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 | 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 | 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 | 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 | 14 December 2020 | Season 1 | 52 mins 1 sec
california, estate planning, family dynamics, family wealth, financial sustainability, legacy, real estate, usa
Jeff Gould is the founder Lineage Asset Advisors (LAA) a full-service commercial real estate advisory and consulting firm providing customized commercial real estate services to help families make seamless transitions with their properties – from one generation to the next.
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.