PODCAST · business
Family Business Audiocast
by R. Adam Smith
The Family Business Audiocast series is a premier podcast that brings together the foremost experts from the global family office and business ecosystem. The series has quickly become one of the leading global podcasts in its field, reaching hundreds of thousands of listeners and subscribers worldwide. Each episode offers an exclusive deep dive into the inner workings of family businesses and single-family offices, exploring key topics such as governance, culture, corporate strategy, growth, and mission alignment. Our conversation covers the experiences with, and the importance of, high-quality advisors, investors, partners, governance, and essential resources and vendors for family boards and owners. Founded 2022™ Created, Produced, and Owned by R. Adam Smith
Episodes
-
Episode 73: Peter Jaskiewicz on Family Enterprise Legacy and the Psychology of Ownership
This week on the Family Business Audiocast we feature Peter Jaskiewicz, one of the world's leading scholars in family enterprise and founding director of the Family Enterprise Legacy Institute at the University of Ottawa. Drawing on his own family's business history and decades of research, he...
-
Episode 72: Family Flourishing and the Six Stages of Family Enterprise Life Cycle
R. Adam Smith welcomes Peter Moustakerski, CEO of Family Office Exchange (FOX), for a conversation on how enterprise families grow more complex, and more successful, across generations. Peter walks through FOX's six-stage life cycle model, from founder-led business families to multigenerational...
-
Episode 71: Rebecca Gooch on Succession Planning and the Family Enterprise Boom
R. Adam Smith is joined by Dr. Rebecca Gooch, Global Head of Insights at Deloitte Private, for a data-rich look at the modern family enterprise. Rebecca shares research on the rapid growth of single family offices worldwide, the revenue outperformance of family businesses versus non-family peers,...
-
Episode 70: Rethinking the Family CIO Role for the Modern Family Enterprise
This episode of the Family Business Audiocast brings together three veteran advisors to rethink the traditional Chief Investment Officer role inside family enterprises. Jane Siebels, a longtime advisor to family enterprises across capital markets and alternative investments, joins Christian...
-
Episode 69: Josh Baron on the Six Forces That Break a Family Business Enterprise
Josh Baron, Senior Lecturer at Harvard Business School and co-founder of Banyan Global Family Business Advisors, joins R. Adam Smith to explore why the field has moved beyond succession planning toward something broader. Baron argues that ownership, not inheritance, is the most powerful force in...
-
Episode 68: Tom McCullough on Family Estate Planning and the Five Pillars of Wealth
Tom McCullough, founder and Chairman of Northwood Family Office, joins R. Adam Smith to unpack what a full-service family office actually does and why so few families know where to begin. Drawing on four decades in wealth management, McCullough lays out the five pillars of family office services,...
-
Episode 67: Raising Stewards of Wealth — Susan Schoenfeld on Family Enterprise
Susan R. Schoenfeld, JD, LLM, CPA, MBA, CEO and founder of Wealth Legacy Advisors, joins R. Adam Smith to explore the human dimensions of multigenerational wealth. Drawing on a career that spans tax law, trust administration, and service as a family ambassador at a $600 million single family...
-
Episode 66: Dennis Jaffe on Governance, Legacy, and the Family Business Enterprise
Dennis Jaffe — organizational psychologist, senior research fellow at Banyan Global, and one of the founding voices in family enterprise consulting — joins R. Adam Smith to explore why succession so often stalls between intention and execution. Drawing on decades of work with global families and...
-
Episode 65: Stephan Gerwert on Family Wealth, Succession Planning, and the German Family Enterprise Ecosystem
Stephan Gerwert, Head of Family Office Services at PwC Deutschland, joins R. Adam Smith for a wide-ranging conversation on what it takes to build and sustain a modern family office — particularly within Germany's uniquely secretive ultra-high-net-worth landscape. Stephan draws on a career that...
-
Episode 64: Luke Jernagan on Building Family Office Services That Go Beyond the Balance Sheet
Luke Jernagan, Director of Family Learning and Culture at Matter Family Office, joins R. Adam Smith for a conversation about the relational and human dimensions of managing multi-generational wealth. Luke traces his unusual path from Episcopal ministry to family advisory work, and describes how...
-
Episode 63: Amy Griman on Trust, Governance, and Human Readiness in Family Office Services
Amy Griman — founder of Delta Creative Group and former global president of the BMO Family Office — joins R. Adam Smith to explore what she calls the readiness gap: the distance between technically sound estate and governance structures and a family's actual preparedness to act on them. Drawing…
more -
Episode 62: Long-Term Stewardship Within Family Enterprise Kelly Pollock and Betsy Cohen
Kelly Pollock, CEO of the Burgess Family Foundation, and Betsy Cohen, philanthropic futurist and founder of FutureGood, join R. Adam Smith for a wide-ranging conversation on strategic philanthropy, community impact, and the evolving role of family enterprise in shaping long-term social change....
