We are excited to announce the launch of the Family Purpose, Prosperity & Legacy Podcast Series – a new platform dedicated to exploring the ideas, conversations, and strategies that help families and the professionals who serve them navigate multigenerational wealth, family continuity, governance, and legacy.
Through thoughtful discussions with experienced practitioners and industry leaders, the podcast highlights the human side of planning and the important role meaningful engagement plays in preserving both family relationships and family wealth. Together, we will examine topics that inspire stronger family connections, intentional planning, and lasting impact.
First Episode
Private Family Trust Companies are More than Governance & Trust Administration Support – Family Engagement is Important!
Our first episode features Guest: Cindy Steeb and Host: Rod Zeeb, who discuss why meaningful family engagement is an essential component of successful Private Family Trust Companies and the importance of balancing technical administration with relationship-building.
We invite you to visit our new Podcast page to listen to the first episode and join us for future conversations designed to inspire thoughtful planning, meaningful engagement, and enduring family success.