n this episode of The Caring Economy, we sit down with R. Adam Smith—seasoned investor, family office advisor, and legacy strategist—to explore how wealth, legacy, and leadership are being redefined for a new generation.
Adam brings decades of experience working with founders, families, and next-gen inheritors navigating the emotional and financial complexities of intergenerational wealth. From private equity to purpose-driven investment, he shares fresh insights on why the most successful family legacies aren’t built on spreadsheets—they’re built on storytelling, empathy, and trust.
We explore:
How family offices are evolving into “family galaxies”
Why emotional intelligence is becoming the most valuable asset in finance
What rising generations are asking of their wealth—and their advisors
Whether you’re advising wealth, building a legacy, or simply curious about what it means to lead with care, this conversation is a must-listen.