The Inheritance Podcast

Updated: 04 Oct 2024 • 18 episodes
www.circulus.co

Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.

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We have a special treat today, an interview I conducted live with Jay Hughes at the recent Southeastern Family Office Forum, or SEFOF, in Atlanta.  SEFOF is a remarkable non-profit family office and family enterprise network that is now 14 years old.  I had a wonderful time there and met many nice folks.  My thanks to

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Christian Stewart is a consultant in Hong Kong who started Family Wealth Legacy to help successful Asian families establish communication platforms and decision making structures for their family enterprise.  Christian works with enterprising families as a process consultant, coach and family meeting facilitator. He he

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Keith Whitaker is an educator who consults with leaders and rising generation members of families with significant wealth. We had an interesting conversation touching on Plato, Aristotle, Aquinas, but also on Keiths long practical experience working with the wealthy.  We talk about the cycle of the gift in families, th

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“Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.” Today, in conjunction with the James E Hughes Jr. Foundation, I’d like to present my interview with one of Jay’s lo

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George Marcus wrote a book you probably haven’t heard of, but should.  It is called Lives in Trust and it was published in 1992 and is $146 on Amazon right now.   Professor Marcus is an anthropologist who studied tribes in Tonga and then applied what he learned to study dynastic wealth in families starting in Texas.  T

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Today we are speaking with Gunther Weil.   Gunther has known some of the 20th century’s most interesting psychologists including Carl Rogers, Abraham Maslow, Gordon Allport, Timothy Leary and Henry Murray as well as such names as Tony Robbins and Eckhart Tolle.  We talk about them, his journey in and out of the psyched

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