#254 - The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard
The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard
Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting.
Emily is a Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, working alongside financial advisors, estate attorneys, and family offices to address the human side of money.
We speak with Emily about her role as a listening coach and how she works with families to help them better communicate with full transparency and the steps she takes to help them assess, rebuild and sustain trust across all family members. We also talk about the importance of educating and preparing beneficiaries for the roles and responsibilities they will take on within the context of their family’s wealth. We learn what a “purposeful prenup” is, tips on how to navigate the fair versus equal debate, and different assessments advisors can think about implementing in their practice to help deepen conversations they’re having with families.
If you’ve ever found yourself navigating tricky family dynamics in a client relationship this is a conversation you won’t want to miss.
