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The Sassy Succesionist - A Family Office Podcast
The Sassy Successionist
3 episodes
1 day ago
Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerful insights into succession planning, legacy building, and wealth governance through my analysis of both successful and failed wealth transfers. Sometimes my stories are serious, sometimes they are a little silly - but at the end of the day, each episode ties into how to build a legacy. Whether you’re a family office professional, wealth advisor, or an individual navigating your own wealth journey, our discussions provide the spark to transform conventional thinking about generational wealth. Thanks for listening to the Sassy Successionist - come for the stories, stay for your own legacy!
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Entrepreneurship
Business,
Investing
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Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerful insights into succession planning, legacy building, and wealth governance through my analysis of both successful and failed wealth transfers. Sometimes my stories are serious, sometimes they are a little silly - but at the end of the day, each episode ties into how to build a legacy. Whether you’re a family office professional, wealth advisor, or an individual navigating your own wealth journey, our discussions provide the spark to transform conventional thinking about generational wealth. Thanks for listening to the Sassy Successionist - come for the stories, stay for your own legacy!
Show more...
Entrepreneurship
Business,
Investing
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2 - No right age for a handover
The Sassy Succesionist - A Family Office Podcast
16 minutes
6 months ago
2 - No right age for a handover

Woohoo, we're on the second episode!

Summary

In this episode, I talk about the Ragley family debate that's in court - and it's quite the sassy story! A grandfather handed over an estate to the father at a certain age. Now, the 3rd generation expects a handover, but have they proved themselves ready?

Plus - how can families prepare their children to take over estates or businesses in this current environment?


What to do next

  • Subscribe to the Sassy Successionist - wherever you get your podcasts. 
  • Check out my very quick and simple succession planning template in my little shop 
  • Looking for a family office job? Check out https://www.family-office-jobs.com 


Sources:

  • https://www.bbc.com/news/articles/cgkj52k2lyjo 
The Sassy Succesionist - A Family Office Podcast
Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerful insights into succession planning, legacy building, and wealth governance through my analysis of both successful and failed wealth transfers. Sometimes my stories are serious, sometimes they are a little silly - but at the end of the day, each episode ties into how to build a legacy. Whether you’re a family office professional, wealth advisor, or an individual navigating your own wealth journey, our discussions provide the spark to transform conventional thinking about generational wealth. Thanks for listening to the Sassy Successionist - come for the stories, stay for your own legacy!