30 - 27:48] Why Investors Turn to Psychedelics• Current psychiatric drugs have side effects and often don’t work wellAnti-anxiety drugs like benzodiazepines can be addictive and don’t solve the root problem• Psychedelic-assisted therapy is showing promise in treating depression, anxiety, and PTSD• Investment in the psychedelic industry could redirect funds from ineffective psychiatric drugs[27:49 - 34:38] The Growing Acceptance and Investment Opportunities in Psychedelics• Popular media portrayals of psychedelics have helped shift public perception• Biotech companies are exploring the use of psychedelics for disorders beyond mental healthAlzheimer’s and stroke recovery• How retreats and resorts in other countries can be good cashflow-generating businesses[34:39 - 42:28] Closing Segment• The opportunities and risks of investing in psychedelics• Brom shares resources for learning about psychedelicsWant to connect with Brom? Follow him on Twitter. Head Empath Ventures, funding the future of psychedelic medicine!Resources Mentioned:How to Change Your Mind - Michael PollanKey Quotes:“My general take on drugs, including alcohol and even caffeine, is that they work better the less frequently you do them. So pace yourself.” - Brom RectorDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Why is hiring and reinforcing culture essential for a successful business? In today’s episode, we’ll be delving into the world of conscious capitalism with entrepreneur and former military leader Sunny Vanderbeck. He shares his experiences as an investor and CEO of Satori Capital and emphasizes the importance of building a deliberate culture that is constantly reinforced through hiring choices and a commitment to growth and learning. He explores how companies can create new value for stakeholders without taking from others and the implication of conscious supplier relationships. The book “Selling Without Selling Out” is recommended as it emphasizes the need for CEOs and owners to identify what they truly care about when taking on investors or selling their business. Join us as we explore these fascinating topics with Sunny Vanderbeck on this episode of the Capital Club Podcast![00:01 - 07:33] Opening Segment• The importance of creating a solid company culture and being intentional about hiring individuals• The need for constant vigilance and reinforcement to maintain a great team and culture• The value of diversity of perspective and being open to learning and growth in building a successful business[07:34 - 14:34] Importance of Balance in Business• Insights on conscious capitalism and building successful businesses• Issues with the short-term mindset in capital markets• The importance of conscious capitalism and creating value for stakeholders[14:35 - 22:09] From Military Leadership to Big Tech• A business is more than just profit and loss; it’s about the ecosystem and conscious capitalism• How the military experience helped Sunny in building Satori Capital• Balancing reliability and innovation is essential for big-scale successNuance is vital in evaluating founders’ potential success[22:10 - 29:05] The Investment Banking and Private Equity Journey as an Entrepreneur• How instincts about sales processes are essential in investment banking• Learning from people who only spend time in capital markets is valuable• Why being a public company leader is very different from being an entrepreneur• Long-term thinking and service to others may not be prioritized in transactional environments[29:06 - 36:16] Conscious Capitalism: A Journey Towards Stakeholder Value Creation• The transition from a product-focused CEO to a capital markets-focused CEO• The three main pillars of conscious capitalismConscious leadership, conscious culture, and stakeholder empathy• Conscious capitalism creates new value rather than just transferring value from one stakeholder to another[36:17 - 43:36] Prioritize Values Over Money in Business Transactions• How a conscious relationship with a supplier can lead to significant growth and margin opportunities• The process of selling a business or taking on an investorThe day after the close is vital• It’s crucial to figure out what you care about most and ask for it[43:37 - 50:12] Closing Segment• How to figure out what’s important beyond just money• Don’t be afraid of asking dangerous questionsWant to connect with Sunny? Head to Satori Capital for strategic advice to help our investments grow and succeed!Key Quotes:“If you put good stuff in the world, that good stuff is going to come back to you.” - Sunny Vanderbeck“Figure out what you actually care about and ask for it because no one else is gonna do it for you.” - Sunny Vanderbeck“If we can bring all of our energy and attention and focus to the moment, then we’ll be better humans, and we’ll be better investors.” - Sunny VanderbeckDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Have you ever wondered how to balance the needs and expectations of different generations in a family business? In this episode, Travis Harms discusses ways to promote positivity within shareholder communities of family businesses while highlighting the importance of communication. He delves into the challenges of managing multi-generational family businesses with different shareholder clientele and their expectations regarding cash flow and capital appreciation. Travis highlights the importance of having the right people in leadership positions and working with an attorney and a valuation professional to ensure that buy-sell agreements are understood. Listen and enjoy!Travis Harms leads Mercer Capital's Family Business Advisory Services practice, helping multi-generation family businesses with their valuation, strategic corporate finance, and shareholder education needs.