Safe Space with Francesco Lombardo: Recent Episodes
Francesco Lombardo
Safe Space is the Premiere Podcast for NXTGEN Family Business Leaders. Your host Francesco Lombardo is a much-sought after international speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. Through his extensive work with families, Lombardo has identified a universal connection between people’s relationship to money and the impact this has on their families, businesses and legacies. On this show he will dive in with some of the worlds most prestigious families to talk about that.
Protect your generational wealth by building a stronger foundation. Author Buddy Thomas shares his 50-year roadmap for holistic planning and active family estate planning that unites your legacy.
Leaving an inheritance is easy. Passing on a sustainable, thriving legacy is incredibly difficult. Most wealthy and aspirational families spend millions on legal structures and tax loopholes, yet completely neglect the emotional and relational capital required to keep that wealth from dissolving across generations.
In this episode of Safe Space, we are joined by veteran wealth strategist and author of Love Wisdom Money, Buddy Thomas. With over five decades of hands-on experience working directly with trustors, trustees, and beneficiaries, Buddy has witnessed firsthand why traditional financial planning fails. He reveals why placing love and wisdom ahead of the actual currency is the only way to meet both your legal and moral responsibilities as a family fiduciary.
In this conversation, we solve for:
The Currency Disconnect: Why passing down money without passing down the family values that gave it meaning creates a destructive legacy.
The Power of Holistic Planning: How to engage in deep financial and estate planning that actively protects your family's relational health.
Continuous Family Engagement: Practical frameworks to keep the next generation involved in ongoing conversations about wealth, fostering true alignment and cohesion.
If you are a "Family Champion" or a leader managing a family office, Buddy's grounded, story-driven guidance provides a blueprint for true succession planning. It's time to stop looking at your legacy as a math problem and start building a generative ecosystem that safeguards your family's true wealth for decades to come.
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• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
Stop letting self-criticism ruin your family business dynamics. Leadership coach Massimo Backus explains how self-compassion and emotional intelligence create a more resilient succession plan.
Why do so many family business leaders feel like they have to choose between being a "strong boss" and a "loving family member"? Often, the pressure to maintain a multi-generational legacy leads to a culture of overcontrol and self-pressure that actually stifles growth.
In this episode of Safe Space, we sit down with leadership strategist and author of Human First, Leader Second, Massimo Backus. With a deep background in organizational psychology, Massimo helps us dismantle the internal narratives and inherited behaviors that often plague family enterprises. We move past the technical side of governance to look at the "inner work" required to sustain a healthy family office.
In this conversation, we solve for:
The "Overcontrol" Trap: Why founders struggle to delegate and how to shift from controlling the work to developing the people.
Emotional Resilience: Using mindfulness and self-awareness to navigate high-stakes family dynamics without burning out.
Building a Flourishing Culture: How replacing self-criticism with self-trust allows the next generation to step into their own leadership with confidence.
Whether you are navigating a difficult succession or simply trying to improve family relationships within the business, Massimo's story-driven approach offers a practical roadmap. It's time to stop doing the work for your people and start leading with the clarity and humanity that your legacy deserves.
Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
Stop letting procrastination stall your family business succession. Dr. Moira Somers explains the neuroscience of avoidance and how to master emotional regulation for better family governance.
Why do the smartest families avoid the most important conversations? Whether it's succession planning, wealth transition, or conflict resolution, the "fault lines" in a family business usually aren't financial—they're neurological.
In this episode of Safe Space, we sit down with neuropsychologist and family wealth consultant Dr. Moira Somers. As the author of Advice that Sticks, Moira has spent her career studying why high-net-worth families often know what to do, yet fail to do it. We dive deep into the psychology of procrastination and avoidance, moving past the "just do it" advice to understand the fear and anxiety that keep families stuck.
We solve three core problems in this conversation:
- The Avoidance Trap: Why your family "forgets" to talk about the future and how to break the cycle of procrastination.
- Facilitating the Hard Stuff: A pragmatic roadmap for hosting difficult family conversations without ending in emotional shutdowns.
- The Trust Factor: How emotional regulation and behavioral economics can be used to build a stronger foundation for family enterprise governance.
If you are a "Family Champion" or a leader in a family office struggling with a stalled transition, Moira's grounded approach offers a way to bring about positive change. It's time to move from "misconduct" and "fault lines" to a future built on trust and strategic clarity.
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How do you modernize a 70-year-old family brand without losing its soul? Marshall Rabil, CEO of Hubs Peanut Company, joins Safe Space to discuss family business succession, co-create a family legacy and innovation strategy.
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In this episode, Francesco Lombardo sits down with Karen Alko, a fourth-generation steward of ABC Recycling and her role as a "family champion" for governance and legacy. As a 2025 Transformational Women in Family Business Award recipient, Karen discusses how she integrates core family values into long-term strategy and the importance of next-generation planning. The conversation explores her efforts in fostering community relations and social impact, including her leadership in Indigenous reconciliation and staff education.
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In this episode, Francesco Lombardo interviews Anthony Contrucci, a fifth-generation member of a family business, Centier Bank. They discuss the concept of a 'family champion'—a person who plays a crucial role in preserving family legacy and navigating the complexities of family dynamics. Anthony shares his personal journey, the challenges he faced, and the importance of emotional cohesion and governance in family enterprises. He emphasizes the need for passion, support, and continuous learning for those stepping into the role of a family champion.
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In this episode, Francesco Lombardo speaks with parenting expert Manu Brune about the complexities of parenting, especially in wealthy families. They discuss the challenges of navigating emotional intelligence, entitlement, and the importance of compassion in parenting. Manu emphasizes the need for parents to teach their children how to handle uncomfortable emotions and the role of grandparents in fostering emotional development. The conversation also touches on reframing guilt and shame in parenting, highlighting that relationships can heal through presence and awareness.
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In this episode of Safe Space, Kunal Amalean shares insights on the dynamics of family businesses, emphasizing the importance of closeness among family members. He discusses how his family maintained strong relationships despite geographical distances and the intentional efforts made to ensure emotional intimacy across generations. Kunal highlights the return on investment of fostering closeness, not only in terms of family harmony but also in business success. He concludes with advice for future generations on the significance of understanding oneself and others within the family context.
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In this episode of Safe Space, host Francesco Lombardo welcomes Véronique Sanders, the steward of Château Haut-Bailly, a prestigious Bordeaux winery with a rich history dating back 800 years. Véronique shares about the complexity of her family's history with the business, emphasizing the emotional connection she has with the land and the importance of passion in winemaking. She discusses the responsibilities that come with being a custodian of the estate, highlighting the need to preserve its legacy for future generations while adapting to modern challenges such as climate change and shifting consumer habits.
Throughout the conversation, Véronique reflects on the evolving landscape of the wine industry, particularly the changing drinking habits of younger generations. She believes that while studies suggest a decline in wine consumption among youth, personal experiences reveal a different narrative. The episode concludes with Véronique offering valuable advice to both current and future generations, urging them to stay curious and authentic while embracing their roles as stewards of their family legacies.
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In this episode of Safe Space, Daniel Trimarchi and Francesco explore the often-unspoken complexities of family dynamics, particularly the tendency toward binary thinking (right or wrong, in or out, success or failure) that can quietly limit relationships within enterprising families. Daniel challenges this mindset by inviting families to recognize the "gray space," where nuance, curiosity, and empathy create room for deeper connection, better decision-making, and unexpected opportunities.
Drawing on more than 16 years of global experience advising business families, family offices, and high-net-worth individuals, Daniel shares how governance frameworks, clear communication, and accountability can help families navigate complexity without losing trust or emotional safety. As National Lead for Family Dynamics & Governance at KPMG Australia and a member of KPMG's Global Centre of Excellence for Family Business, he brings a rare blend of academic insight and practical application to conversations about change, conflict, and continuity.
Throughout the episode, Daniel emphasizes that embracing complexity—rather than avoiding it—can unlock creativity, strengthen relationships, and support more sustainable family enterprises across generations.
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In this episode, Marc Kielburger unpacks the difference between happiness and fulfillment, explaining why fulfillment is a deeper state of being that shapes how we experience the world. He reflects on stepping off the "happiness treadmill" and what it means to build a life rooted in purpose.
Marc draws on more than 30 years as a social entrepreneur, advising global leaders and co-creating movements that inspire meaningful impact. A Harvard and Oxford graduate and Rhodes Scholar, he has worked with changemakers like Richard Branson, Oprah Winfrey, and Sheryl Sandberg.
He is the co-founder of Legacy+ and Realize the Dream, and blends longevity science with emotional wellness through Unlimited Life. As co-host of the My Legacy Podcast and iHeart radio show, Marc continues to explore what it means to live a fulfilled life.
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On this episode of Safe Space, Francesco is joined by Brad Scott, Founder and Managing Director of EWM Group in Brisbane, Australia, and a pioneer of the Australian Multi-Family Office industry. The conversation begins with a retrospective on the Family Office field in Australia over the past 20 years, examining how it has changed and what to expect with the next generation. The discussion then delves into the critical role of family offices in managing family dynamics and emotional challenges, emphasizing that while investment strategies are important, the emotional aspect is paramount for the success of family wealth management.
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In this episode of Safe Space, Francesco sits down with Dr. Megan Gerhardt to explore the power—and complexity—of leading across generations. Megan shares why embracing diverse expertise is essential for building high-performing teams, especially within family businesses where generational dynamics often run deep. While it may feel easier to work with people who think like we do, she explains that true productivity and innovation emerge when families intentionally leverage their unique perspectives, experiences, and strengths.
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In this episode of Safe Space with Francesco Lombardo, Amanda Challen, CEO of Advance Civil Engineering, shares her journey as a next-generation leader in Australia's construction industry. She opens up about navigating gender dynamics, building self-worth, and the importance of clear boundaries in family business. Amanda's story highlights courage, authenticity, and the power of open communication in leading with integrity and purpose.
🎧 Tune in to hear Amanda's insights on leading with integrity, empowering others, and redefining what it means to be a next-generation leader.
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In this episode of Safe Space with Francesco Lombardo, Brandi Harleaux, award-winning entrepreneur and second-generation CEO of South Post Oak Recycling Center, shares her journey from leading teams at Fortune 100 companies — including Target, Northrop Grumman, and Disney — to stepping into her family business.
Brandi reflects on her decision to pursue an MBA while working full-time at Disney, and how education and real-world experience gave her the tools to navigate the complexities of joining a family enterprise. She also discusses the importance of preparation, financial literacy, and purpose-driven leadership — lessons that continue to guide her at the helm of SPORC, where she leads with a philosophy of taking care of your people and positively impacting the community.
🎧 Listen now to hear Brandi's insights on growth, courage, and redefining what leadership looks like in the next generation of family business.
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In this episode of Safe Space, host Francesco Lombardo speaks with wealth coach Kelly Willis Green about the emotional and psychological aspects of money. They explore Kelly's journey into wealth coaching, the dynamics of marrying into wealth, and the importance of understanding one's relationship with money. The conversation delves into the impact of childhood beliefs on financial behaviors, the connection between money and relationships, and the significance of curiosity in fostering innovation and personal growth. Kelly shares insights on transforming money history into intentional money management and discusses various money archetypes that influence financial behaviors. Connect with Kelly: • www.kellywillisgreen.com • Serious Coin: Rich Conversations About Wealth Podcast
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In this episode, Francesco Lombardo speaks with Robert and Kaylee Fukui about their journey as business consultants who help family businesses thrive while maintaining healthy marriages. They discuss the importance of balancing work and family life, overcoming guilt in parenting, and creating intentional relationships. The Fukuis share personal stories and practical advice on how to foster communication and connection within families, emphasizing the need for emotional security alongside financial stability.
Connect with Robert & Kaylee: https://marriedentrepreneur.co/safespace
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In this episode, Franco interviews James Kerr, author of 'Legacy', exploring the profound lessons on leadership derived from the New Zealand All Blacks rugby team. They discuss the importance of character, culture, and values in leadership, the concept of leaving a legacy, and the intergenerational aspects of family businesses. Kerr emphasizes the significance of vulnerability, the role of external coaching, and the power of language in teams. The conversation also delves into the essential role of love in creating a nurturing environment for growth and performance.
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In our second episode with Dr. Sandra Primiano, we discuss the nuances of trauma, emphasizing that it is not solely defined by major life events but can also stem from repeated minor experiences. The conversation explores how these traumas shape behaviors and relationships, the importance of self-awareness, and the journey towards transforming learned behaviors. Dr. Primiano highlights the significance of neuroplasticity in changing emotional pathways, the necessity of embracing all emotions, and the power of self-compassion and gratitude in personal development.
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In this episode of Safe Space, Dr. Sandra Primiano discusses the complexities of mental health, particularly focusing on burnout within the context of family businesses. She explores the various forms of burnout, its causes, and its impact on individuals and systems. The conversation delves into the importance of emotional awareness, the influence of ancestral traditions, and the necessity of mindfulness in daily life. Dr. Primiano emphasizes the power of choice in emotional responses and the significance of understanding one's values for personal transformation.
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In this episode, Jen Risher shares her journey from a middle-class background to sudden wealth due to unimaginable success for her and her husband early in their careers. She discusses the emotional complexities that come with newfound wealth, including feelings of shame and guilt, and the importance of understanding one's money story. Jen emphasizes the need for open conversations about money to foster connection and purpose, and she advocates for using wealth to create equity and support others. The discussion highlights the significance of vulnerability and listening across generations in family businesses.
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In this episode, Francesco Lombardo and Dave Specht discuss the dynamics of family businesses, focusing on the importance of empathy, communication, and understanding between generations. They explore how the rising generation is often misunderstood and the need for them to find their own identity separate from family expectations. The conversation emphasizes the significance of relationships over financial capital and the necessity for open dialogue about wealth transfer and family dynamics. They also touch on the evolving landscape of financial advisory services and the importance of catering to the needs of the rising generation.
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In this episode, Francesco Lombardo interviews Ana Maria Guerrero Carvajal, a sixth-generation leader of the Carvajal family business in Colombia. They discuss the importance of family values in sustaining a business across generations, the role of innovation in adapting to market changes, and the initiatives taken to foster entrepreneurship within the family. Ana Maria emphasizes the significance of living the values they preach, showcasing how the family actively engages in social responsibility and community development. The conversation concludes with advice for future generations on maintaining integrity and commitment to social prosperity.
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In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes.
Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
In this episode, Vicki Furnish of Wellspring Family Group shares her insights on managing family dynamics within a family business, particularly focusing on the transition to a single family office. She discusses the importance of educating the next generation about wealth, fostering motivation, and the necessity of open communication. Vicki emphasizes the role of emotional intelligence in navigating family relationships and the impact of creating safe spaces for discussions. The conversation highlights the balance between business responsibilities and family connections, ultimately aiming to leave a lasting legacy for future generations.
Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
In this episode, Francesco Lombardo interviews Craig Kielburger, a renowned social entrepreneur and co-founder of WE Charity. They discuss Craig's journey from starting Free the Children at a young age to his collaboration with Oprah Winfrey, which significantly impacted his work in social impact. The conversation delves into the concept of legacy, exploring how families can create meaningful legacies and the importance of self-reflection and accountability in this process. They also touch on the emotional traditions that families pass down, both positive and negative, and how these affect future generations. In this conversation, Franco and Craig explore the intricate journey of writing a book, the importance of questioning the status quo, and the concept of permacrisis. They discuss the significance of internal peace, connection, and the legacy one leaves behind. The dialogue emphasizes the need for personal growth and the impact of service to others, culminating in advice for future generations on prioritizing meaningful connections and values.
A dedicated husband and father of three, Craig Kielburger is a globally recognized social entrepreneur who has spent over 30 years empowering individuals to find their purpose and make a difference. As co-leader of Legacy+, he guides organizations and individuals in building impactful movements and legacy projects. His journey began at age 12 with the founding of Free The Children, a movement that inspired global youth activism and positively impacted over a million lives. The author of 10 books, including "What Is My Legacy?" (co-authored with Martin Luther King III), he also co-hosts the "My Legacy Podcast & Syndicated Radio Show" and serves as Chancellor of Legacy College in Kenya. His commitment to youth development continues through his co-founding role at the Dalai Lama Center. His extraordinary contributions have been recognized with The Order of Canada, the Nelson Mandela Freedom Medal, and 15 honorary degrees.
Listen to Craig’s podcast on iHeart Learn more about Legacy+ by visiting legacyplus.org
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In this episode of Safe Space, the Fidanza siblings—Paolo, Adrian, and Carmen—share their journey of navigating the complexities of family dynamics after the sale of their family business, Salerno Dairy. They discuss the identity crisis they faced, the importance of self-discovery, and how they transformed their relationships through trust and emotional intelligence. The siblings emphasize the significance of changing their mindsets about money and the value of investing in themselves as individuals and as a family unit. They offer insights and advice for others in similar situations, highlighting the importance of open communication and personal growth within family businesses.
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In this episode of Safe Space, host Francesco Lombardo speaks with personal coach, therapist, and healer, Ashley Best. Ashley shares her journey from being a CPA to embracing her true self and helping others do the same. The conversation delves into the importance of listening to one's internal compass, the courage to be vulnerable, and the significance of self-love. They discuss the shift in family offices towards recognizing human capital and the impact of shame on personal and familial relationships. The episode concludes with practical advice for the next generation on embracing change and leading with the heart.
Ashley Best is a former CPA who chose to follow her heart and internal compass, embarking on a journey to discover her true identity beyond family systems and societal programming. With over 15 years of experience, she has evolved into a therapist and intuitive healer, blending analytical expertise with a deep understanding of human potential.
As the founder of Mindset Capital, Ashley’s work stems from a passion for developing mindset and human capital. She partners with next-generation leaders and family offices to cultivate personal growth and financial alignment through strategic insight, mindfulness, and healing modalities.
Ashley empowers her clients to make confident, purpose-driven decisions by helping them tap into their intuition and access their authentic potential to create lasting impact in their lives and businesses.
Listen to Ashley’s Podcast on Spotify
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In this episode, Franco interviews family business advisor and co-author of The Quest for Legitimacy, Russ Haworth, who shares insights from his work with family businesses and the rising generation. They discuss the importance of understanding family dynamics, the quest for legitimacy, and the emotional aspects of succession planning. Russ emphasizes the need for individuals to explore their identity and purpose while navigating the complexities of family businesses. The conversation highlights the shift towards recognizing emotional needs in business relationships and the significance of connection within families.
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In this episode of Safe Space, host Francesco Lombardo engages with Agathe Holowatinc, Founder of FUELLED, to explore the significance of nutritional traditions and their impact on health and behavior. They discuss practical steps for making healthier food choices, the rise of food allergies, and the importance of understanding food values. Agatha shares insights on how to empower oneself to make better dietary decisions and offers advice on maintaining a healthy lifestyle while honoring family traditions.
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Guest Bio:
Agathe Regina Holowatinc, BA, MLIS, INHC (she/her) (pronounced Agatha)
Agathe Holowatinc is Founder and Director at FUELLED Ultimate Health & Nutrition Ltd., a Certified Integrative Nutrition Health Coach & Consultant, professional researcher, published author, former private chef, healthy cooking masterclass instructor & Ayurveda enthusiast. She is on a mission to get high performance professionals energized and optimised so that they can bring their absolute best presence, productivity and performance to the companies they work for and also bring the best of themselves to all other aspects of their lives. Agathe is obsessed with human potential and performance and specialises in high-impact, nutrient-loaded, high performance nutrition, preventative health, "Food as Medicine,” cellular health and holistic (“Whole Life”) approaches to elevating your life! Agathe truly believes that vibrant health is our BIRTHRIGHT and she has dedicated her life to helping people achieve just that. Her nutrition coaching and consulting services are ideal for high performance professionals (men and women) who want to enhance their energy and feel powered up and limitless, day in and day out. She brings bold and innovative workplace wellness sessions to companies and also works 1:1 with private clients from around the world.
Website: www.fuelledlife.com
Connect with Agathe on Linkedin (most active): https://www.linkedin.com/in/agathe-regina-holowatinc-3a886814 and https://www.linkedin.com/company/fuelledultimatehealthandnutrition/ IG: https://www.instagram.com/fuelledultimatenutrition/ FB: https://www.facebook.com/fuelledultimatenutrition YouTube (more coming soon!): @fuelledtv https://www.youtube.com/@fuelledtv
In this episode of Safe Space, host Francesco Lombardo speaks with John Michael Elder, a third-generation family business member, about the complexities of navigating family dynamics, wealth, and emotional intelligence within a family business. John Michael shares his journey of marrying into a business family, the challenges of understanding wealth, and the importance of emotional intelligence in fostering a supportive family culture. The conversation emphasizes the need for open communication, introspection, and the balance between leveraging wealth and addressing feelings of inadequacy.
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• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
ORIGINALLY AIRED OCTOBER 8, 2020
We had the pleasure of hosting Renuka Baron, an internationally renowned executive coach and expert in personal and professional transformation on the Safe Space podcast back in October 2020. To this day it remains one of our top episodes. Renuka shared how she empowers individuals and organizations to embrace authentic, soul-driven leadership. Her insights on overcoming limiting beliefs and unlocking true potential were truly inspiring.
Don't miss this episode!
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In this episode, Christian Busch, author of The Serendipity Mindeset, explains the concept of serendipity and its importance in personal and professional contexts. He shares his journey from a troubled youth to a successful author and academic, emphasizing the role of connecting ideas and people. The conversation explores how to cultivate serendipity through trust, psychological safety, and vulnerability, particularly in family businesses. Busch provides practical advice on overcoming self-limiting beliefs and fostering meaningful connections, ultimately advocating for a mindset that embraces uncertainty as a source of joy and opportunity.
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How do you create clear communication channels when your work and family life are intertwined?
Join me for my conversation with Veritage coach, BJ Radomski where we discuss the importance of understanding oneself in order to understand another. Together, we explore the impact of clear communication on family business decision-making and how the support of an external coach can help to prevent any blockages.
Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
In this episode of Safe Space, host Franco Lombardo speaks with Gillian Stein, former CEO of Henry's, Canada’s largest independent digital imaging retailer, about her emotional journey of selling her family business. Gillian shares her experience of identity loss, the grieving process, and the challenges of transitioning from operations to ownership. The conversation highlights the importance of self-reflection, finding new passions, and the emotional complexities involved in succession planning. Gillian emphasizes the need for flexibility and an open mind in navigating the unpredictable nature of family business dynamics.
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• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
Veritage CEO Franco Lombardo was recently a guest on the "Smart Wealth™ with Thane Stenner" podcast where they covered a number of pertinent topics from the emotional side of family business. Franco explains that by asking his clients the questions they’ve been avoiding asking themselves, they can begin to better understand their relationship to money, why they behave the way they do with it and how they can then choose their behavior. The discussion then covers why the human capital asset class should be the next investment focus of business families in order to prepare all generations for a smooth wealth transition.
Connect with Francesco here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
In this very special episode of Safe Space, our Founder and CEO, Franco Lombardo is in the hot seat in conversation with Veritage’s Chief Operating Officer, Thomas Clark. They cover a number of different topics including why Franco created Veritage, emotional security beyond financial wealth, turning investment strategies towards Human Capital, and offers some practical tools and key insights to help you navigate the complex family dynamics associated with being a business family.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
In this episode, Claudia Gomez of Trusted Family joins Francesco to discuss the challenges faced by family businesses and the importance of having difficult conversations. She highlights the tendency of families to avoid conflict and the consequences of not addressing hard topics and suggests greater vulnerability and self-awareness is needed in order to initiate these conversations and build trust within the family. She also explores the role of the next generation in driving change and finding their own path within the family business.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
What you say to yourself is as important as what you say to others, because communication begins with ourselves. The way we communicate with others is often based on our own thoughts, and is why this episode of Safe Space highlights the importance of questioning and challenging our thinking. Francesco Lombardo and BJ Radomski also discuss the challenges that arise when there is a lack of clear communication within families and offer some practical advice to overcome them.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
With almost 20 years of working with families as the executive director of the Loyola University Chicago Family Business Center and in his private consulting practice, there’s not much that Andrew Keyt hasn’t come across. But it is his personal journey of overcoming challenges as a next-generation business leader that makes his perspective so unique.
In this episode Francesco and Andrew discuss many of the unspoken issues that exist within family business relationships, such as the importance of vulnerability, the need to address mental health issues and how generations can learn valuable lessons from one another.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
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Like so many of my guests, Don Phin has led an extraordinary life. Growing up in the Bronx, his journey has taken him from being a former trial lawyer to starting a HR company to now coaching CEOs. Don has gone on to use the lessons he learnt in the courtroom and specifically draws on his experience of how different versions of the ‘truth’ can cause a breakdown in communication. As a recently trained Veritage coach, Don works with a preventative approach and believes that listening and encouragement are critical to engaging the next generation and to building healthy lasting relationships.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca
BJ (Brian) Radomski, is executive coach and facilitator, who takes a holistic approach to coaching, by combining science and psychology with personal experience and real-life scenarios.
In this episode of Safe Space, BJ shares insights he gained from his extensive career and experience in a multitude of organizations, and explains why the key to successful leadership is grounded in open and transparent communication.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
In this conversation, I speak with Armen Alajian, the owner of ARTO, Southern California's artisanal brick and tile manufacturer. Armen and his brother Vod took over the business after their father Arto died in 2014, and in this moving conversation Armen shares how he navigated the emotional and practical difficulties he faced. If you are interested in learning more about how to create a healthy family culture and why investing in the people in the business is the key to success, then this episode is for you.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca
Despite the recent progress in gender equality, many women still face obstacles in securing senior leadership positions within their family business. In this episode, Family Business owner, Eva Fischer emphasizes the importance of belief in oneself and urges women to avoid falling into the trap of emulating their male counterparts. Eva's insights and experiences offer valuable perspectives and strategies for women entrepreneurs in family businesses on how to cultivate personal fulfillment.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
It was 1986 and Jonathan Goldhill had just witnessed the closure of his family’s company, which was also the country’s largest men’s suit manufacturer. Not wanting other entrepreneurs and family businesses to follow the same fate, Jonathan decided to use his experience to help families navigate a smooth transition. In this intimate conversation, Jonathan shares why our early childhood experiences can shape our adult lives, and how through the discovery of emotional safety, we can all find our true meaning and purpose.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
The role that advisors play in helping family businesses to fulfill their goals cannot be underestimated and is why my guest this week is Heather Falcone. A second-generation family business member and CEO of Thermal Vac Technology, Heather has more than 20 years of experience, centered in business concepts and is passionate about helping companies and individuals be outspokenly different. Together Francesco and Heather discuss the components of a successful relationship between the family and advisor and discuss how advisors can serve as a valuable bridge between the founder and the next generation.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
Working with family enterprises and business owners, Chris Yonker helps them navigate the intricate and unique aspects of both being related and owning a business. Combining his own personal experience and professional work with entrepreneurs, executives, athletes, and celebrities, Chris has created a process inspired by eastern philosophy to preserve continuity.
In this episode, Chris offers his advice for both next-gen and senior-gen family business leaders on how to create a safe space to effectively communicate with one another. He also discusses the impact of childhood trauma and why progress is never linear, highlighting that it begins with an internal evaluation of who we really are, why we are here and what we want to do in the world.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
Kent Johnson, is the CEO of the company that his great-grandparents founded in 1946. In a little two-room office above a car dealership, Highlights magazine was born and today it remains as true to its core as ever. A magazine encouraging children to discover their creativity and imagination, Kent explains why he believes that childhood is the critical foundation for developing happy and healthy children.
A company that has embraced the concept of a Chief Purpose Officer, Kent shares why and how inclusion helps to connect everyone in the company to the mission and purpose. This episode is for anyone looking for the tools and techniques to unlock the power of curiosity and humor, so that their business can continue for generations to come.
Connect with me here:
- https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
- https://www.facebook.com/VeritageFamilyOffice
- https://www.youtube.com/@VeritageInternational
- https://veritage.ca
There’s a place in New York that has been serving up some of the city’s best pasta for the past 117 years. Raffetto’s has been supplying New York’s restaurants and home cooks with freshly spun pasta since 1906, and remains a solely family owned business.
I spoke with Sarah Raffetto, part of the 4th generation of Raffettos, who as the company’s Chief Operating Officer is responsible for ensuring the restaurant continues for the next 100 years. Sarah believes that the business’s success is largely due to each generation’s commitment to maintain their family traditions whilst being willing to expand and evolve.
Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternationalhttps://veritage.ca
“How do I find my purpose?”
This is one of the questions I am most often asked by those I work with, and is why my conversation with Leadership Expert and Executive Coach James Laughlin is so insightful.
James’ extensive experience spans working with elite performers and leading organizations, including professional athletes, influential CEOs, and multinational corporations. But James is also a musician, marked by seven world championship titles, showcasing his exceptional ability to foster talent and cultivate winning mindsets.
According to James, purpose is not about self, but about others. Purpose is something that inspires those around you to want to join and work with you to build your vision. The clearer the vision, the easier it is to achieve it and to inspire others. James says that when we heighten our awareness and focus our attention to where we want to go in life, then our purpose is revealed.
This episode is for anyone struggling to find their place in the world and will help you to look beyond yourself in order to find your true meaning.
Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational
https://veritage.ca
James Laughlin is a 7x World Champion and leadership expert, whose incredible journey has taken him from a small town in Northern Ireland to becoming a world solo drumming champion by the age of fourteen. Spending much of his twenties feeling lost, James eventually landed in New Zealand, and although he set up a successful education and retail company, he became frustrated with the 9-5 and instead decided to transform his skills into his purpose, to become a much sought-after leadership coach.
