What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most.
In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at State Street Global Advisors, to explore the human side of wealth. Together, they unpack the “roots and wings” tension that families face, how money can magnify existing communication patterns, and why legacy is about more than trusts and tax strategies. Brie shares research-backed insights on multigenerational dynamics, emotional literacy, and how families can shift from one big inheritance conversation to an ongoing dialogue that builds confidence and capability over time.
What to expect:
- How wealth can quietly amplify both strong and strained family dynamics
- Why communication is often more important than technical planning
- Practical ways to create learning moments without creating dependency
- The concept of “giving while living” and aligning expectations between givers and recipients
- Book recommendations to strengthen emotional awareness and family governance
- And more!
Resources:
- Atlas of the Heart by Brené Brown
- The Business of Family: How to Stay Rich for Generations by Linda Taylor Davis
- Contact Generation Capital Advisors
Connect with Sam Diarbakerly:
Connect with Brie Williams:
- LinkedIn: Brie Williams
- LinkedIn: State Street Investment Management
- State Street Investment Management
About our Guest:
Brie Williams is a Managing Director at State Street Global Advisors and leads Advisor Solutions and Wealth Intelligence. Her work focuses on researching investor behavior, family wealth dynamics, and the intersection of financial decision-making and human behavior. She partners with advisors and leadership teams across the country to translate research insights into meaningful conversations and real-world outcomes for families navigating complexity.
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