blogup
blogdown

People, Emotion & Structure – The Heart of Family Wealth

By admin

July 23, 2025

youtube

In this episode of Keeping Wealth Wise, Sreepriya N S brings to light the human side of managing wealth. From navigating emotional conversations around estate planning to establishing governance structures that outlast generations, she shares the real work that goes into sustaining family wealth—with care and clarity.

🔸 Why estate planning is more about people than paperwork

🔸 The vital, often under-recognized role of women in family wealth

🔸 How trust-based relationships allow for deeply personal planning

🔸 And why process, not personality, is key to preserving harmony across generations

Through candid reflections and real-life stories, Sreepriya paints a picture of what it takes to keep wealth wise—not just managed.

Produced by Pickle Jar Media


More like this

View All

signup for updates

logo

Contact Us