Beyond The Balance Sheet Podcast
195 episodes - English - Latest episode: 6 months ago -Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.
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Episodes
Beyond Burnout With Dr. Lesley Tate-Gould
January 19, 2022 08:00 - 21 minutes - 27.3 MBDr. Lesley Tate-Gould is a Co-founder and the Executive Director of Lido Wellness Center (LWC). She was inspired to open LWC after becoming aware of the gaps in residential treatment facilities for adults and adolescents with mental conditions related to addiction and eating disorders. First, Dr. Tate-Gould shares how LWC differs from other treatment facilities by looking beyond a patient’s external symptoms. The conversation shifts to address how the pursuit of success in our hustle-obsesse...
Ketamine Infusion Therapy: Expert Dr. Craig Heacock Discusses Safe Protocols & Risks
January 12, 2022 08:00 - 24 minutes - 45.7 MBDr. Craig Heacock is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last fifty years as an FDA-approved drug. We talk about how ketamine became a go-to treatment for resistant depression and bipolar disorder. Tune in as Dr. Heacock reveals how a state-of-the-art assessment delivery and follow-up for ketamine would ...
Lights, Camera, Anxiety: Impact of Fame on Mental Health With Dr. Jason Schiffman
January 05, 2022 08:00 - 23 minutes - 43.2 MBDr. Jason Schiffman is the founder and Director of Camden Center, a nationally recognized center of excellence for treating mental health and addictive disorders. First, Jason explains whether or not celebrities struggle differently than the rest of us and how the support system of a celebrity differs from the general public. Later, Dr. Schiffman discusses the complexities and benefits of group therapy for someone who is in the public eye. Tune in as we speak about the importance of vulnerab...
Supporting Clients Through Life Transitions With Tom McCullough
December 29, 2021 08:00 - 25 minutes - 47.5 MBTom McCullough is Chairman and CEO of Northwood Family Office, a Toronto-based multi-family office serving the comprehensive needs of families of significant net worth. In this episode, Tom discusses how he supports families during financial and emotional transitions and reveals how he builds trust with families to disclose sensitive information. Tune in as we chat about preparing for the unexpected when it comes to family planning, the inspiration behind Tom’s books, and the advice Tom woul...
Financial Literacy: Arming the Next Generation With Courtney Pullen
December 22, 2021 08:30 - 27 minutes - 49.5 MBCourtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this episode, Courtney joins us to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit,...
It Takes A Village: Finding the Right Professional Match With Naz Hassanein
December 15, 2021 08:00 - 29 minutes - 54.6 MBFor the past 20 years, Naz Hassanein has worked in the family office community, both in Boston and nationwide. In this episode, Naz discusses some of the most memorable family systems she has seen in her career. Worthy Circles works with many affluent families; Naz explains how they give professional recommendations to their families. Tune in as we talk about the needs of advisors during Covid-19 and how Naz's work significantly impacts the way she manages her own family dynamics. IN T...
Struggles of Sudden Wealth With Jennifer Risher
December 08, 2021 08:00 - 26 minutes - 49.1 MBJennifer Risher, author of “We Need to Talk: A Memoir About Wealth,” tells her story and explores the impact of wealth on identity, relationships, and sense of place in the world. Jennifer discusses her journey and the inspiration behind her career of helping people have much-needed conversations. Then, Jennifer gives tips on having awkward financial discussions with people around money. Tune in as we talk about why wealth shouldn’t be a barrier to having great relationships in your life; in...
James Hughes Discusses Preserving Assets and Creating Legacy
December 01, 2021 08:00 - 25 minutes - 46.6 MBJames Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations. First, Mr. Hughes speaks about family governance and explains why families need it. He also discusses the work he has done as an advisor to high-net-worth clients, and what are some of his favorite resources to share for his clients. Tune in as we talk about the four functions needed for the human community to prosper and how power plays a role in ...
