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Contenido proporcionado por Sheila Scott and Family Enterprise Canada. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sheila Scott and Family Enterprise Canada o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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21: In Conversation with Dr. Lee Hausner - Part 2

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Manage episode 292200276 series 2809658
Contenido proporcionado por Sheila Scott and Family Enterprise Canada. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sheila Scott and Family Enterprise Canada o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.

All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Exchange or its employees.

Description In this episode, Dr. Lee Hausner sits down with Ruth Steverlynck for part 2 of our 2-part conversation, answering questions posed by FEAs. Topics covered in this podcast include the “big reveal”, money and meaning, talking about money, the important role of philanthropy in wealth transition and more.

Guest bio Dr. Lee Hausner is an internationally recognized clinical psychologist, business consultant, and family wealth advisor. She served as the senior psychologist for the Beverly Hills Unified School District for 19 years and is currently the Senior Managing Director for First Foundation Advisors. Dr. Hausner is a graduate of Northwestern University (BA, Psychology), San Francisco State University (MA, Psychology), and Kensington University (Ph.D., Psychology).

You can find out more about Dr. Lee Hausner here.

Key Takeaways [0:30] Ruth Steverlynck introduces Part 2 of the discussion with Dr. Hausner.

[3:00] The discussion starts with Dr. Hausner’s answer to the question “when, how and how much do we tell our children about the wealth they will receive when it comes to wealth transition?”

[7:37] Dr. Hausner touches on the role achievement plays in the coming generations and how to manage the profound impacts on children of the last great taboo in our modern society.

[12:24] Does age matter when discussing estate planning? Dr. Hausner shares her take on when the right time might be.

[15:30] Fear of entitlement can lead to withholding teachable moments as it relates to certain particular life skills, Dr. Hausner weighs in on the importance of transparency.

[19:20] Dr. Hausner shares some tips on how to protect more vulnerable heirs as well as gifting.

[23:00] In a technological world, handling money has become a more abstract concept. Does this have an impact on how children learn healthy financial habits?

[24:40] As more women become wealth owners, Dr. Hausner touches on how marriage relationships may be affected in the future.

[29:35] Dr. Hausner shares how she has handled emotional situations in her professional practice and why working with families can create a blurred boundary between the personal and professional.

[33:04] Is walking away from a family something you can do as an advisor?

[37:37] Dr. Lee Hausner’s advice for advisors.

[39:41] Ruth thanks Dr. Hausner and invites listeners to subscribe to the podcast.

Share your thoughts with us at fea@family-enterprise-xchange.com

Mentioned in this episode Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Xchange.

More about Family Enterprise Xchange Family Enterprise Xchange FEX on Facebook FEX on Twitter FEX on LinkedIn

  continue reading

62 episodios

Artwork
iconCompartir
 
Manage episode 292200276 series 2809658
Contenido proporcionado por Sheila Scott and Family Enterprise Canada. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sheila Scott and Family Enterprise Canada o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.

All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Exchange or its employees.

Description In this episode, Dr. Lee Hausner sits down with Ruth Steverlynck for part 2 of our 2-part conversation, answering questions posed by FEAs. Topics covered in this podcast include the “big reveal”, money and meaning, talking about money, the important role of philanthropy in wealth transition and more.

Guest bio Dr. Lee Hausner is an internationally recognized clinical psychologist, business consultant, and family wealth advisor. She served as the senior psychologist for the Beverly Hills Unified School District for 19 years and is currently the Senior Managing Director for First Foundation Advisors. Dr. Hausner is a graduate of Northwestern University (BA, Psychology), San Francisco State University (MA, Psychology), and Kensington University (Ph.D., Psychology).

You can find out more about Dr. Lee Hausner here.

Key Takeaways [0:30] Ruth Steverlynck introduces Part 2 of the discussion with Dr. Hausner.

[3:00] The discussion starts with Dr. Hausner’s answer to the question “when, how and how much do we tell our children about the wealth they will receive when it comes to wealth transition?”

[7:37] Dr. Hausner touches on the role achievement plays in the coming generations and how to manage the profound impacts on children of the last great taboo in our modern society.

[12:24] Does age matter when discussing estate planning? Dr. Hausner shares her take on when the right time might be.

[15:30] Fear of entitlement can lead to withholding teachable moments as it relates to certain particular life skills, Dr. Hausner weighs in on the importance of transparency.

[19:20] Dr. Hausner shares some tips on how to protect more vulnerable heirs as well as gifting.

[23:00] In a technological world, handling money has become a more abstract concept. Does this have an impact on how children learn healthy financial habits?

[24:40] As more women become wealth owners, Dr. Hausner touches on how marriage relationships may be affected in the future.

[29:35] Dr. Hausner shares how she has handled emotional situations in her professional practice and why working with families can create a blurred boundary between the personal and professional.

[33:04] Is walking away from a family something you can do as an advisor?

[37:37] Dr. Lee Hausner’s advice for advisors.

[39:41] Ruth thanks Dr. Hausner and invites listeners to subscribe to the podcast.

Share your thoughts with us at fea@family-enterprise-xchange.com

Mentioned in this episode Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Xchange.

More about Family Enterprise Xchange Family Enterprise Xchange FEX on Facebook FEX on Twitter FEX on LinkedIn

  continue reading

62 episodios

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