Mon, 09 Mar 2026 12:35:15 -0400 https://successionadvisors.com/ en-us © 2026 WealthCAP SPEAKS Podcast yes 5936fa87-e0a8-50a4-8ff1-8ebb6d152fcc Succession Advisors episodic false Buzzsprout (https://www.buzzsprout.com) Succession Advisors https://storage.buzzsprout.com/gi9ul5an9gd9eyakco3ok5qoxvst?.jpg https://successionadvisors.com/ What is Private Placement Life Insurance? Private Placement Life Insurance (PPLI) can offer both tax and non-tax benefits under the right circumstances.  But like any financial product, understanding the complexity is key.  Join us for a conversation with Craig Welch, President of LongRoad Risk Management, in this educational session on who may qualify to purchase, how it's acquired, various tax and asset protection attributes for consideration, fees, and useful estate planning structures through which PPLI may be purchased.

]]> Private Placement Life Insurance (PPLI) can offer both tax and non-tax benefits under the right circumstances.  But like any financial product, understanding the complexity is key.  Join us for a conversation with Craig Welch, President of LongRoad Risk Management, in this educational session on who may qualify to purchase, how it's acquired, various tax and asset protection attributes for consideration, fees, and useful estate planning structures through which PPLI may be purchased.

]]> Succession Advisors Buzzsprout-12485964 Tue, 21 Mar 2023 11:00:00 -0500 1700 full false Healthcare Consultants: Ensuring Preservation of Wealth and Health Whether your goal is to understand and obtain the best medical insurance, tackle a recent diagnosis, maintain your health, or help guide a loved one’s care, our strategic partner John Samuels CEO of Better Health Advisors along with his team, can create an actionable plan for you, with you. Their plans are seamless, dynamic, and easy to understand putting you, the client, first.  Better Health Advisors truly believe that great collaborations are key to preserving both wealth and health. 

]]> Whether your goal is to understand and obtain the best medical insurance, tackle a recent diagnosis, maintain your health, or help guide a loved one’s care, our strategic partner John Samuels CEO of Better Health Advisors along with his team, can create an actionable plan for you, with you. Their plans are seamless, dynamic, and easy to understand putting you, the client, first.  Better Health Advisors truly believe that great collaborations are key to preserving both wealth and health. 

]]> Succession Advisors Buzzsprout-11826621 Tue, 06 Dec 2022 16:00:00 -0600 1647 full false Buying and Selling Wines at Auction In this episode, we will be taking a dive into the world of wine auctions and the opportunities auctions provide to sell and buy rarities and wines of great interest.  We will be joined by our wine contributor, Aleksandra Poe and Jamie Pollack on behalf of Acker Merrall & Condit Co.  In 2021, Acker sold $180M at auctions alone - the highest amount achieved by any single auction house.

]]> In this episode, we will be taking a dive into the world of wine auctions and the opportunities auctions provide to sell and buy rarities and wines of great interest.  We will be joined by our wine contributor, Aleksandra Poe and Jamie Pollack on behalf of Acker Merrall & Condit Co.  In 2021, Acker sold $180M at auctions alone - the highest amount achieved by any single auction house.

]]> Succession Advisors Buzzsprout-11544564 Fri, 21 Oct 2022 14:00:00 -0500 1958 full false Family Business Succession: Transitional Challenges of Founders and NextGen Everyone understands the importance of sound business succession planning though more than half of family business owners lack a formal, documented, and communicated plan for transitioning the business to the next generation of family members.  Common struggles and emotional hurdles exist for both Founders and NextGen.  In this episode we learn from Nike Anani, an award winning family business strategist and consultant, and her new book Lifetime to Legacy , about what those challenges are and how you can best navigate them to better support the succession planning process to ensure a healthy and smooth transition not only for the good of the business but also for the good of the family.

