6. Empowering Wealth: Conversations on Philanthropy, Family and Identity with Danielle York, President 21/64 (US)
Making Wealth Meaningful with Private Wealth Network (PWN)
Release Date: 12/05/2023
Making Wealth Meaningful with Private Wealth Network (PWN)
PWN's co-founder Richard Milroy sat down with psychologist and leadership coach, Veronica Peters, to explore the human side of wealth and leadership transitions. Together, they discuss how family systems shape rising leaders, the typical patterns and pressures families of significant wealth experience, and the practices that help the next generation step into leadership with confidence. From intergenerational education to the meaning of legacy, this episode offers practical insights for families and rising leaders.
info_outlineMaking Wealth Meaningful with Private Wealth Network (PWN)
In this candid conversation, we flip the script on discussions of family dynamics to hear from the other side of the table. Lawyer and friend of PWN, Donal Griffin, joins Richard Milroy to explore the critical role lawyers play in complex family businesses. They dive into the importance of wealth education for the next generation, share hard-earned lessons from unhappy families, and discuss how legal guidance can shape stronger family and business outcomes. Tune in for a thoughtful, behind-the-scenes look at the intersection of family, business, and law.
info_outlineMaking Wealth Meaningful with Private Wealth Network (PWN)
Join PWN members, Deryck Graham and Jack Black with PWN Founder, Richard Milroy as they dive deep into the world of cryptocurrency, exploring Bitcoin's potential to revolutionise wealth, challenge traditional financial systems and create personal freedom. Discover why these tech entrepreneurs believe Bitcoin is more than just an investment - it's a transformative technology that could reshape how we think about money and value in the digital age.
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In this episode, Director, Russell Family Foundation and good friend of PWN, Zac Russell, joins host PWN Co-Founder, Richard Milroy to delve into his own experience with wealth. From navigating inherited privilege to embracing inner work and supporting systems change, Zac shares his journey of redefining success beyond money. We explore the emotional weight of wealth, the role of community and how authenticity as well as responsibility can coexist.
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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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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...
info_outlineMaking 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...
info_outlineMaking 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...
info_outlineMaking 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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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...
info_outlineIn 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 also highlights the need for advisors who are knowledgeable about the human dimension of wealth.
Danielle's vision for 21/64 is to spread its tools and principles worldwide to help people have more meaningful and less fear-driven conversations about wealth. Ultimately, making wealth meaningful to her means empowering individuals to use their resources with integrity and well-being in mind.
Making Wealth Meaningful Podcast by Private Wealth Network brought to you by Netwealth - Your Business, Your Way.