Posts by Kristin Twiford

An opportunity for holistic wealth management to fuel holistic success
Having wealth isn’t the same as living well. So, how do you foster holistic success? Here’s an area that family offices and wealth managers shouldn’t overlook.

[Easemakers Podcast E40] Navigating uncomfortable conversations with principals
How do you manage expectations and build strong relationships with principals? In this episode of the Easemakers Podcast, Sarah Korpela shares her tips for navigating difficult conversations and communicating effectively with high net worth clients.

The wealth spiral
Success comes with an unexpected level of complexity, leading high net worth families to fall into a wealth spiral. Here’s why it happens, how it affects life at home, and what you can do to calm the chaos.

[Season Finale] Exploring Holistic Success and What It Means to Live Well
What does home mean to you, and how are home and success intertwined?

How a family office streamlines operations with an estate management system
This family office was managing five properties with Google Docs, text messages, Whatsapp and more — and things were slipping through the cracks. See what they wanted in a software solution, and how they found the right estate management platform for them.

[Easemakers Podcast E39] Working with hyper-growth family offices and scaling your household operations
How do you scale household operations after a wealth event? In this episode of the Easemakers Podcast, Director of Properties Jeffrey Konen shares his tips for working with hyper-growth family offices.