Dr. Jeremy Lurey Part II - The Legacy Lounge

Errko Etula - The Legacy Lounge

In this episode of the Legacy Lounge, we sit down with Erkko Etula, CEO and Chief Investment Officer of Brooklyn Investment Group. After more than a decade at Goldman Sachs leading strategic and quantitative asset allocation research, Erkko launched Brooklyn Investment Group with a mission to give financial advisors more time with their clients by simplifying and scaling the investment process. Erkko shares his journey from Wall Street to entrepreneurship, reflecting on how those years at Goldman shaped his approach to building a firm designed specifically for advisors. He explains how Brooklyn Investment Group is helping advisors deliver investment management at scale - why time, not just returns, is the most valuable currency for advisors, and what role technology will play in reshaping wealth management. Along the way, he opens up about the lessons he’s learned in building a business where advisors sit at the center of every decision. Erkko's insights into innovation, client experience, and the future of investing make this a must-watch for financial professionals, business owners, and anyone interested in where wealth management is headed.

Jeffrey Carnrite - The Legacy Lounge

In this episode of The Legacy Lounge, we sit down with Jeff Carnrite, partner at Carnrite Ventures, a Houston-based venture capital firm that has spent over a decade identifying breakthrough companies at their earliest stages across energy tech, industrial tech, and healthcare innovation. Jeff takes us inside the dramatic shift happening in capital markets: with half the publicly traded companies disappearing over the past 20 years and giants like Stripe and OpenAI staying private longer, the most significant wealth creation is now happening in markets that traditional investors never had access to before. He explains why this matters for high-net-worth families and how Carnrite's micro-fund strategy creates opportunities that larger venture firms simply cannot pursue. He shares compelling portfolio stories, including the dermatology AI startup that nearly failed selling to doctors before pivoting to direct-to-consumer virtual care and scaling rapidly, and Colossal Biosciences, which has grown from a "de-extinct the woolly mammoth" moonshot to a $10+ billion platform revolutionizing biotech with applications far beyond conservation. Jeff also reveals how Carnrite's groundbreaking partnership with Rice University is bridging the gap between world-class research and commercial success through a first-of-its-kind venture studio. Beyond individual investments, Jeff demystifies venture capital performance metrics. He discusses why manager selection is absolutely critical in venture, where the gap between top and bottom quartile funds is enormous, and how Carnrite's deep Houston network provides portfolio companies with customer introductions that can compress years-long sales cycles. Jeff also opens up about building a people-first business alongside his father, the perspective-changing advice from a high school teacher that shapes how he evaluates opportunities today, why founder resilience (aka "true grit") matters more than any financial model, and his contrarian view on the "college pipeline dream" that dominated his generation's thinking. He discusses why Texas has become a builders' state attracting innovation, how AI's energy demands are reshaping infrastructure investment, and why Houston's world-class medical center deserves more biotech companies. His insights on the democratization of venture capital, understanding illiquidity in private markets, evaluating fund vintages, and building a differentiated investment strategy make this essential viewing for family offices, high-net-worth individuals, and anyone seeking to understand where the next generation of wealth is being created.

Dr. Jeremy Lurey Part II - The Legacy Lounge

Dr. Jeremy Lurey returns to tackle the hard truth: 70% of Americans die without estate plans, but even perfect legal documents fail when families avoid honest conversations. He reveals why women will control 60-70% of wealth within twenty years yet remain unprepared, exposes the emotional landmines of "equal" versus "equitable" inheritance, and shares the $25 million story that proves fairness isn't about numbers. Dr. Lurey introduces the "Now Gen" framework for empowering rising generations today, explains how strategic philanthropy becomes the glue that unifies fractured families, and provides the coordination roadmap for indivisible assets, toxic trustees, and the psychology of wealth transfer that traditional advisors won't address.

Carrie Colbert - The Legacy Lounge

In this episode of The Legacy Lounge, we sit down with Carrie Colbert, a trailblazing venture capital investor who rose from humble beginnings in the Texas Panhandle to build Curate Capital, a fund that’s reshaping the way venture capital supports women-led businesses. After earning a petroleum engineering degree from the University of Texas and a successful career at Hilcorp Energy, Carrie followed her passion for entrepreneurship and launched Curate Capital, a venture firm focused on revenue-generating, women-fueled consumer brands with proven product-market fit. She shares her personal journey of overcoming adversity and how education and perseverance became her foundation. Carrie also explains how Curate Capital de-risks venture investing by focusing on companies that are past the idea stage and ready for growth, and how its “influential investing” model aligns capital, mentorship, and authentic advocacy to accelerate success. Along the way, she reflects on the serendipitous connection that brought Curate Capital and Stavis Wealth together, the lessons she’s learned about betting on yourself, and the advice she’d give her younger self about believing in your own potential. Her insights on resilience, intentional investing, and building a business with purpose make this a must-watch for entrepreneurs, investors, and anyone inspired by the power of perseverance and possibility.

Dr. Jeremy Lurey Part I - The Legacy Lounge

Dr. Jeremy Lurey, organizational psychologist and founder of Family Legacy First, reveals why only 3% of family businesses reach the fourth generation—and it's not about money. Through real client stories, he exposes the communication breakdowns, succession paralysis, and sibling rivalries that destroy more legacies than any market crash. Dr. Lurey explains why 87% of business owners never actually discuss wealth with their children, how to conduct family retreats that preserve harmony, and the governance structures that distinguish "equal" from "fair" when navigating generational transitions, business divorces, and the emotional complexity of wealth transfer.