An Open Book: Brian Cuban’s Success in Recovery
November 24, 2021 09:00 - 26 minutes - 48 MBBrian Cuban is an attorney, author, and mental health awareness and recovery advocate. In this episode, Brian discusses the inspiration behind his recovery advocacy work and what led to his recovery journey. Additionally, Brian explains why it’s essential to have an open dialogue surrounding body dysmorphia and how recovery can lead to acceptance. If you’re starting your journey to recovery, listen as we reveal which first steps you can take. Stay tuned as Brian shares what helped during his...
How Can Multigenerational Enterprises Thrive Leading With Purpose With Tsitsi Mutendi
November 17, 2021 08:00 - 25 minutes - 46.7 MBTsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. We begin with Tsitsi discussing the inspiration behind her business, and she delves into her work managing conflict between generations. When it comes to managing conflict, some things in life are inevitable; we cannot avoid them. We discuss the importance of transitioning when it comes to legacy planning and Tsitsi reveals how the pandemic has impacted her work. Tune in for Tsitsi’s advice to teach your children about r...
Managing What Matters To Families: The Qualitative Side of Family Office With Jim Coutré
November 10, 2021 08:00 - 26 minutes - 47.7 MBJim Coutré is responsible for the oversight of Fidelity Family Office Services' Insights & Connections program. Jim starts the conversation by diving into his responsibilities for the Insights & Connections program, which provides family offices and wealthy families with thought leadership, referrals to industry experts and consultants and access to a peer networking program. Jim then explains that too many family offices are solely focused on financial capital; it's a lost opportunity. Tune...
Guardianships & Conservatorships: Lisa Cukier Shares How They Work and When Are They Needed? With Lisa Cukier
November 03, 2021 07:00 - 27 minutes - 49.5 MBLisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into exactly what the process looks like of going through guardianships and conservatorships. Some families can be apprehensive about the process, and there are other options. Tune ...
Reflections From My Mental Health Journey With Kitty Sprague
October 27, 2021 07:00 - 28 minutes - 52.8 MBKitty speaks out to share her story and help fight the stigma surrounding mental illness, in hopes families and clinicians will invest more research and awareness around symptoms and effective treatment methods. First, Kitty opens up about her struggles with bipolar disorder, OCD, and binge eating disorder. Kitty then reveals what she would have done differently on her journey to recovery; plus, Kitty gives advice for those struggling with depression and other mental health issues. Tune in a...
Psychological Impact of Inherited Wealth With Thayer Cheatham Willis
October 20, 2021 07:00 - 26 minutes - 48 MBThayer Cheatham Willis is an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on how her background helped inform the career she chose to pursue and the importance of wealth counseling.We chat about the importance of exemplifying values and how children will learn from what they see, rather than what they hear. Tune in as Thayer dives into how wealthy families react to stress, mental health, and substance use. IN THIS EP...
One Family’s Journey of Love and Loss With Peter O'Connor & Arden O'Connor Sr.
October 13, 2021 07:00 - 32 minutes - 59.3 MBPeter and Arden O’Connor Sr., parents of Arden O’Connor, Founder, and CEO of O’Connor Professional Group, share their experiences navigating the behavioral health care system with their youngest son, Chris. Arden Sr. and Peter were surprised by the early onset and intensity of Chris’ substance use. They join Diana to talk about the professionals they hired and how having financial resources was not the only solution to finding appropriate care for Chris. Arden Sr. reveals the helpful advice ...
Betrayal of Trust: Former Wall Street Executive Rebuilds After Conviction With Andrew Caspersen
October 06, 2021 07:00 - 30 minutes - 56.7 MBAndrew Caspersen lives and works in New York City and is actively involved in the recovery community. In this episode of Beyond the Balance Sheet, Andrew opens up about his self-destructive path of drinking and gambling. After his arrest, Andrew talks about piecing his life back together. He speaks about his faith in the process of recovery and why trust needs to be an action-oriented process. Tune in as Andrew reveals the most significant lessons he’s learned on his journey. IN THIS EPI...
