This episode comes from the kitchen table at a country farm in NSW. It captures the reaction of a family coming together for their 1st family assembly.بقلم Momentum Advisory Group

How much is enough?In this episode I spoke with Arun Abey. Having authored the book ‘How much is enough’ and advised clients in relation to wealth for many years, Arun has deep insight into wealth, purpose and happiness He has a great perspective on how we need to educate and prepare our families to maximise wellbeing.…

Independent Advice In this episode, I spoke with Paul Heath, CEO at Koda Capital. I partner with Koda and have worked with Paul for over 10 years. We talked about the value of independent financial advice and how the industry will transform in the future. Paul brings a lot of clarity to the concept of family leadership and inter-generational wealth…

Herding Cattle...A very special family I've been working with closely, held their Family Council meeting in Bondi this week, which was a great opportunity to sit down with the next generation of the family.Here we have 3 bright, thoughtful young adults reflecting on the past two years of experiences, challenges and successes in the development of t…

'Communication, Communication, Communication...'My father, Graham Jones III was visiting us in Sydney this week, which made it easy to sit down at the kitchen table and talk through his story as executor of his father’s estate. Digging into the application of our family resources revealed a lot about my family story I hadn’t heard before. His story…

'Good Advice'In this episode I was fortunate to have Alan Heath join me at the kitchen table. Alan has 30 plus years working with families and family offices, and is a guest lecturer at the Harvard Business School Executive Education Program for families in business. I really enjoyed Alan’s global perspective and his insights on family governance.…

'Our Philosophy'This podcast is a way to share stories from families we support and family advisers we partner with. These stories share a common theme - a critique of the idea that to be wealthy is not just about how much money you have but how you put your family's resources to use for future generations.We are a small family business helping fam…