In this conversation James highlights the importance of both self-evaluation and self-reflection in leadership and why creating space for thinking and reconnecting with feelings and emotions is a critical component. James also gives us an insight into the unique framework he uses with CEOs, Professional Sports Teams and leaders to create high-performing teams.
Connect with me here:
https://veritage.ca/
https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
https://www.facebook.com/VeritageFamilyOffice
https://www.youtube.com/@VeritageInternational
Nancy Bruns is a seventh-generation member and current Chairman of the Board for a 210-year-old family business in West Virginia. In today’s episode of Safe Space, Nancy explains how she learned to cope with her unexpected inheritance following the death of her father, and how she became an advocate for transparency, open dialogue.
Nancy’s passion for change and her belief in the importance of fostering a deep sense of
connection and shared purpose, is testament to the longevity and continued success of her
family business. Nancy provides valuable insights and strategies for family business owners on how and why strengthening family relationships is critical to the health and wealth of the family business.
You can learn more about Nancy and J.Q. Dickinson Salt-Works by visiting: https://www.jqdsalt.com/
Connect with me here: https://veritage.ca/ https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ https://www.facebook.com/VeritageFamilyOffice https://www.youtube.com/@VeritageInternational
Paul Hutchinson has dedicated his entire life to creating a world where every child can experience safety, freedom and hope.
As an entrepreneur, philanthropist and anti-child trafficking advocate, Paul’s work is underpinned by helping victims to heal from their trauma so that they can go on and live as healthy, functional and emotionally rich adults.
Paul's work extends beyond rescuing trafficked children to helping adults heal their inner child, ultimately liberating humanity from the cycle of abuse and trauma. He believes in the promotion of emotional healing and connection to foster a harmonious and emotionally safe environment for themselves and their families.
In this episode, Paul discusses the importance of understanding the impact of generational patterns and emotional wounds on family businesses, and provides practical techniques to help you break free.
Find more information about Paul and his work at liberating-humanity.com and liberatechildren.org.
CONTENT WARNING: This episode contains descriptions of violence, including child abuse and child trafficking. Please listen with care.
*Join Francesco Lombardo for this week's Safe Space as he speaks with Felicia Heng, founder and managing director of Voice Purpose, a boutique consulting firm specializing in family wealth advisory, leadership coaching, and next-generation succession.
Felicia shares her diverse expertise in psychology, investments, and family governance, and sheds light on her work with families and the next generation, specifically focusing on the emotional aspects of inheritance and succession. The conversation delves into the profound impact of sudden deaths and accidents on succession planning, and addresses how narratives related to money and wealth play a crucial role in shaping the emotional journey of individuals involved in the succession process.
Felicia’s advice to the Senior and NxtGen…unpack the emotional journey from practical aspects of succession, inheritance, and family business transitions, as clarity in separate narratives allows for better alignment; recognize that this is both an art and a science, seeking support from independent professionals or networks with codified knowledge; and start discussions earlier when everyone is healthier and less stressed, recognizing the importance of time in addressing complex matters, and embracing the proverb that the best time to act was 20 years ago, and the next best time is now.
To contact Felicia Hung, reach out to her at felicia.wisepurpose@gmail.com If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)*
*Join Francesco Lombardo for this week's Safe Space as he speaks with Julie Charlestein, a fourth-generation President and CEO with Premier Dental.
Julie shares the inspiring journey of the business, which started with her grandfather, Julius Charlestein, who was a dental instrument sharpener and eventually evolved into a global leader in developing and manufacturing innovative dental consumables.
Julie and Francesco discuss the importance of having governance structures and a board of directors in place to ensure the business's continuity and success. They highlight the value of open communication and the concept of a "safe space" within family businesses, which is vital for addressing challenges and fostering growth.
Julie’s one piece of advice to the Senior and NxtGen…there has to be a mutual level of respect and sometimes that's a challenge. Under everything, there needs to be a reciprocal respect. Irrespective of the others' views.*
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
On this week's episode of Safe Space, Francesco Lombardo is joined by Chris Larson, a fourth-generation shareholder of a 107-year-old family-owned and operated business, IDEAL INDUSTRIES. In this episode, Franco and Chris discuss the emotional side of transitioning family businesses. Chris emphasizes the importance of addressing the emotional aspects of letting go of control and passing it on to the next generation, not just the intellectual aspects. Highlighting how emotional preparation is crucial for family business success and how coaching family members on an individual basis can help them become content and happy with their roles in the family business. The episode sheds light on the emotional aspects of transitioning family businesses and the importance of addressing them. It's a must-listen for anyone looking to prepare their family business for the next generation. The one piece of advice Chris offers for both the senior and next generations is... it's worth it. It's hard to focus on the emotional stuff, but it's worth it. If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Stefanie Kyles, a fourth-generation family business member, and former CEO. Stefanie discusses financial insecurity that is common in family businesses and how family businesses need accountability and transparency to succeed. She shares her experience negotiating with family members to understand their personal sensitivities around risk, financial security, and lifestyle, and emphasizes the importance of separating emotions from conversations around money. The one piece of advice Stefanie offers for both the senior and next generations is simple... talk about it.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Philip McKeown, a fifth-generation family business owner from Ireland. Philip discusses family governance and succession planning, as well as his book, Successors Voice, which emphasizes the importance of understanding one's value and role in a family business and the emotional complexities of family dynamics. He also stresses the need to nurture family talent in order to sustain family businesses. Overall, the goal is to prepare successors with the knowledge, confidence, and skills required to successfully integrate into the family enterprise.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Cecily McGuckin the CEO and managing director of Queensland Steel and Sheet, in Brisbane, Australia. Cecily talks about the challenges of being a woman in a male-dominated industry and the difficulties of succession planning in a family business. Stressing the importance of being prepared for the worst-case scenario and making the business sustainable for future generations, she highlights the need for a clear roadmap to preparedness, including an emotional component. Cecily's advice encourages people to stop apologizing unnecessarily and recognize their worth.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space episode where he interviews NK Chaudhary, the founder of Jaipur Rugs, who established the company 44 years ago with a vision of uplifting society by enabling everyone to reach their full potential. NK discusses the importance of business purpose and its connection to personal life, and the importance of emotional safety in families, and how to create it. He also shares his personal purpose, knowing himself through the business and improving himself by understanding the impact of his actions and decisions. NK’s one piece of advice to the Senior and NxtGen…regardless of family roles or positions, the most important thing is to be yourself, love yourself, and love others.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Torri Hawley, one of five next generation members in a successful 7th generation family enterprise. Internal credibility is about ensuring that one's actions align with their values, while external credibility involves earning the trust and respect of others. For next-generation family members, establishing external credibility can be challenging, as they must prove themselves to be worthy of the business and navigate generational trauma. Torri offers advice to those struggling with credibility issues, encouraging them to trust their instincts, act in a way that aligns with their values, and learn to be comfortable with discomfort. She also stresses the importance of healthy boundaries and the need to distance oneself from toxic relationships. Ultimately, Torri emphasizes the need to believe in oneself and be sure of one's internal credibility, as this can help to navigate the challenges of generational family enterprises.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Pasquale Marinelli, a 27th generation owner with Pontificia Fonderia e Museo di Campane, the second oldest family business in the world. With many companies struggling to carry on over just a couple of generations, what is the secret of a successful business that has existed since before 1339? How does the younger generation working right alongside the older generation create the knowledge and respect needed to continue the business? Pasquale, with the support of trusted assistant Ivo, speaks about the fascinating history of the company and how Marinelli Bells have been rung in every continent around the world. Pasquale’s one piece of advice to the Senior and NxtGen…have passion for and love the work.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Christine Blondel, expert Family Business Advisor and Adjunct Professor of Family Business at INSEAD.
Creating a successful family business is more than just being good at operating the business. Where in the scope of family governance do outsiders come in? Why is it important for family members to become independent for responsible ownership? How is experiencing ordeals going to help both generations grow? Each of these important pieces contribute to a more successful family business. But how? Take a listen!
Christine’s one piece of advice to the Senior and NxtGen is simple, listen to each other.
Join Francesco Lombardo for this week's Safe Space as he speaks with Wendy Craft, a lawyer by trade, who “fell” into Family Office about 20 years ago. She is currently Chief Of Staff at Fulcrum Equities, LLC in New York City. In this episode, Wendy & Francesco talk about how keeping up appearances will not make you more successful or happier in the family office. It took many years for Wendy to realize that trying to fit into the perceived family office professional mold wasn’t really about how she dressed or what she knew, it was who she worked for. What can you do to create a safe space in the family office or family business where you’ll be happier, can be yourself and be a better contributor? Take a listen! Wendy’s one piece of advice to the Senior generation…if you love them let them in. Don't wait until it’s too late; hear them, teach them, let them speak their peace, and give them spaces to be involved. For the NxtGen’s, yes maybe you could run the business better but find ways to contribute, find ways to support them instead of trying to wrestle everything away from them, let them be human beings, give them time.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Ramia El Agamy, second generation CEO at Orbis Terra Media, editor-in-chief of Tharawat Magazine, and host of The Family Business Voice and Women in Family Business podcasts.
Why does traditional governance need to evolve for family business to be successful? How have topics and concerns within family business changed?
Ramia’s one piece of advice to the Senior and NxtGen…forever is the most dangerous word in the family enterprise vocabulary. Nothing lasts forever, and nothing should last forever. That is okay, it is not failure, it is evolving.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Charlie Rhomberg, 4th generation member of the Schmid family, Crescent Electric Supply Company.
Founded in 1919, Crescent Electric Supply has grown significantly over the decades. The 3rd generation of owners realized there needed to be more structure in place for the future generations to keep the business going strong. Now with over 130 family members, how exactly was this accomplished? How is the family keeping the business of the business and the business of the family separate? Why is it just as important for the youngest generations to build connections in the family as it is for the senior generations?
Charlie’s advice…for the Senior Generation, continue to work with future generations in developing a plan for what the retirement changeover will look like. NxtGen, learn as much as you can about family history and your roots to create a different kind of connection with the family.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
On this week’s Safe Space, Francesco Lombardo is joined by Aubrey Shapiro Ginn, third-generation family business member with Shapiro & Duncan, Inc. where they discuss business succession planning, and how to set up the NxtGen to be successful business owners.
In the second-generation of Shapiro & Duncan, the company grew exponentially. As third-generation business members, how do Audrey and the rest of the NxtGen fit into the equation of the continuation of this success?
Aubrey’s one piece of advice to the Senior Generation is don’t be afraid of losing control. Her advice for the NxtGen - be patient and learn from the senior generations experiences.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Zale Tabakman, first generation owner of Local Grown Salad and his son, Tzvi.
Many family businesses make the mistake of mixing work life with personal life. This creates constant conflict, stress and often the demise of the business. In this episode, the group discusses how having clear expectations, setting boundaries, showing respect and learning to trust each other can make all the difference.
Tzvi’s advice to the Senior Gen… set healthy boundaries for relationships to be stronger and better. Treat each other with basic respect.
Zale’s one piece of advice to the NxtGen… talk about it.
Get more information about their products at www.localgrownsalads.com
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Marisa Zabalak, Educational Psychologist, TEDx & Keynote Speaker and Author.
Conflict should be constructive, but it is difficult for many to see it this way. How can family members understand triggers and reactions, and then find the tools and skills to interact with others in order to move forward positively? How can emotions be used as data to give us feedback on interacting with others without using those emotions to manipulate them? Trust should be earned, especially within a family. It’s not just a given.
Marisa’s one piece of advice to the Senior and NxtGen…get curious about yourself and others.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Moe Vela joins this week's episode with Francesco Lombardo to discuss the power of identity, and how self-expression leads to purpose in family business. Coming from a family of legacy, a family of pioneers, and growing up in the midst of expectation and responsibility, Moe shares with us his journey as a NxtGen living through trauma and moving towards a journey of healing. Moe's advice to all NxtGen listeners is, "you can either live your life based on what others want you to do, or you can march to the beat of your own drum, thereby enhancing and expanding your family legacy." Moe has now made American History as the first Hispanic LGBT American to serve twice in the White House in a Senior Executive role. Most recently as the Director of Management and Deputy Chief of Staff to Joe Biden. Now working as an attorney, entrepreneur, and now co-executive producing and co-starring in a new business reality show called Unicorn Hunters. In this soulful dialogue, Francesco and Moe break down the devastating side-effects of living an authentic life and the struggle to embrace oneself wholly. Moe shares his vulnerable story of survival and success, "knowing that by making myself vulnerable through authenticity, that is the only way I will have meaningful connections with other human beings, in business, and in my personal life". Moe's one piece of advice to the Senior and NxtGen…authentically be vulnerable, authentically be you, authentically love.
Stephen Hecht returns to the Safe Space podcast to speak with Francesco Lombardo about Nonflict Resolution within the family business.
How can families find the tools to resolve conflicts in relationships and within the family business? How does focusing on the NxtGen of the family help us learn and grow? How can families stop the disrespect between generations in the family business?
Stephen’s one piece of advice to the Senior and NxtGen…conflict can be positive. We need conflict. We need constructive conflict for innovation and growth.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Jenny Dinnen and Katie Rucker, second-generation co-owners and co-presidents of Mackenzie Corp.
How is being vulnerable an important piece of making a family business successful?
What is the narrative you want for yourself and your family business?
Katie & Jenny’s one piece of advice to the Senior and NxtGen…be vulnerable and open, but get to know yourself first.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Jenny Dinnen and Katie Rucker, second-generation co-owners and co-presidents of Mackenzie Corp.
How is being vulnerable an important piece of making a family business successful?
What is the narrative you want for yourself and your family business?
Katie & Jenny’s one piece of advice to the Senior and NxtGen…be vulnerable and open, but get to know yourself first.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Sunil Soni, Family Business Advisor with Indian Family Business Network.
Many Indian family businesses are still first generation, or beginning to think about the transition to the second generation. Most don’t recognize there are or will be challenges, not knowing what to do about them, and continue to unintentionally “push everything under the carpet”. How can families change this for the better?
Sunil’s one piece of advice to the Senior and NxtGen…if you are thinking about your family business becoming multi-generation, look out 20-50 years in order to recognize how things will change over the years.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
Join Francesco Lombardo for this week's Safe Space as he speaks with Author, Speaker and Facilitator, Unni Turrettini from Oslo, Norway.
Anyone can feel lonely surrounded by family, friends and colleagues, a successful job or business they love. In fact, many do. What can be done in order to feel a connection? In order to break away from loneliness? It comes down to four elements, beginning with self-worth.
Unni’s one piece of advice to the Senior and NxtGen…Prioritize connection in your business. Find a way for people to contribute more and be seen.
If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
In Part 2 of Francesco’s conversation with Dr. Paul Jenkins, the discussion revolves around values before valuables, people before problems and relationships before rules.
Everyone goes through their own stuff. What matters most to you? What feeling makes your life GOOD?
Dr. Paul’s piece of advice to the Senior and NxtGen…heard from a 93 year old neighbour, don’t be too quick to believe everything you think.
Join Francesco Lombardo for this week's Safe Space as he speaks with Dr. Paul Jenkins, professional Psychologist.
Why do people shy away from talking about their mental health? Why do wealthy families get stuck?
Dr. Paul’s one piece of advice to the Senior and NxtGen…learn to operate the equipment of your own mind. You don’t need to change a THING, you need to change a THINK. When you learn to operate that equipment, everything else falls into place.
Join Francesco Lombardo for this week's Safe Space as he speaks with Bruce Tyrrell and 4th generation family business owner from the Hunter Valley wine region of Australia.
When Bruce took over the family business in the 1960’s his father’s only advice was “go and grow the business”. What did that mean to Bruce? How has the vineyard adapted over the years to a people focused, sustainable and successful business?
Bruce’s one piece of advice to the Senior and NxtGen actually comes from his son…keep half an eye behind you, so you don’t make the same mistakes again. And keep the other one and a half in front of you because you are looking to improve and move forward.
Join Francesco Lombardo for this week's Safe Space as he speaks with Nike Anani, a second generation business owner.
In Nigeria, 90% of businesses are family businesses, but statistically only 2% of them survive into the next generation. Why is this happening?
It is important for the Senior and NxtGen to have conversations about both the operational AND relational parts of the family business, but where does this start? How will working together on a shared purpose and shared future make businesses more successful for many generations to come?
Nike & Franco discuss how family businesses can have a healthy future by developing oneself, having healthy family communication and creating a safe space for this to happen.
This week on the Safe Space Podcast, Francesco Lombardo speaks with Jenny Dinnen, a Mackenzie Corp. second generation family business owner.
How do you set up a family business to be successful now and for years to come? Are you looking ahead as the traditional business that was originally started or planning into the future, seeking to understand what the impact of the NxtGen will be? If you aren’t communicating, where will that leave your family business when it’s time for the NxtGen to take over?
Jenny’s one piece of advice to the Senior and NxtGen…know what success looks like to each individual family business member.
Join Francesco Lombardo for this week's Safe Space as he speaks with Ken McCracken, family business consultant and teacher. Why is development of BOTH the senior and next generation so important to the success of the family business? When family business members are resistant to change, finding ways to help them be open to receive knowledge and help, and not feel threatened is key. Ken's one piece of advice to the Senior and NxtGen...please go and get information that is out there because it will help you better understand the challenges that you are facing.
Kevin Hancock returns to the Safe Space podcast to discuss how losing his voice made the family business stronger and more profitable.
By understanding for the first time what it was like not to be heard, Kevin changed his vision on running the company, which led to more profit in the last 10 years than the previous 164 years combined.
How did his vision change? What happened in the company that improved profits so significantly? Learn more by listening to this week's podcast.
In this episode of Safe Space, Francesco is joined by Kevin Hancock, who talks about successfully running Hancock Lumber in its 6th generation WITHOUT speaking.
Founders and NxtGen, you are not the identity of the performers of the company Kevin shares. Give your performers a voice, because when people feel authentically heard they are much more committed to supporting the company. Kevin offers a quote from Gandhi as his advice - "Become the change you wish to see in the world"... or your family business.
On this week's episode of Safe Space, Francesco speaks to 3rd generation family business winemaker Mitchell Taylor. Senior generations create a business but it's the NxtGen who continue them. It's up to the current generation to keep the business healthy, sustainable and evolving, in order to market to the NxtGen.
For the NxtGen, Family business isn't a part time thing. And just because you were born into the family doesn't mean you are automatically part of the family business. You have to earn your place. Advice for the NxtGen: "Keep the communication coming. Keep asking the questions. Keep talking. Keep learning."
John Gibbons returns to the podcast for a continued discussion with Francesco on integrity in family business.
Keep your word, avoid empty promises, follow through and be honest to yourself and those who are part of the family business. You can't control the integrity of others, but you can control yourself. John's advice, don't lie in business or in life because eventually you'll forget your story and you'll be caught out. Just be honest from the get-go.
In this episode Benjamin Persofsky and Francesco discuss the importance of having two sets of governance to manage a business owning family. Joining Brown Brothers Harriman in 2010, he is now the Executive Director of the BBH Center for Family Business, which counsels some of the largest business-owning families in the world on issues of strategy, governance, succession planning, transition and capital policies. Ben shares his experience in working at the intersection of business and family and WHY communication is so critical to the success and health of both. What Ben believes the future is for business owning families is the importance of multidisciplinary advising. His advice for the senior generation, never too early to start getting the nxtgen involved. And for the nxtgen, enjoy the process. For one day you will be the senior generation.
*In this episode Francesco talks with Lisa Daniel about the importance of inclusion of spouses in a Family business.
Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel and is a very active volunteer with the Joseph Lodge Family Council.
As Lisa shares, being a spouse who married into the family brings a fresh perspective without the influence of past emotional issues.
We also discuss the importance of allowing the NxtGen to be themselves and not be clones of the current generation.
Lisa talked about how their family council was developed and the role it plays within the family and business.
Her advice for families, simple....be inclusive of all.*
In this episode, John Gibbons, a 4th generation family business member, talks about his passion project MARINAS GUARDIAN.
Francesco and John discuss the importance of having a passion project while also being self-sustaining to be taken seriously. Being reliant on oneself is a critical ingredient for one's self-respect. Many times parents make life easier for the NXTGEN, without realizing they are taking away their childrens' drive. Self-respect is ONE thing money cannot buy.
John shares his passion for the oceans and what he is doing about it, all the while maintaining his self-respect and desire to make a difference.
John Gibbons is a professional fiduciary and environmentalist-in-training. He works at Harbour Fiduciary Services Limited, a part of the family-owned Edmund Gibbons group in Bermuda. He is currently studying for his Postgraduate Diploma in Law and is a part of Marinas Guardian, a conservation project to support Marine Protected Areas around the world using autonomous ships.
Stay tuned for the second part of this episode where Francesco and John talk about what is INTEGRITY and the importance in family business.
Richa and Francesco tackle the issues of perspectives in Family Business. As Richa shared here, the mentor used to say, "If there are two or more utensils in the kitchen, they will clang and make noise." The key to successful transition and succession is being able to understand and appreciate the perspectives of the other, all the while recognizing that both sides are truths. Francesco and Richa discuss the "cultural differences" that influence and impact successful transitions. One is not right and the other wrong. They are both true from the lens of whose perspective we are addressing. Richa's advice to both generations: "Listen to each other, be honest".
One of the biggest challenges facing succession and transition of a business from one generation to the next is the disinterest of the NxtGen in the business. Andre, host of the Impulsive Thinker podcast, and Francesco discuss what the absence of self-expression looks like, why it's suppressed, and the cost of not allowing others, #NxtGen or Senior generation, in #FamilyBusiness to express themselves. Do the #NxtGen want to express their creativity, and business acumen by starting up a new venture other than the current operating family business? There may be a way to save the family legacy by accepting and encouraging self-expression in the #NxtGen.
*In this episode, Francesco interviews Andre Brisson, host of The Impulsive Thinker podcast.
A frank and fun filled interview, Andre shares his journey of being diagnosed with ADHD and how he has used this as a tool for championing himself, his team and other entrepreneurs.
Andre talks about how he saw emotional patterns of adults at a young age, how he knew he was different, and did not allow the opinions of others impact or influence what he knew he was...... different and unique.
We discuss the importance Emotional safety has on the ability to have open and vulnerable conversations.
Andre's advice for the senior generation: The way you did things was the way you did them, in the time you did them. Now is a new time.... allow the next generation to do things their way.
Advice for NxtGen: Listen to the wisdom of the senior generation, not to dismiss, but to learn.
Tune in for the second part of this show where we are not sure what we will be talking about....... but it will be GREAT!*
What would have prevented this collapse?
In this episode Francesco and Warwick discuss the importance of focusing on emotional intelligence. Had he known what he knew and had access to Veritage at the time, Warwick believes things could have turned out much differently for him and the family.
Francesco asked Warwick what advice he would give his 26 year old self if he could. His answer ..... surprising.
Additionally spoke about the importance of surrounding oneself with advisors who are not afraid to hold you accountable and challenge you.
How to go from $2.225B to zero, the collapse of a 150 year family business.
In this interview, Warwick Fairfax, a 5th generation family member of the John Fairfax company based in Australia candidly shared how he was personally responsible for taking down the family business at age 26. Armed with an MBA from Harvard, Warwick decided to launch a $2.225B takeover which led to the collapse of the family business.
Warwick describes what that fateful day was like, how he felt and most importantly, how he overcame this dreadful day.
A fascinating story of what NOT to do and how emotions trumped intelligence, education and logic.
*Do you want to find your purpose in life?
Do you want to have a lasting impact on the world?
Do you want to connect deeper?
Then this is the episode you don't want to miss!!!
In this, the 101 episode of Safe Space™, Dov Baron shares the key question to ask oneself to start to uncover and discover their purpose.
Dov talked about the role of one's ego to protect our wound and hide it from the world. This is the greatest dis-service we can do to ourselves and the world.
Understanding one's EMOTIONAL SOURCE CODE is key to fulfillment and deep connections.
Francesco and Dov discuss defining what Readiness is and what is in the way from an emotional perspective.
We are only curious about ourselves and others if we feel safe with them.*
In this Dov Baron's 4th appearance on the show: a thought-provoking discussion on identity and why we as humans do what we do AND, more importantly, why it's so difficult to change our beliefs and behaviors. Dov talks about the 3 big changes that are here as a result of COVID. If we don't accept these we will perish as a human and as businesses. One's ability to face reality and have the courage to change is the key to legacy and sustainability in Family Businesses and Family Offices.
Caren Yanis worked with Oprah Winfrey in setting up the Oprah Winfrey Foundation and Angel Network. In this episode, Caren and Francesco discuss the importance of combining empathy and data when it comes to charitable giving. Caren talked about "Democratizing Philanthropy" and shared what works and what does not work. Her advice for the senior generation is to be clear on what your legacy will be. And for the nxtgen Caren advises them to continue to be courageous.
*In this the third of a three part interview, Elena Zafirova and Francesco discuss the future of NxtGen education and the importance of creating a uniquely tailored learning experience to each individual.
Francesco also reminded us of the three pillars of "preparedness" and Elena shared her views that the future of NextGen education will be human-centered, meaning being built for NxtGen by NxtGen.
Elena role models by being the example of what preparedness is by sharing her individual journey, which lead to starting DIONZ, a NextGen members community offering unique learning experiences.This was due to lack of finding what she needed in the current system.
Advice for senior generations: invite the NxtGen from an early age to the dialogue and take them seriously. Today, they may offer a more relevant view as the world is moving fast and they are current and conscious.
Advice for NxtGen: don't allow yourself to get locked into a rigid way of thinking and therefore being, build a practice and an ecosystem around you that serve you to prosper.*
*In this episode, Jake Chagoury and Francesco tackle the UNDISCUSSED issue of:
Where do I fit in, if at all in the family business?
All too often the next generation feels the pressure and the burden to be involved in the family business, even if they don't have an interest or passion for it. They don't want to disappoint the previous generation and feel guilty for what they feel. This often leads to resentment towards the business and themselves.
Jake talks about the COURAGE to understand oneself and follow one's own path.*
In part two of three, Elena and Francesco discuss what is currently working in the education system and what is lacking to better equip and prepare the NxtGen for their future.
What are the three pillars of preparedness and why do they matter to ensure an individual is properly equipped for their future?
Elena's shares her own lessons learned from the journey of building DIONZ and the importance of letting go of control.
Francesco discussed the transition of evolving from being a gladiator to a samurai and the choice of allowing things, situations to unfold with grace.
In the third part of the interview, Elena and Francesco will talk about the future of Nxtgen education and why individual experience learning is the key
Elena Zafirova, a nxtgen herself, shares her journey from graduating from a top boarding school to becoming a UK & US qualified lawyer advising her friends’ parents on wealth management and tax matters, to joining the leadership team of a tech unicorn, to becoming the founder and CEO of DIONZ, a nxtgen education start-up.
Elena and Francesco discuss the lessons and opportunities that lie in having “dark days” and the importance of building a strong value-aligned “personal advisory board” to remind us of who we truly are and what our purpose is. In Elena’s case, it is co-creating a world where we all support each other to learn how to prosper and bring prosperity to others.
Elena's advice to senior generation family members: have meaningful conversations with your nxtgen family members as early as possible about all that is important including, but not limited to family values, governance, and wealth.
For nxtgens, Elena advises creating a “personal advisory board” of value-aligned humans to stand by you on your journey to realising your uniqueness.
In the second part of this episode, Francesco and Elena take a deep dive into exactly what Preparedness is, how to achieve it, and maintain it.
John Kluge and Francesco dive into the topic of generosity. Why? Because, too many of us are stingy and operate with a scarcity mentality. John shares his views, and the science behind operating with a spirit of generosity. The power of inclusion on profitability and positive impact on business. The theme of this show is about making the conscious decision to be generous with your family, your resources, and with yourself and how it may impact your life. Learn the benefits of being generous and the payback one gets from this mindset and way of being.
In this episode of Safe Space, Jonathan Hung talks about the importance of developing and finding one's brand as the NxtGen of a successful manufacturing family business. "Knowing what you stand for'' is key to one's success, shared Jonathan. It is important to find one's identity and be passionate in what you do. Many NxtGen feel lost and are without their own identity within the overarching family business and at times in the shadows of larger than life founders. Jonathan shares his journey from starting in the family business to now running the investments for the family and others.
In this 3rd part of the interview with Alexander Souri, founder of Relief Riders International, Francesco and Alexander discuss the importance and value of having a clear purpose. The "Why" matters much more and is more important than How or What. Alexander shares stories of his many rides and the impact such had on himself and those he served. The message for NxtGen is to be clear on what your purpose is in your life, everything else will take care of itself.
Alexander Souri, founder of Relief Riders International shares what inspired him to create this magical life transforming experience.
Francesco and Alexander discuss how one's trauma/wound births one's purpose and one's purpose heals the trauma. The circle of healing.
A deeply vulnerable and spiritual conversation with an inspiring humanitarian. Alexander shares stories of bringing sight back to those who had poor vision, assisting with healing a young baby that has stayed with him for over 5 years.
"I hope I meet the girl that was once a baby wrapped in an oily greasy blanket on one of the rides when we go back to India" Alexander shared his hope.
Stay tuned for part three of this interview where Alexander will share more heartwarming stories of his Relief Riders International efforts.
Alexander Souri, founder of Relief Riders International and Francesco discuss the power of facing and dealing with one's emotional trauma.
In this part one of two episodes Alexander shares the trauma of being a young boy in Afghanistan during the Russian invasion and later how the death of his father, and close friend, molded him to create Relief Riders International. Alexander advice for Founders and NxtGen, "Do the emotional work to unshackle your conditioning, for only then can you be free to have the impact you were born to have." Part two of the episode will focus on what relief Riders International is and the massive impact it is having in global rural communities.
