by Excelsior Capital | Feb 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Generation Wealth: Money, Mentorship, and Meaningful ConnectionsIn this episode, Brian welcomes Jason Ma, award-winning Chief Mentor of Next-Gen Leaders and advisor to high-net-worth families and CEOs. Back to all Podcasts Podcast:...
by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Changing Landscape of Global WealthJamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments. Back to all Podcasts Podcast: The Changing Landscape of Global Wealth Jamie McLaughlin...
by Excelsior Capital | Jan 3, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Best Practices for Managing Conflict in Family OfficesAndy Busser is the President of Family Office at Pitcairn, a 100 year-old family office serving more than 100 families around the United States. Back to all Podcasts Podcast: Best...
by Excelsior Capital | Dec 22, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Challenges Of Wealth Holders: Facing Judgment and Finding Their WayAmanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. Back to all Podcasts Podcast: The Challenges Of Wealth...
by Excelsior Capital | Sep 7, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS Learning Within a Community to Change Our Perspective on WealthJeff Hays has 27 years of experience in the financial industry and was the co-founder of the institutional asset management company Hays Advisory and ran the company until 2019....
