Legacy Builders: Strategies for Building Successful Family Enterprises

In this episode, we’re joined by Devin DeCiantis, Managing Partner at Lansberg Gersick Advisors. Devin has spent years studying how family enterprises endure across generations, focusing on governance, risk, and resilience. Our conversation explores how culture and history shape the way families respond to uncertainty, why long periods of stability can create complacency, and what it means to build resilience before a crisis arrives deliberately. We also discuss intergenerational responsibility, migration, institutional trust, and the idea of paying a “resilience tax” today to strengthen an enterprise for tomorrow.Devin invites us to consider how families can prepare for a future that may look very different from the past, while building the capacity to adapt, endure, and continue across generations.About Devin DeCiantisDevin DeCiantis is a trusted advisor to the world’s leading family enterprises and the Managing Partner at Lansberg Gersick Advisors (LGA). With an MPP from the Harvard Kennedy School and years of research into organizational continuity, Devin and his team help business families design robust governance systems that bridge the gap between short-term goals and long-term stewardship. He is the co-author of "The Enduring Enterprise" and the forthcoming book, "Governing Complex Family Enterprises: The Seven Drivers of Continuity".Resources discussed in this episode:The Enduring EnterpriseGoverning Complex Family Enterprises: The Seven Drivers of Continuity (Upcoming)Generation to Generation: Life Cycles of the Family BusinessSucceeding GenerationsJim GrubmanDennis Jaffe Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected]: Legacy Builders Strategies for Building Successful Family EnterpriseContact Devin DeCiantis | Lansberg Gersick Advisors (LGA)Website: lga.global LinkedIn: Devin Deciantis Newsletter: The Resilience Playbook NewsletterEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Cory Gagnon is joined by Judi Cunningham and Tom McCullough for a timely conversation on how families can make better decisions together. From estate plans to ownership transitions, it’s rarely the decisions themselves that hold families back; it’s the buildup around them. Roles are unclear. Assumptions go unspoken. And sometimes, one voice dominates when collaboration is what’s really needed. Judi and Tom share what gets in the way, and more importantly, how families can start moving forward with clarity, confidence, and trust. Pulling from years of experience in family systems, governance, and family office strategy, they offer practical tools for navigating complexity without losing momentum. Whether it’s building development plans for the next generation, turning good intentions into written agreements, or understanding who actually gets to decide what, this session is packed with insight. If your family is working through a transition or trying to avoid the next standstill, this conversation will help you create more alignment without overcomplicating the process. About Tom McCullough  Tom McCullough is Partner at Corient and Managing Director at The Ultra High Net-worth Institute, the leading Canadian multi-family office. He has spent over 35 years in the wealth management/family office field. Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He was recently awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry’ by the 2020 Family Wealth Report Awards. Contact Tom McCullough | Corient Website: corient.com LinkedIn: Tom McCullough Email: [email protected] About Judi Cunningham Judi Cunningham is the Founder and Senior Consultant at Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. With a Master’s in Family Systems Counseling and over 25 years of experience, she excels in navigating complex family dynamics and business challenges. Judi’s strategic insight and facilitation skills help families find alignment and address tough decisions. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. In addition to her for-profit work, Judi volunteers her time to support multi-generational family success. She serves as the Chair of the Board for the Purposeful Planning Institute, which helps advisors serve families of wealth and families in business. Contact Judi Cunningham | Trella Advisory Group Website: trella.ca LinkedIn: Judi Cunningham Twitter: TrellaAdvisoryGroup Email: [email protected] Phone: (604) 360-1516 Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Resources discussed in this episode Innerwealth RACI Model Wealth of Wisdom Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Katherine Bright, Family Enterprise Consultant at Trella Advisory Group. For nearly two decades, Kathy has helped family businesses navigate the decisions, relationships, and responsibilities that shape continuity across generations. Her work spans consulting, education, and board service, giving her a grounded understanding of the challenges families, boards, and advisors face when certainty gives way to change. Alongside her client work, she teaches and develops training for family enterprise professionals, focusing on leadership, succession, governance, strategy, risk, and productive family relationships. Our conversation explores the role curiosity can play when answers are not yet clear, including the fine line between anxiety and excitement, how families and boards respond to uncertainty, and what can emerge when failure is treated as part of growth. Kathy invites us to consider what becomes possible when families loosen their grip on certainty, ask better questions, and keep choosing one another even when the path forward is still taking shape. About Kathy Bright Katherine Bright is a Family Enterprise Consultant at Trella Advisory Group and has worked in the family enterprise world for nearly twenty years. As a consultant, educator, and board director, she works with family businesses to help them thrive across generations. In addition to supporting family enterprise clients, Kathy also guides advisory professionals, helping them better understand the complex needs of family business clients. From university teaching to tailored training programs for family enterprise advisors and family enterprises, Kathy’s expertise as an educator combines both technical guidance and strong interpersonal connections. She also brings extensive hands-on experience with strategy and governance through her service on multiple family business, government, and not-for-profit boards. Kathy is passionate about leadership, succession and continuity planning, strategy, risk management, governance structures, fiduciary responsibility, and helping families maintain positive and productive relationships within their enterprises. Resources discussed in this episode: Walt Whitman Built to Last by Jim Collins From Good to Great by Jim Collins Family Enterprise Canada Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Kathy Bright | Trella Advisory Group Website: www.trella.ca LinkedIn: Kathy Bright Email: [email protected]  Phone: 604-617-0918 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Kirby Rosplock, PhD, Chief Executive Officer and Founder of Tamarind Learning. With more than 25 years of experience across family wealth, family business, and family office education, Kirby brings the perspective of an advisor, researcher, author, educator, and family member. Our conversation explores the often unspoken work of succession, including what happens when a founder has long been the final yes-or-no, how families prepare for decisions to be shared differently, and why the next generation needs a genuine invitation before responsibility begins to change hands. Kirby brings forward the human side of succession, reminding us that readiness is shaped not only by experience, but by trust, opportunity, and the space to grow beyond a founder’s shadow. Her perspective leaves us with a deeper understanding of why future leaders need more than a title before they are ready to carry responsibility. About Kirby Rosplock Kirby Rosplock, PhD, is the founder of Tamarind Partners, Inc. and Chief Executive Officer and co-founder of Tamarind Learning, an online education platform for families, beneficiaries, and their advisors. With more than 25 years of experience across finance, family wealth, family business, and family offices, Kirby is recognized as an advisor, educator, researcher, author, and speaker. Her perspective is also personal: born into a complex enterprising family, she understands firsthand the responsibilities of being a beneficial owner, inheritor, fiduciary, board member, and operator. Kirby is the author of *The Complete Family Office Handbook* and *The Complete Direct Investing Handbook*, as well as numerous articles and research studies. Her work has received recognition from Family Wealth Report, the Family Wealth Alliance, and the Family Firm Institute. She holds degrees from Middlebury College, Marquette University, and Saybrook University, and continues to contribute to family office and family enterprise education through several faculty, board, and advisory roles. Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Kirby Rosplock | Tamarind Learning Website: TamarindLearning.com | TamarindPartners.com LinkedIn: Kirby Rosplock Email: [email protected] Phone: 561-427-1330 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Grant Conroy, Portfolio Manager with Genus Capital Management, where he works with families as they think through wealth, purpose, and legacy. With nearly three decades in global financial markets, Grant brings both technical experience and a human perspective to his work. He helps families look beyond the numbers and consider how their wealth can support their purpose, their relationships, and the legacy they hope to build. Our conversation explores what it means to think about wealth not only as capital to manage, but as a resource that can shape how families live, connect, and make decisions over time. We talk about work ethic, motivation, and the moments that cause people to pause and reconsider what money is really meant to do. Along the way, Grant helps us consider family, lived experience, intuition, and the different forms of capital that shape how people define a meaningful legacy. About Grant Conroy Grant Conroy is a husband and father of three young children, and a Portfolio Manager with Genus Capital Management, serving families and clients across multiple generations. His belief that wealth is more than just a number on a statement shapes both his approach to wealth management and the way he works with clients.  