Hope For Struggling Families: Understanding Borderline Personality With Disorder in Adolescents With Dr. Blaise Aguirre
September 29, 2021 07:00 - 23 minutes - 43.9 MBOn this episode of Beyond the Balance Sheet, Dr. Blaise Aguirre, MD, a child adolescent psychiatrist, and Associate Professor in Psychiatry at Harvard Medical School speaks with Diana to discuss borderline personality disorder. Dr. Aguirre addresses the reluctance in diagnosing borderline personality disorder and dives into what effective treatment modalities there are for borderline personality disorder. Tune in as Dr. Aguirre discusses how emotional temperament can be genetic and shares th...
The Crisis Is Over, Now What? A Mom's Journey Managing Her Daughter’s Mental Health With Dorothy Whitmarsh
September 22, 2021 07:00 - 32 minutes - 58.9 MBDorothy’s experience as the mother of a child with ADHD and Bipolar Disorder led to her interest in educating other families touched by these issues. First, Dorothy opens up about her experience parenting a daughter who struggled with her mental health for many years. She speaks about the journey of getting multiple opinions for her daughter’s diagnosis and reveals what she would have done differently for her family. Tune in to this episode of Beyond the Balance Sheet as we talk about what i...
Transforming Tragedy Into Advocacy
September 15, 2021 07:00 - 27 minutes - 50.9 MBGary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary’s son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day. Gary discusses the warning signs that families should look out for, when worried if their child may be using substances. Tune in to this episode of Beyond the Balance Sheet as Gary ta...
Transforming Tragedy Into Advocacy With Gary Mendell
September 15, 2021 07:00 - 27 minutes - 50.9 MBGary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary’s son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day. Gary discusses the warning signs that families should look out for, when worried if their child may be using substances. Tune in to this episode of Beyond the Balance Sheet as Gary ta...
Healing Through Giving Back: Families Investing in Behavioral Health With Nicholas MacPhee
September 08, 2021 07:00 - 29 minutes - 54.4 MBIn this episode, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20 years. First, Nick explains how he started working in the field of philanthropy with mental and behavioral health. Mental health resources and support services are needed now more than ever; Nick describes how he finds exemplary philanthropists to invest in innovative and unique companies. Tune in as Nick speaks about the importance of scale in philanthropy and why this gener...
Healing Through Giving Back: Families Investing in Behavioral Health
September 08, 2021 07:00 - 29 minutes - 54.4 MBIn this episode, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20 years. First, Nick explains how he started working in the field of philanthropy with mental and behavioral health. Mental health resources and support services are needed now more than ever; Nick describes how he finds exemplary philanthropists to invest in innovative and unique companies. Tune in as Nick speaks about the importance of scale in philanthropy and why this gener...
Relationship Risk Management - How to Preserve Family Relationships While Managing Family Wealth
September 01, 2021 07:00 - 23 minutes - 43.5 MBTavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediation. Tune in to this episode of Beyond the Balance Sheet, as we chat about managing conflict and communication with families who disagree and the importance of due d...
Relationship Risk Management - How to Preserve Family Relationships While Managing Family Wealth With Tavan Pechet
September 01, 2021 07:00 - 23 minutes - 43.5 MBTavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediation. Tune in to this episode of Beyond the Balance Sheet, as we chat about managing conflict and communication with families who disagree and the importance of due d...
Building Generational Wealth: How to Empower The Next Generation
August 25, 2021 07:00 - 28 minutes - 52.4 MBSue Schwartzman joins us today to discuss a hot topic - building generational wealth. Sue has over two decades of experience working with high net worth individuals, families, and teens, helping them systematically and strategically engage in philanthropy and volunteerism while navigating and communicating money concerns and values. Sue begins by explaining how she advises and bridges gaps for families who have differing views on philanthropy by nurturing a cross-generational dialogue regard...
