In the second installment of Asena Advisors' new podcast, our Managing Director and CEO: Peter Harper discusses with a special guest the value of a family office and wealth education in taking accountability.
Peter and special guest Thor Conklin, discuss how accountability, goal setting, and education can perpetuate a successful family office when combined with data.
WM: Brain Habits - The Science of Subconscious Success with Phillip Campbell
WM: Owning Private Aviation with Shelley Svoren
WM: Investing in Rare Diamonds with Anna Cisecki
WM: Investing in Italian Real Estate with Monia di Guilmi
WM: Rare Book Collecting with Pom Harrington
WM: Investing in Private Aviation with Lisa Senters
WM: Investing in French Real Estate with Delphine Belin
Wealth Education: ‘Philanthropy or Legacy: How to Build Purpose in the Next Gen’
Wealth Management – A Liquidity Event is Just an Acceleration of Cashflow
Administration – People are More Successful and Happy With Good Support
The Legal Rule Book and the Role of the Fiduciary
How Do you Protect the Downside? – Building a Family Bank
Tax - How does a Liquidity Event Change the Risk Profile of a Taxpayer?
Values – What are your Family Values and Why are They Important?
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