Wealth Coherence

Episode Summary |
In this episode, Amber Mahood shares her journey of integrating nature, somatic awareness, and inner coherence into her leadership and life. We explore how connecting with nature and doing inner work can lead to transformational change and legacy building.
 
Chapters |
00:00 Introduction to Amber Mahood and her work
02:00 Amber shares her personal journey and connection with nature
04:03 The impact of forest and lake on her well-being
06:00 The importance of coherence and alignment in life and leadership
07:58 Reflections on Davos and the House of Consciousness
09:46 The pillars of legacy and embodied conscious leadership
12:09 The role of internal coherence in systemic change
13:57 Amber’s new leadership role and legacy stewardship
15:55 The process of unbecoming and conscious deconstruction
18:08 The power of imagination and delusional thinking in transformation
19:55 Moments of awakening and legacy as a collective journey
21:59 The importance of intentionality and living as a living ancestor
24:01 Practicing discomfort and resilience through cold water swimming
25:47 The significance of somatic awareness and emotional scale
28:11 Managing thoughts and beliefs with compassion and awareness
30:11 The role of shadow work and embracing the darkness
31:57 The concept of deconstruction and reconstruction of beliefs
34:03 The importance of coherence and systemic awareness
35:52 Songs and practices for cultivating courage
36:59 Closing thoughts and future collaborations
 
Guest Bio |
Amber Mahood is a storyteller, public speaker, and facilitator who fuses her craft as a business advisor, as well as a personal transformation coach using trauma-informed somatic healing to help her clients embody their own wisdom and become main characters in their stories. She is currently also CEO of Katherine Woodward Thomas LLC where she stewards Katherine's legacy and spreads Future Forward Frameworks (TM) around the world.
A mother and self-described “living ancestor,” Amber is deeply committed to considering how our choices, beliefs, and actions shape the lives of future generations. She is also a co-creator of the House of Consciousness, a gathering focused on conscious leadership, legacy, human flourishing, and systems change.
 
Guest Resources |
https://www.linkedin.com/in/amber-mahood-2a25a96/
https://www.houseofconsciousness.org/
https://www.instagram.com/foundglobal/
 
Emily's Resources | 
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode, Jess McGauley shares her insights on raising resilient children in affluent families, the importance of family culture around learning, and how to navigate societal perceptions of wealth. Discover practical strategies for parents to foster confidence, responsibility, and authenticity in their children.
 
Chapters |
00:00 Introduction to Jess McGauley's work with affluent families
01:04 The philosophy of Biosphere Two and resilience
03:16 The importance of struggle for developing strength
04:11 Shifting parental culture around failure and discomfort
06:33 Understanding entitlement and societal stereotypes
09:09 The evolution of Jess's curriculum based on feedback
10:24 Topics on privilege and identity for young people
12:17 Wealth coherence and handling microaggressions
13:26 Responding to media and public vitriol
14:46 The term Nepo baby and its implications
16:56 The reality of nepotism and personal agency
18:04 The role of reactivity and emotional response
20:25 The impact of wealth on mental health and identity
22:27 Jess's upcoming book and resources for families
 
Guest Bio |
Jessica McGawley is a leading psychological consultant and mediator, specialised in parenting and growing up in the context of wealth. She is the Principal and Founder of Dallington, where she and her team design and deliver programmes for families and young inheritors, drawing on psychodynamic and systemic expertise. Trained at Tavistock, Jessica lectures internationally on succession, identity and intergenerational family dynamics.
 
Guest Resources |
https://www.dallington.co/
https://jessicamcgawley.com/
https://www.linkedin.com/in/jessicamcgawley/
https://www.instagram.com/jessicamcgawley/
https://www.instagram.com/dallington_co_/
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode, Emily Bouchard and Jessica McGawley explore the evolution of women in wealth, the power of mythological narratives like Medusa, and strategies for supporting women in professional and personal growth. They discuss systemic barriers, the importance of safe spaces, and channeling anger into positive change.
 
Chapters | 
00:00 Introduction to the episode and guest
00:59 The myth of Medusa and its relevance to women today
03:46 Systemic barriers women face in the workplace
06:55 The importance of safe spaces and addressing behavior
08:49 Using anger as a catalyst for positive change
12:00 Channeling rage through martial arts and redirecting energy
13:31 The power of allyship and supporting women
14:19 Closing thoughts and call to action
 
Guest Bio |
Jessica McGawley is a leading psychological consultant and mediator, specialised in parenting and growing up in the context of wealth. She is the Principal and Founder of Dallington, where she and her team design and deliver programmes for families and young inheritors, drawing on psychodynamic and systemic expertise. Trained at Tavistock, Jessica lectures internationally on succession, identity and intergenerational family dynamics.
 
