Visionary Advisor
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice.
I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients.
Welcome to Visionary Advisor, more at totalfamily.io
Podcasting since 2025 • 11 episodes
Visionary Advisor
Latest Episodes
Legacy with Robert Balentine
Some names in wealth management are respected. A few are legendary. Robert Balentine is one of them. If you’ve spent time in the ultra-high-net-worth world, you know the Balentine name and the influence the firm has had on how families t...
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Season 1
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Episode 11
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53:29
Entrusted Planning with David York: Your Clients Aren’t Uninformed—They’re Uninspired
What if the problem with estate planning isn’t that clients are uninformed, but that they’re uninspired?In this episode of Visionary Advisor, David York, attorney, CPA, and Managing Partner at York Howell, joins Alex K...
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Season 1
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Episode 10
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45:11
The WSJ is writing about Family Mission Statements — with Whitney Webb of Cresset
Since the Wall Street Journal is writing about Family Mission Statements, it’s only a...
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Season 1
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Episode 9
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48:43
Multifamily Office Clarity with Rachel Hyman of Family Wealth Alliance
The term “multifamily office” gets used by nearly every wealth firm today, but few can define it clearly—and even fewer deliver what ultra-high-net-worth families truly need.In this episode, Rachel Hyman, President of Family We...
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Season 1
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Episode 8
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53:45
Sail the Great Wealth Transfer with P.V. Narayan of Capgemini
Over the next two decades, $83.5 trillion in wealth will shift to a new generation—yet 81% of next-gen high-net-worth individuals plan to switch advisors shortly after inheriting. That should be a wake-up call.In this episode, ...
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Season 1
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Episode 7
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39:05
