Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?
Welcome to Beyond Wealth: Innovating for Life Elevation.
Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.
Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.
And now, Beyond Wealth.
EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com
Listen to the Trailer
Latest Episodes
Balancing Wealth and Advisory: Stephen Tanenbaum’s Caring Approach at Rainbook.
Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage.Stephen Tanenbaum, the founder of Rainbook, explores how philanth...
Learn Private Service Management with Helda Cobian on Beyond Wealth
Welcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda C...
The A+ Method: Sarah Hodges Transformative Coaching for Lasting Success and Personal Growth
“Transformation begins when we align compassion with growth”Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally an...
Catherine Smith: Personal Touch Meets Professionalism for Luxury Clients
“The key to success is understanding your client's unique needs and delivering personalized service.”Catherine Smith, the founder of CS Smith Management, is an expert ...
Transform Your Leadership: Lisa & Julia’s Proven Strategies for Legacy Success.
“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.”In this episod...
