Wealth Coherence

Building Resilience with Kim Llumiquinga

Episode Summary |
In this episode of Wealth Coherence, Emily Bouchard is joined by Kim Llumiquinga for a thoughtful conversation on resilience and how it is developed over time. Together, they explore the role that challenge, discomfort, and lived experience play in shaping confidence, capability, and personal strength.
As families gain access to more resources, many of the natural friction points of life can quietly disappear. While often well-intentioned, removing struggle can also remove the very conditions that help individuals build resilience. Emily and Kim reflect on parenting, rising generation dynamics, and the balance between support and independence, sharing real examples of how resilience can be fostered intentionally.
The conversation highlights the importance of allowing space for mistakes, encouraging responsibility, and creating opportunities for meaningful contribution. At its core, resilience is not something that can be given. It is something that is built through experience, guidance, and trust over time.
This episode is an invitation to think more deeply about how resilience shows up within families, and how it can be nurtured in ways that support long-term growth, confidence, and coherence.
 
Chapters |
00:00 Introduction to Resilience in Affluent Families
03:06 Personal Experiences Shaping Perspectives on Resilience
06:22 The Impact of Wealth on Life Skills and Challenges
11:33 Parenting Styles and Their Influence on Resilience
15:04 The Seven C's of Resilience
18:50 Encouraging Risk-Taking and Learning Through Experience
22:39 Navigating Financial Independence and Responsibility
25:22 Navigating Financial Accountability in Families
27:34 Setting Boundaries and Expectations for Young Adults
32:22 Empowering Independence Through Financial Literacy
38:18 Building Resilience and Lifelong Learning in Families
 
Guest Bio |
Kim Llumiquinga serves as the Director of Legacy and Learning at TFO Family Office Partners, a multi-family office and registered investment advisory firm based in Phoenix, Arizona. With over 20 years of experience, Kim specializes in serving high net worth individuals and families, expertly guiding them through Family Education, Family Governance, and Philanthropic Consulting. During her tenure at TFO, she earned her Chartered Advisor in Philanthropy (CAP) designation, further enriching her proficiency.
Kim thrives on collaborating with client families, infusing greater meaning into their wealth by being purposeful and intentional. Whether strengthening family connections, educating rising generation members, or assisting them in maximizing social impact, she relishes the challenges. Her greatest satisfaction comes from witnessing client families engage, collaborate, and work toward shared objectives.
Outside her professional life, Kim embraces an active lifestyle and enjoys spending heartwarming moments with her son, creating cherished memories with her family at Disney, and hosting gatherings with friends. Kim also has a strong commitment to the arts, having served on the Board of Directors of The Phoenix Theatre Company for seven years. She currently contributes her expertise as a member of the Spielberg Trustees.
 
Guest Resources |
https://www.linkedin.com/in/kim-llumiquinga-630092b2/ https://tfofamilyoffice.com/team-member/kim-llumiquinga-cap/
 
IMPORTANT DISCLOSURE 1706-2026-05: This video is provided for informational and educational purposes only and should not be construed as investment, legal, or tax advice, or a recommendation to buy or sell any securities or to adopt any investment strategy. The views expressed are those of the speaker as of the date recorded and are subject to change. Information presented is believed to be from reliable sources; however, TFO Family Office Partners makes no representation as to its accuracy or completeness. TFO Family Office Partners is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The firm only transacts business in states where it is properly registered, notice filed, or otherwise exempt. This content is general in nature and is not intended to address the circumstances of any particular individual or entity. Nothing herein should be interpreted as a solicitation or offer to provide investment advisory services. Any references to financial concepts are for illustrative purposes only and do not represent actual client experiences or specific recommendations. TFO Family Office Partners does not provide legal advice. You should consult your own legal professional regarding your specific situation. This content may be distributed by a third party. TFO Family Office Partners does not control and is not responsible for the accuracy, completeness, or presentation of content once published on third-party platforms.

