Wealth Matters

Business RadioX ®

A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.

72 Episodes

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
1/26/2022
Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in […]
Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
10/27/2021
Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education […]
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Spotlight on Conservatorships and Guardianships
9/22/2021
Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael […]
Investing for the Long Term: What You Need to Know
8/26/2021
David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment […]
So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls
7/29/2021
Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip […]
Estate and Financial Planning for Families with Unmarried Partners
4/28/2021
Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support […]
Simplifying and Managing Your Finances for When You Age and Beyond
3/24/2021
Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. […]
It’s Complicated: Estate Planning for Blended Families
2/24/2021
Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates […]
Understanding the IRS Collection Process
1/27/2021
Jeffrey Kess/MendenFreiman Jeffrey Kess is a partner in MendenFreiman’s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands […]
Philanthropy in 2020 and Beyond
12/20/2020
Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations, supporting organizations, donor-advised funds, and nonprofit taxation. Previously, Christy served as managing director, philanthropic counsel at the […]

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Wealth Matters

Business RadioX ®

72 Episodes

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

Spotlight on Conservatorships and Guardianships

Investing for the Long Term: What You Need to Know

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

Estate and Financial Planning for Families with Unmarried Partners

Simplifying and Managing Your Finances for When You Age and Beyond

It’s Complicated: Estate Planning for Blended Families

Understanding the IRS Collection Process

Philanthropy in 2020 and Beyond