-
Episode 61: Philip Marcovici on Why Family Enterprise Fails Across Generations
Philip Marcovici — international tax lawyer, author, and advisor to ultra-high-net-worth families — joins R. Adam Smith to explore what it takes for a family enterprise to endure across generations. Drawing on decades of advising families across Asia, Europe, and beyond, Philip challenges the...
-
Episode 60: The Leadership Principles Behind Enduring Institutions and Family Enterprise with James Rosebush
James Rosebush — Reagan White House veteran, author, and family office advisor — draws direct lines between presidential leadership and multigenerational stewardship. Having worked alongside Reagan as Chief of Staff to the First Lady, Rosebush witnessed firsthand how indifference to public…
more -
Episode 59: Emily Balentine Barbour on Multi-Generational Wealth and Family Legacy at Balentine
Emily Balentine Barbour, Partner and Head of Client Engagement and Family Legacy at Balentine, shares her unique perspective as a third-generation member of an Atlanta-based wealth management firm. The conversation explores Balentine's journey from sale to major bank during the financial crisis...
-
Episode 58: Building Learning Systems for Family Enterprise Continuity with Jeremy Cheng
Jeremy Cheng, Principal at Lansberg Gersick Advisors, shares his approach to building learning capacity for enterprise families across Asia and beyond. Broadcasting from Hong Kong, Jeremy discusses the evolution of family business enterprise education, the importance of continuous curriculum...
-
Episode 57: David Werdiger on the Power of Pause in Family Enterprise Leadership
David Werdiger returns to discuss his Power of Pause Institute and the concept of time as a critical leadership asset. Drawing from his experience as a second-generation family business enterprise member and decades advising high net worth families, David explores how family enterprise leaders…
more -
Episode 56: Dr. Jan-Philipp Ahrens on AI, Big Data, and Family Enterprise Research
Dr. Jan-Philipp Ahrens, leading scholar at the University of Mannheim, discusses his groundbreaking research at the intersection of family enterprise, artificial intelligence, and sustainability. As a fifth-generation family business successor, Jan brings personal insight to his academic work...
-
Episode 55: Suzanne Gyorgy on Leveraging Art Collections in Family Wealth Management
Suzanne Gyorgy, Partner at Emigrant Bank Fine Art Finance, shares her expertise on the intersection of art and wealth management. With over 35 years of experience advising collectors and institutions, Suzanne explores how family wealth office strategies incorporate art as an asset class. The...
-
Episode 54: John Koeppel on the Evolution of Family Business Enterprise Transactions Through Independent Sponsors
John Koeppel, partner at Lippes Mathias LLP and leader of their private equity and independent sponsor practice, joins host R. Adam Smith to explore how independent sponsors are transforming direct deal making. With over 250 transactions closed, Koeppel shares insights on why family investment...
-
Episode 53: Henry Brandts-Giesen on Asia's Rising Wealth and the Future of Family Office Services
Henry Brandts-Giesen, global co-chair of Dentons' high net worth group, explores the rapid evolution of private wealth in Asia and the professionalization of family office services. The conversation examines Singapore's emergence as a global wealth hub, the complexities of intergenerational...
-
Episode 52: Karen McNeill on Using Family Stories to Strengthen the Multi-Generational Family Business
Dr. Karen McNeill brings her unique expertise in history and culture to the world of multi-generational wealth advising. As founder of Verdandi and Associates and Dean of Family Stories at the Purposeful Planning Institute, she reveals how family narratives serve as strategic assets for family...
-
Episode 51: Rick Holton on Leading Family Businesses and Building Communities of Like-Minded Entrepreneurs
On Episode 51 of the Family Business Audiocast, R. Adam Smith welcomes Rick Holton, a seasoned family business leader, investor, and advisor whose career spans operating companies, venture capital, and private equity. As President of Holton Companies, Rick has guided a multi-generational…
more -
Episode 50: Jennifer East on Aligning Family Business Generations and Building Governance for Lasting Family Unity
On Episode 50 of the Family Business Audiocast, R. Adam Smith welcomes Jennifer East, Founder of ONIDA Family Advisors and a globally recognized advisor to family enterprises and family offices. With two decades of experience guiding multigenerational families across Europe, the Middle East, and...
-
Episode 49: Kimberly Eddleston on Driving Innovation Across Generations and Families Navigating Legacy
On Episode 49 of the Family Business Audiocast, R. Adam Smith sits down with Dr. Kimberly Eddleston, Schulze Distinguished Professor of Entrepreneurship and Montoni Research Fellow at Northeastern University’s D’Amore‑McKim School of Business, as well as a Research Fellow with Cornell’s Smith...
