Welcome to the Ownership Perspectives Podcast!This podcast isn’t financial advice—but it is a behind-the-scenes look at how we think about wealth, ownership, and stewardship.Originally created to serve our clients, we now share it with a broader audience because we believe in radical transparency and the power of perspective. Our mission? To inspire families to build legacies that last 100+ years.No hype. No sales pitch. Just honest conversations designed to help you think like an owner—across generations. As always, talk to your advisor before making financial decisions.

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