With nearly three decades of experience in global financial markets, Grant has dedicated his career to helping families navigate the complexities of wealth with clarity, purpose, and perspective. His experience spans from working in Global Equity Markets at Goldman Sachs in London to advising clients across Canada. He is based in Vancouver, British Columbia, the city he proudly calls home. Resources discussed in this episode: The Cycle of the Gift - Jay Hughes Family Enterprise Canada Symposium Family Enterprise Canada Purposeful Planning Institute Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Grant Conroy | Genus Capital Management:  LinkedIn: Grant Conroy Email: [email protected]  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Legacy Builders Live, Cory Gagnon is joined by Cindy Radu and Leah Tolton to explore what it truly takes to build ownership structures that last. Together, they move beyond the technical aspects of trusts and shareholder agreements, highlighting how structure without shared understanding often falls short. They dive into the difference between preparing owners versus managers, why clarity around what’s owned (and how) matters, and how evolving governance builds resilience across generations. Throughout the conversation, a common thread emerges: enduring ownership isn't achieved through checklists or one-time planning. It's cultivated through intentional education, open dialogue, and collaborative advisor support. Whether you're navigating a leadership transition, aligning multigenerational interests, or rethinking how your family makes decisions, this episode offers timely insight into how families can move forward together, and on purpose. About Cindy Radu Cindy Radu is a family wealth transition advisor with over 30 years of global experience guiding families through complex succession, governance, and education strategies. Her multidisciplinary expertise in law, accounting, trusts, and governance allows her to support families in building effective ownership frameworks, strengthening intergenerational communication, and preparing rising generations for confident stewardship. Cindy works collaboratively with advisors to translate complex structures into clear, actionable steps tailored to each family’s unique needs. A champion of financial literacy and cross-generational education, Cindy serves as Chief Learning Officer (Canada) for Tamarind Learning and is actively involved in the global STEP community. Her work is grounded in clarity, empathy, and trust, shaped by her passion for mental health advocacy and her lived experience navigating the challenges of the Sandwich Generation. With every engagement, she helps families align values and vision, turning transition into opportunity. Contact Cindy Radu | Cindy Radu Advisory Ltd.:  Website: cindyradu.com LinkedIn: Cindy Radu Twitter: @radu_cindy Email: [email protected] Phone: (403) 465-1926 About Leah Tolton Leah has practiced corporate law for 30 years, with extensive experience advising family-owned businesses, lending clients, and real estate clients on a broad range of matters including business agreements, tax planning, equipment leasing, mergers and acquisitions, real estate joint ventures, business structuring, and reorganizations. Her practice emphasizes serving ultra-high-net-worth families and their companies across critical areas such as corporate governance, succession planning, reorganizations, strategic planning, risk management, and navigating mergers, acquisitions, and sales transactions. Additionally, Leah negotiates and drafts commercial contracts, advises on private financing and syndicated lending arrangements, earned the Family Enterprise Advisor designation in 2023, and sits on the Board of Advisors of the Alberta Business Family Institute. This wide-ranging expertise and dedication to serving family enterprises equips Leah to provide tailored legal advice and counsel to family businesses seeking to establish continuity across generations. Contact Leah Tolton | Bennett Jones:  Website: bennettjones.com/ToltonLeah LinkedIn: Leah Tolton Email: [email protected] Phone: (780) 917-4272  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special panel episode of Legacy Builders, Cory Gagnon is joined by Barb Schimnowsky and James Grieve for a focused conversation on how family enterprises can prepare for next-generation leadership. Drawing from their work in executive search, governance, succession planning, strategy, and family enterprise advising, Barb and James examine what leadership readiness looks like beyond age, title, or family position. They discuss how governance can clarify roles and decision-making, why succession conversations are often delayed, and what families can do before the transition becomes urgent. The conversation also looks at the balance between promoting from within and bringing in external leadership, the value of objective assessments, and the role mentorship, advisory boards, and structured development can play in preparing future leaders. Cory, Barb, and James also consider the importance of supporting founders as they step into new roles and adapt to a changing place within the enterprise. About Barb Schimnowsky Barb Schimnowsky is a partner at Watson and the leader of the firm’s board director and executive search practice. With more than 25 years of experience in executive search and human resources, she brings deep expertise in leadership selection, governance, and succession planning. Barb holds both the Certified Management Consultant and Family Enterprise Advisor designations, and is known for her ability to understand client needs and align them with exceptional leadership talent. She has led hundreds of successful placements across sectors and has twice been recognized as one of the Top 100 Most Influential People in Abbotsford. Contact Barb Schimnowsky | Watson Board Advisors Website: https://www.watsoninc.ca/ | westviewsearch.ca LinkedIn: linkedin.com/in/barbschimnowsky Email: [email protected] Phone: 604 859 8002 About James Grieve James Grieve is founder and principal at Catalyst Strategies Consulting and co-creator of Succession Ready, a practical approach to succession planning for founder-led businesses. He holds the Certified Management Consultant, Family Enterprise Advisor, and Certified Exit Planning Advisor designations. James works with organizations to uncover blind spots, reduce risk, and build long-term value, with a particular focus on family enterprises and Indigenous-owned businesses. His approach blends strategy, systems thinking, and customer service to help families and businesses navigate transition with greater clarity and purpose. Contact James Grieve | Catalyst Strategies Consulting Website: catalyst-strategies.com | valuedriver.ca LinkedIn: linkedin.com/in/jamesnsgrieve Email: [email protected] Phone: 17782146010 Resources discussed in this episode: Succession Ready 360-degree feedback Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.:  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn Page: Beacon Family Office Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Sarah Walker, founder and principal designer of Nuance Interior Design, where she creates deeply personalized, wellness-centred estates for families and family offices. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of sophisticated global taste, technical fluency, and systems thinking to her work. Her approach treats the home as a long-term operating system for health, relationships, recovery, focus, and multigenerational well-being. Our conversation explores what it means for a home to feel like a sanctuary while still supporting the full rhythm of everyday life.  We talk about how the spaces families live in can influence connection, rest, privacy, hosting, movement, and the way people feel when they walk through the door. Sarah reminds us that when a home is designed with care, it becomes a place that helps a family exhale, feel supported, and return to what matters most. About Sarah Walker Today, we’re joined by Sarah Walker, Founder and Principal Designer of Nuance Interior Design. Sarah creates deeply personalized, wellness-centred estates for families and family offices, homes designed not just to impress, but to restore, connect, and support real life. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of global design, sophisticated taste, technical fluency, and systems thinking. Her work treats the home as a long-term operating system for health, relationships, and multigenerational well-being. Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Sarah Walker | Nuance Interior Design:  Website: nuanceinteriors.com Instagram: @nuanceinteriors YouTube: @nuanceinteriors LinkedIn: Sarah Walker Email: [email protected] Phone: (425) 459-4029 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of family relationships, wealth, and identity. A clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotional dimensions of money. Through her work in family enterprise consulting, she supports multigenerational families as they move through questions of succession, governance, identity, and the relational complexities that wealth can create across generations. Our conversation explores how families can better understand the personal stories and inherited expectations shaping the way wealth is experienced, discussed, and shared. We talk about the space between belonging to a family system and becoming more fully oneself, especially when identity, autonomy, culture, and legacy are all in motion. We also look at what can happen when inherited expectations meet individual growth, and how curiosity, honest reflection, and openness across generations can help families find shared direction while making room for each person to understand who they are, where they belong, and how they contribute. About Dr. Shay Harris-Pierre Dr. Shay Harris-Pierre is a clinically trained consultant and therapist working at the intersection of family relationships, wealth, and identity. She is a Licensed Professional Counselor and Certified Financial Therapist with nearly fifteen years of clinical experience helping individuals, couples, and families navigate the emotional and relational dimensions of their financial identities. She also holds a certificate in Family Business Leadership and training in Her work is grounded in a single observation: what looks like a financial problem is almost always also a relational and identity problem. She brings that lens into family enterprise consulting, financial planning partnerships, and wealth advisory spaces, helping multigenerational families navigate succession, governance, and the relational complexity that wealth creates across generations. Resources discussed in this episode: Irving Allam - The Gift of Therapy Bowenian Concept Murray Bowen Strangers in Paradise Blair Tripp - Progenitor's Dilemma Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Shay Harris-Pierre | Continuity Family Business Consulting:  Website: harrispierreconsulting.com LinkedIn: Dr. Shay Harris-Pierre Email: [email protected]  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Aileen Miziolek, consultant with The Family Business Consulting Group, where she works with business-owning families to design strategies and processes that support both enterprise success and healthy relationships across generations. With more than 20 years of experience in complex financial and estate planning, along with designations in financial planning, family enterprise advising, and systems coaching, Aileen brings both professional depth and lived understanding to her work. Her roots in a farming family, experience as an entrepreneur, and work as co-author of Inspired Wealth: Financial Leadership for the 21st Century all shape the way she supports families through questions of wealth, ownership, legacy, and change. Our conversation explores what can happen when families slow down long enough to notice the patterns shaping their decisions. We talk about the space between what has been inherited and what can still be chosen, especially when legacy, ownership, and relationships are all in motion. We also look at why families sometimes need to pause before they can move forward and how honest reflection, careful listening, and openness to new ways of thinking can create more room for trust, learning, and better decisions across generations.About Aileen Miziolek  Aileen is a consultant with The Family Business Consulting Group, where she helps business-owning families navigate the complexities of continuity, succession, estate planning, and intergenerational wealth transfer. With more than 20 years of experience in complex financial and estate planning, she brings a multidisciplinary perspective to her work as a Certified Financial Planner, Family Enterprise Advisor, Certified Coach, and Organization and Relationship Systems Coach. What makes Aileen’s perspective unique is that she understands family enterprise from both a professional and personal lens. Her family business roots began in farming, and as a young entrepreneur, she launched her first start-up at age 25 before selling her first business a few years later. Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Aileen Miziolek | The Family Business Consulting Group Inc. Website: aileenmiziolek.com Instagram: @aileenmiziolek LinkedIn: Aileen Miziolek Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises, business leaders, and boards on continuity, governance, and generational transition. She is also Academic Director at Family Enterprise Canada, leading the Family Enterprise Advisor program, and co-author of Own It!, bringing both practical and research-based insight to how families prepare the next generation and work through the questions that continuity raises across generations. Our conversation explores how families navigate expectations that are often left unspoken, why learning together matters, and what helps create more honest and mature conversations across generations. We also look at where tension can quietly build over time and how greater trust and clarity can help families move forward well.About Wendy Sage-Hayward Wendy is a senior consultant with The Family Business Consulting Group, where she advises business leaders, family enterprises, and boards around the world on how to navigate the complexities of continuity, governance, and generational transition. What makes Wendy’s perspective unique is that she doesn’t just advise family businesses. She lives it. She’s an owner of Sage Hayward Vineyards, her family’s winery on British Columbia’s Southern Gulf Islands, and previously served as a partner and director in her family’s five-generation U.S. business. Wendy is also the Academic Director at Family Enterprise Canada, where she leads the Family Enterprise Advisor program, and she teaches in the Family Shift program at Ivey Business School. She’s the co-founder of mGen Education and co-author of 'Human Resources in Family Business' and 'Own It!', bringing both practical and research-based insights to her work. She’s based in Vancouver and is passionate about helping families build strong businesses and even stronger relationships across generations. Resources discussed in this episode: Jay Hughes David York University of Alberta Alexander Saunders John Ward - Unconventional Wisdom Own It! How to Develop Family Enterprise Ownership Skills At Every Age Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Wendy Sage-Hayward | The Family Business Consulting Group:  Website: mgeneducation.com | thefbcg.com | familyenterprise.ca | sagehaywardvineyards.com LinkedIn: Wendy Sage Hayward Email: [email protected] Phone: (604) 803 7420 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by David York, director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a fellow of the American College of Trust and Estate Counsel and a dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact. We talk about why humility matters in the way we learn, lead, and prepare the next generation, some of the fears that can quietly shape family decisions over time, and the shift from simply owning wealth to stewarding it with greater purpose. Together, we explore what may be happening beneath the surface before families ever make the big decisions and how greater self-awareness can help families lead, relate, and navigate complexity with more intention across generations. About David York David R. York is an attorney, Certified Public Accountant, and Managing Partner at York Howell. He practices in the areas of estate planning, tax, business planning, and nonprofit entities and is widely recognized for his work with ultra-high-net-worth families. He is a Fellow of the American College of Trust and Estate Counsel, a Dean with the Purposeful Planning Institute, and has been recognized by Chambers and Partners in estate planning. David is also the author of The Gift of Lift, Dudley’s Castle and the co-author of Entrusted and Riveted. In addition to his legal work, he speaks and teaches on stewardship, purpose, and legacy and co-founded Corenology™, a platform designed to help people connect their values with planning. He serves on the Board of Directors of Healing Nations and lives in the Salt Lake City area with his wife, Mindy, and their five children. Resources discussed in this episode: David’s Ted Talk Entrusted: Building a Legacy That Lasts The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World Dudley's Castle Think Again by Adam Grant Simon Sinek Charles Eckhart The Art of Spending Money by Morgan Housel Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact David York | York Howell  Website: davidyork.com | yorkhowell.com LinkedIn: David York Phone: (801) 527-1040 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. Through work across the entertainment, venture capital, and hospitality sectors, as well as his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups, he brings both practical experience and scholarly grounding to the challenges of leadership, transition, and belonging within family enterprise. Our conversation focuses on what it means to find your place when identity, expectation, and opportunity become deeply intertwined, and on how families can create the conditions for people to grow into responsibility with greater clarity and readiness. We talk about the tension between being invited in and truly feeling ready, the importance of mentors and support systems during seasons of transition, and why self-awareness can be such a critical foundation for contribution and governance. Together, we explore how family enterprises can strengthen the relational fabric that helps individuals grow, lead, and navigate complexity in healthier and more sustainable ways. About Alexander Saunders  Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. He has built and supported organizations across the entertainment, venture capital, and hospitality sectors, including his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups. He holds a Master's degree in Economics and Classics, bringing both practical and scholarly grounding to his work with leaders navigating complexity and transition. Resources discussed in this episode: Paul Edelman Positive Disintegration David Meltzer International Monetary Fund Kolbe Index James Hughes Peter Senge The Art of Thinking Together Reading the Room On Dialogue Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Alexander Saunders | Dialogos Website: dialogos.com LinkedIn: Alexander Saunders Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we welcome Dr. Charles Eckhart, Founder and Managing Partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. Charles advises enterprising families and couples of significant wealth through major transitions, helping them strengthen family governance and build collaborative decision-making practices that endure across generations. He also works closely with financial institutions to train and support advisors in navigating family dynamics with greater clarity and confidence. Drawing on his background as a clinical psychologist and academic instructor, Charles brings a thoughtful, grounded perspective to the intersection of family wealth, legacy, governance, and relationships. Our conversation centres on how families can prepare the rising generation not just to inherit resources but to develop the resilience and judgment required to steward them well. With a posture of curiosity, we explore how meaningful growth often comes through “earned” experiences and how families can model vulnerability, responsibility, and even mistakes in ways that strengthen confidence rather than diminish it. Together, we consider how intentional culture-building can help families move from overprotection to purposeful preparation, supporting capable next-generation leaders with both strength and humility. About Charles Eckhart Dr. Charles Eckhart is the founder and managing partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. He works with families and couples of significant wealth to support family transitions and build governance practices that strengthen collaborative decision-making and long-term alignment. He also partners with financial institutions to train and support wealth advisors in family dynamics and governance. Before founding Cathexis Group, Charles built his career as a clinical psychologist, including academic teaching and training roles in doctoral clinical training programs. He contributes publications, presentations, and thought leadership at the intersection of family wealth, legacy, governance, and relationships. Resources discussed in this episode: Thinking, Fast and Slow Purposeful Planning Institute Family Wealth Alliance Wilfred Bion Carl Jung - Transcendent Function Søren Kierkegaard Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Charles Eckhart | Cathexis Group Website: cathexis-group.com LinkedIn: Charles Eckhart Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and their advisors balance family dynamics with the management of shared assets across generations. Drawing from his experience in his own family’s business, Jeff brings a grounded, common-sense perspective on how families can reduce conflict before it escalates and build healthier patterns that last. Our conversation focuses on what gets passed down beyond money: the spoken and unspoken family narratives that shape responsibility, resilience, identity, and ultimately, stewardship. Jeff shares reflections shaped by both clinical training and real-world work with multigenerational families. We talk about intentional storytelling, optimal challenge, and early-life parenting choices, and how starting earlier can help families move from reactive regret to proactive stewardship, with more clarity and less friction.About Jeff SavlovJeff Savlov is the founder of Blum & Savlov, LLP – Family Business & Wealth Consulting. He advises family businesses, high-net-worth families, and family offices on balancing family dynamics with shared ownership and management across generations. He’s especially known for helping parents raise children in a family enterprise context, so wealth supports healthy, productive outcomes. Jeff speaks in the U.S. and internationally, has been quoted in The New York Times and Family Business Magazine, and writes “The Family Business Minute.” With 25+ years spanning business leadership and advanced training in family systems, group dynamics, and psychoanalytic work, Jeff brings a practical, common-sense approach to complex family-enterprise challenges. A Fellow of the Family Firm Institute, he has also consulted with Fortune 500 companies, including Bristol-Myers Squibb, Johnson & Johnson, and Schering-Plough. He lives in New Jersey with his wife and two children and brings creativity and a sense of humor to his work. Resources discussed in this episode: Family Business Minute Falling on Your Sword The Legacy of Inherited Wealth Habitat for Humanity Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.  Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: [email protected] Contact Jeff Savlov | Blum & Savlov, LLP – Family Business & Wealth Consulting Website: blumandsavlov.com LinkedIn: Jeff Savlov Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Jennifer East, Founder of ONIDA Family Advisors. With nearly 20 years of experience guiding affluent and enterprising global families, Jennifer brings a cross-cultural lens to the inner dynamics of continuity, especially when individual identity and family legacy quietly collide. We explore why it’s so common for next-gen leaders to inherit expectations before they’ve defined their own path, and how intentional mentorship, emotionally aware leadership, and thoughtful facilitation can begin to shift that pattern. Together, we consider how families move from unspoken assumptions to shared clarity and why making space for reflection may be one of the most powerful choices they make.Jennifer shares grounded insight shaped by lived experience across cultures and decades of work with rising generations. We talk about leadership development, intergenerational collaboration, and the quiet courage it takes to name what’s true before the next chapter can begin.About Jennifer EastJennifer East is the Founder of ONIDA Family Advisors, where she empowers affluent, enterprising global families to transition their wealth, businesses, and the values that drive their success. With nearly two decades of experience, Jennifer brings a strategic, people-centered approach to helping families strengthen intergenerational collaboration, improve family dynamics, and build governance practices that support long-term continuity and meaningful impact.Having lived, worked, and raised her children across North America, Europe, and the Middle East, Jennifer offers invaluable insight into cross-cultural advising. She supports rising generations, particularly women and sibling/cousin teams, through personal and leadership development, and helps families integrate diverse perspectives into