Episode
#263 | Inside a Family Office: The Smarter Way To Handle Wealth Decisions & Estate Planning - Financial Literacy, Financial Advisors & Wealth
- Published
- Apr 2, 2026
- Duration seconds
- 1362
- Processing state
not_requested- Canonical source
- https://app.talkshoe.com/show/bullshift-the-podcast
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Summary
Are your wealth decisions actually setting your family up for long-term success—or quietly creating risk? In today’s increasingly complex world, managing money isn’t just about investments anymore. From global uncertainty to tax implications and estate planning gaps, many people overlook the bigger picture—leaving critical decisions fragmented and exposed. In this episode, you’ll learn: How a family office approach brings clarity and coordination to your wealth decisions The hidden estate planning mistakes that can cost your family time, money, and stress Why cash flow, taxes, and global risks matter more than ever in today’s environment Tune in to discover how to simplify your financial life and make more confident, future-proof wealth decisions with the right strategy in place. More about Tina Di Vito: https://www.ey.com/en_ca/people/tina-di-vito John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your Finances STANDUP to the Financial Services Industry The Professional Financial Advisor IV