Adria Dunn shares her story of hope which has culminated in her first book The Vine On this episode Francesco and Adria discuss what is possible when one stops believing they are not good enough, or doesn't have the right connections, or make it all about themselves. And what can be done to overcome this. Adria is a living example of leading with giving. We talked about the importance of creating cultural diplomacy as individuals, as leaders, and as countries.
Adria's advice: Stop listening to your "not good enough" voice inside your head.
Fascinating, candid and vivid conversation with Raul Perea-Henze (former deputy mayor of NYC) about how the city of New York went into responding to the first wave of Covid-19. At the core of every situation is LEADERSHIP, Raul says. The key is to develop trust with those you serve.
Raul shares the five successful learnings that family businesses can take away for a successful transition.
Francesco and Raul talk about how Covid, like most stresses, brings out the best and worst in people, what to watch out for and how to handle the pressure.
Key lessons:
Face the reality of the situation
Develop a clear strategy for action
Create collaborations
Come up with creative solutions to redirect resources
Advice for family businesses is simple, Raul says "Mission first, people ALWAYS!"
*Having served in the White house under the Clinton Administration, Raul Perea-Henze shares his experience with the Fellowship Leadership Program at the White House.
Francesco and Raul discuss what leadership is, and more importantly how to develop, groom and launch. Raul shares the key to success of NxtGen leadership development as this:
Prepare independent minds to follow the family values with a clear sense of purpose.
Raul's advice, "Always keep learning. This starts with working on your own emotional self. Once you know yourself and why you do what you do, now you are ready for leadership."
In part 2 of the episode Francesco and Raul talk about his role in NYC during the Covid pandemic and what he learnt as the Deputy Mayor.*
In part two, Vinayak Dhingra and Francesco discuss the challenges that arise when a NxtGen enters the family business.
How can a parent see their child as an adult working in the business and not the child they once were?
How can generations learn to work together and support the long term sustainability of the family business?
How can NxtGen be properly equipped to transition from the formal education to the practical integration of a family business?
These are questions that are addressed by Kin and Kith, a NxtGen preparedness program created by NxtGen for NxtGen.
The wish Vinayak has for the future: Advisors be in this space NOT for the money, but the impact you could have on family businesses".
A bold, true statement by a NxtGen committed to his peers and family businesses globally.
Francesco and Vinayak Dhingra, a 2nd generation family business member and co-founder of Kin and Kith discuss his story of not fitting in as a child and the lesson learnt from this experience.
Vinayak shares what he learnt about the need to be accepted into society and the family business.Participating at an early age is one of the ingredients for "preparedness".
Francesco and Vinayak discuss what is "preparedness" and how to practically articulate and execute "preparedness".
Vinayak's advice for Senior and NxtGen: "Allow the NxtGen to fail, for failure is the biggest key and learning towards success."
Stay tuned for the second part of this interview where we will discuss what Vinayak and his co-founder Nehal Sharma have created in Kin and Kith to support the NxtGen on their journey.
In part two with Nehal Sharma, Francesco discussed the dangerous 4 horsemen of the apocalypse of family business, and how these have a detrimental impact on the sustainability of the family, the business and the ownership, if not addressed. Nehal talks about the key role good parenting plays on the development of the next generation to prepare them for the role and involvement in their family business. Her advice is easy and simple: "Allow the next generation to grow up into individuals", not who the parent wants them to be.
In this episode, Francesco interviews Nehal Sharma, a next-generation family member, educationist, and lifelong learner. Nehal shares her journey and why she is so committed to the preparedness of the next generation in Family Business.
Nehal shares the path to answering the questions: Where do I fit in, what do I do, and how do I best contribute to the legacy and continued success of the family business.
In the next episode, Francesco and Nehal will discuss the four horsemen of the apocalypse in families of wealth and family business, what they are and how to overcome them to ensure continuity and health of the family and the business.
Tyler Wagner, one of the most successful book marketers, shares his courageous journey of dropping out of high school to pursue his dream. In this show we talk about the importance of having awkward conversations early with your family. The cost of avoiding the conversations is too great, "get them done right away" Tyler shares
Alan and Francesco discuss the importance of having a board of directors and the critical role they play in the health and welfare of the family business.
Daniel's advice for the senior generation family members, "Allow the NxtGen to fail." His advice for the NxtGen, "Be serious about your life and focus on making a difference, this will give you a deep sense of contribution." Daniel and Francesco have a conversation about how to reduce the danger of entitlement and the burden of being in a family business by establishing an Employee Share Ownership Plan (ESOP). What are the biggest dangers in a family business? The human beings?
Amy and Francesco discuss what gets in the way of family members in a family business when transitioning from one generation to the next. Learn what the two key ingredients are for succession and continuity to happen in your family. As Amy quoted, "Your position does not define who you are." In their next episode, Francesco and Amy will discuss why the current model of traditional governance is failing to serve families. We will talk about why Organized Emotional Governance reduces friction in Family Business and ensures legacy.
Learn how successful families have in place and utilize two sets of governance to ensure the longevity and sustainability of the family business. Organized Emotional Governance reduces friction in Family Business and ensures legacy. In this Episode of Safe Space Alan Aldworth and Francesco discuss the critical role governance plays in the development of the NxtGen and creating a culture of accountability. Join us for the next episode with Alan on the importance of having a board of directors and the critical role they play in the health and welfare of the family business.
In this conversation Caroline and Francesco discuss the importance of having the courage to speak the truth to clients. Many advisors have become "yes" men and women and as a result, have put their interest ahead of those they serve. As Caroline says: "Trust is looking after your clients needs first not your own." Learn about Caroline's Club, where the best advisors meet and share wisdom with each other to better serve their Private Clients.
As a 4th generation family member and 1st Chairwoman of her family business board, Meghan and Franco have a candid discussion about what is missing in the development of female Chairs. They openly talk about what's currently NOT working and more importantly how can this be improved. Meghan shares the reason she is so passionate, and the group she has created for her peers, The Lodis Forum.
Meghan and Francesco have a candid conversation about the undiscussed issues regarding sexism in Family Business. As a 4th generation family member and the first woman Chairman of the family Business, Meghan shares her experience and how the role has impacted her. It's time for women to move from influencing through men to becoming the change agents themselves! Also discussed is the power of vulnerability and knowing when to be vulnerable. In the second episode, Megan will discuss what she has done to create a community for women in Chairman roles in Family Business.
In the second episode James talks about the culture which has been the foundation of the success of their family business. Having a powerful woman at the helm from the start, to a commitment to the land, these are the anchors of the culture at King Ranch. As James put it "One must earn the title to prove their commitment" There is power, personal pride and comfort in doing the work and earning one's privilege. Wise words and advice for any family business member.
James and Francesco discuss the importance of allowing the NexGen to choose if they want to work in the Family Business. What is the right amount of exposure to offer the NXTGEN so they develop a curiosity for the Family Business for them to choose?
As a 5th generation family member James talks about the importance of being a steward of the assets and leaving them in a better place. In part two of this show, James and Francesco will explore the importance culture plays in the long term success of a Family Business.
Patrick and Francesco discuss the importance of investing in oneself to increase personal value. This is the key to developing and maintaining a community for growth and expansion......
Patrick and Francesco discuss the importance of family members being able to speak the truth with each other. How this creates the path for impact and freedom of expression.
Patrick Tsang is Chairman of Tsangs Group, a fourth-generation China-focused Single Family Office from Hong Kong. Patrick invests in various companies with a positive influence and positive impact.
Born and raised in the United Kingdom with deeply-rooted Chinese heritage, he has a robust global network as a seasoned investor.
He has worked on numerous IPO and M&A transactions globally and has successfully made investments in Asia, mainly in Hong Kong and China, North America, and Europe. Patrick holds several prestigious appointments, including the Trade Commissioner of Grenada in Macau, to promote international business and investment.
A graduate from the College of Law in England, Patrick is a qualified solicitor in Hong Kong, England, and Wales. As a philanthropic advocate, he is a Young Fellow of The Duke of Edinburgh's International Award World Fellowship and past President of the Rotary E-Club of Hong Kong. Notable acknowledgments include being awarded the China Economic Person of the Year during the China Economic Development Forum in 2014. Patrick is an international keynote speaker on China, finance, technology, fintech, blockchain, AI, and leadership.
Patrick's life motto is Anything is Possible; the title of his motivational web series featuring some of the most influential people worldwide, who generously share their insights on their road to success.
Anything is Possible is aimed towards the younger generation as a movement to share positivity, overcome challenges, and create One World.
A look inside what contributes to the success of a family business over 100 years. Safe Space welcomes Ashley Joyce back for a conversation on what creates Safe Space in a family to promote a culture of patience and self awareness.
Ashley, a 3rd Generation family member, shares what it takes to develop self awareness and the family culture which promotes and encourages the importance of curating an environment where all family members are allowed to express and share their perspective.
Ashley Duchossois Joyce is President of The Duchossois Family Foundation. She received her Bachelor of Arts from University of Colorado and her Master’s degree from University of Chicago, School of Social Service Administration (SSA).
Ashley serves as a trustee for the University of Chicago and sits on the Audit committee and is Chair of the Outward Engagement Committee. Ashley is also on the University of Chicago Medical Center Board. She has been involved with the not-for-profit organization, Metropolitan Family Services, for more than twenty years in various leadership positions and currently is Board Chair.
She is a Director of The Duchossois Group, Inc., a privately held, family- owned enterprise comprised of operating companies and an investment company, and serves on the Compensation, Nominating, and Shareholder Committees. Ashley is a 2018 Leadership Greater Chicago fellow, is a member of the Economic Club of Chicago, the Commercial Club of Chicago, and Women Corporate Directors. Additionally, she is on the Executive Committee for The Duchossois Family Council and the Advisory Board for the Duchossois Family Office.
Travis and Franco discuss why it is so important to allow the NxTgen to have a choice to get involved in the Family Business. Without choice it becomes a burden which could destroy the family business.
In this episode, Franco & Travis talk about the importance of asking the NxTgen if they are interested in the Family Business, as well as what their belief is about coming into the Family Business They also dive into the the art of failing, and how your kids can learn from it. Travis shared the power of Entrepreneurship and what he has created in My First Sale.
In this week's episode of Safe Space, Francesco and Erin Tyler discuss how to handle narcism on every level. They talk about where narcissism comes from and how to deal with a narcissist in the family, especially if they are in power and control positions within the family. A frank and open conversation on a taboo subject in Family business. Reinforcing the need for #EmotionalGovernance.
In this week's episode of Safe Space, Francesco and Erin Tyler discuss the disruptive impact narcissism has on a family business and its members. They talk about where narcissism comes from and how to deal with a narcissist in the family, especially if they are in power and control positions within the family. A frank and open conversation on a taboo subject in Family business. Reinforcing the need for #EmotionalGovernance.
In this week's episode of Safe Space, Francesco and Erin Tyler discuss the disruptive impact narcissism has on a family business and its members. They talk about where narcissism comes from and how to deal with a narcissist in the family, especially if they are in power and control positions within the family. A frank and open conversation on a taboo subject in Family business. Reinforcing the need for #EmotionalGovernance.
You know how many executives suffer from stress, frustration and self-doubt? Have you ever seen corporate teams struggling to make the gains they need and are capable of?
BJ solves this.
Whether it is Executive Coaching, Custom Tailored workshops or certifying new coaches - he can help.
You will create stronger results, with greater calm and improved life-balance when you call upon my 20 years experience in 24 countries.
Want to learn more about how an executive coach will help?
Visit his website www.bigpictureinc.com or email him at bjr@bjradomski.com
You know how many executives suffer from stress, frustration and self-doubt? Have you ever seen corporate teams struggling to make the gains they need and are capable of?
BJ solves this.
Whether it is Executive Coaching, Custom Tailored workshops or certifying new coaches - he can help.
You will create stronger results, with greater calm and improved life-balance when you call upon my 20 years experience in 24 countries.
Want to learn more about how an executive coach will help?
Visit his website www.bigpictureinc.com or email him at bjr@bjradomski.com
Specialties: With high energy and a vast knowledge in the science and psychology of executive coaching , BJ insures his business partners achieve dynamic results. With Thailand as his base, Mr. Radomski works extensively with customers throughout Asia as well as Europe and North America.
Ambreen Bhaloo is a certified coach, working with business families, supporting complex human dynamics in the family enterprise system with the end goal of harmonious transitions of legacy and wealth. Ambreen comes from a business family herself and understands first-hand the competing demands of family, business and ownership. She has held various leadership positions in the family business group for many years. She brings a unique blend of passion, emotional intelligence, maturity and cross-cultural experience to her international clients and life work of coaching.
Ambreen runs her own coaching practice, also working with entrepreneurs/leaders hungry for growth and transformation. Having invested heavily in her own personal growth over the past 20 years, Ambreen walks the talk, bringing to her clients a compassionate yet direct authentic approach along with a wealth of knowledge and skills inspired by the coaches/mentors she has worked with and continues to learn from along her own journey and life transitions.
Living in Toronto with her three children, Ambreen enjoys travel, music and nature. She holds an honors’ degree from the University of Western Ontario, a Masters in Early Childhood Education from the University of Pennsylvania and the Co-Active Professional Coach Certification from the Co-Active Training Institute (CTI), recognized globally and by the ICF.
More at www.ambreenbhaloo.com
Dr. Bryn became a wellness enthusiast at age 23 and enrolled in naturopathic school. Soon after graduating as a naturopathic doctor Dr. Bryn felt a calling to become a holistic medical doctor and entered medical school. She completed her residency in family medicine in 2014 and has been practising in Vancouver, Canada ever since.
As the parent of 7 year old twin boys, the inspiration to be at her best physically, mentally and emotionally was quickly realized. The purpose behind this realization was so that she could fulfill her purpose and nurture the health of individuals and their families. Dr. Bryn also sees first hand how the health of each individual in the family impacts the family unit and all generations of the family.
Dr. Bryn nurtures the health of ultra high net worth individuals and their families. She holds her clients’ close so that she can meet their unique needs and be a holistic concierge family doctor. Her purpose is to provide support and guidance so that her clients can realize their full potential and have tremendous impact in their life and businesses. Her practise provides the utmost confidence in cutting edge medical treatments and specialists.
Personally her focus is on her husband, sons, extended family and close friends, while celebrating being in the midst of nature and outdoor activities. She is fully committed to the art and science of enduring health and wellness.
Susanne Bransgrove, one of the directors of Liquidgold Consultants, is known for her passion for supporting Families in Business manage the complexities of balancing multiple generations and for encouraging female founders and future leaders to be the best they can be. Growing up in Germany as part of a third-generation family business has provided her with a sound foundation for understanding the range of issues that arise when family members work together. Susanne puts her heart into the businesses and individuals she spends time with and believes in a strong foundation of love and compassion.
Make sure to check out her phenomenal Women in Family Business Event.
Franco sits down with former guest Dov & Renuka Baron for a Two Part discussion on creating healthy relationships.
