Money & Meaning Interview

In this exclusive interview, MI2’s Harry Melandri sits down with Christopher Poch, founder and CEO of Promethium Advisors and author of Money & Meaning: What I’ve Learned from Advising the Very Wealthy. With more than 40 years of experience advising ultra-high-net-worth families, Chris has shaped the private wealth management landscape from the inside—having led elite advisory teams at Smith Barney, Citigroup, and Bessemer Trust.

Throughout the conversation, Harry draws out Chris’s deep insights into how significant wealth can be preserved, transferred, and aligned with long-term values. The discussion moves beyond portfolio construction and into the nuances of legacy, succession planning, and intergenerational education—topics that are increasingly critical in today’s uncertain macroeconomic climate.

Chris also shares practical guidance on tax efficiency, real estate investment, and the role of interdisciplinary advisory teams, offering valuable lessons for clients across the wealth spectrum. Together, Harry and Chris bring clarity to the intersection of money, purpose, and enduring impact—making this dialogue a compelling listen for both professionals and individual investors alike. Many of the ideas explored in this conversation are further developed in Chris’s book, Money and Meaning: What I’ve Learned from Advising the Very Wealthy. Clients interested in a deeper perspective may find it a valuable resource.

Click this link to order your copy of Money & Meaning today.