PODCASTS

Wealth Education Essentials for Beneficiaries of Wealth

Welcome to the Podcast where host, Dr. Kirby Rosplock, speaks with experts on many topics relevant to the ultra-high-net-worth families and family office's. Kirby is the author of several books, including The Complete Family Office Handbook, 2nd ed., and The Complete Direct Investing Handbook. She also shares her expertise as a consultant, advisor, and educator to those in the wealth management space. 

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Bench Consulting Podcast Episodes

Empowering Family Businesses: Insights about Policy and Tax

Empowering Family Businesses: Insights about Policy and Tax
May 01, 2024

Join Kirby Rosplock for an enlightening discussion with Pat Soldano, President of Family Enterprise USA, and head of the Policy and Taxation Group, as they discuss the organizations' advocacy for family businesses and family offices on tax and economic issues in Washington, DC. Key points include insights from the annual family business survey, the significance of the Congressional Family Business Caucus in shaping policy, and recommendations for grassroots engagement.

Family Trust Companies: Preserving Multigenerational Wealth

Family Trust Companies: Preserving Multigenerational Wealth
Apr 22, 2024

Join host Dr. Kirby Rosplock and expert Cindy Steeb as they delve into the benefits and strategies behind setting up a private trust company. Learn how these entities promote family unity, preserve wealth across generations, and gain insights into key setup steps, including decision-making, committee formation, and advisor selection for successful wealth management.

The “Why” of Your Family Wealth Strategy

The “Why” of Your Family Wealth Strategy
Apr 15, 2024

Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space. 

Demystifying Bitcoin with Arthur Salzer

Demystifying Bitcoin with Arthur Salzer
Mar 08, 2024

Join an insightful discussion between Cindy Radu and seasoned advisor Arthur Salzer on the topic of Bitcoin. Arthur explains the revolutionary concept of Bitcoin as a digital currency and sheds light on the process of Bitcoin mining, the significance of blockchain technology, and the potential impact of Bitcoin on investment portfolios.

Family Leadership and Family Governance: What Comes First?

Family Leadership and Family Governance: What Comes First?
Feb 09, 2024

Dr. Kirby Rosplock is in conversation with Chris Herschend, a third-generation shareholder in a family enterprise, who shares a personalized perspective on the evolution and growth of a family business system. Join this discussion to gain a deeper understanding of the organic and intentional aspects of how things unfold in the family business landscape, emphasizing that governance is an ongoing, never-completed process.

The Unique Struggles of Prominent Families

The Unique Struggles of Prominent Families
Jan 12, 2024

Join Cindy Radu as she hosts Russ Haworth in a captivating conversation, exploring the distinctive challenges that the Rising Generation encounters while growing up in prominent families. Russ underscores the importance of preparing heirs to inherit wealth and sheds light on the Quest for Legitimacy model, outlining the four phases individuals must undergo on their journey toward legitimacy.

Human Side of Estate Planning: Considering Human Capital in your Plan

Human Side of Estate Planning: Considering Human Capital in your Plan
Dec 06, 2023

Join Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.

Greatness is a Choice

Greatness is a Choice
Dec 05, 2023

Tune in for a dynamic conversation with Ethan Penner, real estate investor and Managing Partner of Mosaic Real Estate Investors, who shares wisdom from his recently released book, “Greatness is a Choice.” Ethan provides a series of insightful chapters on the foundational lessons he learned over the years. From Tony Robbins and Sharon Osbourne to Steve Cohen and Julius “Dr. J” Erving, Ethan has received endorsement and praise for his new book from global celebrities.

Neuroscience and Implications for the Family Office

Neuroscience and Implications for the Family Office

Nov 27, 2023

Dr. Kevin Fleming, Founder of Grey Matters International, Inc., joins Dr. Rosplock to discuss the power of neuroscience and how it impacts how families of wealth operate. Dr. Fleming shares his own personal journey from armchair psychotherapist to coaching and consulting with some of the world’s leading athletes, superstars, and CEOs. Specifically, Dr. Fleming shares keen insights into neurotech that impact how we trust, build rapport, and manage change. 

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