Serious Coin Kelly Willis Green

This is part two of my conversation with Winston Chesterfied, founder of Barton, a strategic consulting firm focused on wealth and the luxury sector – a bonus final episode of Season 5 of Serious Coin.

We continue our conversation about the world’s wealthy individuals, their lifestyles and spending habits. In this episode we’re talking about the luxury sector.

What is luxury when nothing – or almost nothing – is beyond your means? How do the wealthy define luxury today? What do brands need to do to satisfy their needs? And which brands are getting it right? Winston also explains why high-end restaurants turn down bookings as tables sit empty.

https://barton-consulting.co.uk/



Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.



Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu


I’ve heard from many listeners who have enjoyed the topics I’ve covered, and how they have prompted rich conversations in your own lives. It’s my goal to continue with Season 6 and beyond. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot.

Thanks again for listening to Serious Coin.

Let’s face it, many of us are curious about where we sit in the high-net-worth hierarchy, and about how our lifestyles and spending habits compare to others.

In this episode, we get some actual data on the different tiers of wealth, their population numbers, personality traits and spending habits. My guest is Winston Chesterfield, founder of Barton, a consulting firm that tracks and studies affluent individuals across the globe. 

He and I discuss the personality traits of wealth creators versus inheritors, and the different ways choosing to express their wealth – and the one spending category that is common to just about everyone.

Tune in to gain a comprehensive understanding of contemporary wealth and its dynamics.

https://barton-consulting.co.uk/



Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.



Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

Wealth creation leads to wealth management. And for many people, choosing a money manager falls outside their expertise and comfort zone. Which can lead to ill-considered choices, or a disappointing experience.

Could that explain why, according to PWC, almost half of all high-net-worth investors plan to change or add wealth managers within the next two years?

I’m talking with my friend Biff Matthews about factors to consider when hiring a new money manager, or assessing one you already have.

Biff Matthews is a retired investment industry veteran, founder of two successful private wealth firms, writer, a former corporate lawyer and Oxford University graduate.

Our conversation pulls back the curtain on the investment industry to help listeners make more informed and confident choices about who should manage their wealth.

https://www.linkedin.com/in/r-b-biff-matthews-49364731/?originalSubdomain=ca

https://www.theglobeandmail.com/investing/investment-ideas/article-why-is-it-so-hard-to-beat-index-funds/

https://en.wikipedia.org/wiki/A_Random_Walk_Down_Wall_Street

https://www.goodreads.com/book/show/110672.The_Only_Investment_Guide_You_ll_Ever_Need

https://longviewassets.com/



Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.



Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

Ever wonder what it’s like to grow up third or fourth generation in a wealthy family?  

There is privilege. Often pressure. Certain expectations and, sometimes, judgement. And how do you not be the generation that screws it up?

In this episode, we’re talking with the turning point where she learned to advocate for herself in the family business, the “baggage” she carries, what she’s doing to prepare the fourth generation and how Taylor Swift became part of a money talk with her kids.



Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.



Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

How much wealth should I pass on to my kids? When should I talk to them about the money? How do I prepare them to handle it? These are anxiety-fueling questions that keep many wealth holders awake at night.

In this episode, we’ll get some answers – along with real-life stories of how other high-net-worth families are handling intergenerational  wealth transfer – from one of the leading experts in the field.

My guest is Matthew Wesley, a Principal of the Lovins Group, advisor to ultra-high-net-worth families in generational transition. With a career that spans 34 years as an estate planning attorney for 34 years, consultant and facilitator to some of the most prominent families in the world, he’s seen it all and has plenty of insight to share.

Listen and learn from Matt about the problems that occur when tax drives your estate planning process, the most important questions to ask yourself before you engage any estate lawyer, and, which generational transition is the most important to get right.

https://www.linkedin.com/in/mattwesley/

https://lovinsgroup.com/



Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.



Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu

In this episode, we’re talking about the latest de rigeur asset the
uber-wealthy are buying to diversify and hedge risk:  Passports – often a portfolio of passports – acquired through residence and citizenship by investment programs, sometimes known as golden visas, and offered by 40 different countries around the world.

My guest is Dominic Volek, Group Head of Private Clients at Henley & Partners, the global leader in residence and citizenship by investment.

Join us as we explore the who, what, where and how of these programs –  and most importantly, why a portfolio of passports has become a centi-millionaire’s must-have tool to ensure their family’s safety and ultimate global mobility. It may be the asset class you never knew you needed, until now.
https://www.henleyglobal.com/



Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.



Visit our website and stream episodes here:  ⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu