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Cassa Conversations

Podkast av Cassa

engelsk

Business

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Les mer Cassa Conversations

Cassa Conversations explores how wealth is lived, not just managed. This podcast brings thoughtful discussions on family dynamics, lifestyle decisions, and the realities of navigating wealth across generations. Through calm, insightful conversations, we look beyond numbers — focusing on values, responsibility, and the choices that shape long-term legacy. Designed for families, advisors, and individuals who understand that preserving wealth is not just financial, but deeply personal.

Alle episoder

5 Episoder

episode Where Does Wealth Hide When the World Catches Fire? #003 cover

Where Does Wealth Hide When the World Catches Fire? #003

Where Does Wealth Hide When the World Catches Fire? In this episode of Cassa Conversations, we explore how global uncertainty is quietly reshaping the way ultra-high-net-worth families think about wealth security. As geopolitical tensions rise and traditionally “safe” hubs like Dubai face new questions around stability, families are not reacting with panic—but with precision. The first instinct is not to move capital, but to understand exposure, reassess risk, and evaluate optionality. We unpack what is unfolding on the ground, how family offices are responding behind the scenes, and why conversations around jurisdictional diversification, asset structuring, and second residencies are accelerating. From Dubai’s rise as a global wealth hub to the renewed relevance of Singapore, Switzerland, and other financial centres, this episode examines where capital flows when confidence is tested—and why. More importantly, we go beyond markets to address a deeper shift: Wealth security today is no longer just about portfolios. It is about jurisdictions, mobility, and the ability to remain adaptable in an unpredictable world. This is not a conversation about fear. It is a conversation about preparedness, clarity, and long-term resilience.

24. mars 2026 - 11 min
episode Mapping Your Family Money Story #002 cover

Mapping Your Family Money Story #002

In this episode of Cassa Conversations, Mohit and Jasmin explore the unseen family money script behind our spending habits. They introduce the idea of a “money genogram” – a family tree of inherited money beliefs – to reveal how childhood money messages (like “every day isn’t Christmas”) quietly guide adult financial behavior. Through research and real-life examples (including the case of a couple with clashing money scripts), they identify four core money motivators – security, freedom, power, and love – and explain how unspoken family lessons can lead to conflict in wealthy families. A thought-provoking conversation about why understanding your family’s money story (not just the portfolio) is key to building clarity, responsibility, and a lasting legacy.

15. mars 2026 - 11 min
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