[00:01 - 06:32] Opening Segment• Travis introduces Mercer Capital'sHelping families and business owners with evaluation and advisory services• Family businesses should focus on engaging and relating to shareholders more intentionally• Best practices for positive shareholder engagement[06:33 - 13:54] Navigating Multi-Generational Shareholder Needs in Family Businesses• Multi-generational family businesses face unique challenges with different shareholder clientele• Balancing the needs of different generations and keeping them informed is crucial• Limited liquidity can be a challenge for family businesses, but illiquidity can also be the source of outsized returns[13:55 - 20:59] The Challenges of Diversification and Leadership Transitions in Family Offices• People turn to esoteric asset classes they know nothing about for diversification• Transitioning leadership is a challenge for families without the right professionals and skill sets• Realistic assessment of needed skill sets is crucial for a successful leadership transition[21:00 - 28:51] The Importance of Buy-Sell Agreements in Family Businesses• The importance of having the right person in a leadership position• How to remove the stigma around owning shares in the family business• It's vital to involve an attorney and valuation professional in creating a buy-sell agreement• The need for clear understanding among all parties involved in a buy-sell agreement[28:52 - 37:45] Closing Segment• A consistent view of the value under the buy-sell agreement is important• Families should formalize a process for evaluating a full-on liquidity event or acquisitionWant to connect with Travis? Follow him on LinkedIn. Visit Mercer Capital to explore more about the family businesses! Key Quotes:"If anything, family businesses should be more focused on engaging and relating to shareholders than public companies are." - Travis Harms"Return follows risk in investing." - Travis HarmsDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

What are some effective strategies for building successful teams and visionary leadership in multigenerational family businesses, and how can these be implemented in African contexts?In this episode, Tsitsi Mutendi shares her insights on the challenges facing African multigenerational family businesses. Drawing from her own experiences as an entrepreneur and consultant, she discusses the importance of education and collaboration within family businesses to ensure long-term success. She emphasizes the importance of creating safe and economically stable environments for investment and preventing further brain drain. Let’s dive in!Tsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. She is also a Co-Founder at African Family Firms (A nonprofit Africa Family Business Association). Tsitsi is a well-versed, award-winning businesswoman with over 12 years of experience building her own successful software development, publishing, and education businesses. During this time, Tsitsi developed a passion for assisting family businesses to build multigenerational businesses, translating into multigenerational legacies.  [00:01 - 07:51] Opening Segment• Tsitsi shares insights on multigenerational legacies in AfricaHer experience as a third-generation family business owner in Africa• The challenges faced by multigenerational businesses in AfricaLack of entrepreneurial knowledge and the education system[07:52 - 15:38] Family Governance in Multigenerational Businesses in Africa• What led to the breakdown of Tsitsi’s family business• How cultural differences can impact conversations around death and estate planning• Africa faces a wealth gap and a need for entrepreneurial training and upskilling[15:39 - 23:14] The Impact of Brain Drain on Africa’s Next Generation• Brain drain is a major issue in Africa, with many young people leaving for better opportunities abroadParents often send their children overseas for education, and they may not return• How the lack of government support and economic instability contribute to brain drain• Montessori education is seen as a promising solution for teaching children in Africa[23:15 - 30:49] The Montessori Method• How children learn and why traditional education falls short• Children come into the world with basic operating systems & learn by being in an environmentMontessori method emphasizes learning from the point of contact• Why not many families in Africa have family offices[30:50 - 40:29] Closing Segment• Growth has become a big issue on the continentThere’s a need for more funding for services, goods, and development• Businesses are concerned about getting the right funding and investing in the right jurisdictionsWant to connect with Tsitsi? Follow her on LinkedIn, Twitter, and Instagram. Head to her website and discover more about building multigenerational family wealth!Resources Mentioned:Enterprising Families PodcastKey Quotes:“The conversation around death is most feared when they are issues that people don’t feel they want to resolve.” - Tsitsi Mutendi“The Montessori method is just basically making you aware that the child is learning from the point of contact, and you have to be mindful of what you put in front of the child.” - Tsitsi MutendiDownload our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.