Created with Sketch.
Beyond The Balance Sheet Podcast
26 minutes | Jul 14, 2021
Life With Purpose: Philanthropy With the Next Generation
Danielle Oristian York is a speaker, consultant, and trainer working with those who seek to change the future through a strategic and operational exploration of values and identity. Danielle opens the show by speaking about her role as the executive director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families. Danielle reveals how we should have conversations with younger generations around wealth and philanthropy. As parents, we need to take advantage of our highly connected society and teach our children about using money as a tool. Lastly, Danielle explains why you should never outsource your parenting. IN THIS EPISODE: [01:45] Danielle speaks about her role as the executive director of 21/64. [09:00] Millennials are huge contributors to the economy and politics. Danielle reveals how we should have conversations with younger generations around wealth and philanthropy. [15:10] We have an opportunity to parent in a way that protects our kids and keeps them safe. Parents should take advantage of our highly communicative and connected society. [19:05] How to talk to your children about using money as a tool. [24:00] Remember, don’t outsource your parenting. KEY TAKEAWAYS: Our work as humans is to grow and evolve and adapt to a changing world. Ask yourself what success looks like for your children around their money behaviors. Do not outsource your parenting around money. You don't have to be an expert in wealth or communication in order to parent well. LINKS MENTIONED: 21/64 www.2164.net Twitter https://twitter.com/2164buzz/ LinkedIn https://www.linkedin.com/company/2164philanthropy/ BIO: Danielle Oristian York is a speaker, consultant and trainer working with those who seek to change the future through a strategic and operational exploration of values and identity. She is an internationally recognized expert on multigenerational and next generation philanthropy and family decision making and works with individuals, families and organizations in this capacity. As executive director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families, she and her partners develop and train on catalytic tools for transforming how individuals and families articulate their values and use them as benchmarks for decision making, both now and in the future. Danielle’s experience working in wealth management, a family office and the non-profit space has given her different vantage points from which to catalyze and support strategic decision making. With more than 15 years of experience, a constant curiosity and warm presence, new and seasoned philanthropists, as well as the advisors who serve them, are drawn to her as they navigate what is next. Prior to joining the 21/64 Team, Danielle worked at UBS and Pitcairn Family office. She is married, with two children, and lives on the south shore of Boston.
38 minutes | Jul 7, 2021
Concierge and Comprehensive: The Reincarnation of Family Medicine
Dr. Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data, and science. First, we discuss Dr. Shlain’s unique approach to the healthcare system and the background and experiences that led to his family office. Dr. Shlain reveals why wealth changes the outcome of how he can deliver healthcare. Plus, we discuss the type of people willing to avoid the insurance route and become his patients. Tune in as Dr. Shlain reveals the biggest surprise he came across when starting his practice. IN THIS EPISODE: [01:30] Dr. Shlain opens up about his background and experience. [10:30] How Dr. Shlain’s practice differs from the old country doctor approach. [16:50] The types of people willing to avoid insurance and become patients of Dr. Shlain. [21:20] Why access to wealth changes the outcome of how Dr. Shlain can deliver healthcare. [28:00] Dr. Shlain reveals the biggest surprise he came across when starting his practice. KEY TAKEAWAYS: People are resentful for paying extra on top of their insurance, making it feel like the doctor is greedy. However, insurance companies do not pay doctors much money. People want to know that there's a doctor they can trust. Find a doctor that has zero incentive other than your good outcome. Life's too short to deal with people that are either abusive or cross your boundaries at every turn. BIO: I believe good medicine and great health come only from a deep understanding of people, data, and science. I am a doctor who takes his craft seriously and has built the model family office for health and medicine in the United States. I read, write and speak on healthcare innovation in the spirit of advancing & enhancing the experience people, both doctors and patients, have while traversing Fortress healthcare. My hobbies are linguistics, quantum physics, neuroscience, anthropology, music, social science and humanity. Not afraid to be wrong if it moves the ball forward. Working on solving social problems; not predicting them. Interested in getting it right; not being right. The real voyage of discovery consists not in seeking new landscapes, but in having new eyes. – Marcel Proust
30 minutes | Jun 30, 2021
The Consilium Process: Divorce vs. Restructuring
Heidi Webb has been licensed to practice law in Massachusetts and before the Federal District and Appeals Courts since 1986. In today’s episode of Beyond the Balance Sheet, we talk all about the different ways to restructure a family besides the typical divorce. Heidi likes to work backward with her clients by encouraging them to think about where they want their families to be in ten years, and then devise a plan from there. In addition, Heidi explains how the consilium process differs from a regular divorce and the importance of restructuring a family to keep control. Tune in as Heidi talks about what consilium looks like for families with kids and families with complicated financial situations. Visit our website at: beyondthebalancesheet.com.
