75 episodes

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.

Beyond The Balance Sheet Podcast Diana Clark & Arden O'Connor

    • Business
    • 4.9 • 14 Ratings

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.

    Healthy Aging - The Link Between Nutrition and Brain Health With Dr. James Greenblatt

    Healthy Aging - The Link Between Nutrition and Brain Health With Dr. James Greenblatt

    Today we are joined by Dr. James Greenblatt, an acknowledged integrative medicine expert, educator, and author who focuses on nutritional interventions in psychiatry and mental illness. Dr. Greenblatt dives into how the medical field needs to focus on the whole body of each individual patient. He discusses the importance of vitamins and minerals in the diet to help protect our brains from dementia and Alzheimer’s. Dr. Greenblatt says that the key to healthy aging combines lifestyle and functional medicine. Tune in to hear all the preventative measures you can do now to help with brain health!
     
    IN THIS EPISODE: 
     
    [1:22] What role does nutrition play in mental health? [5:10] Simple tests to determine a 40-50-year-old's risk for dementia were not part of a doctor's medical practice. [6:08] How is lithium linked to dementia, and are there any risks associated with using it? [10:22] What are some of the most commonly missed diagnoses in older adults?  [12:20] What other non-nutritional things Dr. Greenblatt recommends for people to achieve maximum integrative health? [13:40] Genetic loading - what does that mean?  [14:42] What is the first action Dr. Greenblatt would take for someone struggling with depression? [17:49] Recent case studies that Dr. Greenblatt has experienced.   
    KEY TAKEAWAYS: 
     
    Don’t be passive. Get the information you need if you are experiencing memory loss or if you don’t know what's going on. Be your own advocate and get tested.  Genetics plays a big role, but often nutritional or biochemical, relationships, social, and brain-stimulating activities affect brain health. Connect the body and brain. The issues that arise aren’t an either-or but often a whole-body problem. Nutrition is the fuel our body needs to operate at an optimum level. Vitamins and minerals are cofactors.   
    BIO:
    Dr. Greenblatt has lectured internationally on the scientific evidence for nutritional interventions in psychiatry and mental illness. He is the author of seven books, including Finally Focused: The Breakthrough Natural Treatment Plan for ADHD. He is the founder of Psychiatry Redefined, an educational platform dedicated to the transformation of psychiatry.The platform offers online CME-approved courses, webinars, and fellowships for professionals about functional and integrative medicine for mental illness.
     
    Jame’s Greenblatt Website
     
    About Low Dose Lithium 
     
    Psychiatry_Redefined Instagram

    • 21 min
    Revisited - Relationship Risk Management - How to Preserve Family Relationships While Managing Family Wealth With Tavan Pechet

    Revisited - Relationship Risk Management - How to Preserve Family Relationships While Managing Family Wealth With Tavan Pechet

    In this revisited episode of Beyond the Balance sheet, we are joined by Tavan Pechet, founder of Pechet Advisors, where he provides management consulting to affluent families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediation. Tune in as we chat about managing conflict and communication with families who disagree and the importance of due diligence, even with your family members.
     
    IN THIS EPISODE:
     
    [02:30] How risk management applies to relationships. [04:30] Families need to think about what it means to manage relationship risk. [08:55] The key elements for a successful family mediation. [13:40] Managing conflict and communication with families who are disagreeing over an inheritance. [19:20] Family due diligence: what to know before investing in a family-owned business.  
    KEY TAKEAWAYS:
     
    Be proactive and manage family relationships before a crisis occurs. Find a third party mediator to help you and your family find common ground. Families don’t always need to stay together. Sometimes family relationships and assets will be better off when there’s a split. You still need to do due diligence when going into business with your family.  
    LINKS MENTIONED:
     
    Website

    www.pechetadvisors.com
     
    Instagram
     
    LinkedIn
     
    BIO:
     
    Tavan Pechet is the founder of Pechet Advisors where he provides management consulting to wealthy families. He helps them design, build, and manage their operations to navigate complex family wealth matters. He has advised clients from entrepreneurs to inheritors to widows, controlling assets from $20 million to $5 billion.
    Previously, Tavan spent a decade as CEO of a multi-generational family office. He also served as an executive of that family’s operating business and as Trustee of their family trusts.
    He has also worked as an executive for a venture-backed tech company, practiced law, and clerked for a federal judge. Tavan earned his AB from Harvard College, his JD from Harvard Law School, and his MBA from UCLA Anderson.
    Grateful for his good fortune, Tavan donates time and money to gender equity, veterans’ affairs, democracy reform, and the environment.

