Beyond the Balance Sheet: Jessica Andrews on Educating the Next Generation of Wealth cover art

Beyond the Balance Sheet: Jessica Andrews on Educating the Next Generation of Wealth

Beyond the Balance Sheet: Jessica Andrews on Educating the Next Generation of Wealth

Listen for free

View show details

About this listen

 On this episode of The Money Path, host Todd M. Schoenberger sits down with Jessica Andrews, General Manager of Family Office and Multi-Family Offices at Brighton Jones, for a thoughtful conversation on what it truly takes to steward wealth across generations. Jessica shares her professional journey and explains why financial education—especially for younger family members—is foundational to long-term success in affluent families. She discusses how Brighton Jones works with high-net-worth and ultra-high-net-worth families to understand family dynamics, generational preferences, and the purpose behind wealth, rather than focusing solely on investment outcomes. The conversation goes beyond traditional wealth management, exploring the intersection of mental health, emotional intelligence, and financial decision-making. Jessica explains Brighton Jones’ family engagement framework, which includes values-based conversations, financial literacy, career guidance, and customized roadmaps designed to help next-generation family members build confidence, independence, and responsibility. They also dive into the complexities of wealth transitions, governance structures, and legacy planning—particularly when next-generation heirs are not involved in operating a family business. Throughout the discussion, Jessica emphasizes compassion, curiosity, and holistic well-being as essential components of successful family office strategy. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #FamilyOffice #WealthManagement #NextGenWealth #FinancialEducation #BrightonJones #MentalHealthAndWealth #LegacyPlanning #HighNetWorth #UltraHighNetWorth #GenerationalWealth #FamilyGovernance #MindfulInvesting #AbundanceMindset Learn more about your ad choices. Visit megaphone.fm/adchoices
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.