Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets

Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these mythologies at times? What are the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions? What are some potential signals that an advisor is over their head and that it is time to call in help? What clinical skill set does Dr. Eckhart wish he could impart to listeners of the show? Links Dr. Charles Eckhart on LinkedIn Cathexis Group James Hughes - Family Wealth Dr. James Grubman - Strangers in Paradise Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1904-OAS-7/31/2024