by Excelsior Capital | Feb 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS How to Improve Age and Gender Inclusivity in Family Enterprises to Co-Create Businesses of the FutureToday we welcome back Nike Anani to the podcast. She is a Speaker, Author, and Legacy Planning Consultant for family firms. Back to all...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Next Generation of LeadersThis episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers. Back to all Podcasts Podcast: The Next Generation of Leaders This episode...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Truth About Being a Lead Dad with Author and Former New York Times JournalistBefore starting The Company of Dads in 2021, Paul Sullivan was a journalist for 25 years, the last 13 at The New York Times where he wrote the Wealth Matters...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Fiduciary Frontier: Navigating the Complex World of Personal Finance Don Trone is the CEO and one of the Co-founders of 3ethos. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most...
by Excelsior Capital | Feb 2, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Modern Family Office: Building a Business That LastsJosh Baron is a co-founder and Partner at BanyanGlobal. For the last decade, he has worked closely with families who own assets together, such as operating companies, family...