
Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer
From Orion's The Weighing Machine by Orion Portfolio Solutions
May 20, 2025 · 59 min · Episode 290
About this episode
The episode discusses the King Lear Effect and insights on wealth transfer with Jeff Brooks.
This week, Rusty Vanneman and Robyn Murray talk with Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. In this episode, we will discuss the so called “King Lear Effect,” preserving financial & human capital, as well as blind spots among financial advisors and how the next generation views wealth inheritance.
People in this episode
Guest: Jeff Brooks
Topics covered
- wealth transfer
- financial capital
- human capital
- financial advisors
- inheritance
Keywords
- King Lear Effect
- wealth inheritance
- financial advisors
- blind spots
Mentioned in this episode
Products: Janus Henderson
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