Building Generational Wealth: How to Empower The Next Generation With Sue Schwartzman
August 25, 2021 07:00 - 28 minutes - 52.4 MBSue Schwartzman joins us today to discuss a hot topic - building generational wealth. Sue has over two decades of experience working with high net worth individuals, families, and teens, helping them systematically and strategically engage in philanthropy and volunteerism while navigating and communicating money concerns and values. Sue begins by explaining how she advises and bridges gaps for families who have differing views on philanthropy by nurturing a cross-generational dialogue regard...
Know Your Worth, Know Your Wealth With Carrie Hausner Casden
August 18, 2021 07:00 - 27 minutes - 51.2 MBCarrie Hausner Casden is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are especially significant differences between the money mindsets of men and women. If you are going through a divorce or considering divorce, Carrie explains the importance and benefits of hiring a money coach. Tune in as we chat about the importance of a savin...
Know Your Worth, Know Your Wealth
August 18, 2021 07:00 - 27 minutes - 51.2 MBCarrie Hausner Casden is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are especially significant differences between the money mindsets of men and women. If you are going through a divorce or considering divorce, Carrie explains the importance and benefits of hiring a money coach. Tune in as we chat about the importance of a savin...
Buying Your Way Into School
August 11, 2021 07:00 - 35 minutes - 64.8 MBJay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO, are guests on this week’s episode. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions in college. Jay and Sheila explain how parents can navigate engagement with their child who has difficulty with executive functioning challenges. In addition, they discuss the importance of having healthy boundaries duri...
Buying Your Way Into School With Jay Bacrania and Sheila Akbar
August 11, 2021 07:00 - 35 minutes - 64.8 MBJay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO, are guests on this week’s episode. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions in college. Jay and Sheila explain how parents can navigate engagement with their child who has difficulty with executive functioning challenges. In addition, they discuss the importance of having healthy boundaries duri...
Helping Clients With Behavioral Health Issues Navigate the Criminal Justice System With Elizabeth Kelley
August 04, 2021 07:00 - 34 minutes - 62.4 MBElizabeth Kelley is a criminal defense lawyer with a nationwide practice specializing in representing people with mental illness and intellectual/developmental disabilities. She built her practice integrating both criminal defense and mental illness because she firmly believes those with mental disabilities do not belong in the criminal justice system, and jail and prison are not treatment. Elizabeth discusses the range of people with all different types of mental and intellectual disabiliti...
Helping Clients With Behavioral Health Issues Navigate the Criminal Justice System
August 04, 2021 07:00 - 34 minutes - 62.4 MBElizabeth Kelley is a criminal defense lawyer with a nationwide practice specializing in representing people with mental illness and intellectual/developmental disabilities. She built her practice integrating both criminal defense and mental illness because she firmly believes those with mental disabilities do not belong in the criminal justice system, and jail and prison are not treatment. Elizabeth discusses the range of people with all different types of mental and intellectual disabiliti...
Life With Purpose: Philanthropy With the Next Generation With Danielle Oristian York
July 14, 2021 07:00 - 26 minutes - 47.6 MBDanielle Oristian York is a speaker, consultant, and trainer working with those who seek to change the future through a strategic and operational exploration of values and identity. Danielle opens the show by speaking about her role as the executive director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families. Danielle reveals how we should have conversations with younger generations around wealth and philanthropy. As parents, we need to take advantage of ...
Life With Purpose: Philanthropy With the Next Generation
July 14, 2021 07:00 - 26 minutes - 47.6 MBDanielle Oristian York is a speaker, consultant, and trainer working with those who seek to change the future through a strategic and operational exploration of values and identity. Danielle opens the show by speaking about her role as the executive director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families. Danielle reveals how we should have conversations with younger generations around wealth and philanthropy. As parents, we need to take advantage of ...
