Navigating Abundance · 2026-07-17 · 21 min
In this conversation, Chris Tanke and Connor Maki discuss the importance of measuring and managing total family wealth. They introduce the Essential Quiz, a tool designed to help families assess their financial, logistical, and legacy wealth. The discussion emphasizes the need for self-reflection and the value of understanding one's position in wealth management. They also highlight the philosophy behind their approach, aiming to democratize family office concepts and provide resources for families to improve their wealth management strategies. Take the Essential Quiz here: Chapters 00:00 Introduction to Total Family Wealth 02:09 Unveiling the Essential Quiz 07:41 Understanding the Essential Quiz 11:50 The Philosophy Behind Family Wealth 15:15 Encouragement and Resources for Families 20:00 The Importance of Self-Reflection
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