# #263 | Inside a Family Office: The Smarter Way To Handle Wealth Decisions & Estate Planning - Financial Literacy, Financial Advisors & Wealth

Page: https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/263-inside-a-family-office-the-smarter-way-to-handle-wealth-decisions-estate-planning-financial-literacy-financial-advisors-wealth
Text version: https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/263-inside-a-family-office-the-smarter-way-to-handle-wealth-decisions-estate-planning-financial-literacy-financial-advisors-wealth.md
Podcast: [Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World](https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183)
Published: 2026-04-02T09:00:00+00:00
Episode link: https://app.talkshoe.com/show/bullshift-the-podcast
Audio file: https://episodes.captivate.fm/episode/b56bb4a8-0ce8-4b84-8dd5-0195da30c91f.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/episodes/263-inside-a-family-office-the-smarter-way-to-handle-wealth-decisions-estate-planning-financial-literacy-financial-advisors-wealth
Duration seconds: 1362

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/episodes/263-inside-a-family-office-the-smarter-way-to-handle-wealth-decisions-estate-planning-financial-literacy-financial-advisors-wealth/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/263-inside-a-family-office-the-smarter-way-to-handle-wealth-decisions-estate-planning-financial-literacy-financial-advisors-wealth.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.