Andrew Taylor sits down with Kristin Keffeler for a thoughtful conversation about the growing shift in the trust world—from focusing solely on technical outcomes to prioritizing human wellbeing. Kristin explains why beneficiary wellbeing statutes matter and how they shine a light on the often-overlooked human side of wealth. They unpack common stigmas and struggles faced by adults who grow up in wealth, including identity, relationship, and “money clutter.” Together, they explore why every family has a culture and how families can more intentionally define their values so wealth becomes a resource that supports healthy individuals, stronger relationships, and meaningful impact.Links: JFG Family OfficeKristin’s WebsiteThe Myth of the Silver Spoon by Kristin KeffelerKristin Keffeler on LinkedInORDER Andrew’s New Book — LAUNCH: A Guide to Getting Unstuck, Navigating Life, and ThrivingAndrew Taylor’s WebsiteSend us a text

Ver todos los episodios