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’ve built significant wealth, one question probably keeps you up at night: Will my kids grow into capable, grateful adults?
In this episode, we hear from the adult son of a successful entrepreneur who grew up after his family experienced a major business sale. He shares what his parents did well, what shaped his character, what he wishes they’d talked about more, and the lessons he’s now applying as a father himself.
We discuss parenting, money conversations, work ethic, generosity, faith, purpose, and how wealthy families can raise children who flourish—not despite wealth, but because they’re intentional with it.
If you’re a family with significant wealth looking to preserve both your assets and your family values, this conversation is for you.
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
