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Wealth of Wisdom

Podcast door Tom McCullough

Engels

Business

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Over Wealth of Wisdom

Welcome to the Wealth of Wisdom podcast with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, 'Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask' written by Tom and his co-author Keith Whitaker. The book features insights from more than 50 of the world's top thinkers and practitioners in the family wealth field and each podcast episode features an interview with a different contributor to the book.

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101 afleveringen

aflevering Assessing Your Family's Financial and Family Management Needs artwork

Assessing Your Family's Financial and Family Management Needs

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.

27 jan 2025 - 51 min
aflevering Enhancing Family Wealth Conversations artwork

Enhancing Family Wealth Conversations

In this episode of the Wealth of Wisdom podcast series, Tom McCullough interviews co-author Keith Whitaker of Wise Counsel Research. Tom and Keith reflect on their collaborative journey, the impact of their books, and the importance of practical tools for family legacy planning. Keith delves into the qualitative aspects of wealth, emphasizing "family capital" across five key dimensions: human, legacy, relational, structural, and social capital. He also provides insights into communication strategies that foster stronger family dynamics and the importance of establishing ground rules for family meetings. With real-world examples, including methods for addressing sensitive topics like prenuptial agreements, this conversation sheds light on the nuances of meaningful family discussions.

14 jan 2025 - 57 min
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
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