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 | 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
Episode | 8 March 2021 | Season 1 | 46 mins 10 secs
credit, culture, ecuador, entrepreneur, family dynamics, family protocol, g3, guayaquil, multigenerational, startup, third generation, ypo
Juan Carlos Salame is the Corporate Vice President at CRECOSCORP S.A. Juan Carlos Salame’s family business began in Guayaquil in 1944. Domingo Salame, his grandfather, began selling at the local market prepaid vouchers so his customers could buy products at different local stores and, then, pay Mr. Salame in installments.
Episode | 1 March 2021 | Season 1 | 1 hr 1 min
adviser, africa, business families, family council, family enterprise, family office, g2, lagos, nextgen, nigeria, second generation, ypo
Nike is the founder and CEO of Nike Anani Practice, Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region.
Tiho Brkan – The Most Interesting Man in the World? Second Passports, Territorial Tax, Mezzanine Finance + MFO Investing
Episode | 22 February 2021 | Season 1 | 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]
Episode | 15 February 2021 | Season 1 | 45 mins 22 secs
canada, family business, g2, health foods, immigrant, second generation, sibling, supplements, vitamins, ypo
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.