Jay Hughes - Wealth is Well Being

The Inheritance Podcast

We have a special treat today, an interview I conducted live with Jay Hughes at the recent Southeastern Family Office Forum, or SEFOF, in Atlanta. SEFOF is a remarkable non-profit family office and family enterprise network that is now 14 years old. I had a wonderful time there and met many nice folks. My thanks to Brian Hughes, Bryn Monahan and Betsy Brown and all the volunteers for making this keynote interview possible.

The interview was conducted over a livestream in front of an audience of three hundred, and I do want to address some minor audio issues you might notice. While there may be a few slight fluctuations in sound quality, rest assured, these issues are not significant and should not detract from your listening experience.

Jay Hughes is an author, advisor to families, and founder of a law partnership in New York that represented private clients throughout the world, and now retired from the active practice of wealth advisory. His wonderful book, Family Wealth, Keeping it in the Family, has become a classic in the family wealth space, and he warns that the shirtsleeves proverb is a warning and not a curse.

Jay’s wisdom is on full display in this engaging interview, and it is readily apparent why this man has had such a large impact on many families and individuals over the last thirty years.

This interview is part of a series done in partnership with the James E. Hughes Jr. Foundation. Please listen to my previous interview with Jay in 2023, as well as Christian Stewart, John Warnick, Gunther Weil and Keith Whitaker.

WEBSITE: https://jehjf.org/

Book: https://www.amazon.com/Family-Wealth-Keeping-Intellectual-Financial-Generations/dp/157660151X

NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

Joe Reilly is the CEO of Circulus Group, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

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