As wealth grows, life rarely gets simpler. More accounts, more advisors, more decisions… and eventually, even successful families start to wonder whether everything is actually working together.

In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith unpack a modern family office–style approach to wealth management, designed for families who want clarity, coordination, and confidence without needing a $50 million balance sheet.

They explore why financial complexity often comes from too many advisors working in silos, not from a lack of expertise—and why the real solution isn’t adding more people, but improving alignment among the professionals you already trust.

Jeff and Lauren walk through the five pillars of a modern family office blueprint, including:

• Consolidating your financial world into one coordinated system
• Building a true “board of advisors” who communicate with one another
• Planning proactively for after-tax growth
• Investing with purpose, not market noise
• Preparing the next generation through thoughtful legacy planning and communication

Along the way, they discuss why families shouldn’t be forced into the role of project manager for their own wealth—and how a family office mindset can help reduce decision fatigue, uncover missed opportunities, and bring everything back to what matters most.

If you’re looking for a clearer, more coordinated way to manage your financial life, this episode is a must-listen.

Connect With Winstone Wealth Partners:

• jeff@WinstoneWP.com
• (713) 244-3030
• Schedule A Call With Jeff or Lauren
• Winstone Wealth Partners
• LinkedIn: Jeff Green
• LinkedIn: Lauren Smith

100 podcast episodes in… many more to go. So, what have we learned from helping families plan for their wealth and their lives?

In this special centennial episode, Jeff Green and Lauren Smith reflect on the most-played conversations, the smartest lessons clients have taught them, and the surprising podcast topics that have resonated with audiences most. They share listener insights, the themes that keep coming up, and the core truth behind every great wealth plan: your money should support the life you want, not the other way around. Together they discuss:

• The top ten lessons that have shaped their advice over 100 episodes
• Why the “human side” of money keeps outperforming market talk in downloads
• What clients really worry about heading into retirement
• Why avoiding preventable mistakes matters more than chasing big wins
• How advisors play coach, counselor, and guide during life transitions
• The role of tax strategy in preserving lifestyle and legacy
• What they’re excited to explore over the next 100 episodes
• And more!

Top Green Zone Episodes

• The Roles of Values in Retirement Planning
• Transition Into Retirement With A Coach As Your Guide
• How to Build Wealth Wisdom in the Next Generation
• Tax Surprises Through the 4 Stages of Retirement
• Financial Advice for My Younger Self
• The Top Retirement Traps to Avoid
• Hidden Costs of Retirement: What You Might Be Overlooking
• Financial Strategies For Life's Big Transitions Ahead
• Having The Tough Conversations About Death & Finances
• Is Your Financial Advisor Showing You The Love?
• Find Your Why With The Birkman Assessment
• Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy

Connect With Winstone Wealth Partners:

• jeff@WinstoneWP.com
• (713) 244-3030
• Schedule A Call With Jeff or Lauren
• Winstone Wealth Partners
• LinkedIn: Jeff Green
• LinkedIn: Lauren Smith

In this special episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Andrea and John Ferruzzo to share the story of their daughter, Katherine, one of the two young counselors who lost their lives—along with 25 children campers—in the devastating Kerr County flood at Camp Mystic this past July.

In the months since the flood, the Ferruzzos—along with the other families who lost daughters that night—have come together as Heaven’s 27, an organization committed to honoring their lost daughters and advocate for stronger camp safety across Texas. Andrea and John have also launched The Katherine Ferruzzo Legacy Foundation, dedicated to supporting special education classrooms, a mission rooted deeply in Katherine’s heart and the work she was already doing long before college.

In this episode, Andrea and John share their story of parents transforming heartbreak into hope—and we’re honored to help share Katherine’s story and the legacy she continues to inspire.

Together they discuss:

• The circumstances surrounding the Kerr County flood at Camp Mystic
• Katherine’s passion for special education and the work she was already doing in classrooms
• Why the Ferruzzos chose to start a foundation instead of a GoFundMe—and how the Foundation is already supporting teachers and special needs students
• The impact the foundation is making across Spring Branch ISD and future plans to expand statewide
• The ongoing legislative efforts of the Heaven’s 27 families to strengthen Texas camp safety laws
• And more…

If this episode moves you, we encourage you to learn more, get involved, and help carry forward the work Katherine cared so deeply about.

Resources

• The Katherine Ferruzzo Legacy Foundation
• Live Like Katherine Ferruzzo Instagram
• Heaven’s 27
• Campaign for Camp Safety
• John & Andrea Ferruzzo’s op-ed in the Austin Statesman
• Katherine Ferruzzo’s Obituary

Connect With Winstone Wealth Partners:

• jeff@WinstoneWP.com
• (713) 244-3030
• Schedule A Call With Jeff or Lauren
• Winstone Wealth Partners
• LinkedIn: Jeff Green
• LinkedIn: Lauren Smith

Note: Raymond James is not affiliated with and does not endorse any of the organizations mentioned above and within this Podcast episode.