Podcasts
Beyond the Balance Sheet Podcast – With Arden O’Connor and Diana Clark

Beyond The Balance Sheet Episodes

For the past 20 years, Naz Hassanein has worked in the family office community, both in Boston and nationwide. In…

Jennifer Risher, author of “We Need to Talk: A Memoir About Wealth,” tells her story and explores the impact of…

James Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family…

Brian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this episode, Brian discusses the inspiration…

Tsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. We begin with Tsitsi discussing the inspiration behind her…

Jim Coutré is responsible for the oversight of Fidelity Family Office Services’ Insights & Connections program. Jim starts the conversation…

BIO: Lisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa…

BIO: Tavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy families. Relationship risk management…

BIO: Sue Schwartzman joins us today to discuss a hot topic – building generational wealth. Sue has over two decades…