Trusted Advisor Podcast Series

In this episode, Rod Zeeb sits down with Mark Shiller, author of How to Not Ruin Your Kids with Money, to explore how affluent families can prepare the next generation to responsibly manage and benefit from inherited wealth. They discuss the importance of open family conversations, pre-inheritance experiences, balancing support with independence, and creating structures that encourage stewardship rather than entitlement. The conversation also examines how families can move beyond simply dividing assets equally to building a shared culture of responsibility, purpose, and long-term generational success.

Rod Zeeb and Brian Doorek explore healthcare governance and medical infrastructure as an often-overlooked pillar of high-net-worth wealth management, emphasizing the importance of preparing for medical crises before they occur rather than scrambling for solutions when a family is already in crisis. They examine how proactive healthcare planning, physician-led navigation, and personalized medical infrastructure can help families and their advisors manage everything from acute emergencies and complex diagnoses to aging, cognitive decline, and the healthcare needs of multiple generations.

Rod Zeeb and Devon Dougherty discuss how philanthropy can serve as “the glue that holds families together for generations” by connecting family values, shared experiences, and charitable giving and how families can use guided conversations, storytelling, shared decision-making, and hands-on engagement with nonprofits to strengthen relationships, educate younger generations, and create a lasting philanthropic legacy. Through real-world examples, they highlight how giving based on personal values and following the impact of charitable gifts can transform not only the communities and organizations receiving support, but the families making the gifts as well.

Rod Zeeb and Louise Cole discuss her new book on the unique and powerful role grandparents can play in strengthening families, passing down faith and values, and building a lasting multigenerational legacy. She explains that grandparents are uniquely positioned to mentor their grandchildren through unconditional love, wisdom, storytelling, meaningful activities, and simply being present, with practical examples tailored to different stages of a child’s development.

Innovative Philanthropy:  Where Family Purpose, Passion and Planning Meet.  A conversation on how philanthropy can be integrated into multigenerational wealth planning, family governance, rising generation engagement, charitable tools and long-term legacy.

Lindsay Hardie of Sierra Legacy Consulting talks with Rod Zeeb about the human side of wealth and why good communication starts on the inside, helping families grow wealth and well-being across generations.

Rod Zeeb and Chris Hetner, Chief Cyber Advisor at World Wide Technology, discuss advancements in cyber and AI risk and its impact on business, operational and financial exposures and best practices. 

Private Family Trust Companies provide far more than governance oversight and trust administration support. While effective governance structures and fiduciary responsibilities remain essential, long-term success also depends on meaningful family engagement. By fostering communication, educating future generations, aligning family values, and encouraging active participation, trust companies can help strengthen family unity, preserve wealth across generations, and ensure the family's vision and legacy endure. Rod Zeeb & Cindy Steeb discuss a holistic approach that balances technical administration with relationship-building creates stronger outcomes for both the family and the trust structure.

Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen resilience and connection across generations.

Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss ways to build an excellent plan for successful inheritance.