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In each episode, John welcomes industry leading experts to explore real-world decisions across investments, private banking, estate planning, philanthropy, leadership, legacy and more.

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John Zimmerman, with guests Justin Flach and Tom Thiegs

Designing a Roadmap for the Rising Generation

April 28, 2026 – Empowering the rising generation to steward wealth and leadership is a critical investment for multigenerational families. This episode explores why education must extend beyond financial literacy to include governance, decision‑making, and clearly defined roles.
 

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John Zimmerman, with guests Justin Flach and Tom Thiegs

Difficult Conversations Around Wealth & Estate Planning

March 31, 2026 – In this episode, we examine why wealth conversations are often difficult yet essential for long‑term family continuity, outlining the risks of reactive planning and how proactive preparation can strengthen governance and support multigenerational relationships.
 

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The views expressed in this podcast are for informational and educational purposes only and are not intended as financial, investment, legal, or tax advice. Any examples discussed are for illustration only and do not reflect actual client situations. Listeners should consult their legal, tax, and financial professionals for advice specific to their circumstances.