Navigating family wealth isn’t just about numbers; it’s about ensuring every voice is heard and valued within your family legacy. Discover how inclusivity shapes wealth management, unlocking new paths for financial well-being.

In this episode, Tim Volk talks about successfully managing the five capitals of family wealth. Through an inclusive lens, learn how addressing human, intellectual, social, spiritual, and financial capital can lead to a flourishing family legacy. This episode is a treasure trove for anyone eager to blend traditional wealth management with the nuanced needs of diverse family structures.

Tim discusses: 

• The role inclusion plays in the 5 capitals that are essential for a thriving family legacy
• The pivotal role of inclusivity in modern wealth management
• Stories and anecdotes highlighting the importance of adapting family wealth strategies to include diverse perspectives
• How to enhance emotional intelligence among wealth advisors to better serve family dynamics
• And more

Tune in now for valuable insights into creating a legacy that truly represents the richness of your family’s diverse tapestry.

Resources:

• Inheritance and Intimacy: How Money Shapes Modern Romance with Coventry Edwards-Pitt and Kristen Oliveri (Ep. 21)
• Your Relationship With Money Part 2: Redefining Success with Jill Shipley (Ep. 10)
• Your Relationship With Money Part 1: Scarcity & Abundance with Jill Shipley (Ep. 9)

Connect with Tim Volk: 

• T. Volk & Company
• LinkedIn: T. Volk & Company
• LinkedIn: Tim Volk
• tim.volk@tvolkco.com
• Phone: 312-636-5855

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