• Dr. Charles Eckhart - Family Wealth Dynamics

  • Aug 15 2024
  • Length: 39 mins
  • Podcast

Dr. Charles Eckhart - Family Wealth Dynamics

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  • Summary

  • 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
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    Compliance Code: 1904-OAS-7/31/2024
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