-
Episode 48: Roger Vincent on Partnership-Driven Private Equity and Building Long-Term Alignment
On Episode 48 of the Family Business Audiocast, R. Adam Smith welcomes Roger Vincent, founder and Chief Investment Officer of Summation Capital, a new investment firm delivering endowment-style access to private equity for family wealth offices, multi-generational family businesses, and...
-
Episode 47: David Burleigh on Aligning Capital, Interests, and Mission in the Family Business
On Episode 47 of the Family Business Audiocast, R. Adam Smith welcomes David W. Burleigh, esteemed family business expert, fiduciary, and author of Take Ownership of What You Own: Build Your Confidence to Navigate the World of Trusts and Family Enterprise. An attorney by training, David has spent...
-
Episode 46: Laura Gambineri on Governance, Global Planning & Legacy in the Family Enterprise
On Episode 46 of the Family Business Audiocast, R. Adam Smith welcomes Laura Nanette Gambineri-Giese, LL.M. TEP, founder of Trusted Governance and expert in cross-border family estate planning, Private Placement Life Insurance (PPLI), and family governance. Drawing on her experience with...
-
Episode 45: Legacy, Control, and Socioemotional Wealth with Luis Gomez-Mejia & Ignacio Requejo
On this episode of the Family Business Audiocast, R. Adam Smith welcomes two of the world's foremost experts in family enterprise research: Luis Gomez-Mejia and Ignacio Requejo. Together, they explore the often-misunderstood dynamics of family business ownership, from the foundational role of...
-
Episode 44: Family Financial Planning Across Generations with Shelley Forsythe
R. Adam Smith hosts Shelley Forsythe, Director and Family Office Lead at BMO Private Wealth. With extensive experience in family governance, Shelley advises multi-generational families on building resilient structures that balance business priorities with family harmony. She discusses how BMO's...
-
Episode 43: Richard Wolkowitz on Bridging Generational Gaps in Family Business
This week on the The Family Business Audiocast, host R. Adam Smith welcomes back Richard Wolkowitz, founder of Xylogenesis and trusted family enterprise advisor. Wolkowitz breaks down nine critical differences between founder mentality and family mentality that impact family business succession....
-
Episode 42: The Three Pillars of Wealth Legacy with Adrienne Penta and Lane McDonald
Adrienne Penta and Lane McDonald from SCS Financial Services join host R. Adam Smith to discuss the complex interplay between family wealth management, next-generation preparation, and legacy building. Adrienne shares insights on using philanthropy as a gateway for meaningful family conversations...
-
Episode 41: Succession Planning and Family Office Management with Octavian Pilati
R. Adam Smith welcomes Octavian Pilati, an investor, strategist, and founder of The Anti-Fragile Family consultancy. Born into an Austrian aristocratic family with a millennium of heritage, Octavian shares his unique journey into family enterprise leadership following a crisis. The conversation...
-
Episode 40: Navigating Trustee Liability in Family Estate Planning with Judith Pearson
In this fortieth episode of The Family Business Audiocast, R. Adam Smith welcomes Judith Pearson, founder of Precision Brokers and Nomadx. As a recognized leader in fiduciary risk management, Judith shares insights on evolving trust structures and insurance innovations that protect family wealth....
-
Episode 39: Talent Acquisition for Family Office Management with Bill Stranberg
R. Adam Smith welcomes Bill Stranberg, second-generation leader and managing partner at Stranberg, a firm specializing in executive search and talent strategy for family-owned businesses. Drawing from his own experience joining his parents' firm in 2013, Stranberg shares insights on the delicate...
-
Episode 38: Bridging Crypto and Philanthropy in Family Business with Robbie Heeger
R. Adam Smith welcomes Robbie Heeger, founder and CEO of Endaoment, the first blockchain-powered community foundation revolutionizing philanthropy for digital asset holders. Heeger shares how his journey began with a simple quest for tax efficiency when donating cryptocurrency, revealing the gap…
more -
Episode 37: Bridget Kustin and Emanuela Rondi on the Evolution of Family Enterprise Impact
R. Adam Smith welcomes economic anthropologist Bridget Kustin of Oxford Saïd Business School and Associate Professor Emanuela Rondi of the University of Bergamo for an insightful academic perspective on family enterprise dynamics. Kustin shares findings from the Ownership Project 2.0, examining…
more -
Episode 36: Christina Wing and Maryann Bell on Legacy as a Living Concept
R. Adam Smith welcomes Christina Wing and Maryann Bell of Wingspan Legacy Partners for an illuminating discussion on family enterprise governance and multi-generational wealth stewardship. Christina, who teaches "Demystifying Families in Business" at Harvard Business School, and Maryann bring…
more -
Episode 35: Bobby Stover on the Four Pillars of Family Enterprise Success
R. Adam Smith welcomes Bobby Stover, leader of Ernst & Young's Americas Family Enterprise and Family Office Business. Bobby shares his framework of four essential pillars for successful family enterprise longevity: growth strategy, company capitalization, shareholder liquidity, and generational...
