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 | 20 June 2022 | Season 2 | 1 hr 7 mins
2nd generation, dispute, family enterprise, family office, family wealth, g2, married-in, usa
Scott Peppet serves as the President of Chai Trust Company, LLC, the private trust company that serves as the family office for Sam Zell and his family. Scott is a G2 family member and is Sam's son-in-law. He has married into the family and since then has helped navigate the complex system of one of the greatest entrepreneurial minds of this generation.
Peter Evans - Trusted Advisor to Legacy Families & Member of a 7th Generation Family Holding Company
Episode | 24 April 2022 | Season 2 | 53 mins 48 secs
5th generation, 7th generation, family enterprise, family summit, flourishing, g5, g7, holdco, holding company, legacy, usa, ypo
Peter Evans is an advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises all around the world. Peter creates the opportunities where affluent families have the greatest chance of flourishing.
Episode | 3 April 2022 | Season 2 | 56 mins 39 secs
4th generation, amicable separation, conglomerate, family business, family enterprise, g4, india, next generation, separation, ypo
Srinath Rajam is a Director at TVS & Sons, Chairman at Kwik Patch, and one of the four sons of the high profile TVS group of companies. The TVS Group is a long-standing family business, running for over 110 years, which has interests in everything from auto components through to finance. Now after over a century in business, the TVS group has decided to amicably separate. Srinath talks about this historical event and how by keeping it amicable, it sets the stage for the next phase of growth.
Episode | 20 March 2022 | Season 2 | 1 hr 24 secs
1st generation, children, entrepreneur, g1, impact, life lessons, real estate, storytelling, ypo
Chris Powers is the Founder and Executive Chairman of Fort Capital and the host of The Fort podcast. Chris is a serial entrepreneur with more than 16 years of real estate development and investment experience. Since founding Fort Capital, the company has invested over $1.4B in Class B industrial, commercial, multifamily, student housing, and residential and land development projects. Chris shares the pivotal moments in his life that led him to become a values-driven, community-minded, first-generation entrepreneur.
Anthony R Contrucci - A 5th Generation Member of the Schrage Family, Owners of the 126 Year Old Centier Bank
Episode | 6 March 2022 | Season 2 | 1 hr 13 mins
5th generation, family archive, family constitution, family enterprise, family governance, family-owned bank, fifth generation, g5, marry-in, usa, ypo
Anthony Contrucci has spent his career in banking and finance with a focus on strategic planning, prospect development, relationship management and capital procurement. He enjoys the challenge of building brands and developing innovative and unique marketing initiatives as well as client acquisition strategies.
Episode | 13 February 2022 | Season 2 | 1 hr 19 mins
family firm, family governance, family wealth, financial capital, generations, human capital, intellectual capital, partnership, social capital, spiritual capital, wealth preservation
James (Jay) E. Hughes, Jr. is the author of the acclaimed classic Family Wealth and Family: The Compact Among Generations, and the co-author of The Cycle of the Gift: Family Wealth and Wisdom. He has also written numerous articles on family governance and wealth preservation. Jay is a frequent speaker at symposia on the growth of families’ human, intellectual, social, spiritual, and financial capital.
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.