by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS What is a Family Owner’s Manual and Do I Need One?It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional...
by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Key Characteristics of High-Performing Family OfficesAre family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in...
by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Talking to Your Parents about Their FinancesAs your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist,...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Pros, Cons, and Features of Robo-Advisors for the WealthyLearn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Founder's StoryThis episode of the Capital Club podcast is your chance to get a behind-the-scenes look at the life and story of Brian. Back to all Podcasts Podcast: The Founder’s Story This episode of the Capital Club podcast is...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS How To Build A Board That Strengthens Your BusinessTake a thoughtful approach to growing your business, hold yourself accountable, and bring opportunities that you never could have found on your own. Back to all Podcasts Podcast: How To...
