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

  • 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

  • Juan Carlos Salame - Scaling a Third Generation Ecuadorian Retailer & Credit Provider

    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.

  • Nike Anani - Building a Generational Bridge in African Family Firms

    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.