Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Inception Family Wealth Podcast

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by Chris Delaney, BA, LL.B, B.Ed, TEP, FEA

16 episodes

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Podcast Overview

A podcast examining essential family business transition, farm succession, and estate planning questions. Host Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term”. In this podcast, we examine threshold planning considerations related to family business transition planning, family farm succession and intergenerational wealth transfer. In Season 1, we explored a range of "What if" questions. In Season 2, we change format and examine important wealth planning decisions and examine tools for making better choices.

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Publishing Since

5/14/2020

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Recent Episodes

November 26, 2022

Season 2 - Introduction

In this brief episode I announce a new season and new, expanded format including interviews, book reviews, topical discussions, In The News and much more. Exciting new shows on the way including: <ul> <li>Better Decision Making</li> <li>Fair versus Equal</li> <li>Can I Really Rule from the Grave?</li> <li>Is Shirtsleeves to Shirtsleeves really a thing?</li> <li>Working with a Family Enterprise</li> <li>Advising the Family Business</li> <li>Strategic Estate Planning Process</li> <li>Family Meetings</li> <li>ESG and Philanthropy</li> <li>The Rise of the Family Office</li> </ul> and much, much more. Have you read a book or seen a speaker that would be great for our format? Maybe that's you and you have an interesting idea or are  thought leader? Email your idea to podcast@familywealthpress.com Looking to buy copies of "<a href="//www.familywealthpress.com" target="_blank">The Naked Opus: Growing Your Family for the Long Term"?</a> -- ebooks at amazon.ca or in print it can be ordered at <a href="//www.familywealthpress.com">www.familywealthpress.com</a>

April 8, 2022

What is a Family Retreat?

In this week's episode of Inception Family Wealth Podcast I interview Vincent Valeri. Vincent is the Managing Director of <a href="https://www.vincentvaleri.com/">Vincent Valeri & Associates</a>. He is a Legacy Coach, Speaker and Family Enterprise Advisor. In this episode we discuss all things about Family Retreats, including: <ul> <li>How to arrange and conduct a Family Retreat</li> <li>When you might use one to benefit your family enterprise planning</li> <li>How to build an agenda </li> <li>When to decide if you need an informal or formal arrangement</li> <li>What family retreats help with in terms of communication and governance</li> <li>building educational and growth opportunities</li> </ul> any a lot more!! Your host is <a href="https://www.linkedin.com/in/chris-delaney-ll-b-tep-fea-70311b12/">Chris Delaney, Author, Speaker and Family Enterprise Advisor. </a>If you are interested in my book, click here <a href="https://familywealthpress.com/">"The Naked Opus: Growing Your Family Wealth for the Long Term". </a>E-book versions are available at amazon.ca  Please reach out to chris@familyenterpriseadvisor.com for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

March 28, 2022

What if I have a Professional or Elite Athlete that requires wealth and estate planning?

Part 2 of my conversation with <a href="//www.onesports.ca">Rick Weiss of One Sports + Entertainment Group</a> where we discuss: <ul> <li>Pet Trusts and Frozen Embryos</li> <li>Dealing with cyber fraud and digital estates</li> <li>Getting the "right" advisory circle</li> <li>joint wishes</li> <li>the transient sports client</li> <li>scenario testing decisions</li> </ul> and much more... For information on my book, connect to www.familywealthpress.ca

16 total episodes available

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What is Inception Family Wealth Podcast?: A podcast examining essential family business transition, farm succession, and estate planning questions.

Host Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term”.

In this podcast, we examine threshold planning considerations related to family business transition planning, family farm succession and intergenerational wealth transfer. In Season 1, we explored a range of "What if" questions. In Season 2, we change format and examine important wealth planning decisions and examine tools for making better choices.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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