OM DENNE EPISODE
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and educators to assist on their journey of development and engagement across generations.
Engelsk
USA
UDSKRIFT 🔗
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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af Trusted Advisor Podcast Series.
ANDRE EPISODE I DENNE PODCAST
Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists, t…
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss ways to build an excellent plan for successful inheritance.
Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen re…
Rod Zeeb and Christopher Holtby explore why the true transformation in trust administration doesn't lie in statutes or jurisdictions, but in the shift in posture and mindset of corporate trustees as they engage with families and their financial advisors.
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra The Heritage Institute , som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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