What do wealthy families talk about differently? Lana Robinson joins Carissa Lucreziano to explore the conversations and the habits that help families build lasting financial legacies.
What if the biggest difference between families who build lasting wealth and everyone else isn't how much they earn, but how they think?
When we talk about wealth, we often focus on investments, markets, and financial strategies. But for families who successfully build and preserve wealth across generations, the most important conversations often have nothing to do with money at all.
In this episode of CIBC Smart Advice, host Carissa Lucreziano sits down with Lana Robinson to explore what she's learned from working closely with successful families and business owners. Through stories and practical examples, Lana shares what successful families have in common when it comes to building wealth, preparing future generations, and creating a legacy that lasts.
About Lana Robinson
Lana Robinson is Head of Ultra-High Net Worth Private Banking and CIBC Family Office. She works with multi-generational families to articulate a vision for their wealth, their families, and their communities.
Partnering closely with ultra-high net worth families and their advisors, Lana helps navigate the complexities of wealth, develop strategies for intergenerational wealth transfer, and build frameworks that support responsible stewardship across generations.
In her role, Lana collaborates with advisors across CIBC Private Wealth and experts throughout CIBC North America to deliver highly customized solutions, from banking and investment strategies to complex credit arrangements and specialized planning. Her work focuses on helping families preserve wealth, prepare future generations, and build lasting legacies.
Lana holds the Family Enterprise Advisor (FEA), Certified Financial Planner (CFP), and Certified Private Wealth Advisor (CPWA) designations.
Visit Lana Robinson’s profile on CIBC here.
Resources Mentioned / Links List
● CIBC's \"Smart Advice\" Podcast and Website - Website | Apple Podcasts | Spotify
● Visit CIBC for more Smart Advice
● Your guide to estate planning
3 Reasons Why You Should Listen to This Episode
Enjoyed this Episode?
If you did, be sure to subscribe and share it with your friends!
Building wealth isn't just about numbers. It's also about values, communication, and creating a vision for the future. Whether you're planning for retirement, preparing the next generation, or simply trying to make more intentional financial decisions, this episode offers practical insights that can help you build a stronger financial foundation.
Have any questions? You can connect with me on LinkedIn or through CIBC's Facebook or Instagram.
Thanks for tuning in! For more updates, visit our website. You can also listen to more amazing episodes on Spotify or Apple Podcasts.
Hosted on Acast. See acast.com/privacy for more information.
","author_name":"CIBC"}