May 16, 2023
Helping people develop a right relationship with money,
particularly the younger generations in families of wealth and
influence, is the unique focus of the work done by this week’s
guest, Kristin Keffeler. As a leading practitioner of family wealth
advising called Wealth 360, she supports families of significant
means in doing what she calls the “inner work” of money. It’s not
just about managing portfolios, but developing a healthy life
identity around the dollar signs.
This may be the most personal episode we’ve yet done from
Warwick’s perspective, given his history as the 5th generation heir
to a multibillion-dollar media dynasty in his home nation of
Australia. The ground he and Keffeler cover here not only offers
insights and action steps for families like the one Warwick was
born into, but to any family that can benefit from shoring up its
relationship to money and their relationships to each other.
At the root of finding that health, Keffeler explains, is
understanding that the formation of personal identity separate from
the numbers on a balance sheet is an important destination all of
us must find our way to.