• Episode 10 - Unlocking the True Value of Family Legacy with Grant Conroy

  • 2024/11/14
  • 再生時間： 23 分
  • ポッドキャスト

Episode 10 - Unlocking the True Value of Family Legacy with Grant Conroy

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  • In this episode of Your Estate Matters, Nicole and Greg engage with Grant Conroy, a portfolio manager at Genus Capital Management. The discussion centers on family wealth, legacy building, and holistic wealth stewardship. Grant shares his journey from London's trading floors to wealth management, influenced by personal changes and family connections. He emphasizes viewing wealth beyond financial capital, incorporating intellectual, social, spiritual, and human aspects. Key topics include the responsibilities of inheritors, the importance of communication in succession planning, the impact of wealth transfer in Canada, and the role of empathy and gratitude in managing wealth.

    --

    Follow Grant:

    Genus Capital Management - https://genuscap.com/

    LinkedIn - https://ca.linkedin.com/in/grantconroyfamilywealthadvisorgenuscapital


    Follow Heritage Trust:

    Instagram - https://www.instagram.com/heritagetrustbc/

    Website - https://heritagetrustcompany.ca/

    Get the Essential Estate Planning Checklist for Canadians:

    https://www.estateclub.ca/estate-planning-checklist
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あらすじ・解説

In this episode of Your Estate Matters, Nicole and Greg engage with Grant Conroy, a portfolio manager at Genus Capital Management. The discussion centers on family wealth, legacy building, and holistic wealth stewardship. Grant shares his journey from London's trading floors to wealth management, influenced by personal changes and family connections. He emphasizes viewing wealth beyond financial capital, incorporating intellectual, social, spiritual, and human aspects. Key topics include the responsibilities of inheritors, the importance of communication in succession planning, the impact of wealth transfer in Canada, and the role of empathy and gratitude in managing wealth.

--

Follow Grant:

Genus Capital Management - https://genuscap.com/

LinkedIn - https://ca.linkedin.com/in/grantconroyfamilywealthadvisorgenuscapital


Follow Heritage Trust:

Instagram - https://www.instagram.com/heritagetrustbc/

Website - https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist
続きを読む 一部表示

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