]]> Everyone understands the importance of sound business succession planning though more than half of family business owners lack a formal, documented, and communicated plan for transitioning the business to the next generation of family members.  Common struggles and emotional hurdles exist for both Founders and NextGen.  In this episode we learn from Nike Anani, an award winning family business strategist and consultant, and her new book Lifetime to Legacy , about what those challenges are and how you can best navigate them to better support the succession planning process to ensure a healthy and smooth transition not only for the good of the business but also for the good of the family.

]]> Succession Advisors Buzzsprout-10986447 Tue, 19 Jul 2022 10:00:00 -0500 2812 full false An Insider's Guide to Burgundy Burgundy, France is undeniably one of the greatest destinations known for its art and history, but most famously for its exceptional wines. However, with great prestige often comes exorbitant prices — that is, unless you know where to look. Our special guest, JT Robertson - general manager of LeDu Wine (https://leduwines.com), takes us on a  journey making burgundy accessible and relatable for a new generation of fine wine lovers.

]]> Burgundy, France is undeniably one of the greatest destinations known for its art and history, but most famously for its exceptional wines. However, with great prestige often comes exorbitant prices — that is, unless you know where to look. Our special guest, JT Robertson - general manager of LeDu Wine (https://leduwines.com), takes us on a  journey making burgundy accessible and relatable for a new generation of fine wine lovers.

]]> Succession Advisors Buzzsprout-10745958 Mon, 06 Jun 2022 11:00:00 -0500 2526 full false A Glimpse Into the World of Natural, Organic and Biodynamic Wines Join us as we discuss natural, organic and biodynamic wines with our wine expert, Sandra Poe and special guest Greg Rubin, Owner and Corporate Beverage Director of Vanderbilt Avenue Wine Group, who specializes in sustainably made wines in Brooklyn, NY and Greenwich, CT. Greg came to wine after an exciting career in marketing and digital brand strategy in music and entertainment.

]]> Join us as we discuss natural, organic and biodynamic wines with our wine expert, Sandra Poe and special guest Greg Rubin, Owner and Corporate Beverage Director of Vanderbilt Avenue Wine Group, who specializes in sustainably made wines in Brooklyn, NY and Greenwich, CT. Greg came to wine after an exciting career in marketing and digital brand strategy in music and entertainment.

]]> Succession Advisors Buzzsprout-10474032 Wed, 20 Apr 2022 13:00:00 -0500 2627 full false Tips For Cellaring Your Wine A discussion with Alexandra Poe and Erik Segelbaum on wine cellaring, from how best to organize your collection to seeking out the perfect additions from regions across the World. Sandra has been a brand ambassador for Rhône winemaker Clos de Caveau, a judge at the Feminalise wine competition in France, and a wine events host for professionals across industries. Erik is the founder of SOMLYAY, a private client consulting and wine education business. He is also one of the 2020 Wine Enthusiast 40 under 40 Tastemakers and 2019 Food & Wine Magazine Sommelier of the Year. 

In light of the pandemic Erik also established the www.unitedsommeliersfoundation.org to provide financial support and resources to those in need within the wine community. 

]]> A discussion with Alexandra Poe and Erik Segelbaum on wine cellaring, from how best to organize your collection to seeking out the perfect additions from regions across the World. Sandra has been a brand ambassador for Rhône winemaker Clos de Caveau, a judge at the Feminalise wine competition in France, and a wine events host for professionals across industries. Erik is the founder of SOMLYAY, a private client consulting and wine education business. He is also one of the 2020 Wine Enthusiast 40 under 40 Tastemakers and 2019 Food & Wine Magazine Sommelier of the Year. 

In light of the pandemic Erik also established the www.unitedsommeliersfoundation.org to provide financial support and resources to those in need within the wine community. 

