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 | 2 November 2020 | Season 1 | 36 mins 6 secs
2nd generation, family forums, family traditions, g2, legacy, second generation, vietnam, vinawood ltd, ypo
Crystal Lam is the Managing Director and second generation to manage Vinawood Ltd. With 10 years of operations experience in Vietnam, Ms. Lam has lead the firm’s expansion into new markets, product categories and strategic ventures.
Chris Herschend - Third-Generation Owner of Theme Parks, Attractions & The Harlem Globetrotters [The Business of Family]
Episode | 26 October 2020 | Season 1 | 1 hr 2 mins
3rd generation, family assembly, family business, g3, harlem globetrotters, shareholders agreements, third generation, usa, ypo
Chris Herschend is a third-generation shareholder and Chairman of Herschend Enterprises. HFE properties span 26 locations and 10 states, employing over 10,000 people who collectively host over 13 million guests annually at properties including Silver Dollar City, Dollywood and the world-famous Harlem Globetrotters.
Episode | 19 October 2020 | Season 1 | 52 mins 55 secs
adjust to wealth, author, generational wealth, journey up & journey across, migrating to wealth, wealthy psychology
Dr Jim Grubman is the author of Strangers in Paradise & and Cross Cultures. He has worked with clients at many levels of affluence - offering ground-breaking explanations of how individuals and families can adjust to wealth effectively.
Episode | 12 October 2020 | Season 1 | 55 mins 59 secs
employee owned businesses, family business, family enterprise, family office, multi-family office, st louis, trust company
Spencer is a Principal with The St. Louis Trust Company, a multi-family office for over 50 families in the United States managing in excess of US $10 billion, where he heads the Family Business Advisory Practice. Spencer is also an Adjunct Lecturer in Family Business at the Olin Business School at Washington University in St. Louis.
Emily Griffiths-Hamilton - Building Your Family Bank to Owning an NBA & NHL Team [The Business of Family]
Episode | 5 October 2020 | Season 1 | 1 hr 3 mins
3rd generation, author, canada, canucks, family bank, family wealth advisor, g3, multigenerational wealth, nba, nhl, succession, third generation
Emily brings three generations of experience to the subject of wealth and family-business transition planning. From owning an NBA & NHL franchises to building her own Family Bank, this is a fascinating conversation which I'm sure you'll enjoy.
Richard Eyre - Avoiding the Entitlement Trap of Raising Children in Affluence [The Business of Family]
Episode | 28 September 2020 | Season 1 | 51 mins 58 secs
family bank, family economy, family traditions, parenting, rituals, teaching children values
Richard and Linda Eyre may be the most prominent and popular writers and speakers in the world on the topics of family and parenting. Among their incredible 50 books is Teaching your Children Values, the first parenting book in 50 years to hit #1 on the New York Times Bestseller list.
Dave Whorton - From Built to Sell to Built to Last - The Tugboat Institute Story [The Business of Family]
Episode | 21 September 2020 | Season 1 | 53 mins 48 secs
evergreen, first generation, founding generation, g1, kleiner perkins, permanent capital, private equity, stewardship, tpg, tugboat group, tugboat institute, venture capital, ypo
Dave Whorton's resume is almost unbelievable. From a brand name VC in Silicon Valley working at Kleiner Perkins to a stint in private equity with TPG and ultimately to founding Tugboat Institute - a different way of building profitable and evergreen businesses that last the test of time.
Paolo Delgado - 4th Generation Filipino Pioneering Innovation in Logistics & Agriculture [The Business of Family]
Episode | 14 September 2020 | Season 1 | 43 mins 51 secs
4th generation, documenting history, family archives, family charter, family meetings, fourth generation, g4, logistics, philippines, pruning, stewardship, vertical farming, ypo
Paolo Delgado is the 4th generation Managing Director of the Philippines based Delgado Brothers Group, the largest fully integrated logistics and transport operator in the country.
Episode | 7 September 2020 | Season 1 | 59 mins 50 secs
aged healthy wealthy & wise, author, chief wealth advisor, inheritors, multigenerational wealth, raised healthy wealthy & wise, uhnw families
Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners, a client-centric investment and wealth management firm for Ultra High Net Worth families.
Covie is alo the author of a two-book series based on interviews that highlight success stories of family wealth: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising children to be grounded and successful adults amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.
Episode | 31 August 2020 | Season 1 | 1 hr 1 min
4th generation, diamonds, entrepreneur, family business, fourth generation, fred mouawad, g4, gems, gia, guardianship, harvard, jewelry, miss universe crown, mouawad, multi-generation, ypo
A global citizen, portfolio entrepreneur, and fourth-generation co-guardian of the Mouawad family jewelry business, Fred Mouawad’s story is as incredible as it is impactful. Listen in to learn how he brings a new and enterprising perspective to his family’s multi-generational success.
Episode | 24 August 2020 | Season 1 | 42 mins 56 secs
18 summers, author, first generation, founding generation, g1, jim sheils, parenting, the family board meeting
Jim Sheils was motivated by what he saw as one of the most tragic challenges of modern life--the disconnection of busy entrepreneurs from their families--Jim developed the Family Board Meeting process to help business owners bridge the gaps between themselves and their loved ones.
Jim is an avid surfer, successful real estate entrepreneur and the author of the Amazon best-seller “The Family Board Meeting".
Episode | 17 August 2020 | Season 1 | 49 mins 40 secs
100 years, century club companies, enduring companies, family business, stewardship, storytelling, vicki tenhaken
Vicki TenHaken a researcher of corporate longevity, discovers what it takes for "Century Club" companies to endure for at least 100 years. In this episode we dive deeper into the research that she first highlighted in her excellent book; Lessons from Century Club Companies: Managing for Long-Term Success.