Purpose, Legacy, and Liquidity in Family Enterprises

brad podcast

Senior Wealth Advisor Brad Glover joined The Behavioral Divide podcast to explore the psychology behind successful family-run businesses.

Alongside Harvard Business School’s Josh Baron and host Hal Hershfield, Brad discussed how families can navigate competing priorities, preserve a shared sense of purpose, and prepare for the challenges that often accompany major liquidity events.

Listen to the full episode: https://www.youtube.com/watch?v=abmewDJiBi8

A man in a blue suit and tie smiles against a blurred blue and green background.

Brad Glover, CFA

Senior Wealth Advisor, Shareholder

Brad joined HB Wealth in September 2024 as a Shareholder in HB Wealth’s Family Office division. He specializes in delivering comprehensive wealth management strategies to ultra-high-net-worth families and family offices. With extensive experience in complex investment management, financial planning, tax strategy, estate planning, philanthropic initiatives, and family governance and education. Brad is adept at addressing the unique needs of his clients. His expertise in investment management enables him to provide a holistic approach, including customized asset allocations, investment selection, asset location strategies, risk management, and comprehensive performance reporting. Additionally, he has a robust background in private and alternative investing, further enhancing his ability to serve the needs of ultra-high-net-worth clients effectively.

Related Insights & News

Gina Martin Adams Discusses the Optimistic Case for Small Caps

Gina Martin Adams joined Schwab Network’s Morning Movers to discuss why small caps could outperform…

Read More

Market and Economic Developments on Reuters Markets Now

Chief Market Strategist Gina Martin Adams joined Reuters Markets Now to discuss the forces shaping…

Read More

Gina Martin Adams on AI, Banks, and the Market Outlook

Gina Martin Adams, Chief Market Strategist, joined CNBC’s Morning Call to discuss the market’s outlook…

Read More

Thomas Carroll Shares HB Wealth’s Vision for Growth and Innovation

CEO Thomas Carroll joined Asset TV’s Meet the RIA series to discuss the firm’s approach…

Read More

The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.