ÜBER DIESE EPISODE

Englisch
Vereinigte Staaten

VERGANGENE FOLGEN SUCHEN

Vorhandene Folgen von Capital Club durchsuchen.

WEITERE EPISODEN IN DIESEM PODCAST

Have you ever wondered how inheriting wealth can shape one's life beyond the financial aspects?  In this episode, our guest is Chip Fisher, the founder of Ursus Advisory, a consultancy practice dedicated to advising ultra-high-net-worth individuals and their next generations on the nuances of …
Can technology redefine how ultra-high-net-worth individuals manage their estates? In this episode, Brian engages with Jonathan B. Fishbeck, the visionary behind EstateSpace, a pioneering platform transforming asset management for the high-net-worth sector. Jonathan shares his journey from a comput…
What if wealth was more than just financial capital? How do different forms of capital influence wealth transfer and personal growth within family businesses? In this episode, Brian engages with Ambreen Bhaloo, a seasoned family enterprise advisor and coach, in a profound discussion on redefining w…
Why do very few of today's wealthiest families trace their fortune back to the magnates of 1900, despite the high investment returns since then? In this episode, Brian delves into wealth sustainability and financial decision-making with Victor Haghani, founder and CIO of Elm Wealth and co-author of…
How can understanding your family history empower you to make better decisions and create a lasting legacy? Today, our guest is John Seaman, an accomplished author, historian, and entrepreneur who has dedicated his career to helping families and organizations leverage their histories to shape their…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Brian Adams, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.