Visionary Advisor
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now.
This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be exploring and putting into practice.
I'm your host, Alex Kirby, founder of Total Family. Welcome to Visionary Advisor.
Visionary Advisor
Wealth as Well-Being with James E. Hughes
Wealth advising is evolving, and the advisors who thrive are those who think beyond financial capital. In this conversation, James E. Hughes—one of the most influential voices in family wealth—shares a powerful framework that helps advisors guide families toward lasting legacies in a rapidly changing world.
Hughes introduces the Five Forms of Family Capital—a paradigm-shifting approach that places purpose, decision-making, and well-being at the center of wealth conversations. He also explains why 95% of second-generation inheritors change advisors—and what professionals must do to build relationships that endure across generations. If you want to redefine how families think about wealth and deepen your client relationships, this conversation is essential.
Why This Episode Will Change the Way You Advise Families
- Why financial capital alone doesn’t sustain multi-generational wealth
- How great families make decisions that last for centuries
- The hidden challenges inheritors face when receiving wealth—and how to guide them
- How to adopt a well-being-centered approach that transforms your advisory practice
Notable Quotes from James E. Hughes
"When a family understands that its wealth is its well-being, everything changes."
"A family is not an economic system—it’s a social system."
"For an inheritor, financial capital is a meteor from outer space—it has nothing to do with their identity."
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Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube
