Conversations with Yvette Poole

Thoughtful conversations with experts, professionals and people with lived experience, exploring how we live, love, lead and prepare for what comes next.

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    • 10/19/26

    From Beneficiary to Steward: What Does It Really Take To Prepare The Next Generation For Wealth?

    Yvette sits down with Peter Balsells to explore the difference between inheriting wealth and being prepared to steward it. Drawing on Peter’s own family experience, they discuss the values, conversations and practical lessons that can help families raise capable, responsible successors, from understanding the story behind their wealth to the difference between a hand up and a handout.

    Because passing on wealth is one thing. Preparing someone to carry it forward is another.

    Coming Soon