Family Business Audiocast

R. Adam Smith welcomes Ilya Strebulaev, tenured professor of finance and private equity at Stanford Graduate School of Business and founder/director of the Stanford GSB Venture Capital Initiative. Celebrating 20 years at Stanford, Strebulaev shares insights from his extensive research and teaching experience in venture capital and entrepreneurial finance. The conversation explores his recently pub...

R. Adam Smith welcomes Wendy Diamond, Chicago Office Tax Managing Partner and head of the US Family Enterprise platform at Deloitte. With over 25 years of experience advising multi-generational businesses, Diamond shares valuable insights on family office management challenges and strategic growth opportunities in today's complex business environment. The conversation explores key findings from De...

R. Adam Smith welcomes Emily Bouchard and Jim Benedict from PNC Private Bank Hawthorn for an insightful discussion on guiding ultra-high-net-worth families through business transitions. As leaders in family enterprise advisory, they share complementary perspectives on the multifaceted challenges families face before, during, and after selling a business. The conversation explores crucial pre-sale...

R. Adam Smith welcomes Dave Specht, Director of the Drucker School Global Family Business Institute and renowned family enterprise advisor. Drawing from his extensive experience at Wells Fargo and as author of "The Family Business Whisperer," Specht shares his expertise on succession planning through his innovative "Five C's" framework - contingency plans, cash flow planning, compensation, communi...

R. Adam Smith welcomes Karen Costa, National Leader of the Family Office Advisory Center for RSM US. With over 20 years of tax consulting experience, Costa shares valuable insights on the evolution of family wealth office services and explores the holistic approach needed for effective family financial planning. The conversation honors her colleague Tony Wood's legacy while examining the intricaci...

In this milestone episode, R. Adam Smith welcomes Kyle Chapman, President of Barry W. Miller Group, a $3 billion industrial manufacturing conglomerate. Chapman details how his family wealth office evolved from a $20 million company to a global enterprise while maintaining their people-centered leadership philosophy. The conversation explores the unique hybrid private equity model they've developed...

In the nineteenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Peter Vogel, Director of the Global Family Business Center at IMD Business School and Debiopharm Chair for Family Philanthropy. Vogel discusses his approach as a "pracademic" who bridges rigorous academic research with practical frameworks for family enterprises. He explains how family businesses evolve over ge...

In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Elizabeth Bagger (founder of Avante) and Lena Chihab (manager of FBN Levant) to discuss family business governance across global contexts. The experts explore the primary challenges family businesses face when establishing effective governance structures, highlighting family dynamics, intergenerational communication, and...

In the seventeenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Jason Ma (founder and CEO of 3EQ) and Michelle Bross (founder of Tresynergy Family Office). Bross shares her journey from real estate entrepreneur to family office founder after a significant liquidity event, describing her innovative three-bucket approach to family wealth management inspired by her children's...

In the sixteenth episode of The Family Business Audiocast, host R. Adam Smith welcomes David Werdiger, a consultant to family businesses and author of "Transition." Drawing from his own experience as a founder who sold his business, Werdiger shares insights on succession planning challenges, particularly the "sticky baton" syndrome where founders struggle to relinquish control. He emphasizes the i...

In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Massimo Bau, Senior Associate Professor in Family Business and Ownership at Jönköping International Business School in Sweden and Director of the Center for Family Entrepreneurship and Ownership. Bau discusses the evolution of family business education, highlighting how programs have expanded beyond one-size-fits-all app...

In this extraordinary episode of The Family Business Audiocast, host R. Adam Smith welcomes His Imperial and Royal Highness Sandor Habsburg, descendant of Empress Maria Theresa, Catherine the Great, and Queen Victoria. Drawing from his family's nearly thousand-year legacy, Habsburg shares profound wisdom on building sustainable family enterprise systems that transcend generations. He emphasizes re...

In the thirteenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Professor Alfredo De Massis, one of the world's leading family business academics. De Massis shares insights from his extensive experience with entrepreneurial families across multiple countries, highlighting four key challenges facing today's family wealth office ecosystem: patrimony administration, succession...

In the twelfth episode of The Family Business Audiocast, host R. Adam Smith welcomes Phil Strassler (founder of Strassler LLC) and Adriana Zaluka (founder of MyFotech). These family office veterans share their expertise on technology integration, mission statements, and governance structures that drive family wealth office success. Phil discusses how effective mission statements and family charter...

In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Guillermo Salazar, a global family office expert and founder of Exaudi Family Business Consulting. Salazar shares powerful insights on family business succession, emphasizing the importance of understanding family narratives and values as foundations for effective wealth management. He discusses how Latin American family...

R. Adam Smith welcomes Angelo Robles, founder and chairman of Angelo Robles Enterprises, which includes Family Office TV and SFO Continuity. Drawing from decades of experience advising the world's most successful families, Angelo shares critical insights on family investment office sustainability. He emphasizes that while most family offices focus 60% on money, 30% on legal matters, and just 10% o...

R. Adam Smith welcomes Bruce Kasanoff, a Wharton MBA graduate with over 800,000 LinkedIn followers and founder of Bend Reality. Bruce shares insights on how family enterprise leaders can elevate their personal and business presence through consistent communication about what matters most. He explores how privately-held businesses can utilize LinkedIn to strengthen targeted relationships while main...

R. Adam Smith welcomes Professor Matt Hughes, Schultz Distinguished Professor of Family Business and Professor of Innovation and Entrepreneurship at the University of Leicester. Drawing from both academic research and practical insights, Matt discusses how family enterprise systems balance tradition with innovation. He explores the crucial role of corporate governance in unlocking entrepreneurial...

Host R. Adam Smith welcomes John Bailey, founder and managing partner of Lumenai Investments. Drawing from his extensive experience in the family investment office sector, John discusses how his firm revolutionizes portfolio management using artificial intelligence and data science. He explains the evolution of his approach from traditional asset management to AI-driven strategies, highlighting ho...

R. Adam Smith welcomes Richard Wolkowitz, founder of Xylogenesis, a family advisory company. Drawing from decades of experience serving hundreds of families, Richard shares insights on filling the integration gap between family wealth office operations and family dynamics. He explores post-COVID shifts in next-generation engagement, emphasizing governance as the "heartbeat" of successful family en...

In this episode, host R. Adam Smith welcomes Christina Wing, founder of Wingspan Legacy Partners and Harvard Business School faculty member. Christina shares her expertise on family enterprise legacies, drawing from her experience as a former CEO of a family wealth office and her work at Harvard. She explores how families can design meaningful legacies through effective communication, succession p...

Download the transcript as a PDF here!: https://www.dropbox.com/scl/fi/nddvqisqf8t34aajkvmip/4-Post-Podcast-Ruby-Hugueny-June-2023.pdf?rlkey=7co0gxceerh6gw2jf66rvfqvm&st=5ksvoc3e&dl=0Download the episode here!: https://www.dropbox.com/scl/fi/1n731fvd9kxupvfqorahv/Audiocast-Ruby-Hugueny-With-Intro-Outro-2023-06-19.mp3?rlkey=87y3lui96jk4irhh0n7wnntu1&st=rqphyc9v&dl=0