Beyond The Balance Sheet Podcast

Beyond The Balance Sheet Podcast

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.

Episodes

January 26, 2022 24 min

Debbie Bing is President and Principal at CFAR (Center for Applied Research) where she uses her conflict-resolution and negotiation expertise to help family businesses and other organizations build collaborative approaches to their most pressing business challenges. Debbie talks about the emotional and strategic layers that family businesses are faced with when it comes time to engage with the new leaders, spouses, or the next gene...

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Dr. Lesley Tate-Gould is a Co-founder and the Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC after becoming aware of the gaps in residential treatment facilities for adults and adolescents with mental conditions related to addiction and eating disorders. First, Dr. Tate-Gould shares how LWC differs from other treatment facilities by looking beyond a patient’s external symptoms. The conversation shift...

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Dr. Craig Heacock is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last fifty years as an FDA-approved drug. We talk about how ketamine became a go-to treatment for resistant depression and bipolar disorder. Tune in as Dr. Heacock reveals how a state-of-...

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Dr. Jason Schiffman is the founder and Director of Camden Center, a nationally recognized center of excellence for treating mental health and addictive disorders. First, Jason explains whether or not celebrities struggle differently than the rest of us and how the support system of a celebrity differs from the general public. Later, Dr. Schiffman discusses the complexities and benefits of group therapy for someone who is in the pub...

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Tom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. In this episode, Tom discusses how he supports families during financial and emotional transitions and reveals how he builds trust with families to disclose sensitive information. Tune in as we chat about preparing for the unexpected when it comes to family planning...

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Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this episode, Courtney joins us  to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values t...

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For the past 20 years, Naz Hassanein has worked in the family office community, both in Boston and nationwide. In this episode, Naz discusses some of the most memorable family systems she has seen in her career. Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. Tune in as we talk about the needs of advisors during Covid-19 and how Naz's work significantl...

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Jennifer Risher, author of “We Need to Talk: A Memoir About Wealth,” tells her story and explores the impact of wealth on identity, relationships, and sense of place in the world. Jennifer discusses her journey and the inspiration behind her career of helping people have much-needed conversations. Then, Jennifer gives tips on having awkward financial discussions with people around money. Tune in as we talk about why wealth shouldn’...

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James Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for ...

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Brian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this episode, Brian discusses the inspiration behind his recovery advocacy work and what led to his recovery journey. Additionally, Brian explains why it’s essential to have an open dialogue surrounding body dysmorphia and how recovery can lead to acceptance. If you’re starting your journey to recovery, listen as we reveal which first steps yo...

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Tsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. We begin with Tsitsi discussing the inspiration behind her business, and she delves into her work managing conflict between generations. When it comes to managing conflict, some things in life are inevitable; we cannot avoid them. We discuss the importance of transitioning when it comes to legacy planning and Tsitsi reveals how the pandemic has impacted her wor...

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Jim Coutré is responsible for the oversight of Fidelity Family Office Services' Insights & Connections program. Jim starts the conversation by diving into his responsibilities for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and consultants and access to a peer networking program. Jim then explains that too many family offic...

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Lisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into exactly what the process looks like of going through guardianships and conservatorships. Some families can be a...

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Kitty speaks out to share her story and help fight the stigma surrounding mental illness, in hopes families and clinicians will invest more research and awareness around symptoms and effective treatment methods. First, Kitty opens up about her struggles with bipolar disorder, OCD, and binge eating disorder. Kitty then reveals what she would have done differently on her journey to recovery; plus, Kitty gives advice for those struggl...

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Thayer Cheatham Willis is an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on how her background helped inform the career she chose to pursue and the importance of wealth counseling.We chat about the importance of exemplifying values and how children will learn from what they see, rather than what they hear. Tune in as Thayer dives into how wealthy families re...

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Peter and Arden O’Connor Sr., parents of Arden O’Connor, Founder, and CEO of O’Connor Professional Group, share their experiences navigating the behavioral health care system with their youngest son, Chris. Arden Sr. and Peter were surprised by the early onset and intensity of Chris’ substance use. They join Diana to talk about the professionals they hired and how having financial resources was not the only solution to finding appr...

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Andrew Caspersen lives and works in New York City and is actively involved in the recovery community. In this episode of Beyond the Balance Sheet, Andrew opens up about his self-destructive path of drinking and gambling. After his arrest, Andrew talks about piecing his life back together. He speaks about his faith in the process of recovery and why trust needs to be an action-oriented process. Tune in as Andrew reveals the most sig...

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On this episode of Beyond the Balance Sheet, Dr. Blaise Aguirre, MD, a child adolescent psychiatrist, and Associate Professor in Psychiatry at Harvard Medical School speaks with Diana to discuss borderline personality disorder. Dr. Aguirre addresses the reluctance in diagnosing borderline personality disorder and dives into what effective treatment modalities there are for borderline personality disorder. Tune in as Dr. Aguirre dis...

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Dorothy’s experience as the mother of a child with ADHD and Bipolar Disorder led to her interest in educating other families touched by these issues. First, Dorothy opens up about her experience parenting a daughter who struggled with her mental health for many years. She speaks about the journey of getting multiple opinions for her daughter’s diagnosis and reveals what she would have done differently for her family. Tune in to thi...

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Gary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary’s son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day. Gary discusses the warning signs that families should look out for, when worried if their child may be using substances. T...

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