The Legacy Lounge

In this episode of the Legacy Lounge, we sit down with Erkko Etula, CEO and Chief Investment Officer of Brooklyn Investment Group. After more than a decade at Goldman Sachs leading strategic and quantitative asset allocation research, Erkko launched Brooklyn Investment Group with a mission to give financial advisors more time with their clients by simplifying and scaling the investment process. Er...

In this episode of The Legacy Lounge, we sit down with Jeff Carnrite, partner at Carnrite Ventures, a Houston-based venture capital firm that has spent over a decade identifying breakthrough companies at their earliest stages across energy tech, industrial tech, and healthcare innovation. Jeff takes us inside the dramatic shift happening in capital markets: with half the publicly traded companies...

Dr. Jeremy Lurey returns to tackle the hard truth: 70% of Americans die without estate plans, but even perfect legal documents fail when families avoid honest conversations. He reveals why women will control 60-70% of wealth within twenty years yet remain unprepared, exposes the emotional landmines of "equal" versus "equitable" inheritance, and shares the $25 million story that...

In this episode of The Legacy Lounge, we sit down with Carrie Colbert, a trailblazing venture capital investor who rose from humble beginnings in the Texas Panhandle to build Curate Capital, a fund that’s reshaping the way venture capital supports women-led businesses. After earning a petroleum engineering degree from the University of Texas and a successful career at Hilcorp Energy, Carrie follow...

Dr. Jeremy Lurey, organizational psychologist and founder of Family Legacy First, reveals why only 3% of family businesses reach the fourth generation—and it's not about money. Through real client stories, he exposes the communication breakdowns, succession paralysis, and sibling rivalries that destroy more legacies than any market crash. Dr. Lurey explains why 87% of business owners never act...