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.
[Make Yourself at Home E29] Betsy Fore, Co-Founder, Tiny Organics & Natives Rising
You know Betsy Fore as the creator of WonderWoof, the Co-Founder of Tiny Organics, and now, as the Co-Founder of Natives Rising. But who is Betsy Fore at home?
[Easemakers Podcast E38] Building strong systems of communication and creating a legacy of knowledge
Phoebe Maddrell has honed her estate management skillset across superyachts, guest homes, and estates. Now, she’s sharing what she’s learned about building effective systems of communication for staff members and creating what she calls a “legacy of knowledge” in a new episode of the Easemakers Podcast.
[Make Yourself at Home E28] Eliza Blank, Founder & CEO, The Sill
You know Eliza Blank as the Founder & CEO of the houseplant retail brand The Sill — but who is Eliza Blank at home?
[Easemakers Podcast E37] Protecting assets from risk during hurricane season
This month marks the beginning of hurricane season. How do you make sure a property — and all of the fine art, antiques, and other valuable assets within it — are safe from risk? In this episode of the Easemakers Podcast, Fortress Chief Operating Officer Tom Burns shares best practices for art storage and preservation and tips for preparing for hurricane season.