Modern Families & Estate Planning with Kim Kamin

Episode Summary |
In this episode of Wealth Coherence, Emily Bouchard and Kim Kamin explore the evolving concept of family, modern estate planning challenges, and the importance of trust and coherence in wealth management. Kim shares insights from her extensive experience in estate planning for diverse family structures, including blended, same-sex, and polyamorous families, emphasizing purpose-driven legacy design.
 
Chapters |
00:00 Introduction to Modern Families and Synchronicities
03:38 The Importance of Family in Estate Planning
06:03 Defining Family: Legal and Emotional Perspectives
08:59 Fair vs. Equal: Navigating Complex Family Dynamics
11:38 The Role of Estate Planning in Family Relationships
14:06 Communication and Transparency in Estate Planning
16:55 Estrangement and Disinheritance: A Growing Concern
19:21 The Impact of Trust on Family Dynamics
24:59 Understanding Family Dynamics and Reactions
25:38 Exploring Modern Family Structures
26:17 The Origin of the Modern Family Book
30:34 Diving into Polyamory and Its Implications
37:42 Defining Wealth Coherence and Its Importance
 
Guest Bio |
Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office currently managing over $13 billion for almost 130 ultra-high net worth families nationally. Kim leads Gresham’s development and implementation of services relating to (i) estate planning, (ii) trust and estate administration, (iii) philanthropic planning, and (iv) family learning and RisingGen engagement activities. Previously she was a partner in the Private Clients group at a large national law firm known for the quality of its Trusts & Estates practice. 
 
Kim is also a longtime adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education. She is a Past Regent for the American College of Trusts & Estates Counsel ("ACTEC"), Past President of the Chicago Estate Planning Council, and the Estate Planning Domain Chair for the UHNW Institute. Additionally, Kim serves on advisory boards for multiple local charities.
 
Kim serves on the Editorial Advisory Board of Trusts & Estates Magazine, has published on a wide variety of topics, and is also a frequent lecturer in a variety of venues across the country. She is the co-executive editor and co-author for the past three editions of the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families. Kim received her B.A. from Stanford University, with distinction and departmental honors in Psychology, and her J.D. from the University of Chicago Law School. She is a 21/64 Certified Advisor and an AEP® (Distinguished), meaning that she was inducted into the NAEPC Estate Planning Hall of Fame®.
 
Guest Resources |
https://www.linkedin.com/in/kimkamin/ 
https://www.wealthmanagement.com/author/kim-kamin
Estate Planning for Modern Families Treatise - https://www.nationalunderwriter.com/the-tools-techniques-of-estate-planning-for-modern-families-4t-edition.html?srsltid=AfmBOoovWksW2c8CaDvKq4DO9vLABHfJtbB7T_CogOpGYHBayAEUuNs0 
Gifting Decisions and Planning with Flexibility Under OB3 - https://www.uhnwinstitute.org/wp-content/uploads/2025/09/Gifting-with-Flexibility-After-OB3-FINAL-2-1.pdf
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Applying Trust in Families with Charles Feltman

Episode Summary | 
This episode explores the critical role of trust in managing family finances, especially in blended families, and how trust breakdowns can lead to financial infidelity and relationship conflicts. Authors Emily Bouchard and Charles Feltman share insights from their upcoming book on building trust and navigating money issues in families.
📚 Barnes & Noble Pre-Order Promo🗓 March 24–26💸 25% off with code PREORDER25👥 Available to B&N members (free to join)
 
Chapters |
00:00 Introduction to Trust and Money in Families
01:04 The Framework of Trust
01:56 Understanding Financial Infidelity
04:04 Practical Applications and Conclusion
 
Guest Bio |
Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.
 