Concierge and Comprehensive: The Reincarnation of Family Medicine
July 07, 2021 07:00 - 37 minutes - 68.8 MBDr. Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data, and science. First, we discuss Dr. Shlain’s unique approach to the healthcare system and the background and experiences that led to his family office. Dr. Shlain reveals why wealth changes the outcome of how he can deliver healthcare. Plus, we discuss the type of people willing to avoid the insurance route and become his patients. Tune in as Dr. Shlain reveals the biggest surprise h...
Concierge and Comprehensive: The Reincarnation of Family Medicine With Dr. Jordan Shlain
July 07, 2021 07:00 - 37 minutes - 51.3 MBDr. Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data, and science. First, we discuss Dr. Shlain’s unique approach to the healthcare system and the background and experiences that led to his family office. Dr. Shlain reveals why wealth changes the outcome of how he can deliver healthcare. Plus, we discuss the type of people willing to avoid the insurance route and become his patients. Tune in as Dr. Shlain reveals the biggest surprise h...
The Consilium Process: Divorce vs. Restructuring
June 30, 2021 07:00 - 30 minutes - 55.7 MBHeidi Webb has been licensed to practice law in Massachusetts and before the Federal District and Appeals Courts since 1986. In today’s episode of Beyond the Balance Sheet, we talk all about the different ways to restructure a family besides the typical divorce. Heidi likes to work backward with her clients by encouraging them to think about where they want their families to be in ten years, and then devise a plan from there. In addition, Heidi explains how the consilium process differs from...
The Consilium Process: Divorce vs. Restructuring With Heidi Webb
June 30, 2021 07:00 - 30 minutes - 55.7 MBHeidi Webb has been licensed to practice law in Massachusetts and before the Federal District and Appeals Courts since 1986. In today’s episode of Beyond the Balance Sheet, we talk all about the different ways to restructure a family besides the typical divorce. Heidi likes to work backward with her clients by encouraging them to think about where they want their families to be in ten years, and then devise a plan from there. In addition, Heidi explains how the consilium process differs from...
The Psychopath in the Country Club With Dr. Ron Schouten
June 23, 2021 07:00 - 35 minutes - 65.5 MBWe all know someone who has psychopathy; however, not everyone knows the truth about it, how to identify the warning signs or what to do next once they identify the psychopath. Dr. Ron Schouten, Director of the Forensic Psychiatry Fellowship at St. Elizabeth's Hospital, Director Emeritus of the Law & Psychiatry Service of the Massachusetts General Hospital, and Chair of the Association of Threat Assessment Professionals Governmental Affairs Committee, joins Arden and Diana this week to discu...
The Psychopath in the Country Club
June 23, 2021 07:00 - 35 minutes - 65.5 MBWe all know someone who has psychopathy; however, not everyone knows the truth about it, how to identify the warning signs or what to do next once they identify the psychopath. Dr. Ron Schouten, Director of the Forensic Psychiatry Fellowship at St. Elizabeth's Hospital, Director Emeritus of the Law & Psychiatry Service of the Massachusetts General Hospital, and Chair of the Association of Threat Assessment Professionals Governmental Affairs Committee, joins Arden and Diana this week to discu...
Supporting Your Clients Health and Wealth with Michael and Zach Conway
June 16, 2021 14:58 - 22 minutes - 41 MBWealth advisors are continually nudged into broader elements of their client's lives. It’s up to these financial advisors to fulfill the role in addressing many situations, which helps them build a solid financial plan encompassing all aspects of their client's lives. In today’s episode, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, join Arden and Diana to explain how they are supporting their clients' wealth in what matters. Mic...
Wealth and Health - Supporting Clients in What Matters
June 16, 2021 14:58 - 22 minutes - 41 MBWealth advisors are continually nudged into broader elements of their client's lives. It’s up to these financial advisors to fulfill the role in addressing many situations, which helps them build a solid financial plan encompassing all aspects of their client's lives. In today’s episode, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, join Arden and Diana to explain how they are supporting their clients' wealth in what matters. Mic...
