Susan E. Massenzio - Podcast Details

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Beyond The Balance Sheet Podcast Revisited - James Hughes Discusses Preserving Assets and Creating LegacyOn this revisited episode of Beyond the Balance Sheet, James Hughes joins us to speak about family governance and explain why families need it. James is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how power plays a role in family dynamics. IN THI...

2023-06-0725 min

Enterprising Families Podcast James E Hughes Jr. shares on the Five Capitals Of WealthJames E Hughes Jr. shares on the Five Capitals Of Wealth About: James (Jay) E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of F...

2022-05-1541 min

The Tax Chick Podcast The Family Meeting - how to make difficult conversations fun!We are on the verge of a huge transition of wealth in Canada - transition due to death, and also transition due to retirement, or third party sale. We often see business owners having meetings on an annual or quarterly basis to review the "numbers" - things like profits, expenses, projections... but have you ever considered having a meeting to discuss non-financial issues?My special guest, Laily Pirbhai, provides some guidance today on how to create a "family blueprint" - a way to communicate with family and key stakeholders about values, dreams and goals for the future. We...

2022-04-1446 min

Embark On A Sensational Full Audiobook On Your Commute.Complete Family Wealth: Wealth as Well-Being (2nd Edition) by Susan E. Massenzio, James E. Hughes Jr., Keith WhitakerPlease visithttps://thebookvoice.com/podcasts/1/audiobook/565028to listen full audiobooks. Title: Complete Family Wealth: Wealth as Well-Being (2nd Edition) Author: Susan E. Massenzio, James E. Hughes Jr., Keith Whitaker Narrator: Jamie Renell Format: Unabridged Audiobook Length: 6 hours 45 minutes Release date: February 22, 2022 Genres: Accounting & Finance Publisher's Summary: Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the 'what'—what is meant by family, wealth, and enterprise; the 'who'—the persons crucial to fami...

2022-02-226h 45

Download High-Quality Full Audiobooks in Business & Economics, Accounting & Finance Complete Family Wealth: Wealth as Well-Being (2nd Edition) by Susan E. Massenzio, James E. Hughes Jr., Keith WhitakerPlease visithttps://thebookvoice.com/podcasts/1/audiobook/565028to listen full audiobooks. Title: Complete Family Wealth: Wealth as Well-Being (2nd Edition) Author: Susan E. Massenzio, James E. Hughes Jr., Keith Whitaker Narrator: Jamie Renell Format: Unabridged Audiobook Length: 6 hours 45 minutes Release date: February 22, 2022 Genres: Accounting & Finance Publisher's Summary: Complete Family Wealth: Wealth as Well-Being provides proven tools and best practices for families of means to use in maturing, maintaining, and managing personal and legacy wealth long into the future. The book is divided into three parts: the 'what'—what is meant by family, wealth, and enterprise; the 'who'—the persons crucial to fami...

2022-02-226h 45

The Business of Family James (Jay) E. Hughes, Jr. - Family Wealth: Keeping It in the FamilyMr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family gove...

2022-02-131h 19

Beyond The Balance Sheet Podcast James Hughes Discusses Preserving Assets and Creating LegacyJames Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how power plays a role in family dynamics. IN THIS EPISODE: [02:05] What...

2021-12-0125 min

Enterprising Families Podcast James E Hughes Jr. shares on Energy is the powerful tool of Generational WealthJames E Hughes Jr. shares on Energy is the powerful tool of Generational Wealth About: James (Jay) E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and...

2021-11-2135 min

Listen To The Full Audiobook That Keeps Busy Professionals Hooked.The Voice of the Rising Generation: Family Wealth and Wisdom by Susan E. Massenzio, James E. Hughes, Keith WhitakerPlease visithttps://thebookvoice.com/podcasts/1/audiobook/562120to listen full audiobooks. Title: The Voice of the Rising Generation: Family Wealth and Wisdom Author: Susan E. Massenzio, James E. Hughes, Keith Whitaker Narrator: Paul L. Coffey Format: Unabridged Audiobook Length: 3 hours 26 minutes Release date: November 11, 2021 Genres: Accounting & Finance Publisher's Summary: One of the greatest sources of pain within families with wealth is the belief that there are no choices. Sometimes even wealth creators who feel more than able in their business lives feel at the same time that their wealth will inevitably become a pernicious influence on their children and grandchildren. The...

2021-11-113h 26

Download Top Full Audiobooks in Business & Economics, Accounting & Finance The Voice of the Rising Generation: Family Wealth and Wisdom by Susan E. Massenzio, James E. Hughes, Keith WhitakerPlease visithttps://thebookvoice.com/podcasts/1/audiobook/562120to listen full audiobooks. Title: The Voice of the Rising Generation: Family Wealth and Wisdom Author: Susan E. Massenzio, James E. Hughes, Keith Whitaker Narrator: Paul L. Coffey Format: Unabridged Audiobook Length: 3 hours 26 minutes Release date: November 11, 2021 Genres: Accounting & Finance Publisher's Summary: One of the greatest sources of pain within families with wealth is the belief that there are no choices. Sometimes even wealth creators who feel more than able in their business lives feel at the same time that their wealth will inevitably become a pernicious influence on their children and grandchildren. The...

