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“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as ...

Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and sometimes daunting world of the family office. Here’s what’s covered: Who is Jeff Davidson? @02:35 Developing a national family business succession pl...

As the fast-moving tax reform train continues to pick up speed, Travis Lucas joins host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Find out what the tax proposals might mean for you, your business, and your family.

ESG—the environmental, social, and governance factor can serve as a great opportunity and platform to do better while improving your business on multiple levels. In this podcast episode, host Damien Martin sits down with guest Dirk Cockrum to define ESG, explain its potential effects, describe various ESG frameworks, and share how to get star...