Where Family, Purpose and Legacy Meet
Welcome to The Trusted Room, where we explore the conversations that matter most. Beyond finances, it's about family, purpose and the things money can't measure.
Where Family, Purpose and Legacy Meet
Welcome to The Trusted Room, a series about the conversations that really matter. So much of the financial industry focuses on the math, portfolios, markets and returns, but the conversations clients actually thank you for are about family, purpose, and the things money can't measure. We created The Trusted Room to bring those conversations out into the open.
Helping Families Navigate Important Decisions Together
SVP Director Wealth Strategy, Joe Maier
As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning, and post-death administration needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.
The Trusted Room Episodes
Affluenza: How to Raise Kids Who Aren’t Spoiled
How do you raise motivated children around wealth? On The Trusted Room, we discuss how to avoid affluenza by focusing on family values.
The Importance of Succession Planning: Start With Purpose
On The Trusted Room, we tackle the importance of succession planning and why purpose comes before process.