Episode 21-Supporting High Net Worth Families and the Rising Generation with Kristin Keffeler

Andrew Taylor sits down with Kristin Keffeler for a thoughtful conversation about the growing shift in the trust world—from focusing solely on technical outcomes to prioritizing human wellbeing. Kristin explains why beneficiary wellbeing statutes matter and how they shine a light on the often-overlooked human side of wealth. They unpack common stigmas and struggles faced by adults who grow up in wealth, including identity, relationship, and “money clutter.” Together, they explore why every family has a culture and how families can more intentionally define their values so wealth becomes a resource that supports healthy individuals, stronger relationships, and meaningful impact.

Links:

• JFG Family Office
• Kristin’s Website
• The Myth of the Silver Spoon by Kristin Keffeler
• Kristin Keffeler on LinkedIn
• ORDER Andrew’s New Book — LAUNCH: A Guide to Getting Unstuck, Navigating Life, and Thriving
• Andrew Taylor’s Website

Send us a text