2. Teaching Financial Education to kids so they can thrive and create societal change - Kendall Flutey's Journey with Banqer
Making Wealth Meaningful with Private Wealth Network (PWN)
Release Date: 08/30/2023
8. What Wealthy Families Seek from Their Trusted Advisors with PWN member, David Werdiger
Making Wealth Meaningful with Private Wealth Network (PWN)
In this episode, PWN Founder, Richard Milroy with PWN member David Werdiger to discuss the evolving needs and expectations of wealthy families when it comes to their trusted advisors. As both a second-generation family member and an advisor to significant families, David brings a unique dual perspective to the conversation. He shares insights on the complexities faced by wealthy individuals and families. David explores the importance of integrated and collaborative advisory approaches to effectively serve their diverse needs. David also shares his significant...
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7. A Life of Impact: A Conversation with Pioneer Investor Wolfgang Hafenmayer on Social Entrepreneurship, Family Offices and the Journey to Meaningful Wealth
Making Wealth Meaningful with Private Wealth Network (PWN)
In this 'Making Wealth Meaningful' podcast episode, PWN Founder, Richard Milroy, is joined by Wolfgang Hafenmayer: Senior Advisor, Circulate Capital Founding Partner. Circulate Capital launched in 2018 to invest in solutions for the ocean plastic crisis in South and Southeast Asia. They discuss Wolfgang's journey from environmental advocate to impact investor, including founding social ventures and advising royal families. He emphasises understanding one's values and vision for creating change through investments and philanthropy. Wolfgang also reflects on helping families understand their...
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6. Empowering Wealth: Conversations on Philanthropy, Family and Identity with Danielle York, President 21/64 (US)
Making Wealth Meaningful with Private Wealth Network (PWN)
In this podcast episode, PWN's Founder Richard Milroy interviews Danielle York, President and Executive Director, 21/64 - an organisation focused on intergenerational transition, decision making and relationships particularly in the context of philanthropy and wealth management. They discuss various topics related to wealth, family dynamics and identity in the context of multi-generational families. Danielle emphasises the importance of understanding one's values, engaging in open conversations and building a collective identity within families to make informed and intentional decisions. She...
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5. Adam Milgrom on Navigating Impact Investing and Making Wealth Meaningful
Making Wealth Meaningful with Private Wealth Network (PWN)
Richard Milroy, host of the "Making Wealth Meaningful" podcast, welcomes Adam Milgrom as a guest. Adam discusses his background, growing up in a family that emphasizes both business success and philanthropy. He shares his journey into impact investing and his work with Giant Leap Fund, an impact venture capital fund. Adam also talks about his involvement with his family's office, Triple, which combines a deep impact mandate with various asset classes. The discussion touches on gender diversity in entrepreneurship, impact measurement, and using various capital tools to maximize impact. Adam...
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4. Transforming Wealth: Putting wealth to good work - ways the next generation make their impact Interview with PWN Founder, Richard Milroy and PWN member, Fiona Hindmarsh
Making Wealth Meaningful with Private Wealth Network (PWN)
Brought to you by NetWealth. PWN Founder Richard Milroy and PWN member & Innovation Venture Capital and Family Office mover and shaker, Fiona Hindmarsh (Private Wealth Network) talk about Making Wealth Meaningful in this edition of the podcast. PWN believes private wealth can be a force for good in the world. PWN gives a private confidential environment where members: successful entrepreneurs and families/ individuals of significant wealthcan interact, exchange ideas and learn from one another. This insightful podcast discusses PWN member, Fiona's experience in early stage...
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3. Building a successful Silicon Valley Family Office - Rebecca Maguire's journey into building sustainable Family Offices for Billionaires
Making Wealth Meaningful with Private Wealth Network (PWN)
In this podcast episode, Richard Milroy discusses wealth management and meaningful wealth with guest Rebecca Maguire. Rebecca is experienced in managing family offices and specializes in helping families create efficient structures for their wealth management needs through her firm, EFO Advisory Services. Rebecca emphasizes the importance of using technology in family office operations. She mentions cloud-based tools like Slack, Google Suite, and Sage Intacct, which allow for efficient collaboration, document sharing, and accounting. She also emphasizes the value of customization in investment...
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2. Teaching Financial Education to kids so they can thrive and create societal change - Kendall Flutey's Journey with Banqer
Making Wealth Meaningful with Private Wealth Network (PWN)
In this podcast conversation, Richard Milroy discusses financial education and its importance with Kendall Flutey, the founder of Banqer, a financial education platform aimed at teaching kids about money. The goal of Banqer is to equip the next generation with the skills and knowledge they need to make informed financial decisions. They believe in starting early with financial education to build positive behaviors and patterns. Banqer provides software for schools, both primary and secondary, in New Zealand and Australia. Their platform creates a gamified and experiential environment for...
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1. Becoming an entrepreneur (from Zero to One) in an Entrepreneurial Family - David Werdiger's Story of Building Generational Wealth.
Making Wealth Meaningful with Private Wealth Network (PWN)
In this podcast episode titled "Making Wealth Meaningful," Richard Milroy interviews David Werdiger about entrepreneurship in family businesses and family offices. The focus is on how wealthy families can encourage entrepreneurialism and pass on a legacy of entrepreneurship to future generations. David Werdiger shares insights from his personal background growing up in an entrepreneurial family and his experiences as an entrepreneur and family advisor. Key points discussed include: The Importance of Adversity: The link between adversity and entrepreneurship is explored. People who have faced...
info_outlineIn this podcast conversation, Richard Milroy discusses financial education and its importance with Kendall Flutey, the founder of Banqer, a financial education platform aimed at teaching kids about money. The goal of Banqer is to equip the next generation with the skills and knowledge they need to make informed financial decisions. They believe in starting early with financial education to build positive behaviors and patterns.
Banqer provides software for schools, both primary and secondary, in New Zealand and Australia. Their platform creates a gamified and experiential environment for students to learn about money management, budgeting, investing, and other financial skills. They focus on improving financial literacy, building financial capability, and boosting financial confidence among students. By preparing young people for their financial future, Banqer aims to bridge the gap in financial knowledge and empower them to make better financial decisions as adults.
Kendall Flutey, the founder of Banqer, shares her background and insights about financial education. She discusses the challenges of navigating financial conversations and behaviors, particularly among marginalized communities, women, and indigenous populations. The conversation touches on the psychology of money, societal expectations, and the impact of colonization on financial knowledge. Kendall also emphasizes the importance of discussing money openly, teaching children about financial concepts, and encouraging them to develop healthy financial habits from an early age.
The discussion concludes with Richard expressing his interest in bringing Kendall to speak at a conference and acknowledging the significance of Banqer's mission in preparing the next generation for their financial future. Brought to you by Netwealth.