EPISODE 4: How to Not Ruin Your Kids with Money

Guest: Mark Shiller
Host: Rod Zeeb

Length: 56 minutes

In this episode: In this episode, Rod Zeeb sits down with Mark Shiller, author of How to Not Ruin Your Kids with Money, to explore how affluent families can prepare the next generation to responsibly manage and benefit from inherited wealth.

They discuss the importance of open family conversations, pre-inheritance experiences, balancing support with independence, and creating structures that encourage stewardship rather than entitlement. The conversation also examines how families can move beyond simply dividing assets equally to building a shared culture of responsibility, purpose, and long-term generational success.

EPISODE 3: Cyber and AI Risk...The New Frontier

Guest: Chris Hetner
Host: Rod Zeeb

Length: 36 minutes

In this episode: Rod Zeeb and Chris Hetner, Chief Cyber Advisor at World Wide Technology, discuss advancements in cyber and AI risk and its impact on business, operational and financial exposures and best practices.

EPISODE 2: Philanthropy as the Positive Glue in Multigenerational Wealth Planning. 

Guest: Bleu Blakslee
Host: Rod Zeeb

Length: 26 minutes

In this episode: Innovative Philanthropy:  Where Family Purpose, Passion and Planning Meet.  A conversation on how philanthropy can be integrated into multigenerational wealth planning, family governance, rising generation engagement, charitable tools and long-term legacy.

EPISODE 1: Private Family Trust Companies are More than Governance & Trust Administration Support – Family Engagement is Important!

Guest: Cindy Steeb
Host: Rod Zeeb

Length: 35 minutes

In this episode: Private Family Trust Companies provide far more than governance oversight and trust administration support. While effective governance structures and fiduciary responsibilities remain essential, long-term success also depends on meaningful family engagement. By fostering communication, educating future generations, aligning family values, and encouraging active participation, trust companies can help strengthen family unity, preserve wealth across generations, and ensure the family's vision and legacy endure. A holistic approach that balances technical administration with relationship-building creates stronger outcomes for both the family and the trust structure.