Episodios

  • Couples and Integrating Assets into a Marriage

    Couples and Integrating Assets into a Marriage
    Jul 13 2024
    Join Dr. Kirby Rosplock and licensed social worker Ruschelle Khanna as they explore the intricacies of integrating assets into marriage, uncovering how wealth affects relationships, power dynamics, and communication. Ruschelle emphasizes the importance of negotiation, defining values, and confronting past traumas to cultivate healthier financial dialogues and family relationships, offering guidance to couples in navigating inherited wealth toward stronger, more cohesive partnerships.
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  • Navigating the Future of Family Offices

    Navigating the Future of Family Offices
    Jun 18 2024
    Join Dr. Kirby Rosplock and guest, Peter Vogel, as they explore Peter's fascinating journey into the world of enterprising families and the dynamic realm of family offices. Peter emphasizes the importance of education, inclusive decision-making, and careful planning in setting up and managing family offices, as outlined in his book "Family Office Navigator," advocating for informed choices and alignment of interests among family members and service providers.
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  • Empowering Family Businesses: Insights about Policy and Tax

    Empowering Family Businesses: Insights about Policy and Tax
    May 1 2024
    Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.
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  • Family Trust Companies: Preserving Multigenerational Wealth

    Family Trust Companies: Preserving Multigenerational Wealth
    Apr 22 2024
    Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.
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  • The “Why” of Your Family Wealth Strategy

    The “Why” of Your Family Wealth Strategy
    Apr 15 2024
    Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space.
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  • Demystifying Bitcoin

    Demystifying Bitcoin
    Mar 8 2024
    Join an insightful discussion between Cindy Radu and seasoned advisor Arthur Salzer on the topic of Bitcoin. Arthur explains the revolutionary concept of Bitcoin as a digital currency and sheds light on the process of Bitcoin mining, the significance of blockchain technology, and the potential impact of Bitcoin on investment portfolios.
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  • Family Leadership and Family Governance: What Comes First?

    Family Leadership and Family Governance: What Comes First?
    Feb 9 2024
    Dr. Kirby Rosplock is in conversation with Chris Herschend, a third-generation shareholder in a family enterprise, who shares a personalized perspective on the evolution and growth of a family business system. Join this discussion to gain a deeper understanding of the organic and intentional aspects of how things unfold in the family business landscape, emphasizing that governance is an ongoing, never-completed process.
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  • The Unique Struggles of Prominent Families

    The Unique Struggles of Prominent Families
    Jan 12 2024
    Join Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.
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