36 minutes | Jun 23, 2021
The Psychopath in the Country Club
We all know someone who has psychopathy; however, not everyone knows the truth about it, how to identify the warning signs or what to do next once they identify the psychopath. Dr. Ron Schouten, Director of the Forensic Psychiatry Fellowship at St. Elizabeth's Hospital, Director Emeritus of the Law & Psychiatry Service of the Massachusetts General Hospital, and Chair of the Association of Threat Assessment Professionals Governmental Affairs Committee, joins Arden and Diana this week to discuss the complexities of psychopathy. Dr. Schouten says you should not despair if someone you love shows signs of psychopathy and you should not overreact to their symptoms. Tune in as we chat about what to do when a loved one is diagnosed with psychopathy and how to identify a psychopath at the country club. Visit our website at: beyondthebalancesheet.com.
22 minutes | Jun 16, 2021
Wealth and Health - Supporting Clients in What Matters
Wealth advisors are continually nudged into broader elements of their client's lives. It’s up to these financial advisors to fulfill the role in addressing many situations, which helps them build a solid financial plan encompassing all aspects of their client's lives. In today’s episode, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, join Arden and Diana to explain how they are supporting their clients' wealth in what matters. Michael and Zach discuss establishing a level of trust with their clients and initiating conversations about the non-financial issues in their lives. Finally, as our society becomes more open to discussing mental health, they address the changes they are experiencing in conversations with their clients. Visit our website at: beyondthebalancesheet.com.
29 minutes | Jun 9, 2021
Walking Into a Tsunami: Managing Difficult Family Meetings
Ellen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of substantial wealth. Talking about money among family members can bring out difficult emotions and stress. In this week’s episode of Beyond the Balance Sheet, Ellen tells us how she personally works with families to tackle tough decisions and open the lines of communication between family members. Tune in to this episode to learn more from Ellen Perry. Visit our website at: beyondthebalancesheet.com.
31 minutes | Jun 2, 2021
A First-Person Account: The Fertility Journey
Julia Karol is the president and COO of the Watermill Group. She has a number of different philanthropic engagements and was named the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. Julia is also the host of Stork’d, a podcast that explores and celebrates the many paths to building a family. As a person who went through it herself, Julia shares her advice on how you can get through your own fertility journey. Family building is one of the biggest decisions you can make in life, and with the many modern ways to explore what this may look like for you, there are many unique options and opportunities. In this episode, Julia shares her fertility journey, the lessons she learned along the way, and her experience building her own family as a solo parent. Visit our website at: beyondthebalancesheet.com.
31 minutes | May 26, 2021
Are We The Worst Family Ever?
Rob Lachenauer is a partner and CEO at Banyan Global. He has been both a consultant and entrepreneur, and has traveled extensively throughout the world doing consulting work and entrepreneurial advice work. Rob has written a book that has been translated into at least 7 languages called Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise that talks about success and endurance in the family business. Tune in as Rob shares the lessons he learned from his experience working with high-net-worth families who question whether or not they are the ‘worst family ever’. Visit our website at: beyondthebalancesheet.com.
