Let's Talk Family Enterprise
62 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 2 ratingsLets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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Episodes
11: Borrowed from your Grandchildren
May 12, 2020 03:00 - 34 minutes - 33.1 MBIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. Description In a time of crisis, as Family Enterprise Advisors (FEAs) we work hard to be the valuable and trusted resource to our client families. In his latest work, Borrowed from your Grandchildren, Dennis Jaffe reports on a research project where he interviewed family members from 100 global business ...
10: Certainty Amongst Uncertainty
April 14, 2020 02:00 - 38 minutes - 36.6 MBIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. Description At a time where uncertainty reigns for most of our clients, and ourselves, some things are certain. It is certainly true that we are all spending more times in our homes; it is certainly true that relationships are adapting to new realities and it is certainly true that we are experiencing fa...
09: The 10 Percent
March 10, 2020 14:11 - 38 minutes - 35.4 MBIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. Description Family enterprise clients rarely want to fail at wealth transition, yet the research finds that most do. Host Ruth Steverlynck sits down with Courtney Pullen, author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health to take a deep dive on those fami...
08: Growing the Family's Human Capital
February 11, 2020 01:58 - 30 minutes - 29.5 MBIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. Description Steve Legler is our guest host today and he welcomes Mary Duke, Independent Family Advisor based in New York City to talk about human capital and the emergence of the Chief Learning Officer role for families. Guest bio Mary Duke is an internationally recognized advisor to families nav...
07: Talking About Death with Clients: The Elephant in the Room
January 13, 2020 09:00 - 34 minutes - 32.5 MBIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. Description Steve Legler is our guest host today and he welcomes Dr. Dawn Gross and Nancy Belza in order to learn how to better talk about death with clients. Guest bios Dr. Dawn Gross and Nancy Belza co-founded Dyalogues, along with their partner, Paul Puccinelli. Dawn Gross, MD. Ph...
06: Thayer Willis on Deciding to Join the Family Business
December 09, 2019 20:43 - 33 minutes - 31.6 MBIntroduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. Description Today we are very lucky to hear from Thayer Willis, author, speaker and practicing psychotherapist, who gives her unique understanding of the pressures of joining the family business. Thayer was born into the Georgia-Pacific Corporation founding family and brings an insider perspective ...
05: Hartley Goldstone on the Fundamentally Human Nature of Trusts
November 12, 2019 01:54 - 44 minutes - 41.6 MBWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. What do Family Enterprise Advisors need to know about trusts? Hartley Goldstone shares the most important aspects of a trust, which he has learned over 30 years of experience. He also shares some valuable, actionable tips for advisors who will undoubtedly come across trust situations in their practice. Guest Bio Ha...
Myra Salzer on the Wealth Prejudice
October 07, 2019 14:42 - 29 minutes - 27.1 MBWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. Myra Salzer is the Founder of The Wealth Conservancy and has been repeatedly listed among top financial advisors in the U.S. by Worth Magazine. Myra joins host Ruth Steverlynck to share her insight and knowledge on working as an advisor for inheritors. She shares tips, best practices and what to consider...
04: Myra Salzer on the Wealth Prejudice
October 07, 2019 14:42 - 29 minutes - 27.1 MBWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients. Myra Salzer is the Founder of The Wealth Conservancy and has been repeatedly listed among top financial advisors in the U.S. by Worth Magazine. Myra joins host Ruth Steverlynck to share her insight and knowledge on working as an advisor for inheritors. She shares tips, best practices and what to consider...
03: Character Trumps Competence
September 10, 2019 08:00 - 27 minutes - 25.9 MBWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients. This episode explores the idea of character. Your host Ruth Steverlynck is joined by Greg McCann, family business owner, Founder, Principal, and executive coach of McCann & Associates, a consulting firm for family enterprises. Key Takeaways [:16] Ruth introduces Greg and invites him to talk a little bit about ...
02: Wealth of Wisdom with Tom McCullough
June 03, 2019 21:26 - 31 minutes - 29 MBWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients. This episode explores the book Wealth of Wisdom: The TOP 50 Questions That Wealthy Families Ask. Your host Ruth Steverlynck is joined by Tom McCullough, Principal and co-Founder of Northwood Family Office as well as co-author of Wealth of Wisdom. Key Takeaways [:16] Ruth introduces Tom McCullough and asks him ...
01: Mental Health Issues in Family Enterprises with Arden O’Connor
April 15, 2019 12:59 - 40 minutes - 38.5 MBWelcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients. Description This episode explores the often difficult question of mental health issues in family enterprises. Your host Ruth Steverlynck is joined by Arden O’Connor, principal and founder of O’Connor Professional Group, a concierge behavioral health firm based in Boston Mass. Key Takeaways [:16] Ruth i...