For families with great wealth, financial capital is just table stakes. The real challenge is the human element—how families relate to each other across generations. In this conversation, Aileen Miziolek provides concrete strategies for helping family members better communicate, resolve conflicts, and build partnerships.
Aileen Miziolek helps families use their wealth intentionally, with meaning, purpose, and direction to create the fulfilling lives they desire. She is a guide to business-owning families and families of means who are navigating the unique opportunities and challenges of inter-generational wealth transfer, business succession planning, estate planning, and philanthropy. Aileen brings a multi-disciplined and integrated approach to her work, including 20 years of experience in complex financial and estate planning, family systems coaching, and family business consulting. She is the co-author of Inspired Wealth, Financial Leadership for the 21st Century, and believes that all families can learn the skills to flourish at the intersection of wealth, personal well-being, and positive family relationships.
[00:01 - 06:44] Early Days and Evolution of Aileen’s Work
[06:45 - 20:25] The Power of Systems Coaching and Relationship Skills
[20:26 - 34:21] Working with Sibling Teams
[34:22 - 44:00] Coaching Program with a Financial Planning Process
Key Quote:
“The fastest way to destroy wealth is conflict in families.” - Aileen Miziolek
Connect with Aileen Miziolek!
Websites: https://aileenmiziolek.com/ and https://www.thefbcg.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.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
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