WLA blog post

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I had a delightful conversation with Beth Liebman on her podcast, Beyond the Bottom Line, recorded on March 17 (hence the reference to St. Patrick’s Day) and published on March 31, 2026. We talked about some topics that you might find interesting, including:

  • The “human side” of wealth that often gets overlooked
  • Why family dynamics, not finances, are often the biggest challenge
  • The reality of building a business rooted in purpose and depth, not scale, and
  • How I define success beyond the bottom line.

You can watch it HERE (passcode is 9ntE5$&&).

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I was a guest on The Mack Podcast — A Family Office Podcast — hosted by Brian Adams for a panel discussion on Family Constitutions and Governance – Building Alignment Across Generations on February 12, 2026.

You can watch it HERE.

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Wealth Legacy Advisors LLC, nationally recognized thought-partner to UHNW families and their trusted advisors, has been designated a finalist in 2 categories at The 13th Annual Family Wealth Report Awards.

We are honored to have been included in the list of finalists in these categories:

• Family Wealth Counseling
• Concierge / Specialist Service Firm

Winners will be announced at a black-tie gala presentation dinner on April 30, 2026. The Family Wealth Report Awards recognize achievement and showcase best-in-class providers.