Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 522179827 series 3655466
Content provided by Totalfamily.io. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Totalfamily.io or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Some names in wealth management are respected. A few are legendary. Robert Balentine is one of them. If you’ve spent time in the ultra-high-net-worth world, you know the Balentine name and the influence the firm has had on how families think about wealth, values, and legacy.
In this episode of Visionary Advisor, Alex Kirby sits down with Robert to explore the lessons inside First Generation Wealth and Balentine’s Family & Legacy Guide — including why legacy is a continuum, why empathy is essential, and why rising-generation perspective matters more than ever.
With more than 35 years of experience, Robert shares how families can communicate better, avoid “weaponizing money,” and build alignment across the household. He also explains why advisors must lead by example and why failing to engage both spouses puts the entire relationship at risk.
What You’ll Learn in This Episode
• Why legacy is a continuum, modeled through small, intentional actions over time
• Why wealth does not equal legacy — and what actually endures across generations
• Why early, ongoing communication far outperforms end-of-life planning alone
• How empathy, vulnerability, and perspective shape healthier family conversations
• Why alignment between spouses is the cornerstone of lasting multigenerational success
Notable Quotes from Robert Balentine
“Most ultra-high-net-worth investors are worried about things much deeper than money. They’re worried about their legacy.”
“Our happiest clients think about legacy early and communicate it often.”
“Family advising is sacred work.”
“You keep your children closer by giving them space.”
Resources
• Book: First Generation Wealth (https://www.firstgenerationwealth.com)
• Guide: Family & Legacy Guide (https://www.balentine.com/legacy)
• Firm: Balentine (https://www.balentine.com/)
• LinkedIn: Robert Balentine (https://www.linkedin.com/in/robert-balentine-8695521a/)
Stay Connected with Visionary Advisor
We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations.
Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube
11 episodes
