The Trusted Room
Conversations that dive into what matters most, from family and purpose to the things that money can’t measure.
Where Family, Purpose and Legacy Meet
So much of the financial industry focuses on the math, portfolios, markets and returns, but the conversations that really matter are the ones that usually happen behind closed doors. That’s why we created The Trusted Room. We wanted to bring those candid discussions out into the open. This video series explores the questions that keep you up at night from raising grounded children, to passing along your life’s work to building a legacy that outlives the balance sheet.
Helping Families Navigate Important Decisions Together
SVP Director Wealth Strategy, Joe Maier
As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning and fiduciary needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners and corporate executives to help them meet their wealth and legacy planning goals.
The Trusted Room Episodes
Affluenza: How to Raise Kids Who Aren’t Spoiled
How do you raise motivated children around wealth? On The Trusted Room, we discuss how to avoid affluenza by focusing on family values.
The Importance of Succession Planning: Start With Purpose
In this video, we break down why the most important work in business succession planning isn’t the legal paperwork. It’s the emotional, purpose-driven conversations and decisions that business owners tend to skip.