Episodes
For families with significant wealth, the question shifts from “Will I have enough?” to “How do I steward this well?”
Over years of working with affluent families, we’ve seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance enjoying our resources with giving?
Join Stephen Nelson, CFA®, CFP® and Matt Higbie, CFA®, CFP®, TPCP® as they share insights on investing, tax planning, and raising grounded, capable children. This isn’t generic advice—it’s clarity for those with more at stake.
If you feel like you should be getting more value than the AUM fee you’re currently paying at your brokerage firm, visit https://engagewithbirchwood.com
Should inherited wealth stay separate in marriage?
In this video, we explore the difficult conversation many wealthy families face around prenups, inherited assets, and protecting family wealth. Rather than focusing only on financial risk, we discuss the relational and emotional impact prenups can have on agency, loyalty, unity, and equality within a marriage.
At Birchwood Capital, we believe wealth planning should consider both financial outcomes and family relationships. This episode examines how prenups, separate property trusts, and asset protection strategies can shape marriages long before any legal issue ever arises.
If you’re part of a high-net-worth family, expecting an inheritance, or navigating marriage and wealth planning, this conversation offers a thoughtful perspective rarely discussed in traditional financial advice.
