Wealth Matters

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

  1. 26/01/2022

    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 […]

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

    27/10/2021

    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 […]

  3. Spotlight on Conservatorships and Guardianships

    22/09/2021

    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 […]

  4. Investing for the Long Term: What You Need to Know

    26/08/2021

    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 […]

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

    29/07/2021

    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 […]

  6. Estate and Financial Planning for Families with Unmarried Partners

    28/04/2021

    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 […]

  7. Simplifying and Managing Your Finances for When You Age and Beyond

    24/03/2021

    Simplifying and Managing Your Finances for When You Age and Beyond

    Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. […]

  8. It’s Complicated: Estate Planning for Blended Families

    24/02/2021

    It’s Complicated: Estate Planning for Blended Families

    Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates […]

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About

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

Information

  • Creator
    Business RadioX ®
  • Years Active
    2019 - 2022
  • Episodes
    72
  • Rating
    Clean
  • Copyright
    © %s Business Radio X
  • Show Website
    Wealth Matters