In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets.
Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/
HeirWealth Website: https://www.heirwealth.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250523
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
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