2021-11-113h 26

Multifamily Legacy Podcast 187: Teamwork Makes The Dream Work (Part 2 of 3)For the 2nd part of the Warner Robins Portfolio series, we brought Shawn Winslow for you who will be sharing his transition from finances to multifamily investing, and how he used his skills to find this incredible deal. Stay tuned to learn why partnerships are critical in the real estate world, and how to make brokers trust you. Topics on Today’s Episode How the rich create their wealth The step-by-step process to getting your first deal The importance of asking and listening to what the seller wants Why you need to improve the ext...

2021-11-0932 min

Enterprising Families Podcast James E Hughes Jr. shares on Consciousness of Understanding WealthJames E Hughes Jr. shares on Consciousness of Understanding Wealth About: James (Jay) E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Fami...

2021-10-1732 min

Listen To The Full Audiobook That Keeps Busy Professionals Hooked.The Cycle of the Gift: Family Wealth and Wisdom by Susan E. Massenzio, James E. Hughes, Keith WhitakerPlease visithttps://thebookvoice.com/podcasts/1/audiobook/464876to listen full audiobooks. Title: The Cycle of the Gift: Family Wealth and Wisdom Series: #168 of Bloomberg Author: Susan E. Massenzio, James E. Hughes, Keith Whitaker Narrator: Alex Barrett Format: Unabridged Audiobook Length: 4 hours 49 minutes Release date: July 20, 2020 Genres: Accounting & Finance Publisher's Summary: The gift of giving is at the core of family wealth and with the new estate law allowing up to $5,120,000 in tax-free gifting, the ultra-affluent are faced with the task of giving in the largest amount in estate tax history. Beyond the tax saving and wealth management implications, the act of g...

2020-07-204h 49 $Let\'s Talk Family Enterprise$

Let's Talk Family Enterprise Myra Salzer on the Wealth PrejudiceWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. Myra Salzer is the Founder of The Wealth Conservancy and has been repeatedly listed among top financial advisors in the U.S. by Worth Magazine. Myra joins host Ruth Steverlynck to share her insight and knowledge on working as an advisor for inheritors. She shares tips, best practices and what to consider when building relationships with this often underserved and misunderstood clientele.

2019-10-0729 min $Let\'s Talk Family Enterprise$

Let's Talk Family Enterprise Wealth of Wisdom with Tom McCulloughWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients. This episode explores the book Wealth of Wisdom: The TOP 50 Questions That Wealthy Families Ask. Your host Ruth Steverlynck is joined by Tom McCullough, Principal and co-Founder of Northwood Family Office as well as co-author of Wealth of Wisdom. Key Takeaways [:16] Ruth introduces Tom McCullough and asks him to share a bit about himself. [1:58] Tom talks about where the idea for the...

2019-06-0331 min

How to Get Full Audiobook in Self Development, Parenting Complete Family Wealth by James E. Hughes | Free AudiobookListen to full audiobooks for free on :https://hotaudiobook.com/freeTitle: Complete Family Wealth Author: James E. Hughes, Susan E. Massenzio, Keith Whitaker Narrator: James E. Hughes Format: Unabridged Length: 6 hrs and 6 mins Language: English Release date: 01-30-18 Publisher: Audible Studios Genres: Self Development, Personal Finance Summary: What matters most in managing the family enterprise Complete Family Wealth is a comprehensive resource for growing, maintaining, and managing wealth across generations. A successor to the classic Family Wealth, now in its 20th year, this book provides updated and expanded guidance to change the way you think about your wealth and...

2018-01-306h 06

Stream Full Audiobook in Business, Personal Finance & Investing The Cycle of the Gift by James E . Hughes | Free AudiobookListen to full audiobooks for free on :https://hotaudiobook.com/freeTitle: The Cycle of the Gift Author: James E . Hughes, Susan E. Massenzio, Keith Whitaker Narrator: Alex Barrett Format: Unabridged Length: 4 hrs and 49 mins Language: English Release date: 03-15-13 Publisher: Audible Studios Genres: Business, Personal Finance & Investing Summary: A comprehensive guide to giving well to family members Giving is at the core of family life - and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving...

2013-03-154h 49

Wealth Psychology: The Cycle of the Gift - Wealth & WisdomWhen Is A Gift Not a Gift? Join Emily & Dr. Jamie in a conversation with authors, Susan Massenzio and Keith Whitaker about the impact of giving an inheritance. Learn what those who are planning to leave a tangible legacy can do to minimzie the potential curse and maximize the blessings related to their gift-giving. Live Tuesdays, 8:00-9:00 a.m. PST Call: (347) 215-6138 E-mail: listeners@sylviaglobal.com Wealth Psychology is made possible by Wetherby Asset Management. Learn more at Wetherby.com https://www.wetherby.com Note: Today's episode was pre-recorded. Please email any questions or comments for Emily, Dr. Jamie or the...

2013-03-0500 min

Wealth Psychology-The Cycle of the Gift, Wealth & WisdomWhen Is A Gift Not a Gift? Join Emily & Dr. Jamie in a conversation with authors, Susan Massenzio and Keith Whitaker about the impact of giving an inheritance. Learn what those who are planning to leave a tangible legacy can do to minimzie the potential curse and maximize the blessings related to their gift-giving.

2013-01-2959 min