Episode 17 - Understanding the Complexities of Wealth Transition with Cindy Radu

Powered by RedCircle

In this week's episode, Nicole and Greg welcome Cindy Radu, a family wealth transition advisor, to discuss the intricate journey of wealth transition and the importance of understanding wealth holistically. Cindy shares her unique career path and emphasizes the significance of governance structures, family dynamics, and the multifaceted nature of wealth, which includes social, human, intellectual, and foundational aspects. She provides insights into effective governance, the role of family charters, and the need for open communication and education to preserve family legacies across generations.

Previous
Previous

Episode 18 - The Best Strategies for Multigenerational Wealth Planning with Shelly Appleton-Benko

Next
Next

Episode 16 - Navigating the Emotional Labyrinth of Estate Settlements with Susan Mendel