Are you navigating the complexities of wealth and love? Dive into a captivating exploration with The Rainbow Bull as Tim Volk, Kristen Olivieri, Editor at Crain Currency, and Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer at Ballentine Partners, LLC, unravel the intriguing dynamics of relationships when wealth is in play. Discover insights and anecdotes that …
Ever wondered how to create a flourishing family legacy that stands the test of time? In this episode, Tim talks about inclusion within family legacies and financial advising. He dives into the importance of inclusion within families and businesses, sharing personal anecdotes and insights on how to navigate inclusion challenges and foster unity. He discusses …
How do you know if your philanthropic gifts are actually doing good for the community you’re giving to? How can we measure the success of our impact? Today, Tim Volk and Rob Kaufold, Arlington Family Offices’ Director of Philanthropic Services, continue their conversation about philanthropic giving with a focus on making our donations matter. They …
A lot goes into the decision behind charitable giving and philanthropic values for both individuals and families. It boils down to understanding your impact on the communities you’re helping. This week on The Rainbow Bull, Tim Volk invites Arlington Family Offices’ Director of Philanthropic Services, Rob Kaufold, to talk about philanthropy and the multifaceted world …
How can you protect your family’s wealth in the digital age? Today on The Rainbow Bull, Tim Volk introduces Greg Klein-Hertzel, Founder and CEO of ConnectivTech, to talk about the importance of understanding cyber security. Greg shares his expertise on cyber threats, the importance of strong passwords, multi-factor authentication, and the risks of social engineering. …
Marriage seems like a great motivator to get your affairs in order, beginning with an estate plan. But marriage can come with its own unique issues. Today, Tim Volk welcomes back Scott Squillace, estate planning attorney, founder of Squillace & Associates, and fellow member of the LGBTQ+ community, to take a look at some situations …
Sometimes it seems like life is all about planning – your work day, gym time, visits to the vet, what to have for dinner. But have you planned what will happen to your assets when you’re gone? Estate planning may arguably be more important than anything else on your calendar. In this episode, Tim Volk …
Is there a luxury greater than travel? Many can agree that luxury travel offers an unmatched experience. In this episode, Tim Volk brings back Kristen Oliveri, editor at Crain Currency, to talk about their shared passion for travel and food. They share their experiences and information about luxury travel, highlighting the importance of travel agents, …
The financial industry is one of the most influential and powerful sectors globally. It is also one of the most diverse, with people from different backgrounds, cultures, and identities working together to create value and impact. However, there is still a lot of room for improvement in terms of inclusion, representation, and empowerment. In this …
As we age, the need for care and support becomes more pronounced, but for LGBTQ+ older adults, this journey can be marked by unique challenges. What are the right steps we can take for a secured future? In this episode, Tim Volk explores the intricacies of long-term care and aging, emphasizing the importance of planning …