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A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.

Wealth Matters Business RadioX ®

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A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.

    Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

    Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

    Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in [...]

    Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

    Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

    Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education [...]

    Spotlight on Conservatorships and Guardianships

    Spotlight on Conservatorships and Guardianships

    Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael [...]

    Investing for the Long Term: What You Need to Know

    Investing for the Long Term: What You Need to Know

    David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment [...]

    So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

    So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

    Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip [...]

    Estate and Financial Planning for Families with Unmarried Partners

    Estate and Financial Planning for Families with Unmarried Partners

    Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support [...]

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