Dec 04 2023 28 mins
In this podcast episode, PWN's Founder Richard Milroy interviews Danielle York, President and Executive Director, 21/64 - an organisation focused on intergenerational transition, decision making and relationships particularly in the context of philanthropy and wealth management.
They discuss various topics related to wealth, family dynamics and identity in the context of multi-generational families. Danielle emphasises the importance of understanding one's values, engaging in open conversations and building a collective identity within families to make informed and intentional decisions. She also highlights the need for advisors who are knowledgeable about the human dimension of wealth.
Danielle's vision for 21/64 is to spread its tools and principles worldwide to help people have more meaningful and less fear-driven conversations about wealth. Ultimately, making wealth meaningful to her means empowering individuals to use their resources with integrity and well-being in mind.
Making Wealth Meaningful Podcast by Private Wealth Network brought to you by Netwealth - Your Business, Your Way.