The 3 Pillars Podcast

The Legal Rule Book and the Role of the Fiduciary

In the fifth installment of the 3 Pillars Podcast, the Managing Director and CEO of Asena Advisors - Peter Harper, and this week's guest - Andrew Auchincloss discuss the idea of governance and the fiduciary responsibilities in a family bank or family office setting and how they can provide strength for the long term.

How Do you Protect the Downside? – Building a Family Bank

In the fourth installment of the 3 Pillars Podcast, Peter Harper, the Managing Director and CEO of Asena Advisors and special guest Mike Abel discuss how building a family bank to protect your capital can perpetuate a successful family office especially in the case of liabilities.

Tax - How does a Liquidity Event Change the Risk Profile of a Taxpayer?

In the third installment of the 3 Pillars Podcast, Peter Harper, our Managing Director and CEO discusses with a special guest the value of tax planning and consideration of risks prior to a liquidity event.

Peter and special guest Steve Martini, discuss how optimizing your taxes, risk management, and careful planning of a liquidity event can perpetuate a successful family office when you have a trusted advisor.

Accountability – You Get What You Measure

In the second installment of Asena Advisors' new podcast, our Managing Director and CEO: Peter Harper discusses with a special guest the value of a family office and wealth education in taking accountability.

Peter and special guest Thor Conklin, discuss how accountability, goal setting, and education can perpetuate a successful family office when combined with data.

Values – What are your Family Values and Why are They Important?

Asena Advisors is launching “The 3 Pillars Podcast”, where our Managing Director and CEO Peter Harper discusses with a special guest the value of a family office. 

Today, Peter and special guest Rick Harig, discuss family values and how education and creating a narrative can enhance the longevity of your family office.