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 the need to address diversity, equity, and inclusion from an inclusion-first perspective, drawing on experiences from different family dynamics and societal influences.
Tim discusses:
The significance of starting conversations around love and acceptance within families to promote inclusivity
The role of all five capitals – human, intellectual, social, spiritual, and financial – in supporting a flourishing family legacy
Challenges faced by families in promoting inclusion and acceptance across generations in the face of societal norms
The impact of inclusive practices in the financial and wealth management industry on client retention and business success
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 episode, Tim Volk speaks with Kristen Oliveri, editor at Crain Currency. They explore Kristen’s career journey, the importance of inclusion in the wealth management industry, and the intersection of philanthropy and impact investing. Kristen also shares her insights on imposter syndrome, the role of social media in journalism, and her passion for storytelling.
Kristen discusses:
Her path into journalism and how she ended up specializing in wealth management and family offices
Her observations on the industry, including the need for more women in leadership roles and inclusion
The significance of inclusion and the perspective it can offer to people who may not understand imposter syndrome or the experiences of others
The different definitions and approaches to impact investing and philanthropy
The role of mentors in personal and career growth
How social media and technology have affected journalism and the importance of truth in reporting
Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.
Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.
Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva.
Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.
In part two of this two-part series, Tim Volk and Jill Shipley reveal some messed up ways that people relate to money.
In this episode, Tim tackles redefining success and coming out of the shadow for rising generations and families of wealth with Jill Shipley, Managing Director and Head of Governance and Education at AlTi Tiedemann Global. Jill discusses the challenges faced by wealthy families and the impact of money on individuals, relationships, and the community. She emphasizes the importance of nurturing human and intellectual capital within families, redefining success beyond financial wealth, and finding purpose and fulfillment in life. Jill also talks about the complexities of growing up in a wealthy family, the importance of open communication, and the value of genuine connections.
Tim and Jill discuss:
The impact money has on individuals, relationships, and the community
How to redefine success beyond financial wealth
Some of the challenges and complexities of growing up in a wealthy family
Preparing the next generation to cope with inherited success
The need to find personal motivation for success beyond just money
Why purpose, fulfillment and giving back in life are so important for affluent families
As Managing Director and Head of AlTi’s Family Governance and Education Practice, Jill Shipley helps families, family offices, foundations and family enterprises manage the impact of multigenerational wealth. She brings over 20 years’ experience and expertise in family systems, preparing rising generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy. She lives in Denver, Colorado with her husband and son.
It’s complicated. Our relationship with money is often built on conflicting emotions, and it can get even messier when you toss in family and sizable wealth.
In this episode, Tim Volk introduces Jill Shipley, Managing Director and Head of Governance and Education at AlTi Tiedemann Global, to discuss the topic of the relationship with money, specifically scarcity and abundance. They explore the complexity of money and the portrayal of wealthy families in the media and the negative bias that often comes with it. Jill emphasizes the importance of understanding and compassion in conversations about money, as well as the need to prioritize what truly matters in life.
Jill discusses:
Her passion for helping families manage their relationships with money and each other when it comes to multigenerational wealth
Examples of wealthy families making positive contributions to society
Why it’s important to understand and question inherited money messages
The negative bias the media portrays of wealthy families and how it impacts our relationships with money
The role of rituals and traditions in shaping our relationship with money
Valuing time and relationships over material wealth
The joy and fulfillment of philanthropy and how giving back to the community has a positive impact on both the giver and the receiver
As Managing Director and Head of AlTi’s Family Governance and Education Practice, Jill Shipley helps families, family offices, foundations and family enterprises manage the impact of multigenerational wealth. She brings over 20 years’ experience and expertise in family systems, preparing rising generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy. She lives in Denver, Colorado with her husband and son.
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of AlTi Tiedemann Global. All opinions and estimates constitute the speaker’s judgment as of the date of this recording, are subject to change without notice, and are provided in good faith but without legal responsibility. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
How would you describe your relationship with money?
In this episode, Tim Volk offers a tantalizing glimpse of what lies ahead in the forthcoming episodes. Get ready to embark on a riveting journey as he unveils a compelling two-part series alongside Jill Shipley. Together, they will delve into the intricacies of our relationships with money and how diverse life experiences shape our perspectives on wealth. Stay tuned for thought-provoking insights and valuable discussions!
Tim discusses:
The expertise and profound insights that make Jill Shipley a remarkable guide in transforming how families approach their wealth
A sneak peek into the topics that Part 1 and Part 2 of the forthcoming series will explore
An array of thought-provoking questions that he and Jill Shipley will skillfully address
The profound impact money has on our perceptions of affluent families, offering intriguing revelations
And much more in this riveting episode that promises to reshape your understanding of wealth and its dynamics
As Managing Director and Head of AlTi’s Family Governance and Education Practice, Jill Shipley helps families, family offices, foundations and family enterprises manage the impact of multigenerational wealth. She brings over 20 years’ experience and expertise in family systems, preparing rising generations, communicating about wealth, navigating family enterprise transitions, family and business governance and strategic philanthropy. She lives in Denver, Colorado with her husband and son.
