In this episode, Mark Pletts encourages families to understand the costs associated with financial services and products, especially due to the pervasive lack of transparency in the industry. He advises them to ask their advisors detailed questions about fees and compensation structures to become better stewards of their wealth and avoid conflicts of interest. This includes attorneys, CPAs, wealth advisors, insurance agents, and other advisors.
Developing a Family Wealth Education Plan
Finding an Advisor Who Will Help Your Family Thrive for Generations
Democratizing Family Decision-Making
Expectations versus Agreements
Creating Internal Controls and Policy and Procedures for a Family Office
Making Better Decisions by Telling Stories That Have “Already Happened”
Creating an Ethical Will
Practical Tools for Building Healthy Families
Hats Off to You!
Finding a Philanthropic Focus and Integrating the Rising Generation Perspective
Understanding Identity and Social Power
Stages of Wealth Integration
Investment Education for Family Members
Values that Matter
Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict
A Framework for Family Wealth and Well-Being
Constructing an Investment Portfolio to Support Family Goals
Monitoring Financial Capital with the “Four Horsemen” Graph
Using Genograms to Understand Family Patterns
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast