Tag: Tim Volk
Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)

Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)

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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 challenge and inspire, making each episode a must-listen journey through the intersections of heart, wealth, and personal growth.

The trio unfurls a tapestry of topics crucial for those entwined in the world of wealth and relationships, including:

  • The unique dynamics and considerations when dating across different wealth backgrounds
  • How values, family, and personal identity interact with financial abundance in relationships
  • Strategies for managing and discussing wealth within a partnership, ensuring transparency and understanding
  • The impact of wealth on personal development, self-perception, and the quest for authenticity in love

Tune in for an enriching conversation that promises to deepen your understanding of love, legacy, and financial wisdom through the lens of diverse, enriching experiences.

Resources:

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

Connect with Coventry Edwards-Pitt: 

About our Guests: 

Kristen Oliveri

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.

Coventry Edwards-Pitt

Recognized as one of the “Top 50 Most Influential Women in Private Wealth” and one of the “Top 50 Women in Wealth Management,” Covie is a Partner and the Chief Creative Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 19 years ago. Covie was pre-med in college, and was drawn to the wealth management industry by her desire to help people–to help them navigate a complex, noisy, often conflicted financial world and implement strategies that weren’t just financially sophisticated but also emotionally relevant.

​Covie is the author of the Healthy, Wealthy & Wise Collection, a three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy, and the third, Engaged Healthy, Wealthy & Wise (2023), offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.

Covie’s books live at the intersection of heart and wealth. She has spoken at over 150 events for wealth-owning families and their advisors and consults to individuals about how to implement the books’ strategies in their own families. She lives in the Boston area with her husband and daughter.

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Why Inclusive Families Flourish (Ep. 20)

Why Inclusive Families Flourish (Ep. 20)

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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
  • And more

Resources:

Connect with Tim Volk: 

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How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)

How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)

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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 discuss the importance of understanding the impact versus the scale of philanthropic efforts, the role of donor-advised funds, and various giving structures like private foundations and charitable trusts. Emphasizing the need for alignment between philanthropic tools and goals, they encourage you to find your passion for giving and to collaborate with charitable organizations.

Tim and Rob discuss: 

  • Importance of building trust with organizations in philanthropy
  • Measuring the success of your philanthropic impact
  • Understanding the distinction between impact and scale in philanthropy
  • Different structures for charitable giving and philanthropy
  • And more

Resources:

Connect with Tim Volk: 

Connect with Rob Kaufold: 

About our Guest: 

Rob Kaufold is Director of Philanthropic Services for Arlington Partners, a multi-client family office. He brings advanced knowledge of philanthropic strategy, extensive experience in trust and family office management, and has nearly 30 years of experience in financial management and accounting.

Rob’s career has been defined by his work to connect the expertise of the family office world to philanthropy. He began his career as a CPA in the fields of accounting and finance in the insurance industry and joined a family office in 2006 as the Controller of Marshall Street Management, LLC. He recently served as Executive Director of the Hemera Foundation and President and Chief Risk Officer for Cauldera, LLC from 2011 to 2023. Rob is a CPA, holds a bachelor’s degree in accounting from Providence College in Rhode Island and a master’s degree in philanthropic studies from the Lilly School of Philanthropy at Indiana University.

He and his family live in Broomfield, where you will find them on nightly walks around

Broomfield Commons with their pup.

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The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

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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 of charitable giving. They go into the growth of philanthropy, the alignment of family values with philanthropic missions, and the various approaches to making an impact. Rob emphasizes the importance of understanding long-term effects, the balance between tax benefit and non-tax benefit dollars, and the need to connect with personal values for meaningful engagement. Their conversation also covers the decline in individual giving, the significance of direct transfers, and the joy of philanthropy in times of crisis, highlighting the complexity and personal rewards of giving.

Tim and Rob talk about: 

  • Rob’s journey from accounting to philanthropy
  • Why philanthropy is important and the impact it has on communities
  • Understanding the impact of philanthropy beyond immediate giving
  • The multifaceted nature of philanthropy and the need for capturing long-term impact data
  • And more

Resources:

Connect with Tim Volk: 

Connect with Rob Kaufold: 

About our Guest: 

Rob Kaufold is Director of Philanthropic Services for Arlington Partners, a multi-client family office. He brings advanced knowledge of philanthropic strategy, extensive experience in trust and family office management, and has nearly 30 years of experience in financial management and accounting.

Rob’s career has been defined by his work to connect the expertise of the family office world to philanthropy. He began his career as a CPA in the fields of accounting and finance in the insurance industry and joined a family office in 2006 as the Controller of Marshall Street Management, LLC. He recently served as Executive Director of the Hemera Foundation and President and Chief Risk Officer for Cauldera, LLC from 2011 to 2023. Rob is a CPA, holds a bachelor’s degree in accounting from Providence College in Rhode Island and a master’s degree in philanthropic studies from the Lilly School of Philanthropy at Indiana University.

