Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer

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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