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

  • 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.

  • Frazer Rice - Decision Making for Wealthy Families

    Episode  |  19 April 2021  |  Season 1  |  50 mins 37 secs
    author, decision making, estate planning, family governance, fiduciary, trust, trustee, wealthy families

    Frazer Rice is a leading private wealth manager, with fifteen years' experience advising millionaire and billionaire families on finances, including fiduciary and estate matters. His clients include business owners, hedge fund managers, real estate developers, corporate executives, foundations, and established families

  • Ben Grossman - Co-President Siblings Stewarding a 111 Year Old Family Business

    Episode  |  12 April 2021  |  Season 1  |  50 mins 43 secs
    4th generation, family business, g4, legacy, marketing services, massachusetts, public service, usa

    Ben Grossman is the co-leader of his family’s 4th-generation family business, Grossman Marketing Group, where he enjoys focusing on acquisitions and sustainability projects, among other things. 111 years since its founding, Ben Grossman, along with his brother, David, are the 4th generation of family leadership. Today, the company is a full-service resource helping clients with a broad range of traditional and digital marketing needs.

  • Berry Liberman - Using Financial Capital as Force For Good in the World

    Episode  |  5 April 2021  |  Season 1  |  1 hr 1 min
    australia, family office, g3, impact investing, melbourne, small giants, third generation

    With one of the most recognisable family names in Australian business circles Berry Liberman is using her financial capital to make a positive impact in the world. Her family office, Small Giants, is 100% invested in Impact ventures - challenging the traditional notion of "do anything to make it and then give it away" philanthropy.

  • Denise Logan - Work, Money & Meaning: How to Let Go When the Time Comes

    Episode  |  29 March 2021  |  Season 1  |  1 hr 2 mins
    author, exiting a business, legacies, legacy, letting go, meaning, psychology, selling, speaker

    Weaving together her background as a lawyer, social worker and business owner has enabled Denise Logan to deftly guide hundreds of business owners and their professional teams as they navigate the complex emotional journey of selling their business and letting go into their own version of what’s next. A Business Fable about Navigating the Emotional Obstacles to Selling Your Business, Denise Logan has addressed audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go.

  • Julie Charlestein - The First Woman & 4th Generation Charlestein to Lead Premier Dental

    Episode  |  22 March 2021  |  Season 1  |  38 mins 5 secs
    4th generation, dental, fourth generation, g4, global, manufacturing company, ownership & control, ypo

    Julie Charlestein is the CEO and president of Premier Dental Products Company, a global dental development and manufacturing business innovating new solutions to meet the evolving needs of dentistry.

  • Carl Bates - High-Performance Family Boards from New Zealand to Africa

    Episode  |  15 March 2021  |  Season 1  |  51 mins 47 secs
    africa, entrepreneur, family boards, family companies, g2, governance, governing boards, new zealand, property, second generation, south africa, ypo

    Carl Bates is Africa's leading educator, appointer and guide of High-Performance boards. As the Founding Partner of Sirdar, he is world renowned for his practical understanding of governance and is constantly invited to share his knowledge and insight on the subject - in Africa, Sirdar is the largest provider of independent non-executive directors to private companies and family businesses