STANDARD DEVIATIONS PODCAST: Dr. Charles Eckhart – Family Wealth Dynamics

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DWN Staff
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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart, a Licensed Clinical Psychologist and the co-founder of Cathexis Group.

Charles has extensive experience in working with families and individuals of wealth, with a particular dedication to the challenges of the rising generation and generational issues involved with succession planning. Prior to the founding of Cathexis Group, Charles has had numerous academic teaching and training roles in doctoral clinical training programs and maintains a visiting professorship at the Chicago Center for Psychoanalysis. Charles has broad expertise in contemporary psychoanalytic theory and clinical practice, and psychoanalytic views of the challenges of wealth in families and individuals.
 

Tune in to hear:

  • What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting?
  • What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families?
  • What does Dr. Eckart mean, exactly, when he refers to family mythology and how might future generations struggle to perpetuate these mythologies at times?
  • What are the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions?
  • What are some potential signals that an advisor is over their head and that it is time to call in help?
  • What clinical skill set does Dr. Eckhart wish he could impart to listeners of the show?

Compliance Code: 1904-OAS-7/31/2024

ABOUT STANDARD DEVIATIONS PODCAST:

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby, the personality behind STANDARD DEVIATIONS podcast, is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.

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