Franco sits down with former guest Dov & Renuka Baron for a Two Part discussion on creating healthy relationships.
Carmen is a third-generation family business member. She graduated from Niagara College in Business Administration - Human Resources.
After the sale of her family’s business, she is currently working alongside her siblings to create a family office that is greatly shaped around Safe Space and guidance from Veritage.
Most recently, she became a new mom to a baby boy and is realizing how soon guiding principles come into play! Carmen believes this will be her hardest job yet to be raising the next generation of the family business.
R. Renuka Baron is a international professional executive coach focused on serving individuals, groups, organizations, and corporations. Renuka co-creates result-driven measurable action steps with her clients through exploration, strategy development and execution.
Even though Renuka Baron’s formal education is in health sciences, she left her career in dentistry in 2004 to coordinate and co-facilitate personal development seminars and trainings focused on women’s empowerment, equalized loving relationships, conscious parenting and soul-driven leadership.
Renuka is a Certified Communications Expert and is a licensed NLP Practitioner. She is a senior advisor at Dov Baron’s Authentic Speaker Academy for Leadership. In addition to her private and corporate work, Renuka is also a full partner, co-facilitator and mentor at Dov Baron International Inc. training executives and corporate leadership teams to become soul-driven powerful leaders.
Renuka’s philosophy is that when people get the support they need to let go of playing small and embrace their genuine power, greatness emerges. She believes that we all need a little help, from time to time, to reach the heights of our dreams, goals and desires.
Scott believes the future of wealth management includes the advisor’s ability to identify, appreciate and grow their client’s “Uncountable Wealth”. The Rands Advisory Team engages with professionals and business leaders responsible for decisions regarding significant amounts of capital in all its forms; financial, human and social. Although Total Wealth Planning, Portfolio Management and Tax- efficient strategy are the traditional drivers of their client relationships, their value intensifies for those curious about their human and social capital needs. By exploring opportunities for enhanced governance, improved family dynamics, harmonious business succession and a lasting philanthropic legacy Scott and his team, endeavour to give meaning to the term “wealth” beyond just a number on a page.
Scott has a BA in Psychology from the University of Western Ontario. He holds the Chartered Investment Manager designation and has obtained both the Options and Portfolio Management licenses from the Canadian Securities Institute. Most recently, he has acquired the Family Enterprise Advisor designation from the Family Enterprise xChange (FEX, formerly the Institute of Family Enterprise Advisors).
In his community, Scott serves on the Board of Directors for the Lambda Chi Alpha Educational Foundation and is on the planned giving committee of the Michael Garron Hospital Foundation. He lives in Toronto with his wife, Allison, three sons and family pet Milo, the Ganaraskan.
Michael F. Rosenblatt, CPA, has over 25 years of experience in executive search, identifying, structuring, financing and closing real estate transactions and identifying mergers and acquisitions for middle-market companies. As founder and President of The Quest Organization, he has managed assignments in the following industries: real estate, family offices, hedge funds, construction, private equity funds, not-for-profit, healthcare and public accounting.
Previously, he spent over seven years as a CPA with Deloitte LLP in public accounting and as a senior financial executive of a publicly held service company. The Quest Organization, which has completed its 32nd year of successful operation, is involved in executive search, mergers and acquisitions, assisting with the raising of capital, identifying truly off market properties, bringing together joint venture opportunities for real estate investments and assisting with construction financing. He participates on several committees of the NYSSCPA, including his most recent current role as a member of the Board of Directors of The New York State Society of CPAs. Michael was the chairman of the Industry Oversight Committee for the past three years and he was previously the chairman of the Chief Financial Officers Committee of the NYSSCPA. He has also been the featured speaker on various issues related to human capital for Inc. Magazine, The Internal Auditors Association, FENG, The Deal and the NYSSCPA’s annual CFO Conference, and he was featured on radio stations 101.9 FM and 710 AM.
In this episode both Nike Anani and Tsitsi Mutenda return and talk about how and why they founded AFF.
Nike Anani did not plan on dedicating her life to the family business segment in Africa. Fate, it would seem, chose for her.
Nike is the founder and CEO of Nike Anani Practice, Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region. No more than 2 per cent of African family businesses successfully transition power to the second generation, and Nike has made it her mission to facilitate this generational merge.
Family business has always been central in Nike’s daily life. Her parents were in their twenties when she was born and wanted to give their newborn a better life. They decided that launching a business was the best way to do so.
When she was nine, the family relocated from Nigeria to the UK, where Nike spent her formative years. After graduating university with a degree in Economics, she began working at Deloitte. While she loved her colleagues, she found the work itself dull. Her true destiny was beckoning, and she could not ignore the call any longer.
Nike returned home to Nigeria for what was meant to be a three-month break from work. More than a decade later, she is still there. After working in her family’s business for several years, she decided to follow her passion for helping other African next-gens, like herself, and thus created the Nike Anani Practice.
Tsitsi Mutendi is a Mom, Wife, Family Business Expert (focused on building multigenerational family wealth), Online Summit and Mastermind Communities Creator on the African continent, and a Montessori Educationalist. Over her career, she has been a successful
1. Fashion Creative director - Mucha (Original African Couture) Independently owned fashion label to be stocked in Zimbabwe's biggest chain store.
2. Media Professional (Created Zimbabwe's first Glossy Women Empowerment Magazine - Jewel Magazine Zimbabwe), and
3. Magazine Publisher/Editor-In-Chief (Edgars Club Magazine Zimbabwe).
And from the experience from growing in these roles in these roles, she is building the following notable Brands
1. Africa Is Rising, Africa's Leading Online Summits Platform and Africa Is Rising Mastermind Communities.
2. Nhaka Legacy Planning, Family Business Services which focuses on, Multi-generational Succession Planning for Family Businesses in Africa.
3. African Family Firms (AFF). A Business Association for African Family Businesses focused on building the biggest and strongest Network for Family Businesses operation on the African continent. Giving them the support they need to build Multi-Generational enterprises.
4. Mutendi Montessori, 100% Montessori Methodology Based primary school in Harare.
Bill is the national leader of the Family Enterprises and Business services practice in Canada. He has also been the National Human Capital Leader internally for PwC Canada.
Bill supports clients with active, hands-on facilitation designed to remove the barriers that commonly affect successful transitions for family enterprises and private company business owners. He has worked closely with many owners, Clevel leaders, families, boards and management teams in helping design and implement approaches that deliver both meaningful and sustained outcomes.
With more than 25 years of business and executive management experience, Bill has successfully led several private companies and delivered many complex transformation programs. He has held progressively senior executive roles with both multinational corporations and private businesses.
Bill holds in-depth Human Capital experience and has led, advised and coached individuals, teams and organizations in many critical priority areas including: management of change cycles and conflict resolution, leadership development, meaningful impact through communication, owner and organization alignment, merger and acquisition synergy, maximizing human capital value within business transformation, culture assessment/definition and talent identification. Bill holds the Family Enterprise Advisor (FEA) designation and is a certified and accredited coach with the International Coach Federation (ICF).
Steven Goodman is passionate about providing insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals. As a CPA and former VP of the Trust and Investment Division of JP Morgan Chase, he’s served hundreds of estate planning clients for over 30 years. He also holds an MBA from Fordham University and was a supervisor for KPMG Peat Marwick.
Steve is also an accomplished speaker and has presented to major CPA Firms, Law Firms, Financial Planning & Trade Associations on topics such as efficient business succession, estate planning issues and tax strategies.
He lives in Brookville, LI with his wife, Helane, and has two grown children. He frequently contributes to charities that provide education for underprivileged children. and has personally seen to the higher education of less fortunate youths. In his spare time he’s a reader.
Fred Cassano is a PwC partner and trusted business advisor to many owners of private companies located in Toronto, Ontario. As a PwC Private Company Services Partner that leads the National Real Estate Tax Practice, Fred provides strategic business and tax advice for the accumulation and preservation of wealth.
Krista Han leads Grant Thornton’s Canadian Family Business Services Practice and has been advising business families for more than 20 years in Canada and Australia. She helps families maximize value and navigate complex issues across the family business system with a focus on family governance, communication and continuity planning. Krista has developed and delivered content for many audiences, including the Wallace McCain Institute’s ‘ECHO’ program (created to support to the next generation of family business leaders to improve succession success), at the Family Enterprise Exchange Symposium, and its predecessor, Canadian Association of Family Enterprise, as well as at the Rotman School of Business.
Krista is connected with the family business community in the Atlantic region and nationally, serving on the programming committee for Family Business Association Atlantic, as well as the FEA Council within FEX. Krista achieved her Recognized Leader as Coach accreditation from the Association for Coaching in 2018 and has been coaching and developing business leaders for many years in her practice.
Nike Anani did not plan on dedicating her life to the family business segment in Africa. Fate, it would seem, chose for her.
Nike is the founder and CEO of Nike Anani Practice, Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region. No more than 2 per cent of African family businesses successfully transition power to the second generation, and Nike has made it her mission to facilitate this generational merge.
Family business has always been central in Nike’s daily life. Her parents were in their twenties when she was born and wanted to give their newborn a better life. They decided that launching a business was the best way to do so.
When she was nine, the family relocated from Nigeria to the UK, where Nike spent her formative years. After graduating university with a degree in Economics, she began working at Deloitte. While she loved her colleagues, she found the work itself dull. Her true destiny was beckoning, and she could not ignore the call any longer.
Nike returned home to Nigeria for what was meant to be a three-month break from work. More than a decade later, she is still there. After working in her family’s business for several years, she decided to follow her passion for helping other African next-gens, like herself, and thus created the Nike Anani Practice.
Sonu Bhasin is one of the early and senior woman professionals in the industry. In her career of over 30 years she has set up and managed large businesses, and diverse teams, across financial and non-financial sectors in India and overseas.
She is an Independent Director on Boards. Her book - THE INHERITORS : Stories of Entrepreneurship and Success, is a bestseller in the Business Book category.
https://www.amazon.in/Inheritors-Stories-Entrepreneurship-Success-ebook/dp/B0767JFKB4
She is also the Founder and Managing Partner of FAB - Families And Business, a platform for Family Business Owners.
She is the Editor-In-Chief of The Families & Business magazine, India's only stand-alone magazine that addresses the concerns of Family Businesses.
Tsitsi Mutendi is a Mom, Wife, Family Business Expert (focused on building multigenerational family wealth), Online Summit and Mastermind Communities Creator on the African continent, and a Montessori Educationalist. Over her career, she has been a successful
1. Fashion Creative director - Mucha (Original African Couture) Independently owned fashion label to be stocked in Zimbabwe's biggest chain store.
2. Media Professional (Created Zimbabwe's first Glossy Women Empowerment Magazine - Jewel Magazine Zimbabwe), and
3. Magazine Publisher/Editor-In-Chief (Edgars Club Magazine Zimbabwe).
And from the experience from growing in these roles in these roles, she is building the following notable Brands
1. Africa Is Rising, Africa's Leading Online Summits Platform and Africa Is Rising Mastermind Communities.
2. Nhaka Legacy Planning, Family Business Services which focuses on, Multi-generational Succession Planning for Family Businesses in Africa.
3. African Family Firms (AFF). A Business Association for African Family Businesses focused on building the biggest and strongest Network for Family Businesses operation on the African continent. Giving them the support they need to build Multi-Generational enterprises.
4. Mutendi Montessori, 100% Montessori Methodology Based primary school in Harare.
Laura Ribe is a mother of 3 married into a family involved in a family business.
She has lived in Europe and Canada and worked for an airline before becoming a stay at home Mom. She is part of a family set in deep European traditions.
On today's podcast episode, Laura shares her eye-opening experience of marrying into a wealthy Family Business. During the conversation, Laura discusses how she has become better and stronger with the learning she has done with Veritage. Laura also shares the benefits and genuine honesty that accompanies operating from a place of Safe Space™.
Stef van Dongen is an innovator and impact-driven entrepreneur. His lifework is focused on how humans can live in harmony with nature and each other. Stef has over 18 years of experience in the impact sector. In 2002 he founded the social enterprise group Enviu from the belief that entrepreneurs can play a major role in solving the world’s biggest challenges. Over the years Stef co-founded more than a dozen cutting edge social enterprises and innovation programs in the field of access to financial services, access to food and circular economy. Through his business Pioneers of Our Time, he builds partnerships and impact-investment vehicles for real assets e.g. a landscape and forest regeneration project in the Spanish Pyrenees.
Stef was awarded the lifetime achievement award “Radical Innovators” from Vrij Nederland Magazine. He is a distinguished Alumni of the Rotterdam School of Management, where he did his Master with a focus on Global Business Society Management. Stef is a passionate Chairman for NEXUS Europe and board member and advisor of several social enterprises, HNW individuals and innovation networks.
Rupert joined Smith & Williamson in 2017 and leads the family office services group. Prior to this, he was the Director of Family Office Services at Savills PLC. Rupert also spent seven years as the Director of Family Office Services at BNY Mellon. Formerly he has been a board member of a single FO, Global Head of Private Banking & Wealth Management at Euromoney, with other senior roles at UBS Global Asset Management and Merrill Lynch. Rupert gives strategic advice on family governance, family constitutions and councils, succession planning, setting up single family offices and next generation preparation.
Jamie Mustard is a strategic multimedia consultant and Iconist. His passion is to teach the science and “art of obviousness,” helping professionals, change agents, artists, and businesses confidently and at will make their messages, brands and ideas stand out to their desired audiences. A graduate of the London School of Economics, Jamie’s work is an explanation of the “economics of attention,” based on the primal laws of human perception called Blocks. His work has appeared in Thrive Global, Branding Strategy Insider, Psychology Today, and FLAUNT Magazine. He has spoken, educated, and inspired others with his work prolifically, including TED at the creative giant, Wieden and Kennedy. Jamie’s Iconist work has spanned some of the world’s leading companies, artists, and the globe. Growing up in severe poverty in inner city Los Angeles, Jamie overcame obstacles to eventually codify a system of primal laws that can now help us all.
Make sure to check out more about Jamie at www.theiconist.org
Krista Han leads Grant Thornton’s Canadian Family Business Services Practice and has been advising business families for more than 20 years in Canada and Australia. She helps families maximize value and navigate complex issues across the family business system with a focus on family governance, communication and continuity planning. Krista has developed and delivered content for many audiences, including the Wallace McCain Institute’s ‘ECHO’ program (created to support to the next generation of family business leaders to improve succession success), at the Family Enterprise Exchange Symposium, and its predecessor, Canadian Association of Family Enterprise, as well as at the Rotman School of Business.
Krista is connected with the family business community in the Atlantic region and nationally, serving on the programming committee for Family Business Association Atlantic, as well as the FEA Council within FEX. Krista achieved her Recognized Leader as Coach accreditation from the Association for Coaching in 2018 and has been coaching and developing business leaders for many years in her practice.
James is a Co-Founder of Left Tackle Capital. Left Tackle Capital’s (LTC) mission is to change the demographics and culture of asset management.
Prior to co-founding Left Tackle Capital, James was a partner with Kidd & Company (KCO), a family office direct investment firm which consistently generated world-class investment returns. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors and is an observer on the Logistyx Technologies board of directors.
Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer Trask & Co, a venture capital firm that made the initial investments in category changing companies, including Ciena, Next Level Communications, Health Dialog, Myriad Genetics & Prolor Biotech. James oversaw talent acquisition and development across the Spencer Trask portfolio, and also served on the boards and advisory boards of several Spencer Trask companies.
James has been actively involved in several purpose-led endeavors:
He is a founding advisory board member of Maverick Collective. Maverick Collective is a groundbreaking philanthropic and advocacy initiative aimed at catalyzing the next wave of social investors setting out to improve the health and rights of girls and women worldwide. Maverick Collective was co-founded by Her Royal Highness Crown Princess of Norway Mette-Marit and Melinda Gates, co-chair of the Bill & Melinda Gates Foundation.
He also serves on the Young Audiences Board of Directors, where he is a founding board member of the Young Audiences Charter School at Kate Middleton in New Orleans, the first arts in education charter school in the United States.
He serves on the Advisory Board of Mogul, a technology platform that enables women in over 30,000 cities in nearly 200 countries to share ideas, seek advice, access content while offering mentorship and promoting entrepreneurship.
Along with Thomas LeDet and Sebastian Harris, James is co-author of Rocka My Soul. Rocka My Soul is the story of the 1981 Jack Yates Lions, the first all African-American football team to advance to the Texas state championship post-segregation.
James has a Ph.D. in International Economics from Columbia University, a B.A. from Baylor University, and a Certificate on Monetary and Fiscal Policy from the Japanese Ministry of Finance.
Dov Baron returns to the show for a Third Time. On top of being Franco's personal mentor and friend, Dov is also one of the worlds leading speakers and teachers of Leadership. Including what he is now referring to Dragon Leadership.
Dov Baron is a leadership and corporate cultural strategist who has been named by Inc. magazine as one of the Top 100 Leadership Speakers. He is the host and producer of the “Full Monty Leadership” radio show and a bestselling author.
In June 1990 while free rock climbing, Dõv Baron fell approximately 120 feet and landed on his face. The impact shattered most of the bone structure of his face, disintegrating some of his upper jaw and fracturing his lower jaw in four places. After nine reconstructive surgeries, no external evidence remains of the damage however, this experience was life changing.
Before the fall, Dov had spent years building a reputation as a dynamic speaker and teacher in the field of personal and professional development but it wasn’t until sometime after ‘the fall’ he began to see the beauty and elegance of what had really happened… The return to his own CORE, what he calls his ‘Authentic Self’.
Today, Dov is the bestselling author of several books including his latest: “Fiercely Loyal.”
He was also the host and executive producer of the increasingly popular radio show: “Full Monty Leadership Show,” where authentic leaders let it all hang out about loyalty, culture and growth. The show broadcasts out of Seattle, Chicago, Colorado and globally via the internet.
Dov has interviewed and worked with leaders featured on: Oprah, Ellen, CNN, Fox, MSNBC, CBS, Huffington Post, Larry King, New York Times, Washington Post, Forbes, the Wall Street Journal and many other top rated media. He also has a massive social media platform with over 200,000 followers via Face book, Twitter, Linkedin, Podomatic, iTunes etc.
In addition to being an author and a radio host, Dov is also the leading expert on Developing Authentic Leadership and he is the world’s only Corporate Cultural Momentum Strategist, serving top performance individuals, corporations and organizations to generate both exponential growth and fierce loyalty.
Dov has been sharing his wisdom and expertise privately and on international stages with professional leaders for more than 30 years.
His passion mixed with humor and ‘get to the point’ no BS style are contagious. Within moments you will feel a genuine connection with a man who authentically walks his talk. Dov believes that the world needs more leaders who are Authentically committed to standing in their truth, sharing their inner genius, and empowering others to do the same.
Dov’s commitment is to take you by the hand and show you why tapping into your Authentic Self is the MOST important key to finding, developing, and retaining your top talent.
Elizabeth Bagger is a passionate advocate for family businesses and the Director General at the Institute for Family Business (IFB) in the UK, a membership organization she’s been proud to serve for close to a decade. The IFB works to support and promote the UK family business community by providing members with unique learning and networking opportunities and by lobbying Government as the voice of the family business sector. Prior to joining the IFB, Elizabeth spent almost a decade working for her own family business.
The Shon Group of Companies is a family office with investments in real estate, technology, venture capital and natural resources.
Ron Is also Founding Managing partner of REDDS Venture Investment Partners, a venture capital group which empowers disruptive start-ups that scale world wide and have billion dollar plus potential through team building, global business development, financing and mentoring. He serves as Chairman of Healthchain Inc., one of the REDDS portfolio companies which has developed Canada's first electronic prescribing (e-prescribing) software and other medication management solutions using blockchain technology, streamlining the prescription process from the doctor to pharmacy to insurance.
Carlos Arbesú is a well established Professor and Advisor in the Family Enterprise space. Carlos has developed over 60 government systems and / or family protocols to Spanish and Latin American business families. He is a regular speaker and teacher in family institutes globally and a partner and collaborator of Prof. Miguel Angel Gallo at Family Business Consulting Spain.
Carlos has a long line of publications and experiences in government across the board. This episode is chock full of incredible family business information.
Make sure to connect with Carlos on Twitter: CarlosAbresu and LinkedIn: https://www.linkedin.com/in/carlos-arbesu-ph-d-8404853/
Edouard Thijssen is a next generation member from a multigenerational business family from Belgium, and co-founder and CEO of Trusted Family.
Edouard developed a mobile app and online platform to improve Board, Shareholder and Family governance for his family business & office. He then turned his idea into a business called Trusted Family, and his platform is now used every month by over 5000 family business and family office members around the world.
Edouard is a 2007 graduate of the Solvay Business School. He has also completed the Leading the Family Business program at IMD, Switzerland.
Matthew Andrade is the Managing Director, Public Investments at the Werklund Family Office, the family office for David Werklund. He is primarily responsible for the public equities, tradable debt and derivatives portfolio with additional responsibilities for various private equity files and new venture evaluation.
Prior to joining Werklund Capital Matthew was the Chief Investment Officer for a multi-family office based in Calgary. In this role, Matthew was responsible for investment oversight of the various families’ holdings on both a public and private basis. He also mentored the younger generations on the investment process and assisted in helping them achieve a greater understanding of how their wealth is managed.
Previously Matthew was Director, Investment Analysis at Kinnear Financial, the family office for James Kinnear, where he was responsible for making asset allocation and security selection recommendations across the public and private holdings of the family. Prior to this he was Vice President, Transaction Advisory Services at Ernst & Young, having spent over five years with the firm including two and a half years in Aberdeen, UK. He has worked with clients in the oil and gas, oilfield services and mining sectors across the Middle East, Europe, and North America and has presented to several industry and private equity groups on industry and transaction matters as well as having been published in the media. Before joining Ernst & Young, Matthew worked for a boutique investment bank in Calgary covering the junior oil & gas and metals & mining sectors. His transaction experience has included initial public and secondary offerings, private placements, merger & acquisition advisory work on both the buy and sell sides as well as a number of management and leveraged buy-out transactions sponsored by both private equity firms and corporations.
Matthew holds a Bachelor of Commerce (Honours) from Mount Allison University and is a CFA charterholder. He is the past president of the CFA Society Calgary and is the past Chair of the CFA Institute’s Disciplinary Review Committee.
Terry Stuart is the Chief Innovation Officer at Deloitte with a keen personal interest in mental health and the healing power of music. Growing up on a dairy farm in Simcoe, Ontario, Stuart’s love for music was kindled by his mother, Cynthia, whose encouragement through piano lessons, playing in bands and choirs, and trips to the symphony sparked the musical fire within. An inspiring music teacher, Hugh McArthur, helped build on his passion. Two years DJing in Wales at the United World College of the Atlantic fanned the flames as Stuart gained an appreciation for global music from his classmates from around the world.
Terry started to question why prescription medication is the only solution to depression and anxiety. He dove into the study of how music can also heal the mind. So, he wrote a book called The Awesome Music Project where there are over 100 case studies on how music heals and inspires.
Dr. Bryn became a wellness enthusiast at age 23 and enrolled in naturopathic school. Soon after graduating as a naturopathic doctor Dr. Bryn felt a calling to become a holistic medical doctor and entered medical school. She completed her residency in family medicine in 2014 and has been practising in Vancouver, Canada ever since.
As the parent of 7 year old twin boys, the inspiration to be at her best physically, mentally and emotionally was quickly realized. The purpose behind this realization was so that she could fulfill her purpose and nurture the health of individuals and their families. Dr. Bryn also sees first hand how the health of each individual in the family impacts the family unit and all generations of the family.
Dr. Bryn nurtures the health of ultra high net worth individuals and their families. She holds her clients’ close so that she can meet their unique needs and be a holistic concierge family doctor. Her purpose is to provide support and guidance so that her clients can realize their full potential and have tremendous impact in their life and businesses. Her practise provides the utmost confidence in cutting edge medical treatments and specialists.
Personally her focus is on her husband, sons, extended family and close friends, while celebrating being in the midst of nature and outdoor activities. She is fully committed to the art and science of enduring health and wellness.
Susanne Bransgrove, one of the directors of Liquidgold Consultants, is known for her passion for supporting Families in Business manage the complexities of balancing multiple generations and for encouraging female founders and future leaders to be the best they can be. Growing up in Germany as part of a third-generation family business has provided her with a sound foundation for understanding the range of issues that arise when family members work together. Susanne puts her heart into the businesses and individuals she spends time with and believes in a strong foundation of love and compassion.
Make sure to check out her phenomenal Women in Family Business Event.
Based in the Scottish Borders, Brian is Chairman of his Family Education Committee. It is a sixth-generation family owned International Food Distributor. The committee is responsible for educating the family and nurturing younger family members as they become part of the next generation and to help the transition out of active participation for the older generation.
Brian is also a life coach and Veritage trained family business coach. Through his firm Ducere Advisory Brian helps other family businesses to develop programs to maintain successful family cohesion for generations to come.
Stephen Hecht is co-founder and Chief Executive Peacemaker of Million Peacemakers. Stephen brings over 30 years of personal and business experience to the field of conflict resolution and is co-author of the bestseller, Nonflict: The Art of Everyday Peacemaking.
Million Peacemakers is a non-profit organization which empowers people to transform conflict to Nonflict. Over 145,000 people around the world were trained in the first four years. Much of Stephen’s experience is in family businesses—private and public—across four industries.
Winner of the Canada Award for Business Excellence, Stephen served YPO leadership at Chapter, Regional and International levels with a focus on education; At the chapter level, he served on his board for 10 years and his event on conflict resolution won the Best of Best international education award out of 2,000 entries.
Stephen led the Faculty to Global Leaders partnership with Columbia University in the field of behavioral science and decision making and co-chaired two full day events at Columbia. He also chairs the Advisory Board of the McGill International Community Action Network that brings together students from across the Middle East.
Dov Baron is a leadership and corporate cultural strategist who has been named by Inc. magazine as one of the Top 100 Leadership Speakers. He is the host and producer of the “Full Monty Leadership” radio show and a bestselling author.
In June 1990 while free rock climbing, Dõv Baron fell approximately 120 feet and landed on his face. The impact shattered most of the bone structure of his face, disintegrating some of his upper jaw and fracturing his lower jaw in four places. After nine reconstructive surgeries, no external evidence remains of the damage however, this experience was life changing.
Before the fall, Dov had spent years building a reputation as a dynamic speaker and teacher in the field of personal and professional development but it wasn’t until sometime after ‘the fall’ he began to see the beauty and elegance of what had really happened… The return to his own CORE, what he calls his ‘Authentic Self’.
Today, Dov is the bestselling author of several books including his latest: “Fiercely Loyal.”
He was also the host and executive producer of the increasingly popular radio show: “Full Monty Leadership Show,” where authentic leaders let it all hang out about loyalty, culture and growth. The show broadcasts out of Seattle, Chicago, Colorado and globally via the internet.
Dov has interviewed and worked with leaders featured on: Oprah, Ellen, CNN, Fox, MSNBC, CBS, Huffington Post, Larry King, New York Times, Washington Post, Forbes, the Wall Street Journal and many other top rated media. He also has a massive social media platform with over 200,000 followers via Face book, Twitter, Linkedin, Podomatic, iTunes etc.
In addition to being an author and a radio host, Dov is also the leading expert on Developing Authentic Leadership and he is the world’s only Corporate Cultural Momentum Strategist, serving top performance individuals, corporations and organizations to generate both exponential growth and fierce loyalty.
Dov has been sharing his wisdom and expertise privately and on international stages with professional leaders for more than 30 years.
His passion mixed with humor and ‘get to the point’ no BS style are contagious. Within moments you will feel a genuine connection with a man who authentically walks his talk. Dov believes that the world needs more leaders who are Authentically committed to standing in their truth, sharing their inner genius, and empowering others to do the same.
Dov’s commitment is to take you by the hand and show you why tapping into your Authentic Self is the MOST important key to finding, developing, and retaining your top talent.
Keith is President of Wise Counsel Research. He has consulted for many years with leaders of enterprising families, helping them plan succession, develop next generation talent, and communicate around estate planning. With a background in education and philanthropy, he enables family leaders to better understand their values and goals as well as to have a positive impact on the world around them. Family Wealth Report named Keith the 2015 "outstanding contributor to wealth management thought-leadership."
Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, an adjunct assistant professor of philosophy at Boston College, and a director of a private foundation. He was also a special assistant to the President of Boston University.
Keith’s writings and commentary have appeared in The Wall Street Journal, The New York Times, The Financial Times, Claremont Review of Books, and Philanthropy Magazine. His Wealth and the Will of God appeared in 2010 from Indiana University Press and he is co-author of The Cycle of the Gift, The Voice of the Rising Generation, Family Trusts, Complete Family Wealth, and Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, all published by Wiley / Bloomberg Press.
Keith holds a Ph.D. in Social Thought from the University of Chicago and a BA and MA in Classics and Philosophy from Boston University. He is Chairman of the board of directors of the National Association of Scholars.
Dena Mekawi is a first generation Egyptian Muslim American living in New York. She ran for Miss Arab USA 2013 when she realized she wanted to be the voice for underrepresented communities. Dena then went on to work at Oprah Magazine, where she was able to use self-expression of fashion and editorial to celebrate her individuality. Ms. Mekawi has struggled with her own identity, as well as self-esteem issues that stemmed from the media that she consumed. She now uses her experience of self-discovery as an Arab American to work collectively, creating space for culture diversity. Dena has been chosen as a representative to the United Nations NGO, DGC which compliments her work as a Social Entrepreneur.
Dena Mekawi curates creative communication strategies, & partnerships to engage brands, advertisers and high profile individuals to create impact messages, using the power of their influence with a creative approach through her company, Style & Resilience. Ms.Mekawi works with family offices on identifying projects that have impact on the economy, as well as for humanity.
