Beyond Wealth

“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.”

In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, and personalized coaching, drawing from their diverse backgrounds in professional sports, event marketing, private equity, and hospitality.

Lisa and Julia delve into the essential elements of an effective onboarding process, the challenge of balancing professional and personal life, and their innovative methods for matching candidates with executive needs. They also discuss their approach to building a sustainable work environment and optimizing team effectiveness, offering valuable insights for anyone interested in professional growth and time management.


Key Moments

05:54 Finding EQ-Driven Assistants
08:05 Mastering Work-Life Balance
18:30 Secrets to Effective Onboarding
24:05  Pennyworth’s Onboarding Strategy


Connect with Lisa Casson
LinkedIn: https://www.linkedin.com/in/lcasson/ 
Website: https://www.pennyworthprojects.com/ 

Connect with Julia Hudson
LinkedIn: https://www.linkedin.com/in/jhudsonea/ 
Website: https://www.pennyworthprojects.com/ 



What is Beyond Wealth?

Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?

Welcome to Beyond Wealth: Innovating for Life Elevation.

Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.

Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.

And now, Beyond Wealth.

EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com