Guest Resources |
https://www.dallington.co/
https://jessicamcgawley.com/
https://www.linkedin.com/in/jessicamcgawley/
https://www.instagram.com/jessicamcgawley/
https://www.instagram.com/dallington_co_/
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode, Ruschelle Khanna and Emily Bouchard explore the profound connections between Greek mythology, family wealth, and personal transformation. They discuss how stories like Echo and Athena can inspire women to reclaim their voices and foster coherence in family and financial life.
 
Chapters |
00:00 Introduction to Wealth Coherence and Guests
02:40 From Echo to Athena: The Book's Genesis
07:30 Exploring the Echo Myth and Its Implications
09:24 The Journey from Echo to Athena
14:57 Balancing Masculine and Feminine Energies in Finance
19:34 The Collaborative Nature of Writing and Healing
22:43 The Transformative Power of Writing
27:06 Changing Cultural Narratives through Storytelling
33:06 Memoir Me: Capturing Family Narratives
 
Guest Bio |
Ruschelle Khanna, LCSW, is the co-founder of MemoirMe, a company dedicated to preserving family stories and life experiences so that wisdom, identity, and legacy can be passed from one generation to the next. She believes that the stories we inherit—and the stories we choose to tell—have the power to transform individuals, families, and communities. Through memoir, she helps people discover meaning in their experiences while creating lasting gifts for future generations.
A licensed clinical social worker, speaker, and entrepreneur, Ruschelle has spent her career exploring the connection between personal narrative, intergenerational healing, and human resilience. Her work bridges psychology, family legacy, and storytelling, empowering people to reclaim their voices and shape the futures they want to create.
Ruschelle is the author of two books, including the forthcoming anthology From Echo to Athena: The Evolution of Women, which explores the intersection of cultural narratives and personal money choices. Drawing on diverse voices and lived experiences, the anthology examines how inherited beliefs influence financial decisions and how women are redefining wealth, purpose, and legacy for future generations.
Whether speaking, writing, or building innovative platforms, Ruschelle's mission remains the same: to help people harness the transformative power of story to heal the past, strengthen the present, and leave a meaningful legacy.
 
Guest Resources |
https://www.linkedin.com/in/ruschellekhanna/
www.fromechotoathena.com
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Episode Summary |
In this episode, host Emily Bouchard and guest Brian Page explore the evolving roles of husbands and fathers, the importance of mental load, and how authentic self-expression can lead to a more coherent and fulfilling life. They discuss media portrayals, cultural norms, and practical strategies for supporting men in their roles.
 
Chapters |
00:00 Honoring Fathers and Modern Husbands
02:41 Changing the Narrative Around Men's Roles
06:26 Understanding the Mental Load
09:58 Cultural Reflections in Media
14:27 Identity and Authenticity in Masculinity
21:52 Financial Health and Relationship Dynamics
22:13 Navigating Identity After Major Life Changes
 
Guest Bio |
Brian Page is the founder of Modern Husbands, a financial therapist, educator, and advocate for thriving dual-career marriages. With more than 15 years of experience in personal finance education, Brian has served in leadership and advisory roles with national organizations, including the Consumer Financial Protection Bureau, the Council for Economic Education, and the University of Pennsylvania Wharton School's financial literacy program. He is a Certified Financial Therapist™, Accredited Financial Counselor®, Fair Play Certified® facilitator, and Certified Personal Finance and Financial Education Instructor®.
Married since 2002 and the father of three, Brian brings both professional expertise and lived experience to his work helping couples navigate money, household responsibilities, and modern partnership. Through Modern Husbands, he empowers couples to create more equitable, efficient, and fulfilling lives together.
 
Guest Resources |
https://www.modernhusbands.com/
https://www.youtube.com/@modernhusbands
https://www.modernhusbands.com/podcasts
https://www.modernhusbands.com/newsletter
https://www.instagram.com/modernhusband/
https://www.linkedin.com/company/modernhusbands/
https://www.facebook.com/modernhusbands
 
Emily's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

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.

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/

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/
 

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/

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/