The Inheritance Podcast

Oct 04 2024 18 ep. 50 mins 6

The Inheritance Podcast artwork

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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Jay Hughes - Wealth is Well Being

Oct 04 2024 44 mins

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 Brian Hughes, Bryn Monahan and Betsy Brown and all the volunteers f

Christian Stewart - Succession as a Design Process

Jul 15 2024 55 mins

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 helps families to form their own family council, family constitut

Keith Whitaker - Cycle of the Gift

Apr 11 2024 52 mins

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, the concept of magnificence, and his work on books with Jay Hughes,

John A Warnick - Purposeful Planning

Feb 15 2024 52 mins

“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 longtime collaborators John A. Warnick. John A., as he is

George Marcus - Lives In Trust

Jan 18 2024 68 mins

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. The book has great essays on the HL Hunt family, who tried to cor

Gunther Weil - Living in the World

Dec 11 2023 70 mins

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 psychedelic world, and his later work with Jay Hughes and John A Warnick

Jay Hughes - Wisdom of the Tribe

Oct 23 2023 62 mins

“Families that are failing spend all their time on power.” Today's guest is Jay Hughes. Jay and I had a deep and fascinating discussion about the development of the elder in a family, the importance of the midlife crisis, and transcendent values. We also discussed many great pioneers in the family wealth field like Joanie Bronfman, Charlie Collier, and Peter Karoff, and we

Dr. James Grubman - Wealth 3.0

Sep 26 2023 37 mins

Today we are speaking with once again Dr. James Grubman, an internationally recognized consultant to families of wealth, family businesses, and the advisors who serve them. He is the co-author of one of the buzziest books of the year called Wealth 3.0: The Future of Family Wealth Advising along with Dennis Jaffe and Kristin Keffeler, who I have also interviewed previously on this p

Jonathan Pageau - Money and the Symbolic World

May 18 2023 39 mins

Jonathan Pageau is a French Canadian icon carver, public speaker and YouTuber exploring the symbolic patterns that underlie our experience of the world, how these patterns emerge and come together, manifesting in religion, art and in popular culture. He's also the editor of the Orthodox Arts Journal and host of the Symbolic World blog and podcast. I was looking for someone to

Chip Fisher - Things That Enrich Your Life

Apr 19 2023 54 mins

Today I am very pleased to have Chip Fisher, CEO of Fisher Wallace Laboratories and head of Ursus Advisory, a peer to peer consultancy for young adults with inherited wealth. Chip is an inheritor himself, and also an accomplished entrepreneur and philanthropist. He is currently CEO of his third company, Fisher Wallace Laboratories which makes medical devices, but he has also branc