]]> Succession Advisors Buzzsprout-8962037 Mon, 02 Aug 2021 12:00:00 -0500 2110 full false The Likeability Trap: How to Balance Authentic Leadership with Success “The likeability trap: the pursuit of likeability at the expense of authenticity—is arguably the biggest and the most all-encompassing pitfall for women who aspire to lead”.   A chat with Michelle Langdon, Co-Founder of Wellth-Works, about this concept in the latest book by Alicia Mendez.  Michelle explains the systemic problems affecting women such as the lack of representation of women at the top, why for women to be a leader we must be authentic but others may either see our authentic selves as not-leaderly, or as leaderly but unlikeable. Listen to how we can effect change both at an individual level and a macro-level to re-code how we view women and leadership and learn to balance authentic leadership with success.

]]> “The likeability trap: the pursuit of likeability at the expense of authenticity—is arguably the biggest and the most all-encompassing pitfall for women who aspire to lead”.   A chat with Michelle Langdon, Co-Founder of Wellth-Works, about this concept in the latest book by Alicia Mendez.  Michelle explains the systemic problems affecting women such as the lack of representation of women at the top, why for women to be a leader we must be authentic but others may either see our authentic selves as not-leaderly, or as leaderly but unlikeable. Listen to how we can effect change both at an individual level and a macro-level to re-code how we view women and leadership and learn to balance authentic leadership with success.

]]> Succession Advisors Buzzsprout-8708213 Tue, 15 Jun 2021 14:00:00 -0500 1109 full false The Power of Family Wealth Education Family Office Executive, Kathy Houret, shares her personal insights and experience into the multi-year family wealth education journey she took with the multigenerational wealth family she serves.  Hear her describe first-hand why they did it, how they approached it, and the transformational change it brought to the family unit - consisting of 3 generations,  6 family branches, and 29 family members.

]]> Family Office Executive, Kathy Houret, shares her personal insights and experience into the multi-year family wealth education journey she took with the multigenerational wealth family she serves.  Hear her describe first-hand why they did it, how they approached it, and the transformational change it brought to the family unit - consisting of 3 generations,  6 family branches, and 29 family members.

]]> Succession Advisors Buzzsprout-8708035 Tue, 15 Jun 2021 13:00:00 -0500 1191 full false An Intimate Look at Wellth Works and the Coaching Profession A first episode in a series of fireside chats with Ella Hyland Chase, a 6th generation asset recipient from a hundred-plus-year family, a certified CTI coach, a facilitator, mentor, speaker and recognized authority on the psychology of leadership and negotiations.  Ella and her Co-Founder, Michelle Langdon, established Wellth Works, an executive coaching and leadership firm helping ambitious, impact driven women get ahead on their own terms.  Hear Ella's insights into multi-generational wealth and the challenges female wealth inheritors and wealth creators commonly experience.  Learn how Wellth Works' unique approach supports this community of women to  become the leaders of tomorrow.

]]> A first episode in a series of fireside chats with Ella Hyland Chase, a 6th generation asset recipient from a hundred-plus-year family, a certified CTI coach, a facilitator, mentor, speaker and recognized authority on the psychology of leadership and negotiations.  Ella and her Co-Founder, Michelle Langdon, established Wellth Works, an executive coaching and leadership firm helping ambitious, impact driven women get ahead on their own terms.  Hear Ella's insights into multi-generational wealth and the challenges female wealth inheritors and wealth creators commonly experience.  Learn how Wellth Works' unique approach supports this community of women to  become the leaders of tomorrow.

]]> Succession Advisors Buzzsprout-8450505 Mon, 03 May 2021 10:00:00 -0500 927 full false Own Your Privacy: Take Back Control of Your Digital Footprint On this episode with Patrick Meagher, COO of Novus Intelligence, we will learn how you can manage your digital footprint and keep the information you deem most sensitive from being exposed or sold on open and dark sources. Have you ever walked through the mud or snow and looked back to see the trail of footprints you just left? If so, you were probably thinking that the trail would help you find your way back, meanwhile someone else may be using that trail to track your movements and obtain insight into exactly what you are doing without you being aware. Your internet activity leaves footprints across the digital landscape for hackers, identity thieves, and other individuals to not just identify your location, but learn everything about you. 