Guest Resources |
https://www.linkedin.com/in/charlesfeltman/
https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/
 

The Four Domains of Trust with Charles Feltman

Episode Summary |
In this episode of Wealth Coherence, Emily Bouchard and Charles Feltman explore the four domains of trust—care, sincerity, reliability, and competence—and how understanding them can transform conversations about money in families.
Rather than treating trust as an all-or-nothing concept, this framework helps families identify where trust may be breaking down and how to address it through clear conversations and expectations.
This framework is also explored in their upcoming book:📘 The Little Book of Trust and Money: An Essential Primer for Families.
📚 Barnes & Noble Preorder Promotion🗓 March 24–26💸 25% off with code PREORDER25👥 Available to Barnes & Noble Members (free) or Premium Members
 
Chapters |
00:00 Introduction to Trust and Money in Families
01:04 The Framework of Trust
 
Guest Bio |
Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.
 
Guest Resources |
https://www.linkedin.com/in/charlesfeltman/
https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Trust & Money in Families with Charles Feltman

Episode Summary |
Emily Bouchard and Charles Feltman discuss their upcoming book 'The Little Book of Trust and Money for Families,' exploring how trust impacts family dynamics, especially around finances. They share insights on building, maintaining, and repairing trust within families to prevent conflicts and foster healthier relationships.
📘 Barnes & Noble Pre-Order Promo
🗓 Runs March 24 – March 26
💸 25% off with code PREORDER25
👥 Available to Barnes & Noble Members (free) or Premium Members
Order the book HERE: https://www.barnesandnoble.com/w/the-little-book-of-trust-and-money-charles-feltman/1149446114?ean=9798890572219
 
Chapters |
00:00 Introduction to Trust and Money in Families
04:54 The Framework of Trust
 
Guest Bio |
Charles Feltman has been coaching leaders and teams, delivering leadership development programs, and giving talks worldwide for over 25 years. This often includes supporting individuals, teams and entire organizations in becoming exceptional at building and maintaining strong trust as a foundation for success and wellbeing at work. Charles is the author of The Thin Book of Trust: An essential primer for building trust at work.
 
Guest Resources |
https://www.linkedin.com/in/charlesfeltman/
https://www.amazon.com/Thin-Book-Trust-Essential-Building/dp/0988953862
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Women, Mentorship & Leadership Capabilities with Pamela Teagarden

Episode Summary |
In this engaging interview, Emily Bouchard speaks with Pamela Teagarden about her innovative approach to mentorship, capability intelligence, and leadership in family businesses and women empowerment. Discover how her frameworks and app are transforming leadership development and fostering trust and authenticity.
 
Chapters |
00:00 Introduction to Mentorship and Capability Intelligence
05:03 Aligning Personal Capabilities with Business Goals
09:48 Navigating Family Dynamics in Business
14:20 The Role of Women in Mentorship
18:45 Lessons from International Experience
23:06 Empowering Women in Leadership
 
Guest Bio |
Pamela Teagarden is a former banker with graduate studies in psychology who believes the world works better when people are authentic.
With more than 25 years of experience across three continents — from contributing to PwC’s global leadership curriculum to advising VC-backed founders, Fortune 500 teams, scaling small-to-medium businesses, family enterprises, high-performing individuals, and tech sector roundtables — she has observed a consistent pattern:
Organizations rarely fail because people lack capability. They struggle because they cannot dynamically translate individual capabilities into predictive performance decisions.
To close that gap, Pamela developed Capability Intelligence™ — a practical framework that helps individuals and organizations position capabilities intentionally in daily performance. Her work enables people to operate closer to their natural strengths, both at their best and under rising pressure, creating more aligned leadership, stronger succession outcomes, and sustainable business success.
 
Guest Resources |
www.authentum.com
https://www.facebook.com/authentum/
https://www.linkedin.com/in/pamteagarden
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

A Life of Meaning & Purpose with Dr. Milton Finegold

Episode Summary |
In this special conversation, Emily Bouchard interviews her father, Dr. Milton Finegold, as he approaches his 91st birthday. They explore themes of wisdom, gratitude, and the importance of sharing one's life lessons and estate plans with family. Dr. Finegold reflects on his life experiences, emphasizing the value of curiosity, engagement, and awareness in living a fulfilling life. He shares insights on the significance of gratitude and the need for open communication within families regarding legacy and planning for the future.
 
