New Podcast!

Liking our Family Office Jobs page so far? You might be interested in my new podcast!

In this podcast, called the Sassy Successionist, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerful insights into succession planning, legacy building, and wealth governance through storytelling. 

If you're interested in family offices, legacy and a few shenanigans, you can access all the Sassy Successionist episodes here or wherever you get your podcasts!

Thanks for listening to the Sassy Successionist - come for the stories, stay for your own legacy!