A Framework for Family Wealth and Well-Being

Welcome to the next edition of the Wealth of Wisdom podcast, with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, 'Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors', where we focus on practical applications and how a family can use these tools, exercises, practices to learn, develop and thrive. In this episode, Keith Whitaker talks with Richard Franklin and Claudia Tordini about a transformative approach to family wealth and well-being. They propose a framework that integrates various domains of well-being, such as career, social, financial, physical, and community and emphasizes the importance of incremental progress and growth.