24 minutes | May 19, 2021
When Families, Money, and Assets Collide: Managing Tense Family Dynamics
Stacie Feldman Hausner, Esq. has successfully mediated hundreds of cases in the areas of business, family conflicts, personal injury, employment, real estate, and other areas. She is known as an out-of-the-box thinker, which is why we’re very excited to have her as a guest today. Stacie is an expert on the issue of conflict in general and finding solutions that work with everybody, even when it doesn’t make everyone happy. Tune in as Stacie gives advice to family members and advisors dealing with family dynamics, conflict, and mediation. Visit our website at: beyondthebalancesheet.com. Although OPG has attempted to provide accurate information on its website and its podcasts, we assume no responsibility for the accuracy of the information and makes no other representations or warranties whatsoever with respect to the services, resources, content and materials of any third parties. Mention of non-OPG services is for informational purposes only and constitutes neither an endorsement nor a recommendation. The content here should not be taken as any form medical or other professional advice. Please consult your professionals or providers for any specific questions or issues.
35 minutes | May 12, 2021
Lessons from Successfully Launched Adults
Coventry Edwards-Pitt, affectionately known as Covie, is a partner and Chief Creative Officer at Ballentine Partners. She is an author who has written several books, including, “Healthy, Wealthy, and Wise,” and has held numerous jobs and positions in her 24 years of experience. Covie’s experience makes her not just facile in dealing with individual concerns, but with families as well. In this episode, we will be covering how parents can better support the well-being of their children as they grow to become responsible, functioning, and capable adults. Visit our website at: beyondthebalancesheet.com. Although OPG has attempted to provide accurate information on its website and its podcasts, we assume no responsibility for the accuracy of the information and makes no other representations or warranties whatsoever with respect to the services, resources, content and materials of any third parties. Mention of non-OPG services is for informational purposes only and constitutes neither an endorsement nor a recommendation. The content here should not be taken as any form medical or other professional advice. Please consult your professionals or providers for any specific questions or issues.
29 minutes | May 5, 2021
The Cultural Landmines of Boarding Schools
In today’s episode, we invited David Korb to be a guest. He is the founder of Commonwealth Student Services that provides personalized educational consulting and concierge services to domestic and international students. They are dedicated to providing the highest level of tailored services to students and their families to facilitate and enhance their entire educational experience. Listen in as David shares his experiences working and supporting students on campus, communicating with them in a way that they felt heard and seen, and how parents can continue parenting even from a distance. Visit our website at: beyondthebalancesheet.com. Although OPG has attempted to provide accurate information on its website and its podcasts, we assume no responsibility for the accuracy of the information and makes no other representations or warranties whatsoever with respect to the services, resources, content and materials of any third parties. Mention of non-OPG services is for informational purposes only and constitutes neither an endorsement nor a recommendation. The content here should not be taken as any form medical or other professional advice. Please consult your professionals or providers for any specific questions or issues.
39 minutes | Apr 28, 2021
Effective Interventions with Aging Parents
We have a wonderful guest in this podcast episode, Janet Benvenuti. Janet is considered one of the country's leading health and family advocates. She founded Circle of Life Partners and has counseled hundreds of families and educated thousands of people on how to plan for longevity and support of aging relatives without disrupting their careers, damaging health, or depleting a family's finances. Janet also advises leading clinicians, business executives, professional advisors, and entrepreneurs on how to best meet the needs of an aging population and their adult children. In this episode of Beyond the Balance Sheet, Janet discusses normalizing conversations around aging, understanding the process, and providing and preparing for support throughout the process. Visit our website at: beyondthebalancesheet.com. In This Episode: [01:51] Meet Janet Benvenuti and learn about how she came to do the work that she’s doing. [09:28] Janet’s perception of aging and how we can see it that’s both optimistic and realistic. [18:53] How we can raise aging to our parents with little to no resistance. [28:11] How wealth can impact or hinder family dynamics and access to care. [35:04] Janet’s advice to families and advisors on things to consider as they think about issues on aging parents and aging in general. Key Takeaways: As our parent's age, we need to consider their challenges and how we can help in doing the six instrumental activities of daily living. Understanding how to navigate the resources that exist and understanding how to make certain strategic decisions and get them out of the way is vital, so most of the time you spend with your parents is enjoyable for you and them. If the adult children, as a unit, can agree or even agree to disagree and can lovingly approach the parents to make suggestions or offer to help, then the parent is more likely to respond positively. Advisors who view their roles a bit broader will end up with loyal families as clients.