    • 23 min
    Am I Adequately Insured? With Tamar Silberberg-Shiffman

    Am I Adequately Insured? With Tamar Silberberg-Shiffman

    Today, we’re switching up topics to discuss insurance coverage with Tamar Silberberg-Shiffman. Tamar is the co-founder of Concierge Insurance Solutions and works with high net worth clients to provide an adequate safety net to protect their families and assets. Diana and Tamar discuss why insurance is necessary, what types of insurance high-net-worth clients need, and the elements to look for when exploring insurance companies. Listen in to learn what gaps you might have in your own coverage and how to expand your safety net to create peace of mind.
     
    IN THIS EPISODE: 
     
    [01:20] How to switch careers from real estate to insurance. [04:10] How does wealth affect the type of insurance that people are buying? [06:40] The two main changes that are affecting high-net-worth individuals. [12:00] How to locate good insurance.  [14:20] Does the risk of not having insurance outweigh the cost of having insurance? [15:50] Different needs for different generations.  
    KEY TAKEAWAYS: 
     
    There are two major changes from the last 15 years that are affecting the high net worth clients: the first is technology and the second is climate change.  Families of affluence are more susceptible to lawsuits and excess liability, which is also known as umbrella coverage. It is their first line of defense when a lawsuit is filed. There's been a tremendous uptick in cyber claims. Corporations are not the only target anymore. Everyone is. Act proactively and take precautions before a tragic accident might threaten your assets.  
    BIO:
    Tamar Silberberg Shiffman is co-founder of Concierge Insurance Solutions. Prior to co-founding Concierge Insurance Solutions, she and her husband built a multi-million dollar real estate business where she developed the luxury residential side of the company. Tamar’s passion for high end real estate adds a unique approach to protecting the client’s most valuable assets.
     
    Concierge Insurance Solutions Website
     
    CIS Analytics Website
     
    Tamar Shiffman on LinkedIn

    • 19 min
    Revisited—Supporting Clients Through Life Transitions with Tom McCullough

    Revisited—Supporting Clients Through Life Transitions with Tom McCullough

    Tom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. In this episode, Tom discusses how he supports families during financial and emotional transitions and reveals how he builds trust with families to disclose sensitive information. Tune in as we chat about preparing for the unexpected when it comes to family planning, the inspiration behind Tom’s books, and the advice Tom would give a former version of himself. 
     
    IN THIS EPISODE:
     
    [02:50] How Tom supports families during financial and emotional transitions. [06:20] Tom speaks about getting people to disclose sensitive information to him as an advisor.  [11:55] Ways to prepare for the unexpected when it comes to family planning.  [17:40] The inspiration behind Tom’s book, The Top 50 Questions Wealthy Families Ask [22:15] The advice that Tom would give a former version of himself.   
    KEY TAKEAWAYS:
     
    Advisors need to know what they are qualified and capable of dealing with. While on the other hand, they also need to know when it’s time for a professional referral.  A family office should be objective; that way, it will bring clients into a zone of trust.  Be easier on yourself and others.  Practice more grace.   
    LINKS MENTIONED:
     
    Website
    www.northwoodfamilyoffice.com
     
    Books
    'Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask' and 'Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order'
     
    The Top 50 Questions Wealthy Families Ask
    www.wealthofwisdombook.com/podcast/
     
    BIO:
    Tom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. He is also the co-author of 'Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask' and 'Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order'. 
    Tom has spent over 30 years in the wealth management/ family office field, initially in senior executive roles with RBC wealth management. The combination of this background, along with his own family's need for a truly comprehensive, customized and confidential service, led him to found one of Canada's first multi-family offices, dedicated to families looking for objective advice and boutique-style service. Northwood has quickly become one of the leaders in its field and has been consistently recognized as the top independent family office in Canada by Euromoney in its global private banking survey.

    • 25 min
    Revisited — Beyond Burnout With Dr. Lesley Tate-Gould

    Revisited — Beyond Burnout With Dr. Lesley Tate-Gould

    In this revisited episode of Beyond the Balance Sheet, we are speaking with Dr. Lesley Tate-Gould, Co-founder and Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC after becoming aware of the gaps in residential treatment facilities for adults and adolescents with mental health conditions related to addiction and eating disorders. First, Dr. Tate-Gould shares how LWC differs from other treatment facilities by looking beyond a patient’s external symptoms. The conversation shifts to address how the pursuit of success in our hustle-obsessed culture affects us more than we realize. Listen as Dr. Lesley Tate-Gould talks about a healthier view of success and achievement and the balance our minds and bodies desire.
     