stronger governance. A Fellow of the Family Firm Institute (FFI), she holds the FFI GEN Advanced Certificate in Family Business Advising (ACFBA) and has served as faculty with FFI’s Global Education Network for the past nine years. Influenced by the Wealth 3.0 paradigm, Jennifer brings a strengths-based ethos that centers the human dynamics within families. She lives in Malta with her husband and two children.Resources discussed in this episode:Us, by Terry RealRelational Life InstituteCamden EducationCamden WealthContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Jennifer East | ONIDA Family Advisors: Website: onida.caLinkedIn: linkedin.com/in/jenniferakeastEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s fourth-generation business, Henry’s, and experience launching its mental health foundation, Amy brings a rare perspective on legacy, leadership, and impact. Our conversation focuses on what transition really feels like, how identity shifts, how clarity emerges through change, and how purpose can take on new meaning when familiar roles evolve. It’s a personal, layered look at the emotional side of stepping into what’s next.Amy shares reflections shaped by lived experience and thoughtful observation. We talk about resilience, voice, and the quiet work of preparing for change even when you don’t yet know what the next chapter will hold.About Amy SteinAmy Stein is the Chief Impact Officer at Generations Trusted Family Business Advisors, where she helps family enterprises and their family offices develop values-aligned philanthropic strategies that engage rising generations and create measurable impact. With a strategic, people-centred approach, she supports families in looking beyond financial metrics to integrate business, employees, customers, and community in meaningful ways. Her work focuses on designing initiatives that scale with intention, reflect legacy, and build lasting social capital.For over two decades, Amy was a key leader in her family’s fourth-generation business, Henry’s, Canada’s largest independent imaging retailer. She later spearheaded the launch of the Foundation for Henry’s, a creative mental health initiative rooted in community impact. Drawing on deep experience in governance, strategy, and operations as a family member, executive, board member, and shareholder, Amy brings insight into the complex dynamics of family enterprise. She is especially skilled at bridging generational perspectives and helping families align purpose with action.Resources discussed in this episode:Rotman SchoolPixel FoundationDavid BentallFamily Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Amy Stein | Generations Trusted Family Business Advisors: Website: gtfba.com/ | pixelfoundation.orgLinkedIn: Amy SteinEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection.You’ll hear how Susan supports people in rediscovering dormant interests, building new social circles, and navigating the identity shifts that often accompany retirement. Whether you’re advising clients through a transition or preparing for one yourself, this conversation offers grounded, practical insight into making the most of what’s next.About Susan LatremoilleSusan spent over 35 years as a wealth advisor, helping clients plan financially for retirement. Over time, she saw that financial readiness was just one part of the equation. The emotional and lifestyle aspects often had the greatest impact on whether clients thrived. This insight led her to co-found Next Chapter Lifestyle Advisors, where she now works as a certified Retirement Coach (CPRC), guiding individuals through meaningful, purpose-driven transitions.She is a Certified Expert Level Practitioner of SuccessFinder, a CEPA, a Family Enterprise Advisor (FEA), and holds an Executive MBA. A former board member of Richardson Financial Group, she also holds the ICD.D designation from the Institute of Corporate Directors. Alongside her partner, Marianne Oehser, Susan teaches at the Exit Planning Institute. She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just About the Money, and co-author of On the Shoulders of Atlas and Thriving Throughout Your Retirement Transition. Her newest book, 9 Steps to a RichLife Retirement, offers a practical roadmap for living well, giving back, and leaving a legacy.Resources discussed in this episode:Exit Planning InstituteJohn Deere DealershipHappiness Portfolio TIGER 219 Steps to a RichLife Retirement: Live Well, Give Back, Leave a LegacyContact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Susan Latremoille | Next Chapter Lifestyle Advisors: Website: nextchapterlifestyleadvisors.comLinkedIn: Susan LatremoilleEmail: [email protected]: 647-393-1785 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession. Her approach emphasises empathy, shared understanding, and space for each generation to grow into their role with intention. If you're supporting a family in transition or navigating your own, this conversation offers language, perspective, and encouragement for moving forward with both steadiness and care.About Russel BaskinRussel Baskin is a Consultant and Certified Executive Coach with Trella Advisory Group. She brings a human development background and a passion for family business to her consultingwork with families and advisors. Over the past 20 years Russel’s career has included advising business families, coaching professionals in transition, as well as leadership roles in marketing, business development and the not-for-profit sector. Before joining the Trella Advisory Group, she was the National Director of Education and Programming for Family Enterprise Canada a national member-driven organization supporting business families and family enterprise advisors.As a consultant with Trella, Russel specializes in relationship dynamics, governance, family continuity and individual development and growth. She brings grace and compassion to her work with clients understanding the interconnected relationship between the needs of the individual and the well-being of the family. A creative thinker and direct communicator Russel is committed to the success and excellence of all her clients.Resources discussed in this episode:Royal Roads UniversityTrella Advisory GroupContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Russel Baskin | Trella Advisory Group: Website: trella.caLinkedIn: Russel BaskinEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike.Together, we examine how menopause, often unspoken and misunderstood, can shape communication, influence decision-making, and affect readiness for leadership transitions. You’ll hear how silence around these experiences can erode trust and how clarity and conversation can restore it. Dr. Edelman reflects on how far women’s health has come, what still needs to change, and why addressing this hidden dynamic is essential to building legacies that truly last. Whether you’re navigating this season yourself or walking alongside someone who is, this is a conversation that brings science, story, and strategy into one essential dialogue.About  Dr. Julia EdelmanDr. Julia Edelman is a nationally recognized menopause expert, board-certified gynecologist, and Menopause Society Certified Practitioner (MSCP) with over 40 years of experience in women’s health. A graduate of Yale University and Columbia University College of Physicians and Surgeons, she completed her residency at Harvard and has since built a reputation for delivering evidence-based, compassionate care. She is the founder of Women’s Health and Gynecology of New England and has mentored physicians and students at both Harvard and Brown medical schools.Her contributions to the field have been honoured by the North American Menopause Society, which named her “Menopause Practitioner of the Year” following the release of her first book, Menopause Matters: Your Guide to a Long and Healthy Life. She also authored Successful Sleep Strategies for Women through Harvard Health Publications. Her latest book, The Savvy Woman’s Guide to Menopause: Before, During, and Beyond (Johns Hopkins University Press, October 2025), offers clear, practical guidance to help individuals navigate midlife transitions with confidence.Resources discussed in this episode:Menopause SocietyThe New England JournalThe Savvy Woman's Guide to Menopause Before, During, and BeyondMiriam NelsonDr. Claudio SoaresContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Dr. Julia Edelman | Women's Health and Gynecology of New England: The New England Center for Body SculptingWomen’s Health and Gynecology of New England WebsiteJuliaEdelmanMD.com - The New England Center for Body SculptingLinkedIn: Julia Edelman MDWHGNE FacebookNECBS FacebookEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy, design, and innovation. We explore how strategy becomes a lived practice through intentional behaviour, personal development, and the quality of our conversations. Keita shares his approach to coaching leaders through conflict avoidance, curating effective inner circles, and aligning day-to-day actions with long-term vision. He introduces a powerful shift in thinking from chasing outcomes to asking better questions and what it means to lead with clarity and courage.We talk about what strategy really looks like when it's practiced daily, why organizations often struggle to face hard truths, and how self-awareness, team dynamics, and sector alignment can either accelerate or stall transformation. Keita brings practical insight and honest reflection on what it takes to build something meaningful, starting with the conversations we choose to have. Whether you're growing a business, refining your leadership, or rethinking your goals, this episode offers a grounded framework for becoming the kind of leader your future needs.About Keita DemmingKeita is an award-winning author, educator, and coach focused on transforming companies into idea-driven, people-centred environments. His book Strategy to Action offers a practical approach for turning bold ideas into tangible results, helping close the often-frustrating gap between strategy and execution.As a trusted advisor in design, strategy, and innovation, Keita also hosts the podcast Conversations with Keita Demming, where he explores insights from leaders across disciplines. He believes learning from others lightens our own journey. Among his proudest achievements is building the TEDxPortofSpain community, one of the most successful TEDx events globally.Resources discussed in this episode:Strategy to ActionErykah BaduThe Selfish Gene by Richard DawkinsCS LewisBrene BrownContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Keita Demming | The Covenant Group Website: keitademming.comLinkedIn: Keita DemmingYouTube: @KeitaDemmingInstagram: kdemmingFacebook: keitademmingconversationsEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight?Jenna brings both experience and candour to a conversation that explores more than just documents and directives. She shares real stories that reveal how family dynamics, unclear expectations, and misaligned roles can create lasting consequences or be transformed through thoughtful planning and early dialogue. Whether you're choosing your executor or are the executor, this episode offers insight into what stewardship really looks like before, during, and after the will is read.About Jenna CarvalhoJenna Carvalho is the Founder and Principal of Guardian Estate Company, where she helps successful Canadian families navigate the complexity of estate planning, administration, and legacy stewardship. With over 15 years of experience, including a decade at BMO Private Wealth, Jenna has directly managed more than 100 estates and acted as trustee for dozens of trusts, foundations, and powers of attorney. She holds an MBA from Queen’s University, along with the Trust and Estate Practitioner (TEP) and Member of Trust Institute (MTI) designations, credentials that underscore both her technical expertise and commitment to excellence.Resources discussed in this episode:Estates Made SimpleContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Jenna Carvalho | Guardian Estate Company: Website: guardianestate.caLinkedIn: Jenna CarvalhoEmail: [email protected]: 403-990-3524 