Sep 12, 2023
Special Video Episode: Watch the video here
Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.
All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.
Description
In this special 50th
video episode, host Steve Legler speaks with all three authors of
the recently released book, Wealth 3.0: The Future of Family Wealth
Advising, Jim Grubman, Dennis Jaffe and Kristin Keffeler. Together,
they discuss both the past and future of the field of advising
families about wealth issues and cover some of the differences
between working with family businesses, family enterprises and
families of wealth. To mark the 50th episode, this podcast is
presented in video format, a first for Let’s Talk Family
Enterprise!
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Share your thoughts with us at fea@familyenterprise.ca.
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