How can reframing the purpose of wealth and family offices lead to a more meaningful and impactful legacy?
In this episode, Brian delves into a conversation with Jill Barber, President of CYMI Holdings, and Greg McCann, Co-Founder of Generation 6 Family Enterprise Advisors. They explore the evolving landscape of family offices, emphasizing the shift from traditional wealth management to a more holistic approach centered around family well-being and purpose-driven wealth. The dialogue uncovers the challenges and potential of family offices in nurturing both financial success and family harmony, highlighting the importance of leadership, culture, and reframing wealth. Let's dive in!
[00:01 - 00:10:24] Rethinking Family Office Fundamentals
[10:25 - 20:42] Leadership and Culture in Family Offices
[20:43 - 30:26] Wealth, Well-being, and Family Harmony
[30:27 - 40:10] Innovation and Reframing in Family Offices
[40:11 - 45:10] Practical Applications and Future Outlook
Key Quotes:
"When you change one person in the system or one part of the system and the whole system changes." - Jill Barber
"Owning your strengths, weaknesses, and blind spots is just part of being a great person and leader." - Greg McCann
Book: Reshaping Reality: Unlocking the Potential of the Single Family Office
Connect with Jill!
LinkedIn: https://www.linkedin.com/in/jill-barber-22b6404
Connect with Greg!
LinkedIn: https://www.linkedin.com/in/greg-mccann-039a3a7
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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