Wealth of Wisdom cover art

Wealth of Wisdom

By: Tom McCullough
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  • Summary

  • Welcome to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, ‘Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask’ written by Tom and his co-author Keith Whitaker. The book features insights from more than 50 of the world’s top thinkers and practitioners in the family wealth field and each podcast episode features an interview with a different contributor to the book.
    WealthOfWisdomBook.com
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Episodes
  • Finding an Advisor Who Will Help Your Family Thrive for Generations

    Finding an Advisor Who Will Help Your Family Thrive for Generations
    Apr 24 2024

    In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm culture, the quality of people, alignment of interests, scope of services, fee structure, and matching the family's profile with the advisor's expertise — all in a helpful checklist.
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    42 mins
  • Democratizing Family Decision-Making

    Democratizing Family Decision-Making
    Apr 3 2024
    In this engaging podcast episode, co-host Keith Whitaker and Barbara Hauser explore the concept of democratizing family decision-making to avoid conflicts and foster fairness within families. Drawing on her extensive experience, they discuss the importance of transparency, accountability, and participation as key principles for successful family governance, sharing real-life examples of how these principles transformed family dynamics and decision-making processes.
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    43 mins
  • Expectations versus Agreements

    Expectations versus Agreements
    Mar 21 2024
    In this thought-provoking podcast episode, co-host Tom McCullough talks with Stephanie Hardwick and Mimi Ramsey about the complex dynamics of expectations versus agreements within affluent families. They highlight the often unspoken and unmet expectations that can lead to turbulence and resentment and they provide a practical process for transforming these unshared expectations into co-created agreements, fostering healthier relationships and family harmony. Worth a listen!
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    48 mins
Economics Personal Finance Social Sciences
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