He and his family live in Broomfield, where you will find them on nightly walks around Broomfield Commons with their pup.

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Importance of Understanding Cyber Security: What We Should Know with Greg Klein-Hertzel (Ep. 17)

Importance of Understanding Cyber Security: What We Should Know with Greg Klein-Hertzel (Ep. 17)

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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. Their conversation concludes with a focus on the necessity of proactive measures in protecting sensitive information in the digital age.

Tim and Greg discuss: 

  • The basics to creating security for ourselves
  • How to bank online safely
  • Who cyber threats target
  • What hackers do
  • How to be prepared for cyber security attacks and what you can do if attacked
  • What a “Go Bag” is and what should be kept in it
  • And more

Resources:

Connect with Tim Volk: 

Connect with Greg Klein-Hertzel: 

About our Guest: 

Personal: 

My name is Greg Klein-Hertzel and I am the Founder & CEO of ConnectivTech

Greg is a highly energetic individual who is dedicated to helping his clients solve for best-in-class technology needs through a vetted group of providers. He not only helps to connect the client to the right resource but also participates in the early stages of the relationship to ensure success.

He is a graduate of the University of Vermont with a BS in Math. He happily resides in the Boston area with his family. 

Business:

At ConnectivTech our job is to match your business with the right technology. We don’t get paid until we connect your business with the right solutions. 

Businesses are relying on quotes, google reviews, and minimal research to vet technology for their company. This common method creates uncertainty and remains ineffective at best. 

To help solve this problem, ConnectivTech has two main functions. First, through in-depth analysis, ConnectivTech is constantly meeting and vetting technology companies that offer different business solutions. At ConnectivTech, we believe that technology is only as good as the people behind it. We look for good tech, good prices but most importantly, great people behind the technology. Second, after careful and thoughtful conversations, we match the pre-vetted technology companies with the businesses we are working with. We take to time to learn the blueprint of every business we are advising in order to connect that business with the right technology. 

ConnectivTech offers solutions for small, medium, or large corporations. Whether it be: 

1) Cyber security

2) 24/7 tech support

3) Website development

4) Software or app development

5) Fractional CTO or CIO services

6) PEO Software 

7) Software Vetting

8) Cyber penetration testing

9) Forensic analysis

10) Cyber compliance testing

11) Cloud optimization

12) Branding

13) Marketing

14) Communications

15) Managed business printing services. 

ConnectivTech has vetted solutions for your business.

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Why Marriage Matters! Advanced Estate Planning for Those With Unique Circumstances Ft. Scott Squillace (Ep. 16)

Why Marriage Matters! Advanced Estate Planning for Those With Unique Circumstances Ft. Scott Squillace (Ep. 16)

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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 that may not fall into any cookie-cutter approach. Tim and Scott talk about the unique financial and legal challenges faced by the LGBTQ+ community, particularly regarding estate planning. They delve into the complexities of same-sex marriage, tax implications, and the importance of personalized financial planning, and share their personal experiences and anecdotes illustrating the issues.

Scott Squillace also touches on the history of same-sex marriage legalization, the costs of surrogacy, and the challenges of aging within the LGBTQ+ community. Together, they emphasize the importance of open communication, understanding individual needs, and the necessity of a comprehensive estate plan.

Episode Highlights:

  • Some of the history of the legalization of same-sex marriage
  • Why he wrote his book, Whether to Wed: A Legal and Tax Guide for Gay and Lesbian Couples
  • Tax implications of same-sex marriage from a legal and financial standpoint
  • Some estate planning considerations for LGBTQ+ couples with children and the need for trusts
  • Challenges faced by LGBTQ individuals in assisted care or nursing homes
  • The importance of open communication when it comes to comprehensive estate planning
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Scott Squillace: 

About our Guest: 

Scott E. Squillace is a business, tax, and estate planning attorney with over 35 years of experience practicing law. He is admitted to practice law in Massachusetts, New York, Washington D.C., and New Hampshire, and has been admitted to the Bar in Paris, France as an Avocat. He holds his bachelor’s degree from Fordham University in New York; has studied at the Sorbonne University in Paris and earned his J.D. from the Columbus School of Law at the Catholic University of America in Washington, D.C. He is married and lives in Boston and Palm Springs, CA, with his husband and two silver labs.

