About the show

Mike Boyd interviews successful families and their advisors to learn how they steward their wealth across generations, managing succession issues to "keep it in the family".

Very few family businesses do the work and even fewer make it beyond the third generation.

Follow along to learn about family governance structures, family office investing, succession planning and raising happy, healthy and enterprising children of wealth.

Learn more and subscribe: https://www.businessoffamily.net/
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Episodes and Blog Entries

  • Scott Peppet - Building a Family-Focused Office for Sam Zell

    Episode  |  20 June 2022  |  Season 2  |  1 hr 7 mins
    2nd generation, dispute, family enterprise, family office, family wealth, g2, married-in, usa

    Scott Peppet serves as the President of Chai Trust Company, LLC, the private trust company that serves as the family office for Sam Zell and his family. Scott is a G2 family member and is Sam's son-in-law. He has married into the family and since then has helped navigate the complex system of one of the greatest entrepreneurial minds of this generation.

  • Peter Evans - Trusted Advisor to Legacy Families & Member of a 7th Generation Family Holding Company

    Episode  |  24 April 2022  |  Season 2  |  53 mins 48 secs
    5th generation, 7th generation, family enterprise, family summit, flourishing, g5, g7, holdco, holding company, legacy, usa, ypo

    Peter Evans is an advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises all around the world. Peter creates the opportunities where affluent families have the greatest chance of flourishing.

  • Srinath Rajam - Separating the Family Conglomerate After 111 Years

    Episode  |  3 April 2022  |  Season 2  |  56 mins 39 secs
    4th generation, amicable separation, conglomerate, family business, family enterprise, g4, india, next generation, separation, ypo

    Srinath Rajam is a Director at TVS & Sons, Chairman at Kwik Patch, and one of the four sons of the high profile TVS group of companies. The TVS Group is a long-standing family business, running for over 110 years, which has interests in everything from auto components through to finance. Now after over a century in business, the TVS group has decided to amicably separate. Srinath talks about this historical event and how by keeping it amicable, it sets the stage for the next phase of growth.

  • Chris Powers - How Big Of An Impact Do You Want To Have?

    Episode  |  20 March 2022  |  Season 2  |  1 hr 24 secs
    1st generation, children, entrepreneur, g1, impact, life lessons, real estate, storytelling, ypo

    Chris Powers is the Founder and Executive Chairman of Fort Capital and the host of The Fort podcast. Chris is a serial entrepreneur with more than 16 years of real estate development and investment experience. Since founding Fort Capital, the company has invested over $1.4B in Class B industrial, commercial, multifamily, student housing, and residential and land development projects. Chris shares the pivotal moments in his life that led him to become a values-driven, community-minded, first-generation entrepreneur.

  • Anthony R Contrucci - A 5th Generation Member of the Schrage Family, Owners of the 126 Year Old Centier Bank

    Episode  |  6 March 2022  |  Season 2  |  1 hr 13 mins
    5th generation, family archive, family constitution, family enterprise, family governance, family-owned bank, fifth generation, g5, marry-in, usa, ypo

    Anthony Contrucci has spent his career in banking and finance with a focus on strategic planning, prospect development, relationship management and capital procurement. He enjoys the challenge of building brands and developing innovative and unique marketing initiatives as well as client acquisition strategies.

  • James (Jay) E. Hughes, Jr. - Family Wealth: Keeping It in the Family

    Episode  |  13 February 2022  |  Season 2  |  1 hr 19 mins
    family firm, family governance, family wealth, financial capital, generations, human capital, intellectual capital, partnership, social capital, spiritual capital, wealth preservation

    James (Jay) E. Hughes, Jr. is the author of the acclaimed classic Family Wealth and Family: The Compact Among Generations, and the co-author of The Cycle of the Gift: Family Wealth and Wisdom. He has also written numerous articles on family governance and wealth preservation. Jay is a frequent speaker at symposia on the growth of families’ human, intellectual, social, spiritual, and financial capital.

  • Joe Pohlen - Caring for Elders & Why it's Important to Have Daughters

    Episode  |  12 December 2021  |  Season 2  |  40 mins 36 secs
    affordability, business partner, cardinal senior management, growth, leadership, ypo

    Joe Pohlen, Founder and Partner of Cardinal Senior Management has prospected and built a portfolio of multifamily, student housing and self-storage in West Michigan. He is an entrepreneur at heart with 15 years of professional experience, including 8+ years in management. He started Cardinal Senior Management (CSM) in 2015 to effectively manage buildings that struggled with occupancy and provide them with a plan of action to achieve a waiting list.

  • Bradley J Franc - Increase the Value and Maintain the Values

    Episode  |  28 November 2021  |  Season 2  |  43 mins 32 secs
    adviser, author, cpa, entrepreneur, entrepreneurial, succession, ypo

    Bradly J. Franc is an attorney, a former CPA and experienced entrepreneur. He has practiced business and estates and trust law at Houston Harbaugh for more than 25 years. During that time, he founded three successful businesses.

  • Dave Specht - Preserving Families and Perpetuating Businesses

    Episode  |  14 November 2021  |  Season 2  |  54 mins 15 secs
    author, drucker school, family business, family dynamics, global family business institute

    Dave Specht currently serve as the Director of the Global Family Business Institute at The Drucker School of Management. He is an ambassador for the family-owned business and write, deliver keynote speeches and develop programs on topics related to family business. He is the author of, "The Family Business Whisperer" and have a consulting firm called, "Advising Generations."

  • Matina Agio - The Inheritance Muse

    Episode  |  31 October 2021  |  Season 2  |  50 mins 39 secs
    affluent individuals, family office members, financial, heritage, historic home owners, inheritance, legacy, possessions, wealth

    Matina Agio is a personal inheritance consultant. Her work inspires a deeper perspective on inheritance – beyond the legal and financial. She provides niche counselling, facilitating her clients- often in midlife, to resolve inheritance-related dilemmas, manage their possessions and create a meaningful legacy. Through her signature method – THE INHERITANCE MUSE METHOD ™, she addresses both the tangible and intangible aspects of inheritance & wealth. Matina’s clients include art collectors, affluent individuals and family office members around the world.

  • Moses Kagan - On the Shoulders of Giants

    Episode  |  17 October 2021  |  Season 2  |  1 hr 3 mins
    apartment buildings, business families, founding generation, g1, legacy, los angeles, multi-generational wealth, permanent hold, real estate, real estate pe, ypo

    Moses Kagan is the co-founder of Adaptive Realty, a boutique real estate private equity firm based in Los Angeles, which has about $200 Million in assets under management. Unusually for a real estate private equity firm, Adaptive and its partners do not fix and flip; instead, they act as permanent holders and stewards of the assets under their control.

  • Sean Lang & Jeff Watters - Appointing a Non-Family CEO & Selling a 5th Generation Business

    Episode  |  19 September 2021  |  Season 2  |  1 hr 9 mins
    5th generation, exit, family business, family council, g5, outside leadership, selling, succession, transition, usa, ypo

    The Lang family recruited Jeff Watters as the first outside CEO to lead Ainsworth Pet Nutrition in it's 5 generations. Sean Lang and Jeff Watters worked together, partnering with a private equity firm to scale the $100m per year business into a $2 billion dollar exit over the space of a decade.