In the fifth installment of the 3 Pillars Podcast, the Managing Director and CEO of Asena Advisors - Peter Harper, and this week's guest - Andrew Auchincloss discuss the idea of governance and the fiduciary responsibilities in a family bank or family office setting and how they can provide strength for the long term.
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
How Do you Protect the Downside? – Building a Family Bank
Tax - How does a Liquidity Event Change the Risk Profile of a Taxpayer?
Accountability – You Get What You Measure
Values – What are your Family Values and Why are They Important?
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