In this episode of the Wealth of Wisdom podcast series, Keith Whitaker speaks with Scott Hayman and Tom McCullough, co-founders of Northwood Family Office. Scott and Tom share the inspiring story of how Northwood was founded and how the company has evolved over the last two decades. At the heart of this episode is an in-depth discussion of Northwood's Family Self-Assessment Tool, featured in Wealth of Wisdom. Tom and Scott explain how this 52-question framework helps families identify strengths and gaps in areas such as investments, estate and tax planning, family education, and succession planning. They also share valuable insights on how couples and families can use the tool to foster dialogue, gain clarity, and improve the probability of meeting their long-term goals.

In this episode, Michelle Osry discusses how she used Otto Scharmer's Generative Dialogue framework to help a stuck family improve their communication. The framework includes four conversational fields, from Politeness to Flow, each representing a different level of conversation depth. By applying this framework, families can navigate difficult conversations and achieve a state of flow where new possibilities emerge, fostering lasting success across generations.