Chapters |
00:00 A Journey Through Time: Life Lessons from 90 Years
00:54 Awareness and Growth: Learning from Feedback
04:42 Navigating Fear: The Impact of Media and Technology
05:21 Legacy and Wisdom: Lessons for Future Generations
 
Guest Bio |
Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Leadership & Luck with Dr. Milton Finegold

Episode Summary | 
In this special episode, Emily Bouchard engages in a profound conversation with her father, Dr. Milton Finegold, reflecting on his illustrious career in medicine and leadership. They explore themes of collaboration, the importance of transparency in leadership, and the role of luck and relationships in cultivating a meaningful life. Dr. Finegold shares insights from his experiences, emphasizing the value of feedback and personal growth as essential components of a fulfilling life.
 
Chapters |
00:00 A Journey Through Time: Life Lessons from 90 Years
00:54 Women in Science: Impactful Relationships and Mentorship
02:15 Leadership and Collaboration: Building a Supportive Culture
07:28 Luck and Opportunity: Making the Most of Life's Chances
 
Guest Bio |
Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.
 
Emily's Resources | 
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Values & Gratitude with Dr. Milton Finegold

Episode Summary |
In this special conversation, Emily Bouchard interviews her father, Dr. Milton Finegold, as he reflects on his life experiences, values, and the importance of gratitude. They discuss the impact of family heritage, the guiding principles that shaped his decisions, and how he has learned to embrace uncertainty and loss throughout his life. Dr. Milton Finegold shares poignant memories and insights that highlight the resilience of the human spirit and the significance of cherishing every moment with loved ones.
 
Chapters |
00:00 A Journey Through Time: Life Lessons from 90 Years
02:01 The Power of Gratitude: A Guiding Principle
 
Guest Bio |
Dr. Milton Finegold is a physician, researcher, and longtime academic leader who served for over 30 years as Chair of the Department of Pathology at a children’s hospital and faculty member at a major medical school. His reflections offer rare multi-generational wisdom on values, legacy, and what truly matters.
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Redefining Capital in Africa with Tsitsi Mutendi and Nikè Anani

Episode Summary |
In this episode of Wealth Coherence, Emily Bouchard speaks with Nikè Anani and Tsitsi Mutendi, the founders of Itura, a new initiative aimed at empowering African family businesses. They discuss their personal journeys, the importance of cultural wisdom, and the need for trust in investment. The conversation highlights the rising generation's role in the great wealth transfer and the significance of community building among investors. The episode emphasizes the potential of Africa as an investable continent and the transformative impact of local wisdom in business.
 
Chapters | 
00:00 Introduction and Launch of Itura Capital
09:28 Sitsi's Story and the Importance of Community
18:15 Building Trust and Community Among Investors
26:47 The Future of Investment in Africa
 
Guest Bio |
Nikè Anani is the Founder of Itura Capital and Co‑Founder of African Family Firms. She is a fund manager, author and advisor to family offices globally, with deep experience across African family enterprises, governance design and intergenerational capital allocation. Her work sits at the intersection of family continuity, investment strategy and long‑term economic contribution.Tsitsi Mutendi is a Family Business Consultant and Family Office Specialist who helps families and businesses build governance, succession, and philanthropy strategies to create lasting legacies and multi-generational wealth. She is the co-founder of African Family Firms – The African Family Business Association, the voice of African family businesses. Tsitsi believes family businesses are key to sustainable economies and is passionate about equipping families with the skills and knowledge to achieve their vision and values.
 
Itura Capital was created to bridge two realities that belong together: the largest intergenerational wealth transfer in history, and Africa’s growing, youthful economies powered by family enterprises. The fund mobilises global and African family capital into businesses that already carry communities — investing with patience, governance, and a long view. Itura isn’t about fixing Africa; it’s about aligning capital with how the real economy actually works, so generational wealth becomes generational solutions.
 
www.ituracapital.com
 
Guest Resources |
https://ituracapital.com/
na@ituracapital.com
https://www.linkedin.com/in/nikeanani/
https://www.linkedin.com/in/tsitsimutendi/
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/