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honour legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision?Andrea shares how stories of struggle, resilience, and values often told too late can become guiding touchstones for successors, executive teams, and even entire organizations. Whether the audience is your grandchildren or your boardroom, this conversation invites a fresh look at legacy not just as something you leave, but something you live.About Andrea LekushoffAndrea Lekushoff is the founder and CEO of CONTEXT Studios, the premier creator of high-end, episodic documentaries that immortalize the lives, entrepreneurial journeys, and multigenerational family legacies of distinguished individuals and families for generations to come. CONTEXT Studios is also proud to serve as an Alliance Partner of Family Enterprise Canada.With more than three decades of experience as a PR executive and founder of the award-winning agency Broad Reach, Andrea has been a trusted advisor to C-Suite leaders and global brands, designing bespoke strategies and amplifying their stories and influence on the world stage. Andrea’s credentials include an MBA from the Ivey Business School, a BA (Honours) from Western University, and two executive education programs at Harvard Business School through YPO. She is an affiliate partner of Women Get On Board Inc., where she elevates top board candidates through their ELEVATE program, and she serves on the board development committee for the Luminato Festival in Toronto.Resources discussed in this episode:Context StudiosHarvard Business School Family Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Andrea Lekushoff | CONTEXT Studios: Website: CONTEXTStudios.caLinkedIn: Andrea LekushoffEmail: [email protected]: Context_StudiosFacebook: CONTEXTStudiosCAPhone: 416-435-2569 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more, looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations.Paul brings a grounded perspective to the kinds of moments many of us try to avoid when roles are shifting, plans feel uncertain, or emotions run high. Instead of rushing to resolution, he invites us to stay curious and present. If you’re wondering how to lead or support others through change without losing yourself along the way, this conversation offers a thoughtful place to begin.Resources discussed in this episode:Dabrowski’s Theory of Positive Disintegration in PsychologySteve jobsPurposeful Planning InstituteContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Paul Edelman | Edelman & Associates: Website: edelmancoaching.comLinkedIn: Paul EdelmanEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter.Together, we look at the role of values in decision-making, the shift from inheritance to stewardship, and the everyday work of preparing the next generation. With a calm and grounded perspective, Dennis invites us to rethink not just how families lead, but how they learn, change, and grow together. If you’re asking what helps families stay connected while moving forward, this conversation offers a thoughtful place to begin.About Dennis T. JaffeDennis T. Jaffe, Ph.D., is Senior Research Fellow at BanyanGlobal Family Business Advisors and a San Francisco-based adviser to multigenerational families navigating the complexities of business, governance, wealth, and philanthropy. With a background in sociology and organisational systems, he helps families align values with long-term decision-making and supports the evolution of family enterprises across generations and geographies. His advisory and teaching work has taken him to Asia, Europe, the Middle East, and Latin America, reflecting a lifelong commitment to practical insight and cultural fluency.A leading voice in the field, Dennis is the author of several influential books, including Wealth 3.0: The Future of Family Wealth Advising, Borrowed from Your Grandchildren, and Cross Cultures. He has received multiple honours from the Family Firm Institute and Family Wealth Report for his contributions to family enterprise advising. A Yale-trained sociologist and professor emeritus at Saybrook University, Dennis blends academic depth with practical experience to guide families in building legacies rooted in purpose, resilience, and shared understanding.Resources discussed in this episode:Wealth 3.0: The Future of Family Wealth AdvisingBorrowed from Your Grandchildren: The Evolution of 100-Year Family EnterprisesFinding Her Voice and Leaving a LegacyCross Cultures: How Global Families Negotiate Change Across GenerationsStewardship in your Family EnterpriseWorking with the Ones You LoveContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Dennis T. Jaffe | BanyanGlobal Family Business Advisors: Website: dennisjaffe.com | banyan.globalLinkedIn: Dennis JaffeEmail: [email protected]:  415 665 8699 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed.You’ll hear how imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility. Along the way, Julia challenges us to rethink status, belonging, and what it means to contribute something uniquely our own. If you’ve ever wondered how to align your next decision with values that will stand the test of time, this conversation is one you won’t want to miss.About Julia ChungJulia is CEO of Spring Planning, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada. With expertise in personal, business, and cross-border finance, governance, family enterprise, and conflict resolution, she empowers clients through values-based decision-making frameworks. A prolific author, she has co-authored Women & Money, The Art of Delegation, and The Entrepreneur’s Survival Guide, served as Business Editor for Gazette and PowHerHouse magazines, and was Technical Editor for the 2024 release of Funding a New Business for Dummies.Julia has helped shape the future of financial advice in Canada, founding and leading multiple organizations. Known for her entrepreneurial spirit and her ability to “Manifest the Improbable,” she draws from a lifetime in a family that is both entrepreneurial and academic, and thrives on challenges—especially those beginning with, “You can’t do that.”Resources discussed in this episode:Family Enterprise CanadaDaniel KahnemanContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Julia Chung | Spring Planning: Website: springplans.caInstagram: @springplansTwitter: @springplansFacebook: Spring PlansLinkedIn: Julia chungEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Shauna Trainor, Principal at A&O Partners, invites us into the often overlooked spaces where clarity, courage, and connection shape the future of enterprising families. Drawing from her background in business, psychology, and systems thinking, Shauna helps us reframe how family conversations become the foundation for shared decision-making across generations.Shauna shares why many answers already exist within families if we're willing to slow down, ask the right questions, and listen beyond the surface. We explore how unspoken complaints often sound like blame or shame, and how reframing them into requests opens doors to empathy, understanding, and real change. Whether you’re wrestling with readiness, managing expectations, or inviting the next generation to the table, this episode offers grounding questions and practical ways to begin at your own pace, and with your values leading the way.About Shauna TrainorShauna Trainor works with enterprising families across North America to navigate the complexities of ownership, wealth, and family dynamics. Through a collaborative planning process, she helps families identify, clarify, and articulate their multigenerational vision and strategy. Her work supports the development of effective governance structures, strengthens communication, and fosters shared decision-making. Drawing on her background in business and psychology as well as her broad educational and travel experiences Shauna brings a well-rounded perspective that helps families and individual members move toward their desired outcomes with clarity and confidence.Resources discussed in this episode:Life Is in the Transitions: Mastering Change at Any AgeBrené BrownThe Wealth Money Can't BuyAll in All: Mulliez Family TriumphsContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Shauna Trainor | A&O Partners LLP: Website: ao.partnersLinkedIn: Shauna TrainorEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Jane Beddall, founder of Dovetail Resolutions, helps us reframe how conflict shows up in family enterprises. Drawing on her experience as a mediator, consultant, and conflict coach, Jane shares why not all conflict is the same—and how the fear of escalation often prevents families from addressing tension early. We explore the distinction between healthy disagreement and deeper dysfunction, and why timing, environment, and tone matter more than we often realize.Jane offers a fresh lens on how families can turn conflict into connection. From the “ugly kind” of conflict to the kind that builds trust, she shares insights that might shift how you approach tough conversations. Whether you're navigating legacy, leadership, or long-held patterns, this conversation opens up practical, surprising ways to move forward—without losing what matters most.About Jane BeddallJane Beddall, M.A., J.D., is the founder and principal of Dovetail Resolutions, LLC. She is a seasoned mediator, consultant, and certified CINERGY® Conflict Management Coach. Jane works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Her expertise in using conflict coaching with transformative mediation is especially effective in these circumstances.In January 2019, Jane launched the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. She graduated from Trinity College (Hartford, CT) with a B.A. in Economics. She earned her law degree, cum laude, and her M.A. in Public Policy Analysis, with a concentration in Conflict Resolution, from the University of Pennsylvania. Jane is a Conflict Dynamics Profile® Certified Practitioner and holds Family Firm Institute Certificates in Family Business Advising and Family Wealth Advising. She lives in Naples, Florida.Resources discussed in this episode:Crafting Solutions to ConflictDovetail ResolutionsCinnie NobleContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Jane Beddall | Dovetail Resolutions, LLCWebsite: dovetailresolutions.comPodcast: Crafting Solutions to ConflictLinkedIn: Jane BeddallEmail: [email protected]: (203) 887-1160 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition, generational readiness, and the emotional complexity of family enterprise. With over two decades of experience in U.S.-Canada cross-border tax planning and deep involvement in the family enterprise space, Krista shares how clarity, adaptability, and inclusive governance can help families move forward, especially when navigating uncertainty or change.Together, Cory and Krista explore what it takes to prepare rising generation leaders not just in theory, but in real-world ownership. They discuss how families can foster resilience through shared learning, how emotional awareness influences decision-making, and why slowing down is often the smartest move in times of complexity. Tune in to hear how intentional structure, open dialogue, and a willingness to evolve can help families build a legacy with both strength and care.About Krista RabidouxWith over 24 years of experience in U.S.