Have you ever wondered how inheriting wealth can shape one's life beyond the financial aspects?
In this episode, our guest is Chip Fisher, the founder of Ursus Advisory, a consultancy practice dedicated to advising ultra-high-net-worth individuals and their next generations on the nuances of managing inherited wealth. Chip, drawing from his rich background and personal experiences, sheds light on the idiosyncratic yet emblematic stories of families navigating the complexities of wealth. Through candid discussions, the episode explores the transformative journey of understanding wealth's impact on identity, relationships, and societal contributions.
[00:01 - 07:56] Exploring Wealth's Waters
[07:57 - 14:01] Finding Purpose Beyond Money
[14:02 - 21:57] Navigating Personal Connections
[21:58 - 28:46] How to Embrace Simplicity and Fulfillment
[28:47 - 37:11] The Road Ahead for Wealth Stewards
Key Notes:
"The greatest thing you could do for yourself is to be well-read and informed." - Chip Fisher
"You have to live your life as if the money is not a subject you need to deal with all the time." - Chip Fisher
Connect with Chip!
LinkedIn: https://www.linkedin.com/in/chipfisher
Website: https://www.fisherwallace.com/
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
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Hosted on Acast. See acast.com/privacy for more information.