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Podcasts

Enclave | Navigating Generational Wealth: A Conversation with Dr. Charles Eckhart
Standard Deviations | Family Wealth Dynamics with Dr. Charles Eckhart
Purposeful Planning Institute | Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising, with Dr. Charles Eckhart & Dr. Oksana Yakushko

Recent Presentations

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Featured Publications & Whitepapers

Basic Considerations for Effective Family Meetings

Sustaining Relational Capital: Contributions From Attachment Theory to Financial Advising and Wealth Management

Attachment Theory Research and Concepts for Wealth Managers Part 1: Introduction

Attachment Theory Research and Concepts for Wealth Managers Part 2: Origins in Psychology, Current Research in Wealth Management

Attachment Theory Research and Concepts for Wealth Managers Part 3: Multi-generational Bonds and the Hidden Role of Attachment in the Rising Generation

Attachment Theory Research and Concepts Part 4: Founders and Family Businesses

Sharing Wealth with the Next Generation: Some Basic Considerations

Teaching Kids about Wealth and Money: Dos, Don’ts and Maybes

A Few Guiding Concepts for Relationship-Forward Prenup Agreements

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