The Business of Estate Planning is in the midst of a revolution- or is it? BRANDON RAINS discusses advising clients responsibly, profitability, and the “firm of the future.”https://youtu.be/a7VdZvrH9LIBRANDON RAINS from the Denver-based

"IS THE CIO DRAGGING DOWN THE FAMILY OFFICE'S PERFORMANCE? (And What Can You Do About It?)" with R. ADAM SMITH. https://open.spotify.com/episode/1Cl26HkpjZBnovg3zumuBx?si=0c7e252e629d4603https://youtu.be/p3VtFCVpp8oThe Family Office CIO j

https://youtu.be/UizVi4fJzPs?si=MeLp0txegEzBkVLl CIVIC ENGAGEMENT: The Secret to Revitalizing Communities- this is how we improve our neighborhoods. It's a great way to teach the next generation a

The massive costs of caregiving can be a big surprise to most people. It is an expensive undertaking in the best of circumstances and can be a full time job. BETH PINSKER, a columnist at Marketwatch a

There are plenty of LESSONS FROM GENE HACKMAN'S ESTATE PLANNING. https://youtu.be/HZI4oiP0ZtM It's a cautionary tale about managing changing circumstances. Proper implementation and monitorin

US/UK TAX PLANNING with ALEX JONES, Partner at London Tax Firm, RAWLINSON-HUNTER https://youtu.be/UjgQRpfqJ-E Thousands of Americans live and work in the UK and record numbers of them are appl

JOHANNA DAVID, Adjunct Faculty Member at Hofstra Law School is with us to talk about three estate planning mistakes and how to avoid them. Johanna is a Trusts and Estates lawyer, and a partner at F

We're going to be talking about the current incoherent world of US ENERGY POLICY. ANNA KRAMER joins the podcast to help us get our arms around the future of energy in the United States. Anna is a

Family Office AI has become a dominant theme at the fancy dinners where families and their advisors chart a course to incorporate new technologies. As wealthy families grapple with the risks and oppor

BARRY RITHOLTZ's new book "How Not to Invest" has received a warm reception. We talk about investing mistakes, the Trump Tariffs, and curating a good media diet. https://youtu.be/pS4f45v2iRk