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Successful Generations

Nov 28, 2018

Over the last year on this podcast our guests have shared an incredible number of resources related to family business, family wealth, family philanthropy and wellness for family business leaders. We've been compiling a list along the way, and it currently fills three pages! So, in this episode, Ellie is sharing her top...


Nov 21, 2018

In this episode, we explore The U.S. Trust Study of The Philanthropic Conversation with Rebecca Miller, Senior Philanthropic Advisor with The Philanthropic Initiative (TPI).  TPI and U.S. Trust partner on the study to explore the extent and dynamics of philanthropic conversations happening between high-net-worth...


Nov 14, 2018

In this episode, Ellie Frey Zagel, a Gen Xer, is joined by Colleen Mitchell, a Boomer and Paige Cornetet, a Millennial. Together, this trio has created 3Gen Perspectives—a program they’ve shared with several family wealth audiences this year. While they have a lot in common, their conversation demonstrates how...


Nov 7, 2018

We're celebrating our 50th episode! Ellie is joined by her husband, Chad Zagel who asks questions from our listeners. They look back at what we’ve learned at Successful Generations with one year and 50 episodes of the podcast in the books. In addition to fielding questions about the podcast, Ellie and Chad also...