Ms. Mekawi has advised several United Nations Agencies, and has worked with private sector to create strategic communication strategies and partnerships. Ms.Mekawi was chosen to moderate International Day Of Peace 2016 along side notable Goodwill ambassadors, DiCaprio, Stevie Wonder, and former Secretary General of the United Nations, Ban Ki Moon, Ms. Mekawi was also personally recognized by Michael Douglas.
Sonu Bhasin is one of the early and senior woman professionals in the industry. In her career of over 30 years she has set up and managed large businesses, and diverse teams, across financial and non-financial sectors in India and overseas.
She is an Independent Director on Boards. Her book - THE INHERITORS : Stories of Entrepreneurship and Success, is a bestseller in the Business Book category.
https://www.amazon.in/Inheritors-Stories-Entrepreneurship-Success-ebook/dp/B0767JFKB4
She is also the Founder and Managing Partner of FAB - Families And Business, a platform for Family Business Owners.
She is the Editor-In-Chief of The Families & Business magazine, India's only stand-alone magazine that addresses the concerns of Family Businesses.
Why FAB - Families And Business?
• Family Businesses control more than 90% of world commerce but more than 70% of these DO NOT survive beyond One Generation.
• Lack of Succession Planning, Conflict and Lack of Corporate Governance are the three major reasons for this high failure rate
• Most families and advisers focus only on the Business side of the equation and fail to address the nuances of Family Business
• FAB – Families And Business is a platform which works towards creating awareness of matters of family that need to be addressed to build Multi-Generational Family Businesses
• FAB provides the best platform for Families in Business to connect with peers and professionals to exchange ideas
• The knowledge and experience residing in Family Business Owners and professions is shared through the Families & Business magazine and exclusive (By Invitation Only) Workshops/Round-Tables
• More details about FAB – Families And Business can be found on www.familiesandbusiness.in
Tom McCullough is Chairman and CEO of Northwood Family Office.
He has spent over 35 years in the wealth management/family office field, initially in senior executive roles with RBC Wealth Management. The combination of this background, along with his own family’s desire for a truly ‘comprehensive, customized and confidential’ service, led him on a search for a multi-family office. While multi-family offices are well-developed in the U.S. and growing rapidly as wealthy families seek out objective advice and boutique-style service, they were virtually non-existent in Canada.
In 2003, this led Tom to start Northwood Family Office with partner Scott Hayman. Northwood Family Office has quickly become one of the leaders in its field and has consistently been recognized as the ‘#1 independent family office in Canada’ by Euromoney in its global private banking survey.
Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program where he teaches ‘The Management of Private Wealth’, and is a faculty member in Rotman’s Family Wealth Management program for families of wealth. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He is also a Fellow of the Family Firm Institute (FFI) and holds an Advanced Certificate in Family Business Advising from FFI.
Tom holds an MBA from the Schulich School of Business at York University, as well as the CIM (Chartered Investment Manager) and CIWM (Certified International Wealth Manager) designations, and is a registered Portfolio Manager. He is married, has two adult children and is actively involved in a wide range of philanthropic and community activities, most notably education and poverty alleviation in the developing world. Tom also serves on the board of The Bentway Conservancy, a new 1.75 km urban public park and performance space underneath Toronto’s Gardiner Expressway.
There are many challenges facing family business owners when considering their succession planning. Russell Haworth helps you to overcome two of these, becoming financially independent from the business and focussing on a sense of purpose and identity beyond the business.
Russ understands that there are many emotional factors at play when discussing retirement and I help you with embracing these. The outcome of this is that you have a far more enjoyable 'retirement' and ensure a legacy you can be proud of.
Russ has received The FFI's Advanced Certificate in Family Business Advising and the skills and knowledge attained during this process allow him to be better placed to assist family businesses with the challenges that they face.
For over 40 years, Dennis Jaffe has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he's helped multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients.
Dennis' work with families helps inform financial advisors and wealth managers about the knowledge and skills needed to serve their client families. He's an acclaimed speaker and workshop leader in programs for business families and financial service firms. He is an associate with Wise Counsel Research, a think tank that sponsors my research and offers professional education workshops.
For 35 years, Dennis was professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he's now professor emeritus. He received my B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University.
Libby Lok is a Consultant at Continuity Family Business Consulting and an Advisor to her family’s hotel management and development company, Lok Group of Companies. Libby’s 15+ years’ of experience in organizational development and group dynamics helps her engage diverse stakeholders to move through uncertainty and conflict to become a force to be reckoned with.
Before joining Continuity, Libby worked at her family’s hotel company as Vice President of Operations and then President. She spearheaded a significant organizational transformation to secure the company’s long-term future and competitiveness.
Prior to joining Lok Group of Companies, Libby worked in the social sector as a researcher, public policy analyst, consultant, board member, and founder of a nonprofit organization. She has called New York City, Washington, D.C., Italy, and California home.
Libby has a Master in Public Administration (MPA) degree from NYU’s Wagner Graduate School of Public Service, as well as a Bachelor of Arts in Community Studies from the University of California, Santa Cruz (UCSC).
Craig West is a strategic accountant and the CEO of Succession Plus which is a specialised advisory practice focused on small business owners to help them manage the four key strategic issues that SME's face as they grow - Raising Capital, Building Equity, Protecting that equity and extracting the value you have built when you exit.
Craig is a CPA and has been advising businesses in management, taxation and accounting issues for over 15 years. He specialises in business structuring and succession planning and has had extensive experience working with clients to improve their financial performance - with proven results.
Craig has conducted numerous seminars and presentations throughout Australia for the Department of Industry, Tourism and Resources, MLC, L J Hooker, the NSW Department of State & Regional Development, NSW Chamber of Commerce and CPA Australia. He is an accredited advisor with Family Business Australia as well as sitting on FBA's NSW advisors committee and is a founding member of Thought Leaders.
Craig acts as a strategic business and financial mentor for business owners and has written three critically acclaimed books educating business owners on employee incentives, succession planning and asset protection. Craig has also recently been invited to complete a PhD in Business Succession Planning at Deakin University in Melbourne; is the President of the Australian Chapter of the Exit Planning Institute and one of only eleven people in Australia accredited as a Certified Exit Planning Advisor.
Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in estate planning, she is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts.
Angela has over 15 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. She practiced for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association and Law Society of Upper Canada.
Angela has co-presented a session on tax issues for shareholders’ agreements at the 2010 National STEP Conference, and in 2013 on donation planning for trusts and estates. She has spoken at conferences sponsored by the Senior Estates and Trusts Practitioner Forum, the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written and delivered a paper for the 2013 Canadian Tax Foundation Annual Report on the new non-resident trust rules as they apply to personal trust and has authored several articles for the Canadian Tax Foundation. In addition, Angela is a regular contributor to the PricewaterhouseCoopers publication, Wealth and Tax Matters; a publication consisting of articles directed to owners of businesses and other high net worth individuals.
Will Vickers is the 7th generation from a family business based in the north of England, as well as an internationally exhibiting photographer, musician and artist. He is currently working alongside his father (the 6th generation of the family) to undertake a smooth succession plan between them, and to cultivate, establish and evolve the family culture to benefit and serve all stakeholders within the business.
Prince Michael of Yugoslavia, is an investment executive, socialite and philanthropist. He was formerly a real estate broker. Prince Michael is a member of the House of Karađorđević and a Prince of Yugoslavia as a patrilineal descendant of Alexander Karađorđević, Prince of Serbia.
Born in the Democratic Republic of the Congo and a graduate of The University of Pennsylvania, The Wharton School, Feisal moved to Hong Kong in 1992 to open the buying office of his Eastern European company, which expanded into a successful FMCG distribution business across war-torn Africa.
Feisal’s personal experience was the inspiration for Qineticare. At the age of 35, married with two young boys, he was diagnosed with stage three cancer. Initially he didn’t know where to turn, and he underwent a steep and rapid learning curve. His medical treatment incorporated 20 rounds of chemotherapy and three surgeries, but this wasn’t the full story.
Feisal resolved his situation through a deep, holistic practice of the fundamentals of living, encompassing eating, moving, sleeping, thinking, and feeling. By understanding how these could be channeled for optimum health and wellbeing, he achieved a full recovery. His unique experiences form the basis of Qineticare’s philosophy and approach
Nick Vantas is the Managing Director at Karras Cold Logistics in Australia. He has significant experience in Business Strategy and execution management, turnaround management, business development and branding, Corporate Governance.
His major goal at Karras is to continue building a Company capable of providing an impeccable service and value for money proposition, rewarding careers for our people, and generating satisfactory returns for Company Shareholders.
Mike Sergeant helps business leaders tell powerful stories. I coach top executives to become charismatic and authentic public speakers. He runs media training for some of the most successful international companies. I am the #1 Amazon Bestselling Author of PR for Humans.
Right now Mike has his dream job: travelling the world, inspiring leaders and helping them reach their audiences. This brings together my twin passions - storytelling and business. Best of all, he gets to help some of the most intelligent and interesting people on the planet.
Sometimes people ask him WHY he left a successful career as an international TV journalist (Reuters, Sky News and the BBC) to become a coach, speaker and trainer. WHY did he leave the security of working for a successful PR agency? WHY did he set up his own consultancy?
Simply because for him it's the most fascinating job in the world. He get to be a keynote speaker at leading industry conferences. He gets to appear in the media and help others do so too. He gets to write books, host podcasts and (this is the best bit) help people through the moments of maximum stress and pressure. He helps them deliver powerful performances and craft PR strategies that work.
His life's work is rooted in the following values: INVESTING (in myself and my closest relationships), PROVIDING (for my family by producing more than I will ever consume), LEARNING (always stretching my mind), NOURISHING (myself with good food and water), TIDYING (having a clear, unclutterd life), APPRECIATING (the beauty of the world) and TRAINING (for the strength i need)
Joshua Nacht is a consultant with The Family Business Consulting Group, and works with business families to leverage their strengths by focusing on effective governance, communication, and transitions. He is adept at working with multigenerational families to integrate diverse perspectives and create strong ownership groups by developing structured plans for continuity.
Drawing up a complementary mix of experiences from his roles as a consultant, steward, and scholar to family enterprises, Joshua connects well with people, and he highly values the collaborative relationships and trust that are built in his work with business families. He is an active family business owner and served as a married-in, third generation family member on the Board of Directors of the 75-year old Cleveland based Bird Technologies. In addition, he is a second-generation owner of a real estate development and management company in Edwards, Colorado.
Joshua is an active collaborator and thought leader in the field and is a co-author of numerous articles. He has presented on a range of issues including next-generation leadership development, having multiple roles, incorporating married-ins, and creating generational cohorts. His new book Family Champions and Champion Families explores the value of family leaders in creating enduring business family success.
In 2015, he earned a Ph.D. in Organizational Systems with a focus on family-enterprise. Joshua’s dissertation research, “The Role of the Family Champion” investigated leadership within the ownership group of business families and won the “Best Dissertation Award” from the Family Firm Institute in 2016. Prior to his doctorate, Joshua led wilderness skills trips and worked as a counselor with individuals and families.
Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in estate planning, she is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts.
Angela has over 15 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. She practiced for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association and Law Society of Upper Canada.
Angela has co-presented a session on tax issues for shareholders’ agreements at the 2010 National STEP Conference, and in 2013 on donation planning for trusts and estates. She has spoken at conferences sponsored by the Senior Estates and Trusts Practitioner Forum, the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written and delivered a paper for the 2013 Canadian Tax Foundation Annual Report on the new non-resident trust rules as they apply to personal trust and has authored several articles for the Canadian Tax Foundation. In addition, Angela is a regular contributor to the PricewaterhouseCoopers publication, Wealth and Tax Matters; a publication consisting of articles directed to owners of businesses and other high net worth individuals.
Being half Greek, half Swiss, Konstantina lived in various countries, got a BA in Film Studies & French and ultimately taught kindergarten. It’s there where she witnessed children indulging in their dreams and acting in all their magnificence. What she realizes now is that a coach does exactly what kids do naturally. They inspire you, they speak their truth, challange you and love unconditionally. Konstantina is passionate about assisting her clients to see their own magnificence and potential! She strongly believes that we all have a unique individual system like no other and it’s our birth right to go beyond our wildest expectations and explore and expand on it!!
In 1928 her grandfather established their family Business, now in it’s fifth generation. His commitment, ability to create something from nothing, and build on opportunities, has always inspired her to do the same. After she attended a Harvard course, introducing her to Family Business concepts in 2007, Konstantina participated in several international Family Business forums. The impact her grandfather’s journey, as well as this course, had on her was profound and led her to pursuing a career in coaching.
Her vision is to spread the principles of Family Business Coaching and make CTI’s Co-Active® Model accessible to more people. At the heart of this is an intention to take Co-Active® coaching into schools and organizations so that it can empower future generations to speak their truth and come together in new collaborative ways.
Anton David Oliver is a retired New Zealand rugby union player. Previously, he played as a hooker for Marlborough (one of the predecessors to today's Tasman side) and Otagoin the National Provincial Championship and Air New Zealand Cup, and spent twelve seasons with the Highlanders in Super Rugby. He earned 59 caps for his country and for a period was All Blacks captain.
At the University of Oxford, Oliver read for an MSc in Biodiversity, Conservation and Management at Worcester College. His dissertation involved him travelling to the Ringgolds Islands, an outlying archipelago of Fiji, for a month of research on the relationship between poverty and conservation. He played a major role in the 2008 Varsity Match against Cambridge, the first victory for Oxford in four years.
Oliver then spent the next three years living and working in London. He currently works for asset managers M&G in London in a corporate governance position for M&G’s global equities team. During this time he also went to the University of Cambridge where he read for an Executive MBA and is a member of Pembroke College. Oliver’s dissertation focused on leadership in business, specifically sense making and sense giving: how leaders make sense of an uncertain, chaotic economic environment and then how leaders communicate and ‘make sense’ of this information to different stake holders.
Corina Weigl is a partner with Fasken LLP. Corina’s practice is focused on estate and family business succession planning. Developing customized strategies for wills, trusts, as well as estate administration and domestic contracts, Corina leverages legal and tax regimes to protect multi-jurisdictional property and family interests. She is also active in the Firm, currently holding the position of Chair of the Firm’s Professional Development Committee, having been Vice-Chair of the Business Law Section for many years.
Corina relies on a variety of tools to implement structures designed to facilitate a successful estate and business succession plan for clients. She also provides strategic advice to executors, trustees and beneficiaries in respect of ongoing administration issues or when faced with litigation regarding fiduciary accounts.
Corina also advises on charities and not-for-profit considerations, advising clients on legislative, tax and regulatory implications.
Named the 2017 “Lawyer of the Year” for Trusts and Estates in Toronto by Best Lawyers in Canada, Corina has also been recognized with Lexpert’s “Zenith Award” for her pro bono work for SEDI.