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
Preparing the Family For the Money: Leaning in with Curiosity and Courage to Overcome False Binaries and Absolutes in Family Wealth Advising
Presented at Purposeful Planning Institute with Lisa Nam and Torri Hawley, 2024
Understanding and Working with Issues of Trust in Professional Relationships
BNY Family Office Group, 2024
Enhancing Advisory Practices: Core Competencies to Build Trust Across Generations
Location London, Multiple RIAs, 2024
Family Dynamics and Governance: Key Concepts for UHNW Focused Advisors
Location NDA, RIA in Southern California, 2023
A Psychological View of Rising Generation Development: Forming Identity, Developing Intimate Bonds, and Building Generativity
Presented to Truist’s Center for Family Legacy, 2023
The Role of Family Wealth Consultants in UHNW Families, Integrating Family Dynamics, Operationalizing Family Meetings
Location NDA, RIA in Southern California, 2022
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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