]]> On this episode with Patrick Meagher, COO of Novus Intelligence, we will learn how you can manage your digital footprint and keep the information you deem most sensitive from being exposed or sold on open and dark sources. Have you ever walked through the mud or snow and looked back to see the trail of footprints you just left? If so, you were probably thinking that the trail would help you find your way back, meanwhile someone else may be using that trail to track your movements and obtain insight into exactly what you are doing without you being aware. Your internet activity leaves footprints across the digital landscape for hackers, identity thieves, and other individuals to not just identify your location, but learn everything about you. 

]]> Succession Advisors Buzzsprout-8408438 Mon, 26 Apr 2021 13:00:00 -0500 1129 full false For the 99.5 Percent Act: Potential Disruption for the Estate Planning World An interview with Andrew M. Katzenstein, one of the top estate tax attorneys in the country and a Los Angeles based Partner at Proskauer.  Hear Andy break down in plain English the proposals within the For the 99.5 Percent Act recently drafted and how the new rules could disrupt the estate planning world as we know it.

]]> An interview with Andrew M. Katzenstein, one of the top estate tax attorneys in the country and a Los Angeles based Partner at Proskauer.  Hear Andy break down in plain English the proposals within the For the 99.5 Percent Act recently drafted and how the new rules could disrupt the estate planning world as we know it.

]]> Succession Advisors Buzzsprout-8346077 Fri, 16 Apr 2021 05:00:00 -0500 2162 full false Your Cyber Assets: Protecting Private Wealth and Family Offices Against Cyber Threats Patrick Maegher, COO at Novus Intelligence, joins us for a conversation about cybersecurity risks. If your family office or private wealth organization were a target of a coordinated cyber-attack, would you know it even happened? Do you, your workforce, and your family have the knowledge and tools needed to prevent, mitigate, and respond to a cyber-attack happening in real time? Organizations are being forced to adjust their strategic approach to securing their systems due to a volatile digital landscape, and malicious cyber actors are adapting more quickly and efficiently than you may be aware.  

]]> Patrick Maegher, COO at Novus Intelligence, joins us for a conversation about cybersecurity risks. If your family office or private wealth organization were a target of a coordinated cyber-attack, would you know it even happened? Do you, your workforce, and your family have the knowledge and tools needed to prevent, mitigate, and respond to a cyber-attack happening in real time? Organizations are being forced to adjust their strategic approach to securing their systems due to a volatile digital landscape, and malicious cyber actors are adapting more quickly and efficiently than you may be aware.  

]]> Succession Advisors Buzzsprout-8342604 Thu, 15 Apr 2021 14:00:00 -0500 1499 full false Life Insurance:  The Risk of Underestimating the Underwriting Process The underwriting process is a complicated and highly scrutinized process.  Craig Welch, CEO of LongRoad Risk Management, explains why it’s the only component of the entire life insurance purchase process that can work in your favor if you have the right advocate working for you – the risk in underestimating underwriting can be money out of your pocket into the carries.

]]> The underwriting process is a complicated and highly scrutinized process.  Craig Welch, CEO of LongRoad Risk Management, explains why it’s the only component of the entire life insurance purchase process that can work in your favor if you have the right advocate working for you – the risk in underestimating underwriting can be money out of your pocket into the carries.

]]> Succession Advisors Buzzsprout-8248748 Wed, 31 Mar 2021 13:00:00 -0500 979 full false Life Insurance Skepticism and Knowing When to Consider Discussion with Craig Welch, President & CEO of LongRoad Risk Management, about the reasons driving the skepticism when purchasing life insurance and how to navigate those elements to find the right life insurance broker who will advocate in your best interest and knowing when you really need to consider it.

]]> Discussion with Craig Welch, President & CEO of LongRoad Risk Management, about the reasons driving the skepticism when purchasing life insurance and how to navigate those elements to find the right life insurance broker who will advocate in your best interest and knowing when you really need to consider it.

]]> Succession Advisors Buzzsprout-8248742 Wed, 31 Mar 2021 13:00:00 -0500 1391 full false