Jill Shipley - The Need for Autonomy

“I don't think the family system, can thrive until you focus on the individual.” Jill Shipley is one of the most thoughtful people working today in the family wealth space. She has been working closely with substantial families for years and has many interesting takes on family unity, prenups, secrets, and baggage, how to train wealth advisors, and what the shows Succession and Billions get wrong. Jill Shipley is Managing Director and Head of Family Governance and Education at AlTi Tiedemann Global. Prior to joining Tiedemann, Jill was Senior Managing Director at Cresset Capital, leading the firm’s governance and education practice, and prior acted as Managing Director in the Institute for Family Culture at Abbot Downing, where she was a family wealth consultant focused on family dynamics, education & governance, family business transitions, and social impact analysis. Jill has been on the faculty with Stetson University’s School of Business, where she taught courses on family businesses. She also served as an invited faculty member with the University of Pennsylvania’s Wharton Executive Education Wealth Management Program. Jill holds both an MBA and a Bachelor of Science in Business Administration from Stetson University. Please enjoy my conversation with Jill Shipley. WEBSITE: https://www.relative-solutions.com/bi... 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 runs Circulus Group, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE:   / joereillyjr   WEBSITE: circulus.substack.com PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast... Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it. The views expressed herein are those of Jill Shipley and do not necessarily reflect the views of AlTi Global, Inc. or its affiliates (“AlTi”).  This is for informational purposes only and does not constitute investment advice, an offer to buy or sell any financial product, a solicitation to become an advisory client of AlTi or an investor in any AlTi-advised fund, or an endorsement of AlTi, its advisory services, or investment strategies, including AlTi-advised funds. While the information and views presented are believed to be accurate and expressed in good faith, there is no assurance that they are correct, complete, or will not change over time. All investments carry risk, including loss of principal. Past performance is not indicative of future results. S4E3 ©2025 Joe Reilly