Let's Talk Family Enterprise

Introduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients.   Description Family enterprise clients rarely want to fail at wealth transition, yet the research finds that most do. Host Ruth Steverlynck sits down with Courtney Pullen, author of Intentional Wealth: How Famil...

Introduction Welcome to Let's Talk Family Enterprise , a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.   Description Steve Legler is our guest host today and he welcomes Mary Duke, Independent Family Advisor based in New York City to talk about human capital and the emergence of the Chief Learning Officer role for famil...

Introduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients.   Description Steve Legler is our guest host today and he welcomes Dr. Dawn Gross and Nancy Belza in order to learn how to better talk about death with clients.   Guest bios Dr. Dawn Gross and Nancy Belza co-foun...

Introduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.   Description Today we are very lucky to hear from Thayer Willis, author, speaker and practicing psychotherapist, who gives her unique understanding of the pressures of joining the family business.   Thayer was born int...

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. What do Family Enterprise Advisors need to know about trusts? Hartley Goldstone shares the most important aspects of a trust, which he has learned over 30 years of experience. He also shares some valuable, actionable tips for adviso...

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors (FEAs) in supporting their clients.     Myra Salzer is the Founder of The Wealth Conservancy and has been repeatedly listed among top financial advisors in the U.S. by Worth Magazine.   Myra joins host Ruth Steverlynck to share her insight and knowledge on work...

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients.   This episode explores the idea of character. Your host Ruth Steverlynck is joined by Greg McCann, family business owner, Founder, Principal, and executive coach of McCann & Associates, a consulting firm for family enterprises....

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients.   This episode explores the book Wealth of Wisdom: The TOP 50 Questions That Wealthy Families Ask . Your host Ruth Steverlynck is joined by Tom McCullough, Principal and co-Founder of Northwood Family Office as well as co-author...

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family enterprise Advisors in strengthening their clients.   Description This episode explores the often difficult question of mental health issues in family enterprises.   Your host Ruth Steverlynck is joined by Arden O'Connor, principal and founder of O'Connor Professional Group, a con...