E4 - With The Next Generation

At the Kitchen Table with Momentum Advisory Group

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 their family office. In this discussion we considered goal setting in a family context, values, philanthropy and family dynamics. This episode gets to the core of our process and captures many insights for families considering this work.