-Canada cross-border tax planning, Krista Rabidoux offers more than technical expertise, she brings a holistic perspective to family enterprise strategy. As both a tax professional and certified executive coach, her work focuses on the intersection of financial clarity and leadership development, helping families navigate transitions with confidence.Her approach goes beyond compliance. Krista partners with clients to support rising generation leadership, strengthen team dynamics, and align business goals with family values. Whether guiding succession planning or evolving enterprise governance, she brings both the precision of a tax advisor and the insight of a coach.Resources discussed in this episode:Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your EmpireRich Dad Poor DadStrength Deployment InventoryFamily Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Krista Rabidoux | Andersen in Canada: Website: ca.andersen.comLinkedIn: Krista Rabidoux  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations.Throughout the conversation, Don discusses how to recognize intuitive signals, untangle personal and business challenges, and build capacity in the rising generation. He highlights the importance of collaborative advisory teams, intentional mentorship, and developing an ownership mindset. Tune in to hear Don’s practical insights on strengthening family capital, aligning purpose with action, and creating legacies that last.About Don SteeleA trusted advisor, financial executive, and investor passionate about helping entrepreneurs unlock the potential in their families and businesses. A valued partner and skilled collaborator, providing support and accountability to enterprising families and their advisors to preserve and nurture each family’s unique mix of financial and non-financial capital.Resources discussed in this episode:Range: Why Generalists Triumph in a Specialized WorldPioneering Portfolio ManagementPrivate Capital by Joe ReillyPurposeful Planning PodcastBuilt to Sell PodcastContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Don Steele | Sterling Family Capital: Website: sterlingfamilycapital.comLinkedIn: Don SteeleEmail: [email protected]: (416) 302-2146 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life.Throughout our conversation, Kristen challenges the belief that everyone must follow the same path to success within wealthy families. She shares why lasting fulfillment requires breaking free from unwritten rules and self-imposed pressures, emphasizing the courage to move beyond patterns of expectation that keep families stuck in cycles of obligation rather than authentic connection.Tune in to discover how intentional family governance, role clarity, and balanced frameworks can unlock your family's potential to honor collective purpose while preserving personal autonomy across generations.About Kristen Heaney Kristen Heaney, Founder & Coach of In Three Generations, LLC, is a Coach and Consultant to financially successful families and individuals who guides clients through the complex landscape of wealth and its associated challenges. Having lost her business-owning father to cancer at 21, she brings profound understanding to helping clients thrive amidst their success while managing the unique burdens that arise.As both an "unprepared inheritor in recovery" and Consultant and Instructor to professional advisors serving wealthy families, Kristen specializes in authentic connection and understanding unique family needs. Her proven approach helps clients implement effective strategies for managing wealth challenges while maintaining deep relationships across generations.Author of "In Three Generations: A Story about Family, Wealth, and Beating the Odds" and the children's book "The Super Special, Altogether Ordinary Day," Kristen creates inspirational content for those navigating unique struggles and intense celebrations. Her passion centers on helping successful individuals discover gratitude and purpose in their awesome work and relationships.Resources discussed in this episode:www.in3generations.comThe Quest for Legitimacy by Jamie WeinerContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Kristen Heaney | In Three Generations LLC: Website: in3generations.comLinkedIn: Kristen HeaneyInstagram: @in3generationsEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 maintaining personal harmony, touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life.Throughout our conversation, Purdeep challenges the belief that professional excellence alone defines success. He shares why lasting fulfillment requires internal alignment, emotional resilience, and the willingness to face uncomfortable truths that often limit our growth.Tune in to discover how intentional self-work, courageous leadership, and personal alignment can unlock your full potential in business and life.About Purdeep Sangha Purdeep Sangha is a North American leader in business and human performance who advises top Board Members, CEOs, and Entrepreneurs around the globe as their business strategist and personal performance advisor. He has a proven track record for helping business heavyweights master the game of business and life simultaneously. He co-hosts the newest TV series, "Mind Your Own Business," an eight-part series where each entrepreneur faces both an accessibility challenge and a business challenge, taking viewers deep into the lives of various business owners from the disability community.Purdeep is well known for his unique expertise in scaling businesses through effective business strategy, execution, innovation, leadership, marketing, customer experience, and operations. He is also the foremost leader in ULTRA performance, helping professionals optimize their performance using neuroscience, performance psychology, and ancient teachings kept secret by the elite. His passion involves helping men discover their power in becoming The Complete Man—achieving ultimate performance, fulfillment, and victory in both business and personal life as the best possible business leader, husband, father, and man they can be.Resources discussed in this episode:The Complete ManSubstack NewsletterFamily Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Purdeep Sangha | Sangha Worldwide Website: purdeep.substack.comLinkedIn: Purdeep SanghaPhone: (866) 918-4140Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations.Throughout our discussion, Dr. Hale examines how intentional giving structures transform both individuals and family enterprises, challenging conventional wisdom about philanthropic engagement. She shares practical strategies for improving multi-generational participation, from creating voluntary on-ramps to developing diverse roles beyond board membership. Listen to our latest episode for valuable insights on building resilient family philanthropy systems that harmonize personal values with meaningful social impact—perspectives beneficial for family enterprise members and their advisors alike.About Dr. Sharilyn HaleDr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. Her highly customized engagements result in clients having greater confidence and clarity in their giving and governance. Sharilyn is an advisor with 2164 in support of multi-generational family philanthropy, a faculty member of the Ultra High Net Worth Institute, and an Instructor at Carleton University. A Chartered Director (C.Dir), Sharilyn blends the best of corporate and family governance in her work with private foundations and nonprofit boards, and her doctoral research produced a governance model that helps families give in a way that works. With more than 25 years of experience working in philanthropy and charitable communities, she was recently recognized with a 2025 Family Wealth Report Award for her work advancing philanthropy with UHNW families.Resources discussed in this episode:Parker PalmerLet Your Life SpeakUnknown Cosmic Time MachineFamily Philanthropy NavigatorDefense of PhilanthropyWhy Philanthropy MattersContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Dr. Sharilyn Hale | Watermark Philanthropic Counsel: Website: watermarkpc.comLinkedIn: Sharilyn Hale Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritageDuring our discussion, listeners can look forward to exploring the balance between personal boundaries and shared vision within family businesses. Holly will introduce her philosophy of "walking beside" others with genuine curiosity rather than simply directing them, and preview how daily intentional actions can transform into powerful long-term outcomes. About Holly SimmonsHolly Simmons is a Family Enterprise Advisor (FEA™) who provides leadership coaching, facilitation, and training to growth-minded family businesses. She uses a strategic approach to align values and purpose, develop people and roles, and strengthen communication throughout the business and family system. Resources discussed in this episode:Conversational IntelligenceThe Knowledge Podcast by Shane ParrishContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Holly Simmons | Golden Lasso Consulting: Website: golden-lasso.comLinkedIn: Holly SimmonsEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 regardless of their relationship to family wealth.Throughout the conversation, Emily explores crucial concepts such as the unique challenges faced by young people in affluent families, the importance of operationalizing family values, and creating purposeful prenuptial agreements that strengthen relationships rather than undermining them. She emphasizes the value of authentic trust, collaborative decision-making, and balancing "fair versus equal" approaches when integrating new family members. Listen to our latest episode to hear Emily's perspectives on fostering healthy family communication around wealth, establishing meaningful family traditions like regular dinners, and implementing practical solutions that honor both individual identities and shared family legacies.About Emily BouchardEmily Bouchard is dedicated to unlocking the full potential of individuals and families, by guiding them through the complexities of wealth, relationships, and leadership. She is an author and speaker with over 20 years of experience coaching multigenerational families. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen. She lives on a 10-acre ranch with 9 horses, where she facilitates transformative retreats.Resources discussed in this episode:James HughesTamarind LearningThe Thin Book of TrustPreparing HeirsBuild an Enterprise Family to Last: Proven Strategies to Thrive Across GenerationsJane Flanagan ResearchContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Emily Bouchard | Bouchard Bespoke Consulting: Website: EmilyBouchard.comInstagram: @emily4familiesX (formerly Twitter): @emily4familiesLinkedIn: Emily Bouchard Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 optimize their approach to value creation while navigating succession planning and intergenerational transitions.Throughout the conversation, Gerard delves into essential concepts like the three types of business leaders, capital structure optimization, and practical approaches to strategic planning that drive sustainable value. He emphasizes the importance of staying current with emerging technologies, building resilient management teams, and balancing risk management with growth opportunities. Listen to our latest episode to hear Gerard's insights on creating lasting business value, implementing strategic governance frameworks, and developing capital structures that help family enterprises thrive while securing their financial legacy.About Gerard McInnisGerard McInnis is a Senior Partner with Kalos in the Valuation & Financial Modelling practice, contributing across the full transactions lifecycle with over 30 years of experience in business valuations, strategy, governance, and operations. As an active private company board Chair & Director, including Chair of the Board for Cashco Financial Services Inc. and a MacKay CEO Forum Chair, he remains immersed in current business challenges, risks, and opportunities while bringing valuable perspective from his previous role as a partner at a Big 4 accounting firm where he led their regional valuations practice and national power & utilities industry team.Beyond his professional achievements, Gerard demonstrates strong commitment to community service, having recently chaired Finance & Risk committees for both the Alberta Ballet and Junior Achievement of Canada, and currently serving as a member of the Institute of Corporate Directors Calgary Chapter Executive. His comprehensive background spanning financial advisory, corporate governance, and community leadership positions him as a well-rounded business leader who effectively bridges technical expertise with strategic vision across multiple sectors.Resources discussed in this episode:Kalos LLP I Transactions Diligence AdvisoryMacKay CEO Forums: CEO & Executive Peer SupportCashco FinancialInstitute of Corporate DirectorsContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Gerard McInnis | Kalos Transactions