Description

In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss the challenge many of their clients are facing as they raise their children in the age of anxiety. They discuss The Scaffold Effect and how to establish a trust fund.

TIMESTAMPS

• [00:01] Intro
• [02:05] The pending transfer of wealth
• [03:51] The Scaffold Effect
• [06:04] Establishing a trust
• [09:43] The importance of including professionals
• [11:03] Organizations they’ve worked with on both coasts
• [12:10] Outro

RESOURCES

• The Scaffold Effect: Raising Resilient, Self-Reliant and Secure Kids in an Age of Anxiety by Harold S. Koplewicz
• The Descendants
• Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Orville Williams and Vic Preisser
• Money, Meaning & Choices (MMC) Institute
• 21/64
• Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna Goldseker and Michael Moody
• Ackerman Institute for the Family
• Contact Barnaby
• Contact Laurie