Latest / Beyond Fulfillment Podcast
The Future of Wealth Management: Stacy Kehren Idema on AI and Family Offices
Here are the episode highlights from my conversation with Stacy Kehren Idema:
1. The Inception of Equity - (Timestamp: 03:15 - 06:10) Stacy Kehren Idema discusses the inspiration behind founding Equity, attributing it to both her familial business background and challenging experiences in the corporate world. She emphasizes her desire to create a platform that aligns family office values with investments, particularly focusing on bridging generational gaps.
2. Overcoming Personal and Professional Challenges - (Timestamp: 08:20 - 11:00) Stacy opens up about her early responsibilities and lack…
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