29 minutes | Apr 21, 2021
Rich and Resilient: How Is It Possible?
Dr. Lee Hausner is a recognized clinical psychologist, business consultant, and seminar leader. And amongst her many accolades and professional achievement, she has written a book titled Children of Paradise: Successful Parenting for Prosperous Families. She is a renowned speaker for Young Presidents’ Organization, World Presidents’ Organization, TIGER 21, and has worked with high-net-worth families. In this episode, she will be talking about her experiences from 30 years of working with families, the values she believes in, and how you can help your client holistically. Visit our website at: beyondthebalancesheet.com
26 minutes | Apr 14, 2021
Why Your Relationship with Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work
Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations. Visit our website at: beyondthebalancesheet.com
28 minutes | Apr 7, 2021
Guiding Affluent Families Through Unexpected Crises
We are excited to be joined by Greg Henning in today’s episode. Greg has worked in the District Attorneys' office and has had an outstanding educational career. He was also a member of the Homicide Response Team and Chief of the Gang Unit. Now, he runs a very different company at Henning Strategies and works on crisis management and legal strategies for people who are in trouble. Talk about an impressive resume! In this episode, Greg discusses the kind of services his firm offers under the Critical Incident niche, avoiding critical incidents, the art of public apology, and what he has learned throughout his career. Visit our website at: beyondthebalancesheet.com
31 minutes | Mar 31, 2021
Family Governance: The Tool for Well-Being
Governance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Today’s guest is Daniel Trimarchi, he is part of the KPMG Private Enterprise Family Business practice, which specializes in family governance and succession planning. In this episode, Daniel shares his experience in creating governance structures, facilitating safe conversations, and removing the advisors biases when working with clients. Visit our website at: beyondthebalancesheet.com
39 minutes | Mar 24, 2021
Navigating Difficult Conversations with Candor and Finesse
Suicide is not something that discriminates. It does not have any economic, status, or gender boundary. Margaret Stone and Neil Smith join us to talk about a topic impacting so many people. Speaking from the heart and a place of vulnerability, Margaret and Neil share their experience with suicide in their family and how to help people who are going through a difficult time in their lives. Visit our website at: beyondthebalancesheet.com
23 minutes | Mar 17, 2021
Managing Difficult Clients Without Getting Fired
Our guest for this podcast episode could not be any more fitting and appropriate, Dr. Jim Grubman, is a family wealth consultant. He has written several books and articles; he serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Jim Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about how it is for families of wealth and how you can help them as a consultant.
24 minutes | Mar 10, 2021
Insights From an Unprepared Beneficiary
Meet Katie, Diana’s god-daughter and the beneficiary of a multi-generational trust. As someone who has struggled with mental health issues, eating disorders, and substance abuse, Katie has advice for our listeners on what to consider when interacting with people who have similar situations such as hers. Tune in as Katie gives experience-based advice to parents, family members, and trust officers on how to deal with people who struggle with similar issues.
26 minutes | Mar 3, 2021
Complex Estate Plans: Practical Strategies for Families to Consider with Impaired Beneficiaries
In today’s episode, we are joined by Scott E. Squillace who is a business, tax, and estate planning attorney with 34 years of experience practicing law. His practice includes estate planning needs for an international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. In this episode, we talk about how his life circumstances that evolved over decades made him very comfortable with his niche. He shares advice on dealing, approaching, and communicating with clients with or has a family member with mental illness or substance abuse. How to work with trust instruments & trustees, and more.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021