Legacy Lounge
Deborah Stavis on Building Trusted Professional Relationships
11th October 2026
Deborah Stavis shared her perspective in an InsuranceNewsNet Magazine feature by Michael Babikian, CEO of FFR, on how advisors serving high-net-worth families build lasting relationships with attorneys, accountants, and other trusted professionals. Deborah serves on FFR’s board.
Get to Know Shelli Bouillion
27th September 2026
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Shelli Bouillion, our Manager of Advisory, Insurance and Investment Operations.
The Fourth Character: Why the Next Great American Musical Should Be Written in Houston
13th July 2026
Dan Knechtges, Artistic Director of Theatre Under The Stars, joins the Legacy Lounge to argue that American musical theatre was born from forced proximity on the Lower East Side, that Houston now has the same ingredients in greater concentration, and that the seminal musicals in the canon all lost money before they made any.
A Conflicted Market: The Economics of Keeping Musical Theatre in Houston
13th July 2026
Hillary Hart, Executive Director of Theatre Under The Stars, joins the Legacy Lounge to explain why a nonprofit theatre that earns seventy percent of its revenue from ticket sales cannot survive on that model, what a "conflicted market" does to an arts institution, and why she has stopped calling the goal sustainability.
More Than Insurable or Uninsurable: How Risk Really Gets Priced
6th July 2026
Penn Mutual Chief Underwriter Gretchen Dinucci joins the Legacy Lounge to explain why insurability is a spectrum, how underwriters really price risk, and how longevity and modern medicine are reshaping life insurance.
Equal Is Not Always Fair: How Families Define Fairness Before Wealth Transfers
22nd June 2026
The structures that equalize an estate can deliver almost any outcome. They cannot tell you which one is right. That decision belongs to the family, and it is best made out loud, while everyone is still at the table.
Estate Equalization: Treating Children Fairly When the Assets Won't Divide
22nd June 2026
A larger exemption lifted the estate tax off many families. It did nothing for the family whose wealth is a single asset only one child can use. That problem is mechanical, and there is a structure that solves it
Beyond the Barrel: Why Energy Investing Isn't Necessarily a Commodity Bet
19th May 2026
Mike France, Head of Investment Management at Intrepid Financial Partners, joins the Legacy Lounge to challenge the idea that energy investing is a commodity bet. He shares why capital discipline, contracted cash flows, and AI-driven natural gas demand are reshaping the lower middle-market energy infrastructure opportunity.