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.
Tiho Brkan – The Most Interesting Man in the World? Second Passports, Territorial Tax, Mezzanine Finance + MFO Investing
22 February 2021 | 1 hr 8 mins
citizenship by investment, deal flow, family office, family wealth, flag theory, g2, global citizen, mezzanine finance, mfo, multi-family office, multi-generation, real estate investing, residency programs, second generation, second passports, territorial tax systems
Tiho is back for a second conversation about family office investing, including a deep dive into real estate mezzanine debt investing, uncorrelated assets for downside protection, citizenship by investment, second passports, territorial tax systems and his global view of markets today.
Aaron Chin - My Ceiling is Your Floor - 2nd Gen Leader of Canadian Health Business [The Business of Family]
15 February 2021 | 45 mins 22 secs
canada, family business, g2, health foods, immigrant, second generation, sibling, supplements, vitamins
Aaron Chin is a second-generation business leader and CEO of Organika, a family-led Canadian company dedicated to providing innovative, premium health products to help inspire people to live healthier lives.
8 February 2021 | 56 mins 53 secs
africa, author, entrepreneur, first generation, founder, founding generation, g1, life profitability, software, south africa, startups
Adii Pienaar is the founder of three technology companies, two of which he’s exited so far to create first generation wealth for his family. A prolific reader, writer and maker, Adii brings a refreshing perspective to the way he views family, business and wealth.
Mitzi Perdue - Matriarch of the Sheraton Hotels and Perdue Chicken Families [The Business of Family]
1 February 2021 | 1 hr 2 mins
author, business, businesswoman, family archivist, family business, family history, family newsletter, matriarch, poultry business, sheraton hotels, stewardship
Mitzi Perdue is the daughter of one family business titan (her father founded the Sheraton Hotel Chain) and the widow of another, (her late husband was the family business poultry magnate, Frank Perdue), and she is also a businesswoman in her own right. She started the family wine grape business, now one of the larger suppliers of wine grapes in California.
Ginny Gilder - Olympic Medalist, G2 Family Office Founder, Social Entrepreneur & Owner of a WNBA Team [The Business of Family]
25 January 2021 | 1 hr 2 mins
2nd generation, author, family office, g2, investor, olympian, seatle storm, second generation, social enterprise, social entrepreneur, usa, wnba
Ginny Gilder, is an American former competitive rower and Olympic silver medalist. An investor, Gilder is a co-owner of the Seattle Storm, a professional women's basketball team in the WNBA
18 January 2021 | 50 mins 4 secs
1st generation, business of education, dragonfly education, education, family business, family enterprise, fbn, first generation, founding generation, g1, generational wealth, singapore, vietnam, ypo
Khalid is from the UK and through the family business holding company Dragonfly Education Group, is an operational investor in education. He has been active in the business of education since 1994
Ashok Melwani - Negotiating an Exit From the 4th Generation Family Business [The Business of Family]
11 January 2021 | 50 mins 59 secs
4th generation, coach, entrepreneur, family business, food & beverage, fourth generation, g4, hospitality, india, singapore, ypo
In 1982, he joined the business full-time, working his way up from brand manager to an executive director of the 4th generation Indian family business. He's a seasoned entrepreneur with decades of experience in retail, food & beverage and distribution, and now an executive coach.
Ashok is a guide to the road less travelled. His story is a facinating journey of a struggle to leave the family business and ultimately forge his own path.
George Isaac - Family Business Consultant, Board Advisor & Prior CEO of Isaac Family Businesses [The Business of Family]
4 January 2021 | 46 mins 56 secs
4th generation, advisor, author, family business, fourth generation, g4, serial entrepreneurship, usa, ypo
George Isaac is the founder of GAI Capital Ltd., a specialty family business consulting practice focusing on business value creation and longevity, succession planning, governance, family dynamics, and wealth management and transfer. Isaac has held roles as a family business CEO, shareholder, director, private equity investor, Deloitte management consulting partner and member of Young Presidents’ Organization (YPO) Family Business and Family Office networks.
28 December 2020 | 49 mins 50 secs
4th generation, business legacy, ethanol, fourth generation, g4, india, pruning, renewable power, sugar, ypo
Gautam Goel is the fourth generation Managing Director of Dhampur Sugar Mills Ltd, one of the leading integrated sugarcane processing companies in India.
Val & Annie Hollingsworth - 7th Gen Hollingsworth & Vose - Manufacturing Innovation Since 1728 [The Business of Family]
21 December 2020 | 1 hr 2 mins
6th generation, 7th generation, family business, filtration, g6, g7, manufacturing, r&d, seventh generation, sixth generation, stewards, usa
Val Hollingsworth has served as President of Hollingsworth & Vose Companysince January 1997, and added the title of Chief Executive Officer in January 1998. Annie was elected to the H&V Board of Directors in 1997. She currently serves on the Nominating & Governance and the Executive Compensation committees of the Board.
14 December 2020 | 52 mins 1 sec
california, estate planning, family dynamics, family wealth, financial sustainability, legacy, real estate, usa
Jeff Gould is the founder Lineage Asset Advisors (LAA) a full-service commercial real estate advisory and consulting firm providing customized commercial real estate services to help families make seamless transitions with their properties – from one generation to the next.
Jim & Paul Warner - Successfully Navigating Multi-Generational Family Dynamics [The Business of Family]
7 December 2020 | 1 hr 3 mins
author, coach, fbn, multi-generational family, multiple generations, relationships, transitions, ypo
Jim and Paul Warner work together in multi-generational family dynamics helping all parties establish and sustain authentic, synergistic, relationships. Jim and Paul work extensively with Young Presidents’ Organization and Family Business Network families worldwide. The last dozen years they have also guided several Southeast Asian families in their quest to establish enduring principles across multiple generations.