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Paul Edelman

Podcast: Conceptual Thinking in Investment Management – a conversation with Joe Reilly

Is there something in the way top investment managers think that gives them an advantage? What if you could spot that in an interview?...

Paul Edelman

Podcast: Challenges in Multi-Generational Family Businesses – Paul talks with Brian Adams

Are you seeking expert guidance to build your family’s capacity to work together and accomplish shared goals? In this episode, Paul...

Paul Edelman

"Mentoring the Rising Gen" - Paul joins Dr. Kirby Rosplock and The Tamarind Learning Podcast Series

Paul spent time with Dr. Kirby Rosplock, Chief Learning Officer and Founder at Tamarind Learning and Family Office Expert, to discuss...

Paul Edelman

Effective Family Decision-Making with Paul Edelman on "Beyond the Balance Sheet" Podcast

Paul talks with Diana Clark, CFO of O'Connor Professional Group, on "Beyond the Balance Sheet" Listen: Watch on YouTube: Show Notes: Dr....

Paul Edelman

Paul Edelman talks with Fatherly - "How to Talk to Your Partner About an Expensive Purchase"

Recently Journalist, Steve Calechman, interviewed Paul for Fatherly, a leading digital media brand and parenting resource for men. How to...

Paul Edelman

Estates and Emotions - The Human Side of Exit Planning

How do you handle an emotional client when the transaction is at risk, and what are the red flags? Paul joined an expert panel to discuss...