Shows
Legacy Builders: Strategies for Building Successful Family EnterprisesBeyond Inheritance: Building Authentic Paths in Wealth StewardshipIn this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding enterprising families through the delicate balance of wealth stewardship and personal authenticity. With extensive experience working with some of the wealthiest families in the country, Vincent brings a unique perspective that emphasizes the importance of individual self-actualization within the context of family wealth. His approach focuses on helping next-generation family members discover their own path while navigating the complex dynamics of inherited privilege.Throughout the conversation, Vincent illuminates the critical balance between honouring the...2024-11-2249 min