The complete archive

Every conversation, in one place

Business families who have kept it together for generations, and the advisers who work with them, in their own words. Browse by topic, season or generation.

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49 episodes
49
Scott Peppet

Building a Family-Focused Office for Sam Zell

Family OfficeG21 hr 8 min
48
Peter Evans

Trusted Advisor to Legacy Families & Member of a 7th Generation Family Holding Company

GovernanceG7+54 min
47
Srinath Rajam

Separating the Family Conglomerate After 111 Years

GovernanceG457 min
46
Chris Powers

How Big Of An Impact Do You Want To Have?

Next Generation1 hr
45
Anthony R Contrucci

A 5th Generation Member of the Schrage Family, Owners of the 126 Year Old Centier Bank

GovernanceG51 hr 13 min
44
James (Jay) E. Hughes, Jr.

Family Wealth: Keeping It in the Family

Stories & Values1 hr 20 min
43
Joe Pohlen

Caring for Elders & Why it's Important to Have Daughters

Stories & Values41 min
42
Bradley J Franc

Increase the Value and Maintain the Values

Succession44 min
41
Dave Specht

Preserving Families and Perpetuating Businesses

Governance54 min
40
Matina Agio

The Inheritance Muse

Stories & Values51 min
39
Moses Kagan

On the Shoulders of Giants

Governance1 hr 4 min
38
Sean Lang & Jeff Watters

Appointing a Non-Family CEO & Selling a 5th Generation Business

SuccessionG51 hr 9 min
37
Frazer Rice

Decision Making for Wealthy Families

Family Office51 min
36
Ben Grossman

Co-President Siblings Stewarding a 111 Year Old Family Business

SuccessionG451 min
35
Berry Liberman

Using Financial Capital as Force For Good in the World

Family Office1 hr 1 min
34
Denise Logan

Work, Money & Meaning: How to Let Go When the Time Comes

Succession1 hr 3 min
33
Julie Charlestein

The First Woman & 4th Generation Charlestein to Lead Premier Dental

SuccessionG438 min
32
Carl Bates

High-Performance Family Boards from New Zealand to Africa

GovernanceG252 min
31
Juan Carlos Salame

Scaling a Third Generation Ecuadorian Retailer & Credit Provider

SuccessionG346 min
30
Tiho Brkan

The Most Interesting Man in the World? Second Passports, Territorial Tax, Mezzanine Finance + MFO Investing

Family Office1 hr 9 min
29
Aaron Chin

My Ceiling is Your Floor - 2nd Gen Leader of Canadian Health Business

SuccessionG245 min
28
Adii Pienaar

First Generation Wealth Creator & Living Life Profitably

Family OfficeG157 min
27
Mitzi Perdue

Matriarch of the Sheraton Hotels and Perdue Chicken Families

Stories & Values1 hr 2 min
26
Ginny Gilder

Olympic Medalist, G2 Family Office Founder, Social Entrepreneur & Owner of a WNBA Team

Family OfficeG21 hr 3 min
25
Khalid Muhmood

Using the Family Holding Company to invest in Education

Governance50 min
24
Ashok Melwani

Negotiating an Exit From the 4th Generation Family Business

SuccessionG451 min
23
George Isaac

Family Business Consultant, Board Advisor & Prior CEO of Isaac Family Businesses

SuccessionG447 min
22
Gautam Goel

4th Generation Steward of Dhampur Sugar Mills

SuccessionG450 min
21
Val Hollingsworth & Annie Hollingsworth

7th Gen Hollingsworth & Vose - Manufacturing Innovation Since 1728

GovernanceG7+1 hr 3 min
20
Jeff Gould

Generational Real Estate Families with Lineage Asset Advisors

Succession52 min
19
Jim Warner & Paul Warner

Successfully Navigating Multi-Generational Family Dynamics

Governance1 hr 3 min
18
Jonathan Goldhill

4th Generation Inheritor, Coach & Author of Disruptive Successor

Stories & ValuesG451 min
17
Dato’ Loy Teik Ngan

From Billionaire's Son to Losing it All and Starting Over

Governance46 min
16
Caroline Link

4th Generation Heir to B.Grimm, one of Thailand’s Oldest Business Institutions

SuccessionG434 min
15
Richard Eu

Family Politics, Consolidating Power, Going Public & Taking Private

GovernanceG456 min
14
Crystal Lam

Second Generation Vietnamese-American Business Woman

SuccessionG236 min
13
Jim Grubman, PhD

Immigrants and Natives - Adapting to Wealth

Next Generation53 min
12
Spencer Burke

The St Louis Trust Company Multi-Family Office

GovernanceG356 min
11
Emily Griffiths-Hamilton

Building Your Family Bank to Owning an NBA & NHL Team

Family Office1 hr 4 min
10
Richard Eyre

Avoiding the Entitlement Trap of Raising Children in Affluence

Next Generation52 min
09
Dave Whorton

From Built to Sell to Built to Last - The Tugboat Institute Story

Stories & Values54 min
08
Paolo Delgado

4th Generation Filipino Pioneering Innovation in Logistics & Agriculture

GovernanceG444 min
07
Coventry (Covie) Edwards-Pitt

Raised Healthy, Wealthy & Wise

Next Generation1 hr
06
Fred Mouawad

Billionaire Diamond Owner & 4th Generation Co-Guardian

GovernanceG41 hr 1 min
05
Jim Sheils

The Family Board Meeting

Next Generation43 min
04
Vicki TenHaken

Lessons from Century Club Companies

Stories & Values50 min
03
Tiho Brkan

Global Deal Flow for Family Office Investors

Family Office1 hr 5 min
02
Tim Cosulich

6th Generation CEO of Italian Family Business

GovernanceG646 min
01
Rob Robson

Building & Operating the Business of Family

Governance44 min