-
Episode 34: Brandon Henry on Managing Illiquid Assets in Family Business Enterprises
In this episode, host R. Adam Smith welcomes Brandon Henry, founder of Mosaic Advisors. Brandon shares insights from his work advising first-generation family enterprise owners whose wealth is primarily tied to illiquid assets. The conversation explores the intersection of family wealth office...
-
Episode 33: Creating Lasting Family Legacy Through Effective Governance and Communication
R. Adam Smith hosts an insightful panel discussion with three renowned family business experts: Jason Ma (CEO of ThreeEQ), Emily Bouchard (family wealth transition specialist), and Chelsea Toler (next-gen researcher and Logictry co-founder). This dynamic conversation explores the tensions between...
-
Episode 32: The Wealth 3.0 Paradigm: Balancing Tradition and Innovation in Family Enterprises with Jim Grubman
R. Adam Smith welcomes Jim Grubman, founder of Family Wealth Consulting and pioneering thought leader in the family business space. With over three decades of experience, Jim discusses his groundbreaking Wealth 3.0 paradigm, which shifts family wealth advising from fear-based strategies toward...
-
Episode 31: The Art of Letting Go: Kristi Daeda on Family Business Transitions
R. Adam Smith welcomes Kristi Daeda, CEO of The Family Business Consulting Group, to discuss the nuances of family business governance and succession planning. Drawing on insights from her 30 years of experience, Kristi shares how family enterprise leaders can build durable relationships and...
-
Episode 30: Strategic Family Office Management with Shaun Parkin of Hall Road Investments
R. Adam Smith welcomes Shaun Parkin, founder of Hall Road Investments, an Australian firm specializing in family office investment governance. Drawing from over 25 years of experience in asset management, Shaun shares insights on how his company helps family offices develop robust investment...
-
Episode 29: Kirby Rosplock on Financial Literacy and Wealth Succession Planning
R. Adam Smith welcomes Dr. Kirby Rosplock, founder of Tamarind Partners and Tamarind Learning, to discuss the educational gaps facing family enterprises. With over 20 years of experience, Kirby shares insights on how her educational platform addresses crucial knowledge deficits in trust...
-
Episode 28: The Dimmer Switch Approach to Family Businesses with Valerie Galinskaya
In this episode, R. Adam Smith welcomes Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth. With 18 years of experience helping ultra-high-net-worth families, Valerie shares insights on effective family financial planning strategies and the importance of...
-
Episode 27: Why Selling - Not Gifting - Is Key to Family Enterprise Continuity with Tom Deans
R. Adam Smith welcomes Tom Deans, international best-selling author and global authority on family wealth transfers. Drawing from his groundbreaking book "Every Family's Business" (with over 1 million copies sold in 100+ countries), Deans challenges conventional wisdom about family business...
-
Episode 26: Drew Sheinman & Brett Johnson: Revolutionizing Sports Investment for Family Offices
In this episode of The Family Business Audiocast, host R. Adam Smith welcomes sports industry veterans Drew Sheinman (Brand Velocity Group) and Brett Johnson (Benevolent Capital). The guests explore how their unique investment platforms are revolutionizing the sports industry through…
more -
Episode 25: Applying Venture Capital Principles to Family Business Enterprise with Ilya Strebulaev
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…
more -
Episode 24: Wendy Diamond on Navigating Strategic Growth in Family Wealth Office Structures
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…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
The Family Business Audiocast series is a premier podcast that brings together the foremost experts from the global family office and business ecosystem. The series has quickly become one of the leading global podcasts in its field, reaching hundreds of thousands of listeners and subscribers worldwide.
Each episode offers an exclusive deep dive into the inner workings of family businesses and single-family offices, exploring key topics such as governance, culture, corporate strategy, growth, and mission alignment.
Our conversation covers the experiences with, and the importance of, high-quality advisors, investors, partners, governance, and essential resources and vendors for family boards and owners.
Founded 2022™
Created, Produced, and Owned by R. Adam Smith
HOSTED BY
R. Adam Smith
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Family Business Audiocast have?
Family Business Audiocast currently has 72 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Family Business Audiocast about?
The Family Business Audiocast series is a premier podcast that brings together the foremost experts from the global family office and business ecosystem. The series has quickly become one of the leading global podcasts in its field, reaching hundreds of thousands of listeners and subscribers...
How often does Family Business Audiocast release new episodes?
Family Business Audiocast has 72 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Family Business Audiocast?
You can listen to Family Business Audiocast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Family Business Audiocast?
Family Business Audiocast is created and hosted by R. Adam Smith.
URL copied to clipboard!