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The Emotional Side of Succession
Calgary Connects - A CFA Society Calgary Podcast
English - May 31, 2021 17:42 - 33 minutes - 30.4 MBInvesting Business business finance calgarybusiness charteredfinancialanalyst Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Financial Futurism For The 21st Century
This episode brings Franco Lombardo, founder of Veritage Family Office, whose mission is to serve business families by promoting the culture of Safe Space and supporting clients in their development of a living Family Wealth Constitution, to the podcast.
Franco is a leading expert on the emotional impact money and wealth has within family businesses and family office operations. He talks to us about the challenges that often come up in these situations, and how to navigate them successfully, in order to develop harmonious families, accountable leaders and responsible owners.