The Next Generation of Leaders

EXCELSIOR CAPITAL PRESENTS

The Next Generation of Leaders

This episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers.

Back to all Podcasts

Go Beyond Marketing and Create a Better Customer Experience

Podcast: The Next Generation of Leaders

This episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers. Celine shares her story of being in a leadership role at the age of 21, and how she learned to appreciate and understand the scope and breadth of her family’s wealth. Celine also discusses learning to navigate the process of setting up a prenuptial agreement, her sister’s involvement in the NextGen cohort, and the importance of having meaningful money conversations with her partner or family.

Additionally, she talks about interning with the Loyola Family Business Center to gain knowledge on various topics related to wealth management and connecting with peers in similar situations. This episode is essential for anyone wanting to learn more about succession planning, financial literacy, trust, lawyers involved in managing assets, and more. Celine is the next-gen leader. She is G3 and from a long line of successful bankers. While finance is not her forte she is forging her path in the philanthropic space.

Key Highlights

[00:01 – 06:42] Opening Segment

Celine Fitzgerald is a NextGen leader and G3 in a long line of successful bankers
At the time, her father and his four siblings all went their own way, without setting up a multi-family office
Celine plans to have a different conversation with her children about money than her father had with her

[07:17 – 13:47] Navigating the Family Office World: Lessons Learned by a Millennial

Understood the value of a dollar and responsible tools to handle wealth
How Celine learned about trust, lawyers, and navigating assets
How Celine learned about succession planning, governance, next-gen education, financial literacy
Connecting with peers is key to success in the family office world

[13:48 – 32:03] Navigating Pre-Nuptial Agreements and Financial Discussions with a Millennial: A Journey of Learning and Growth

Start education earlier and use the right words when discussing family assets
Choke points have been understanding roles and building reporting
Philanthropy is a pillar of the single-family office, which dad is letting daughter manage
Women are sometimes assumed to be less intelligent in meetings
Conversations about philanthropy

[32:03 – 33:15] Closing Segment

Additional Links:

Celine’s LinkedIn: https://www.linkedin.com/in/celine-fitzgerald-3603a18/

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

How Much Money Do I Need to Start Investing in Commercial Real Estate?

We frequently have conversations where people tell us, “I want to start investing in commercial real estate, but I’m not sure if I have the capital.”

Benefits of Owning Commercial Property over Residential

While both types of real estate investments have their benefits, investing in CRE can be more advantageous for several reasons.

The Revolution That Wasn’t

How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That Wasn’t and editor of the Wall Street Journal’s Heard on the Street column.

Tax Savings Secrets: How Cost Segregation Analysis Can Save You Money

How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation.

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 attorney to reorganizing his family’s activities under a single-family office.

Key Characteristics of High-Performing Family Offices

Are 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 it.

Talking to Your Parents about Their Finances

As 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, discusses how to have meaningful conversations with your parents about their finances.

Pros, Cons, and Features of Robo-Advisors for the Wealthy

Learn 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 robo-advisors have revolutionized traditional financial advisory services.

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Livechat

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.