    IN THIS EPISODE:
     
    [01:20] Dr. Tate-Gould shares about founding Lido Wellness Center (LWC) [03:20] What sets LWC apart from other outpatient treatment centers? [05:40] What is success and how has culture created a toxic environment? [13:15] What are the effects on the body when we hustle without balance? [16:24] Dr. Tate-Gould shares her definition of success   
    KEY TAKEAWAYS:
     
    As human beings, we are magnificent in our capacity, but we also require time to quietly reflect, turn inward, and slow down. Our culture has ignored this and emphasizes a “hustle” mentality that disregards the inevitability of burnout. We cannot be everything at every moment. It's okay to focus on what matters, even if that means pushing pause on something else. It's okay to stop over-scheduling appointments and engagements to appease someone else’s expectations.  Curiosity, creativity, and adventure are at the heart of discovering success.   
    LINKS MENTIONED:
     
    Website: www.LidoWellnessCenter.com   
     
    Facebook: https://www.facebook.com/lidowellnesscenter 
     
    Instagram: https://www.instagram.com/lidowellness/ 
     
    LinkedIn:https://www.linkedin.com/company/lidowellnesscenter/
     
    BIO:
    Dr. Lesley Tate-Gould is a Co-founder and the Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC following her experience working in residential treatment facilities specializing in addiction and eating disorders for both adults and adolescents. Through her work, she gained a robust knowledge of the complexities of higher care and became aware of the gaps in mental health outpatient treatment, discovering a lack of robust clinical accessibility for addressing underlying mental conditions once substance disorders were addressed. Determined to fill those care gaps, she co-founded LWC as a primary mental health outpatient treatment facility for the local community and patients from treatment programs around the county.
    Dr. Tate-Gould specializes in mood disturbances, trauma-related disorders, personality disorders, and secondary substance-use and eating disorders. As a Somatic Experiencing Practitioner (SEP), Dr. Tate-Gould engages with patients in new and mindful ways, such as using gentle, intuitive methods to produce enhanced understandings of the physiological components related to trauma. Paired expertly with other treatment modalities, she supports healing by assisting patients in achieving a greater awareness of themselves in a supportive and compassionate environment dedicated, foremost, to improving their health and well-being.In her multiple roles as owner, executive director, and clinician, Dr. Tate-Gould thrives on professional variety and encourages collaboration with her team, allowing the flexibility to incorporate unique perspectives on techniques and healing approaches for LWC patients. 

    • 21 min
    An Actor’s Path to Recovery and Healing with Ned Van Zandt

    An Actor’s Path to Recovery and Healing with Ned Van Zandt

    Today’s guest on Beyond the Balance Sheet is Ned Van Zandt, a well-known actor and writer who has dedicated his time to helping those who struggle with substance use disorders and other mental health diagnoses. Ned is no stranger to the world of recovery because he has had his fair share of experiences with a transitional living home and has benefited from sobriety and mental health programs. Diana and Ned talk about his work as Program Director of Transcend Recovery NY and how giving back to others has been life-changing in his own story with addiction and recovery. 
     
    IN THIS EPISODE: 
     
    [01:11] What drives Ned to do this work with others in the recovery realm [09:40] The world of acting, addiction, and the potential for self-aggrandizement [10:36] The counter intuitive act of giving back [12:44] The power of aiding and connecting with others [15:13] The nuances of tough love [16:32] Advice from Ned   
    KEY TAKEAWAYS: 
     
    Helping other people actually helps you in your recovery process. It’s a counter intuitive thought but focusing on others helps you heal. In Ned’s experience, tough love and a refusal from his family to bail him out in his time of need were both the worst and  best experiences of his life. There is a positive neurochemical response associated with giving back. When we give without expectation of receiving, our oxytocin and dopamine levels elevate!  
    BIO:
    Ned Van Zandt has more than 15 years experience in the world of recovery. He is Program Director at Transcend Recovery NY. He has a passion for helping those who struggle with substance use disorder and other mental health diagnoses. He was inspired to work in the field after his own personal experience living in a transitional living home, which made him believe people can recover and change their lives for the better. Ned is also an actor and writer who has appeared in films, television and on Broadway. 
    Ned Van Zandt is best known for his roles in the films Coming Home, MacArthur, The Iron Orchard and HBO’s All The Way, as well as his work on shows “The Blacklist,” “Power,” “The Marvelous Mrs. Maisel and his very own one man show Del Valle. 
     
    Transcend Recovery Website
    Ned Van Zandt Website
    Ned Van Zandt on LinkedIn

    • 18 min

Customer Reviews

4.9 out of 5
14 Ratings

14 Ratings

thatlesleygirl ,

So Helpful for Families

This podcast addresses things that really need to be normalized in conversation to help loved ones (and fellow colleagues/clients/employees, etc.) struggling with behavioral and mental health issues and their greater impact. Reducing stigma is so important for healing and the topics Arden

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