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.
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.
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.
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."
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.
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.
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.
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
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.
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.
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.
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.
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