The Family Business Podcast

Well, it has been a while since I hit record on my laptop but I am back with a new series of the show that is focussing on some of the common myths that exist within the world of family business and in particular when 'marketing' to family businesses. Joining me in this series are Dr Jim Grubman, Kristin Keffeler and Fiona Graham as we look at the following: The 70% Rule Myth The Myth of the Silve...

Welcome to this special bonus episode of the show. This follows an incredible week spent in the US with Jamie and Maureen Kelley from Bank of Oklahoma, or BOK Financial. Jamie and I attended and spoke at the brilliant Purposeful Planning Institute Rendezvous conference in Denver and then spent some time with Maureen and her team along with some clients. We wanted to share with you this experience...

We conclude our series looking at the ground-breaking research called The Quest for Legitimacy. This research spoke with rising gen family members from around the globe and asked them to share their experiences of growing up in "The Land of Giants". In this episode Jamie and I discuss the importance of humanising the giants in our lives to allow us to be able to walk in the land of giants. The Que...

As we continue our look at The Quest for Legitimacy research Jamie and I explore what is referred to in the book at "Breaking Moments". What are they? What do they feel like? Why are they important? We then discuss what liminality is and how we are all currently living through a period of liminality. The Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the Wo...

In this episode we delve much deeper into The Quest for Legitimacy and explore the four phases.  In particular we look at examples from the research that highlight how the phases feel and are experienced. We discuss the fact that the phases are not linear and that at any point in your life you can be taken back into an awareness phase that can lead to opportunities for growth.  The...

In the first episode of the series we meet Jamie and hear about the depth of his experience across all of society, from Cook County Jail to large family enterprises. He shares the experience of growing up as the son of a Rabbi and the impact it had on his own life.  We dive into the research and what motivated it along with an outline for the four phases of The Quest.  The Quest for Legi...

For the past 5 years or so I have been working alongside the brilliant Dr Jamie Weiner on a research project that has been asking members of the rising generation "what is it like to grow up in the Land of Giants?" In this series we bring you the findings from the research project and share stories from those we spoke with during this ground-breaking research. Jamie has written an amazing book cal...

On this weeks show I spend some time with Stephanie Brobbey as we discuss The Good Ancestor Movement. The impacts of the global pandemic and the war in Ukraine is bringing into focus some families relationships with their wealth and Steph has developed a fascinating way to discuss topics such as radical wealth distribution, wealth minimisation and values led wealth management. We also cover the im...

On this weeks show I am joined by psychologist Dr. Moira Somers as we discuss the fascinating topic of The Psychology of Wealth. We look at the following: What is the Psychology of Wealth How can advisers work together to better serve our clients Why do we procrastinate Why we are such good fun at parties! You can find out more about Moira by visiting her website here . Moira's Book can be found h...

In this interview I speak with Dennis Jaffe, Kristin Keffeler and Jim Grubman about what developments and evolutions are happening within "Wealth 3.0". We discuss the history of modern wealth advice and what we can learn from Wealth 1.0 and Wealth 2.0. Jim spends some time at the beginning of the episode explaining these terms in case you are unfamiliar with them. We look at what can be learned fr...

On this episode of the show I speak with Dr Jim Grubman and Tom McCullough about the topic of Family Wealth Integration. We discuss what the term means for you as a family but also for you if you are a practitioner working with families of wealth. We explore the four levels of integration that currently exist within the market; - No Integration  - Basic Integrated Financial Management  ...

Welcome to this trailer for Series 9. This series I will be looking at the topic of Family Wealth in a little more detail and in particular some interesting thought leadership from some great guests. I have an interview with Jim Grubman and Tom McCullough in episode 1 of the series looking at Integrated Family Wealth, we then move on to an episode that looks at Wealth 3.0 with Dennis Jaffe, Jim Gr...

On this weeks show the tables are turned! I am interviewed by my friend and colleague Martin Stepek. Following some requests from listeners to know more about me, I finally succumbed and asked Martin to interview me. If you want to hear more about how I became a family business adviser and how growing up in a home where my parents fostered other children impacted my life, have a listen. Support th...

On this weeks episode of the show I discuss the fact that often the definition of success for a family business is its ability to pass the legal ownership of the business between generations. This is obviously a fantastic part of a family business, if that is what everyone wants. But, what happens if that isn't the case and yet all the advice that is being received is focussed solely on the techni...

On this weeks show, I speak about the topic of 'professionalising' the family business. The term is not one that I am a huge fan of as it can suggest that until that point everything you did was unprofessional. I explain what the term 'professionalisation' means and the circumstances under which it can arise. I also look at some of the common concerns or barriers to professionalisation and how to...

On this weeks episode I discuss ownership philosophy. Have you as an ownership group sat down and discussed why you own a business together and what ownership means to each of you? My thoughts are that when a business is set up, ownership is a byproduct of the founders passion, but as the business becomes something to pass to the next generation different perceptions of what ownership might mean t...

At the beginning of any new year it is easy to set ourselves New Year's Resolutions that normally fizzle out by February. For the past couple of years I have approached my years in a different way and I thought I would share this with you in this episode. There are applicable tips in this show for you and your family business and how to shape your vision and goals. Remember to sign up to the newsl...

Welcome to 2022! This episode provides you with a preview of what to expect in Series 8 of the show. These will be shorter episodes covering specific topics that I think you will find useful. I also signpost you to the playlists that I have created covering topics such as Succession Planning Governance Next Generation Family Wealth Sustainability and much more. Support the Show The podcast is enti...

To celebrate Family Business Week we are looking back over some of our favourite interviews with UK family businesses. Today's interview is with Sir John Timpson. Timpson's is one of the UK's most recognisable brands and their culture is the envy of most. We hear about how this culture is embedded into the business and reflected across the country by empowered staff. We also hear about Sir John's...

To celebrate Family Business Week here in the UK we are looking back over some of our favourite interviews with UK family businesses. Today's interview is with Jonathan Falder of HMG Paints. We talk about how their culture is embodied throughout the business with multiple generations of the same families working for HMG. We also hear about Jonathan's experience of coming face to face with an alien...

To celebrate Family Business Week we are selecting some of our favourite interviews with family businesses here in the UK. Today's interview is with Iain Stirling from Arbikie. We discuss the collaboration that led to them creating the worlds first carbon positive Gin. About Family Business Week Family Business Week is a week long celebration of family businesses as a force for good The pandemic h...

To celebrate Family Business Week here in the UK we are selecting some of our favourite interviews with family businesses here in the UK. This episode is a fantastic discussion with Maurizio Bragagni who is the CEO of Tratos, a multinational, multi-generational family business. We discuss the importance of looking after your local communities and highlight how family business can be a force for go...

To celebrate Family Business Week we are re-releasing some of our favourite interviews with family businesses here in the UK. In today's episode we revisit the conversation that I had with Josie Morris MBE from WoolCool. We talk about their journey to becoming a Certified B-Corp and Josie's experience of being awarded the MBE. About Family Business Week Family Business Week is a week long celebrat...

On this weeks show I am joined by Sir James Wates as we discuss Family Business Week. Sir James is the Chairman of The Wates Group and also the Institute for Family Business. Family Business Week 2021 is a week-long celebration of family businesses, particularly in relation to supporting local communities across all parts of the UK, and providing a platform to highlight the role of business as a f...

On this weeks episode we round off our series on sustainability with a discussion with Rennie Hoare, Partner and Head of Philanthropy at  C. Hoare & Co.  a Private Bank here in the UK, as well as discussing the history of the family business, and how Rennie became a Partner in the business we look at some of the emerging trends in philanthropy and in particular "sustainable philanthr...