Legacy Builders: Strategies for Building Successful Family Enterprises

In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping fam...

In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintainin...

In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insigh...

In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and famil...

In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping wealthy families navigate the complexities of multigenerational wealth, relationships, and leadership. With over 20 years of experience coaching families, Emily offers valuable insights on developing healthy identities for family members reg...

In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimiz...

In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family business decision-making and succession planning. With decades of experience as a tax attorney, educator, and trusted advisor featured in Forbes, USA TODAY, and The Wall Street Journal, Paul reveals what truly matters when families face their...

In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what truly makes them effective. With over two decades of experience in more than 300 boardrooms, Matt challenges conventional wisdom about what it means to be "skilled" and how boards can function at their highest potential despite uncertainty. Thr...

In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his insights on developing ownership mindsets across generations. With an expansive career that includes training over 2,500 advisors and bankers on family dynamics, founding Advising Generations, and establishing the Family Business Management p...

In this episode, Doug Gray, Ph. D., Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, shares his expertise on fostering psychological capital (PsyCap) and intergenerational understanding within family enterprises. With over 25 years of experience and a deep background in leadership development, Doug explores how families can build stronger connections acros...

In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. T...

In our latest episode, Bill Brushett, Advisor, Director, and TEC Canada Chair, shares his insights on intentional leadership development and succession planning in family enterprises. With over 40 years of experience spanning roles from President & CEO of Family Enterprise Canada to National Clients & Services Partner at Grant Thornton LLP, Bill brings a powerful combination of financial acumen an...

In our latest episode, we sit down with Torri Hawley, a dynamic voice in family enterprise education who brings both professional expertise and lived experience to her role as Director of Client Learning Experience at Tamarind Learning. Drawing from her journey as a seventh-generation member of a 150-year-old family enterprise, Torri shares insights about finding one's place within a family busine...

In this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding enterprising families through the delicate balance of wealth stewardship and personal authenticity. With extensive experience working with some of the wealthiest families in the country, Vincent brings a unique perspective that emphasizes t...

In this episode, Thomas Clark, Chief Operating Officer of Veritage International, shares his distinctive approach to nurturing family enterprises through education and intergenerational development. With over a decade of experience from the Business Families Foundation to Family Enterprise Canada, Thomas brings a unique blend of educational expertise and practical business acumen to help families...

In our latest episode, we welcome Danielle Saputo, President and Owner of Danielle Saputo Legacy Coach & Family Enterprise Advisor. With a distinguished academic background and certifications from prestigious institutions, Danielle shares her expertise as a Family Enterprise Advisor Designate and Certified Coach. Throughout our conversation, she emphasizes the critical importance of recognizing op...

In this episode, Joshua Nacht, a senior consultant with The Family Business Consulting Group, shares his insights on helping business families create structured plans for continuity and success across generations. Joshua has extensively researched family business leadership and discusses the importance of developing effective governance, communication, strategies and managing transitions within fa...

In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the imp...

In our latest episode, we welcome Anna Giampà, Chief Learning & Development Officer at Crysalia, for an in-depth discussion on family enterprises. Anna, a certified Family Enterprise Advisor with over two decades of experience, shares her unique insights on navigating the complex interplay between family dynamics and business strategy. Throughout our conversation, Anna emphasizes the critical impo...

In this episode, Franco Lombardo, Founder and CEO of Veritage International, offers a fresh perspective on the symbiosis between personal growth and family business success. Franco uncovers how confronting entrenched narratives and building emotionally secure environments can reshape family business operations. He delves into practical strategies for nurturing genuine relationships and refining de...

In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time. Throughout the conversation, Steve touches on i...

In this episode, Russ Haworth, Family Business Advisor at The Family Business Partnership, shares his extensive expertise in guiding families of wealth through complex decisions and multi-generational challenges. Russ delves into the critical aspects of effective governance frameworks and personal accountability, introducing his innovative approach to reimagining the role of the family advisor. He...

In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with...

In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions...

In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as well as her firsthand experience working on her family farm, Melanie brings a unique and practical perspective to her clients. She emphasizes the importance...