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Welcome to the 3 Pillars Podcast. Where we shine a light on the value of a family office and how it can perpetuate wealth creation, preservation and education; and the value of being purpose driven. Check out our new Wealth Management Series where podcast guests and experts talk about various ways you can spend and invest your money for a better future.
Episodes
Sep 30, 2020
Sep 30, 2020
22 min
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.
Sep 23, 2020
Sep 23, 2020
33 min
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.
Sep 16, 2020
Sep 16, 2020
18 min
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.
Sep 9, 2020
Sep 9, 2020
29 min
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.
Sep 2, 2020
Sep 2, 2020
43 min
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.