About the show

More Than Assets explores the human side of estate planning: the part of the work that never shows up on a statement.

What a client leaves behind is more than assets, and almost none of it is in the will. There are relationships, obligations, half-told family histories, and a hundred small decisions nobody prepared for. Sorting through that mess is some of the hardest and most human work in wealth management, and it rarely gets talked about.

We tell that story from the perspective of the financial advisors on the front lines. They are the ones sitting with clients before anything happens, and sitting with families after everything has. What they saw, what the plan missed, and what showing up actually looked like.

And because none of this happens by hand anymore, we also talk to the people building the technology underneath it: the platforms advisors quietly count on when the work gets real.

One guest. Thirty-five minutes. Every other week.