Managing wealth can feel like building a house, except you’re also the architect, plumber, and electrician.
But what if that’s setting your family up for confusion or even failure?
In this episode, host Brady Fineske, CFP®, is joined once again by Chris Erblich, CEO of TFO Wealth Partners and Partner at Husch Blackwell, to explore why families with significant wealth need integrated planning and coordinated advisory teams.
Chris shares personal stories and professional insights into building purposeful legacy plans, explaining how a lack of communication, outdated advisors, and disjointed teams can compromise everything.
What to expect:
- 03:02 The role of integrated teams in preserving wealth and family harmony
- 13:05 The #1 trait to look for in any financial advisor
- 15:38 How “following the money” reveals hidden conflicts of interest
- 24:06 Why family meetings might save your legacy
- And more!