Walking Into a Tsunami: Managing Difficult Family Meetings With Ellen Perry
June 09, 2021 07:00 - 28 minutes - 52.2 MBEllen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of substantial wealth. Talking about money among family members can bring out difficult emotions and stress. In this week’s episode of Beyond the Balance Sheet, Ellen tells us how she personally works with families to tackle tough decisions and open the lines of communication between family members. Tune in to this episode to learn more from Ellen Perry. Visit our website a...
Walking Into a Tsunami: Managing Difficult Family Meetings
June 09, 2021 07:00 - 28 minutes - 52.2 MBEllen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of substantial wealth. Talking about money among family members can bring out difficult emotions and stress. In this week’s episode of Beyond the Balance Sheet, Ellen tells us how she personally works with families to tackle tough decisions and open the lines of communication between family members. Tune in to this episode to learn more from Ellen Perry. Visit our website a...
A First-Person Account: The Fertility Journey
June 02, 2021 07:00 - 31 minutes - 57.5 MBJulia Karol is the president and COO of the Watermill Group. She has a number of different philanthropic engagements and was named the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. Julia is also the host of Stork’d, a podcast that explores and celebrates the many paths to building a family. As a person who went through it herself, Julia shares her advice on how you can get through your own fertility journey. Family building is o...
A First-Person Account: The Fertility Journey With Julia Karol
June 02, 2021 07:00 - 31 minutes - 57.5 MBJulia Karol is the president and COO of the Watermill Group. She has a number of different philanthropic engagements and was named the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. Julia is also the host of Stork’d, a podcast that explores and celebrates the many paths to building a family. As a person who went through it herself, Julia shares her advice on how you can get through your own fertility journey. Family building is o...
Are We The Worst Family Ever? With Rob Lachenauer
May 26, 2021 07:00 - 31 minutes - 56.9 MBRob Lachenauer is a partner and CEO at Banyan Global. He has been both a consultant and entrepreneur, and has traveled extensively throughout the world doing consulting work and entrepreneurial advice work. Rob has written a book that has been translated into at least 7 languages called Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise that talks about success and endurance in the family business. Tune in as Rob shares the lessons he...
Are We The Worst Family Ever?
May 26, 2021 07:00 - 31 minutes - 56.9 MBRob Lachenauer is a partner and CEO at Banyan Global. He has been both a consultant and entrepreneur, and has traveled extensively throughout the world doing consulting work and entrepreneurial advice work. Rob has written a book that has been translated into at least 7 languages called Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise that talks about success and endurance in the family business. Tune in as Rob shares the lessons he...
When Families, Money, and Assets Collide: Managing Tense Family Dynamics
May 19, 2021 07:00 - 24 minutes - 44.5 MBStacie Feldman Hausner, Esq. has successfully mediated hundreds of cases in the areas of business, family conflicts, personal injury, employment, real estate, and other areas. She is known as an out-of-the-box thinker, which is why we’re very excited to have her as a guest today. Stacie is an expert on the issue of conflict in general and finding solutions that work with everybody, even when it doesn’t make everyone happy. Tune in as Stacie gives advice to family members and advisors dealing...
When Families Collide: Managing Tense Family Dynamics With Stacie Feldman Hausner
May 19, 2021 07:00 - 24 minutes - 44.5 MBStacie Feldman Hausner, Esq. has successfully mediated hundreds of cases in the areas of business, family conflicts, personal injury, employment, real estate, and other areas. She is known as an out-of-the-box thinker, which is why we’re very excited to have her as a guest today. Stacie is an expert on the issue of conflict in general and finding solutions that work with everybody, even when it doesn’t make everyone happy. Tune in as Stacie gives advice to family members and advisors dealing...