Advisory: Website: kalosllp.caLinkedIn: Gerard McInnisEmail: [email protected]: (403) 470-9827 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 most critical crossroads: whether to keep or sell their business.Throughout the conversation, Paul explores essential concepts like creating psychologically safe environments for authentic family discussions, why including all voices—even those of children as young as eight—can transform outcomes, and how "dreaming sessions" unlock possibilities rather than limitations. He emphasizes the importance of listening over talking, transparency over secrecy, and the profound difference between working "in" versus "on" your business. Listen to our latest episode to hear Paul's insights on facilitating meaningful family business meetings, balancing emotional intelligence with strategic thinking, and implementing succession approaches that honor both legacy and future potential.About Paul HoodA “recovering tax lawyer,” Paul Hood’s often quoted in publications that include Forbes magazine, USA TODAY, and The Wall Street Journal, and he’s been a frequent contributor to Leimberg Information Services, Inc. since its inception, Paul is a highly sought-after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language with his insightful and biting sense of humor, and he minces no words in doing so. Along the way, Paul’s been a father, husband, uncle, Godfather, lawyer, coach, mentor, trustee, member, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror, respondent, and a defendant, and he uses his experience in these myriad roles to guide others. Resources discussed in this episode:The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About ItPurposeful Planning InstitutePaul Hood ServicesContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Paul Hood | Paul Hood Services & Purposeful Planning Institute: Website: paulhoodservices.comLinkedIn: Paul HoodEmail: [email protected]: (504) 452-7574 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.Throughout the conversation, Matt delves into essential concepts like redefining success in the boardroom, the difference between technical expertise and genuine contribution, and why board composition goes far beyond professional credentials. He emphasizes the importance of treating connections as community rather than competition, creating shared understanding of decision-making processes, and balancing the complex relationship between management and governance. Listen to our latest episode to hear Matt's insights on navigating boardroom dynamics, fostering meaningful collaboration, and implementing governance approaches that help organizations thrive in times of change and complexityAbout Matt FullbrookMatt Fullbrook, one of North America's most recognizable and respected corporate governance experts, has shared his 23 years of experience with over 300 boardrooms ranging from local nonprofits to global corporations. As the creator of the One Minute Governance podcast and Ground-Up Governance platform, he has developed an extensive library of practical insights for mastering boardroom challenges. Currently serving as an Executive in Residence at the University of Toronto's Rotman School of Management, where he has influenced governance practices for more than two decades, Matt previously directed the David & Sharon Johnston Centre for Corporate Governance Innovation and now serves as Academic Director of the Rotman/ICD program "Working Effectively With Your Board: A Program for Senior Executives.Resources discussed in this episode:Ground Up GovernanceOne Minute GovernanceFullbrook Board EffectivenessContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Matt Fullbrook | Rotman/ICD Board Dynamics Program: Website: mattfullbrook.comLinkedIn: Matt FullbrookEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 program at the University of Nebraska, Dave brings a powerful blend of academic wisdom and practical experience to help families navigate the intricate path of generational continuity.Throughout the conversation, Dave illuminates the delicate balance between protecting and empowering rising generations in family enterprises. He explores compelling perspectives on creating environments where future owners can authentically experience both success and failure, while emphasizing how transparency and shared challenges strengthen family bonds. His framework for developing true owners, not merely inheritors, provides valuable insights for families seeking to build enduring legacies that preserve relationships while fostering business resilience across generations.About Dave SpechtDave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of family-owned businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Prior to his work at the bank, he founded Advising Generations, a consulting rm and established the Family Business Management program at the University of Nebraska. Dave lives in Washington state with his wife and 6 children.Resources discussed in this episode:The Family Business WhispererJames Hughes FoundationDennis T. JaffeContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Dave Specht | The Drucker School of Management: LinkedIn: Dave SpechtEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 across generations while managing wealth and legacy dynamics.Throughout the conversation, Doug delves into essential concepts like the HERO framework (Hope, Efficacy, Resilience, and Optimism) and practical approaches to family storytelling and legacy preservation. He emphasizes the importance of creating safe spaces for authentic communication, developing leadership skills in rising generations, and balancing family privacy with meaningful connection. Listen to our latest episode to hear Doug's insights on building psychological capital, fostering intergenerational dialogue, and implementing strategies that help families flourish while preserving their legacy.About Doug GrayDoug Gray, Ph.D., is the Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, bringing over 25 years of executive coaching and leadership consulting experience to family enterprises and organizations. With a doctorate in Leadership and Professional Practice from Trevecca Nazarene University, Doug has established himself as a pioneer in developing psychological capital (PsyCap) within family businesses and nurturing next-generation leadership talent. His innovative HERO framework (Hope, Efficacy, Resilience, and Optimism) has become instrumental in helping families navigate complex wealth and legacy dynamics.As a champion for leadership excellence and intergenerational understanding, Doug's expertise spans across healthcare, finance, manufacturing, and education sectors. His approach combines rigorous academic research with practical, actionable strategies that help families create safe spaces for authentic communication and legacy preservation. Through his work at Action Learning Associates and Assess Next Gen, Doug remains dedicated to helping leaders and teams achieve measurable business outcomes while fostering the development of future organizational leaders.Resources discussed in this episode:The Five Capitals: Wealth as Well-beingThe Success Playbook for Next Gen Family Business LeadersContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Doug Gray | Action Learning Associates, LLCWebsitesNextGenPeerGroups.comAssessNextGen.comAction-Learning.combooks2read.com/NEXTGEN LinkedIn: Doug GraySubstack: grayd.substack.comTwitter/X: @ALACoachingEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance.Throughout the conversation, Daphne delves into the relationship between personal development and collective growth in family businesses, particularly through her innovative "Positive Outcome Model." She illuminates how families can overcome historical patterns and conflicting work styles by understanding conative instincts and building socio-emotional wealth. Her approach emphasizes the importance of creating structured yet flexible learning environments where different generations can align their values while honouring individual differences, providing a roadmap for families seeking to build lasting legacies that bridge both personal fulfillment and business success.About Daphne McGuffinDaphne McGuffin is a seasoned Learning and Development Consultant and Family Business Facilitator at D3 Learning Solutions, bringing over two decades of experience in family enterprise advising. After directing the Learning Centre and Thought Leadership divisions at The BDO / SuccessCare Program for nearly 20 years, she established D3 Learning Solutions to help business families transition both tangible and intangible assets through practical approaches, focusing on multi-generational communication, governance, successor development, and leadership planning.As a Kolbe Certified Consultant for more than 15 years and a Fellow of the Family Firm Institute (FFI), Daphne leverages her expertise to identify core instincts of family members and management teams, enhancing their productivity and relationships. Her distinguished role as a faculty member for FFI's Global Education Network, the world's most trusted provider of family enterprise professional education, further cements her position as a leading expert in the field of family enterprise consulting.Resources discussed in this episode:kolbe.comOPgig ProgramWhat is Kolbe and Why Use ItThe Power of Kolbe in the Family EnterpriseThe Line of Confidence ModelThe Positive Outcome ModelContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Daphne McGuffin | D3 Learning Solutions: Website: D3LearningSolutions.comLinkedIn: Daphne McGuffinEmail: [email protected]: (519) 820-1806 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and executive wisdom to help families navigate generational transitions and strategic growth.Throughout the conversation, Bill illuminates the interplay between emotional connection and strategic foresight in family business success. He explores compelling perspectives on mentorship and peer learning while offering practical guidance for developing next-generation leaders. His framework for creating meaningful transitions emphasizes the importance of intentional design and external influence, providing valuable insights for families seeking to build lasting legacies that honor both individual aspirations and collective purpose.About Bill BrushettBill Brushett is a highly accomplished leader, advisor, and mentor with over 40 years of experience in financial management, executive leadership, and governance. Currently working closely with family enterprise boards, he offers strategic guidance on governance, leadership transitions, and sustainable growth. As a TEC Canada Chair, he mentors emerging executives and business leaders, creating transformative growth opportunities. His previous role as President & CEO of Family Enterprise Canada saw him championing family-owned businesses, helping them navigate succession planning, governance, and wealth stewardship. During his distinguished career at Grant Thornton LLP, he rose to become National Clients & Services Partner, providing oversight for multiple service lines and steering client strategies.A Chartered Professional Accountant with ICD.D and FEA certifications, Bill's credentials reflect his commitment to excellence and diverse expertise. He holds a Bachelor of Commerce from Memorial University and is a Fellow of the Institute of Chartered Accountants of Newfoundland & Labrador. His community engagement includes contributions to the Arthritis Society, St. John's Board of Trade, and Memorial University's School of Business Advisory Board. Beyond his professional life, Bill is a dedicated family man who values time with his wife, children, and grandchildren, and continues to empower leaders, strengthen businesses, and foster meaningful legacies through his various roles and initiatives.Resources discussed in this episode:Family Enterprise FoundationFamily Enterprise CanadaMindset: The New Psychology of SuccessTEC Canada ChairContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Bill Brushett | TEC Canada Chair: Website: tec-canada.com/about-tec/our-chairs/LinkedIn: Bill BrushettEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 