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Effective Transparency with Luke Jernagan, Matter Family Office
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Silence around wealth isn’t harmless—it’s a liability. And for advisors serving high-net-worth families, knowing how to guide transparent conversations is no longer optional.
In this episode of Visionary Advisor, Total Family CEO Alex Kirby sits down with Luke Jernagan, Managing Director of Family Learning at Matter Family Office, to explore how the most successful families—and their advisors—build trust through communication. Drawing from his widely shared white paper The Power of Effective Transparency, Luke offers a practical framework for preparing staged trust reveals, navigating difficult conversations, and building a shared family culture rooted in values and purpose.
Whether you serve families with $5M or $500M, you’ll walk away with the language, strategies, and mindset to help clients move from secrecy to strength.
Why This Episode Matters for Advisors
- Learn how to frame transparency as a leadership skill, not a liability
- Hear real-world strategies to support clients through hard conversations
- Understand why secrecy erodes legacy—and what to do about it
- Walk away with practical language and examples you can use immediately
Notable Quotes from Luke Jernagan
- [1:36] “Families who practice transparency tend to be the ones that function well for generations.”
- [9:58] “It’s not the wealth—it’s the secrecy that erodes freedom and success.”
- [19:15] “Wealth is just the tool. The real opportunity is building a shared family culture.”
- [32:20] “It’s never too late—unless the estate attorney is doing the talking.”
Resources
Download & Read: The Power of Effective Transparency – here.
More about Matter Family Office at their site - https://www.matterfamilyoffice.com/
Stay Connected with Visionary Advisor
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