What happens when family wealth meets family dynamics? Estate planning isn’t just about assets—it’s about navigating relationships, responsibilities, and the unexpected challenges that come with managing a legacy. In this episode, hosts Robin and Al welcome Andrea Love, President and CEO at Legacy Private Trust.

The conversation delves into the complexities of estate planning, the role of independent trust companies, and the importance of having professional help in managing estates. Andrea shares insights on the challenges faced by executors, the significance of family dynamics in estate administration, and the need for open communication about financial matters within families. The discussion also highlights the accessibility of trust services for individuals of varying net worth and the importance of instilling values in future generations. Andrea's personal journey into the trust business adds a unique perspective to the conversation, emphasizing the importance of legacy and planning for the future.

"...this idea of a simple estate, it's not a thing." ~ Andrea Love

Brought to you by Aria Benefits and Life & Legacy Advisory Group

In this episode of Success Leaves Clues, hosts Robin and Al sit down with Manu Varma, Head of People and Culture at SWTCH Energy, for an inspiring conversation about leveraging business as a force for good. Manu delves into his personal journey, sharing how his upbringing and values shaped his leadership approach. The discussion explores the profound impact of community engagement, the critical role businesses play in supporting newcomers, and the tangible benefits of aligning business practices with ethics, values, and sustainable development goals. Discover how Manu’s initiatives create meaningful change while driving success for his organization.

Key takeaways:

1. Purpose and Impact: The meaning of life is to discover your gift and share it, a principle businesses can apply by supporting community initiatives and empowering others.
2. Community-Centered Strategies: Businesses should align with Sustainable Development Goals, engage all employees in community building, and prioritize ethics and values in decision-making.
3. Empowering Change: Training programs for marginalized groups and collaborations with other businesses amplify community impact and foster inclusivity.
4. Inspiring Leadership: Personal involvement in community efforts can inspire others and lead to meaningful connections and unexpected business benefits.

Brought to you by Aria Benefits and Life & Legacy Advisory Group

For this conversation, hosts Robin and Al welcome Caitlin MacGregor, CEO and co-founder of Plum.

Caitlin shares her journey of creating Plum, a talent management platform that helps businesses make smarter workforce decisions while helping people build careers that match their unique strengths. Plum democratizes access to predictive data for hiring and employee development. The conversation explores the impact of generative AI on hiring practices, the importance of inclusivity in recruitment, and the future of assessments in talent management. Caitlin emphasizes the need to recognize potential beyond traditional resumes and highlights the success stories of individuals who have thrived in unexpected roles.

Takeaways:

1. Revolutionizing Hiring Practices: Generative AI, behavioural data, and predictive analytics are transforming hiring by improving accuracy and reducing bias.
2. Inclusivity & Employee Empowerment: Inclusive hiring practices enhance retention while empowering employees to take charge of their careers and foster long-term success.
3. Human-Centric Workplaces: The future of work calls for a focus on recognizing potential and adopting human-centred approaches to redefine success.
4. Innovative Talent Solutions: Plum is leading the way with a vision for the next generation of work.

Brought to you by Aria Benefits and Life & Legacy Advisory Group