#19197
Mentioned in 3 episodes

Wealth of Wisdom

the top 50 questions wealthy families ask
Book • 2022
Author
Keith Whitaker
Author
Tom McCullough

Mentioned by

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 John Davis
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 Tom McCullough
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 Keith Whitaker
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 Jim Grubman

Mentioned in 3 episodes

Mentioned by
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John Davis
 as the book he contributed to with Andrew Heyer.
11 snips
John Davis - Why Is Family Unity So Important and How Can You Achieve It?
Introduced as the book co-written by the host,
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Tom McCullough
, featuring insights from top thinkers in the family wealth field.
Barnaby Marsh – How Can You Wisely Develop a Long-Term Strategy For Your Philanthropy?
Mentioned by
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Keith Whitaker
 as the main topic of the podcast and co-authored with Tom McCullough.
Ellen Remmer - What Is the Difference Between Charity, Philanthropy, Strategic Philanthropy, and Impact Investing?
Mentioned by
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Jim Grubman
 as a book on his shelf and a source where he contributed chapters.
Common Mistakes During Family Business Estate Planning | The Family Biz Show Ep. 128
Mentioned by
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Jim Grubman
 as a practical resource for family meetings and communication, offering advice from experts.
The Evolution of Family Wealth Management with Dr. Jim Grubman

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