Podcast

Interested in building your legacy? 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. 

Listen on Spotify, Apple, Transistor.fm or wherever you get your podcasts!

Listen on Spotify, Apple, Transistor.fm or wherever you get your podcasts!