As the founder of Squillace & Associates, P.C. – a boutique law firm in Boston’s historic Back Bay – Scott now specializes in estate and business planning matters including tax and philanthropic planning for high-net-worth individuals and families. His practice includes estate planning needs for international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. He has a focus on helping same-sex couples and members of the LGBTQ community with their unique planning needs and authored Whether to Wed: A Legal and Tax Guide for Gay and Lesbian Couples. Scott was appointed by Governor Deval Patrick in 2014 to serve on a Commission to study the needs of the LGBTQ elder community. Scott served as Founder and Co-Chair of the Equality Fund, an endowment for the LGBTQ Community established at The Boston Foundation. He has been a columnist for Practical Estate Planning and lectures and writes frequently on estate and business planning as well as charitable giving strategies and planning for the LGBTQ community.

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The Critical Importance of Estate Planning With Scott Squillace (Ep. 15)

The Critical Importance of Estate Planning With Scott Squillace (Ep. 15)

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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 introduces Scott Squillace, estate planning attorney, founder of Squillace & Associates, and fellow member of the LGBTQ+ community, to talk about the importance of estate planning related to the five capitals of a flourishing family: human, intellectual, social, spiritual, and financial. Scott shares his experience in estate planning, highlighting its holistic approach. He discusses the benefits of setting up a revocable living trust, the importance of a health care proxy, power of attorney, and keeping estate planning documents updated. They also touch on the topic of estate planning for same-sex and unmarried couples.

Scott and Tim talk about: 

  • Scott’s practice and how he became an estate planning attorney
  • Why everyone should have an estate plan
  • The key parts of a good estate plan
  • The differences between a will and a trust
  • Why estate documents need to be updated regularly
  • The benefits of a living trust
  • The different parts of estate planning that are especially important to LGBTQ+ members
  • What post-death processes we should be aware of
  • What’s coming up next on The Rainbow Bull with Scott Squillance
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Scott Squillace: 

About our Guest: 

Scott E. Squillace is a business, tax, and estate planning attorney with over 35 years of experience practicing law. He is admitted to practice law in Massachusetts, New York, Washington D.C., and New Hampshire, and has been admitted to the Bar in Paris, France as an Avocat. He holds his bachelor’s degree from Fordham University in New York; has studied at the Sorbonne University in Paris and earned his J.D. from the Columbus School of Law at the Catholic University of America in Washington, D.C. He is married and lives in Boston and Palm Springs, CA, with his husband and two silver labs.

As the founder of Squillace & Associates, P.C. – a boutique law firm in Boston’s historic Back Bay – Scott now specializes in estate and business planning matters including tax and philanthropic planning for high-net-worth individuals and families. His practice includes estate planning needs for international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. He has a focus on helping same-sex couples and members of the LGBTQ community with their unique planning needs and authored Whether to Wed: A Legal and Tax Guide for Gay and Lesbian Couples. Scott was appointed by Governor Deval Patrick in 2014 to serve on a Commission to study the needs of the LGBTQ elder community. Scott served as Founder and Co-Chair of the Equality Fund, an endowment for the LGBTQ Community established at The Boston Foundation. He has been a columnist for Practical Estate Planning and lectures and writes frequently on estate and business planning as well as charitable giving strategies and planning for the LGBTQ community.

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Luxury Travel: Planning Trips Through Travel Agents and Social Media With Kristen Oliveri (Ep. 14)

Luxury Travel: Planning Trips Through Travel Agents and Social Media With Kristen Oliveri (Ep. 14)

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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, safety, and pre-trip research. Kristen and Tim also discuss the advantages of traveling by ship, particularly small luxury cruises, and address safety concerns for women, LGBTQ+, and aging travelers.

Kristen talks about: 

  • Her background in journalism and wealth management
  • Their shared passion for luxury travel, food, and lifestyle
  • Her favorite cuisines and destinations, including Italy, Greece, the Caribbean, and Hawaii
  • Tips around planning for travel, including the benefits of using travel agents and social media to plan trips
  • Choosing between hotels and Airbnb accommodations
  • How to be safe while traveling and aware of the surroundings
  • The various benefits of traveling by ship, including safety, reliability, and personalized experiences
  • And more

 

Resources:

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

About our Guest: 

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.

 

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A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

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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
  • And more

 

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

About our Guest: 

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.

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Long-term Care Planning for The LGBTQ+ Community (Ep. 12)

Long-term Care Planning for The LGBTQ+ Community (Ep. 12)

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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 for the future. He also gives surprising statistics about the challenges faced by LGBTQ+ older adults in long-term care facilities. Additionally, Tim highlights the power of insurance in providing financial security and peace of mind and the need for risk management.

Tim discusses: 

  • The concerns and actions needed to address the rising costs of long-term care
  • The concept of Blue Zones, areas where people live longer, and the common factors among them, such as a sense of community and taking care of each other
  • The difficulties faced by LGBTQ+ older adults
  • The different types of long-term care insurance coverage
  • The idea of creating a communal living situation or support network within the LGBTQ community
  • The cost-benefit analysis of insurance and how it protects individuals and those around them
  • And more!

 

Resources:

 

Connect with Tim Volk: 

 

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