business legacy. Named among Family Business Magazine's "25 Under 35: Next-Gen Members to Watch," she embodies the bridge between traditional family enterprise values and next-generation perspectives.In this conversation, Torri explores the importance of patience, relationship building, and the unexpected ways our early career experiences shape our journey. Through personal stories and professional observations, she offers fresh perspectives on developing next-gen leadership and navigating the complexities of family enterprise dynamics. Her unique vantage point – as both a next-gen family member and an educator – brings depth and authenticity to discussions about growth, learning, and intergenerational collaboration.About Torri HawleyTorri Hawley serves as the Director of Client Learning Experience for Tamarind Learning, bringing a decade of experience working with enterprising families. As a seventh-generation member of a family with a 150-year-old operating company, she has been actively involved in governance from an early age, helping establish a family council and promoting next-gen education. She currently serves on her family office and operating companies' boards and her personal experience drives her passion for helping next-generation members build confidence and credibility.With a BBA in Family Enterprise Management from Stetson University and a master's in strategic human resources from the University of Denver, Torri has earned certificates in family business and wealth advising from the Family Firm Institute. She has spoken at numerous prestigious conferences and was named one of Family Business Magazine's "25 Under 35: Next-Gen Members to Watch." Based in the Philadelphia suburbs with her husband Charlie and dog Murray, she remains committed to community service, particularly focusing on addressing childhood hunger locally.Resources discussed in this episode:10 x 10 Podcast Tamarind Learning Knowledge AssessmentTamarind NewsletterTamarind LinkedInContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Torri Hawley | Tamarind Learning Website: tamarindlearning.comLinkedIn: Torri HawleyEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 the importance of individual self-actualization within the context of family wealth. His approach focuses on helping next-generation family members discover their own path while navigating the complex dynamics of inherited privilege.Throughout the conversation, Vincent illuminates the critical balance between honouring the family legacy and fostering individual growth, particularly emphasizing the value of "walking your path." He addresses the often-overlooked challenges of choice abundance in wealthy families and stresses the importance of creating safe spaces for honest dialogue between generations. Vincent also highlights the transformative power of peer communities and intentional mentorship, advocating for an approach that acknowledges both the unique blessings and burdens that come with family wealth.About Vincent Valeri Growing up in a multinational family enterprise, Vincent gained firsthand experience of the dynamics families face when working in business and managing wealth together. Like many who grew up in a family business, he learned from the bottom up from a very young age, which solidified his commitment to supporting families in wealth management and entrepreneurship. His professional background includes a Master of Management degree, experience as a management/marketing consultant for major North American companies, and five years in wealth management at one of Canada's largest banks, where he focused on family enterprises and generational wealth transfer.As a Family Enterprise Advisor (FEA) and certified Family Legacy and Executive Leadership Coach, Vincent works as a trusted advisor helping family members develop legacy and enterprise continuity strategies, resolve conflicts, and align their values and vision for wealth and relationships. His experience in wealth management revealed a significant gap between financial management and familial dynamics, leading him to focus on bridging this divide. A recognized speaker on wealth transition and behavioural risk in family enterprises, Vincent lives in Hamilton, Ontario with his wife and two sons.Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Vincent Valeri | Vincent Valeri & Associates and CMG: Website: vincentvaleri.com | cmgpartners.caLinkedIn: Vincent ValeriEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 develop shared language and cultivate intrapreneurial mindsets across generations.Throughout the conversation, Thomas draws compelling parallels between sports team dynamics and family enterprises, illuminating insights about legacy building and sustainable growth. He introduces innovative concepts like the family learning budget and emphasizes the vital role of emotional governance in business success. His practical framework for developing good ownership and fostering collective learning experiences provides valuable guidance for families navigating generational transitions.About Thomas ClarkThomas, the current COO of Veritage International, has dedicated his career to advancing family business education since 2010. His journey began at Business Families Foundation (BFF) in Montreal, where he spent eight years developing innovative educational tools and interactive content to support intrapreneurial initiatives within family businesses. Following BFF's merger with Family Enterprise Canada (FEC) in 2020, he took on the role of National Director of Content Development, where he conducted vital research on Canadian family business transitions and their associated challenges.Driven by his passion for preparing and integrating the next generation of family business leaders, Thomas has consistently worked to create resources that help successors thrive in their roles. Based in Ottawa, he maintains an active lifestyle outside of work, pursuing interests in scuba diving, sailing, hockey, and rugby, while continuing to explore new destinations through his love of travel.Resources discussed in this episode:Family Enterprise CanadaPeter JaskiewiczVeritage InternationalContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Thomas Clark | Veritage International: Website: veritage.caLinkedIn: Thomas ClarkEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 opportunities, finding one's voice, and balancing individual development with family unity in the context of family enterprises. Danielle delves into key topics such as the multifaceted nature of courage within family businesses, the delicate balance between respecting traditions and personal growth, and the unique challenges faced by large, multigenerational families. Listeners will gain valuable insights into navigating the complex landscape of personal development, family dynamics, and wealth management. Danielle offers practical approaches for seizing opportunities, fostering resilience, and promoting understanding across generations. About Danielle SaputoDanielle is a multifaceted professional passionate about personal growth and empowering others. Armed with a Business degree from Concordia University and wealth management certifications from prestigious institutions like the University of Toronto's Rotman School of Management, she brings a wealth of knowledge to her roles. As a Certified Coach recognized by the International Coaching Federation, specializing in Emotional Intelligence and Resilience, Danielle excels at fostering positive change in individuals and organizations.Drawing from her experience as a prominent Canadian Family Business member, Danielle applies her expertise as a Family Enterprise Advisor Designate and Education Facilitator to enhance overall wealth, emphasizing harmony and legacy. As the Owner of RiverTay Facilitation and a Trustee for Lakefield College School, she champions financial literacy and family legacy. Danielle's commitment extends beyond her professional life; she's an author, arts enthusiast, nature lover, and active community volunteer dedicated to balancing her family life with an impactful career.Resources discussed in this episode:I Am Enough: Emerging from the Shadows into the Sunlight of My True SelfThe Cycle of the Gift: Family Wealth and WisdomContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Danielle Saputo | Danielle Saputo Legacy Coach & Family Enterprise Advisor: Website: daniellesaputo.comLinkedIn: Danielle SaputoEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 family enterprises.Throughout the conversation, Joshua explores key concepts such as creating a shared family vision, balancing tradition with innovation, and the role of family champions in driving positive change. He emphasizes the value of collaborative goal-setting, effective governance structures, and aligning family values with business decisions. Listen to our latest episode to hear Joshua's perspectives on crafting enduring family business legacies, fostering intergenerational cooperation, and implementing practical governance solutions that bridge family dynamics with business success.About Joshua NachtJoshua Nacht, Ph.D., is a senior consultant at The Family Business Consulting Group, specializing in creating structured continuity plans for business families. His expertise lies in effective governance, communication, and transitions, focusing on integrating diverse perspectives from multigenerational families into successful strategies. Known for his ability to connect with people, Joshua values the collaborative relationships and trust he builds with his clients. His work spans various critical issues, including next-generation leadership development, role management, and facilitating effective family meetings.As a thought leader in his field, Joshua has co-authored the book "Family Champions and Champion Families," which explores the crucial role of family leaders in sustaining business family success. His groundbreaking research on "The Role of the Family Champion" earned him the prestigious 'Best Dissertation Award' from the Family Firm Institute in 2016. This work has contributed to understanding leadership dynamics within business family ownership groups. Joshua's unique background, which includes leading wilderness skills trips and counselling individuals and families, enhances his holistic approach to family business consulting.Resources: Family Champions and Champion Families: Developing Family Leaders to Sustain the Family EnterpriseFamily Firm InstituteFamily Business Consulting GroupContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Joshua Nacht | The Family Business Consulting Group, Inc.: Website: thefbcg.com/consultants/joshua-nachtLinkedIn: Joshua NachtEmail: [email protected]: (303) 868 5517 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises.Throughout the conversation, Ruschelle highlights the significant impact of uncovering and transforming inherited patterns on both individual well-being and family business performance. She stresses the value of integrating health psychology principles into wealth management strategies, ensuring all family members feel empowered. Ruschelle also touches on the need for families to approach wealth-related issues with a balance of pragmatism and emotional intelligence, seeking outcomes that preserve financial legacy while promoting personal fulfillment across generations.About Ruschelle KhannaRuschelle Khanna has spent over 20 years working at the intersection of family therapy, health psychology, and wealth. A licensed therapist, family advisor and executive coach for women, she brings decades of experience to helping people seize the power of their own ability to heal. She has guided successful families and high-performing individuals in overcoming the challenges of chronic illness, preserving a legacy, and passing on generational wealth. Ruschelle currently hosts masterminds for women focused on stewardship, mindfulness, and overcoming ancestral trauma.Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Ruschelle Khanna | Ruschelle Khanna, LCSW PLLC: Website: lifestyleforlegacy.comLinkedIn: Ruschelle KhannaEmail: [email protected]: (212) 748-9301 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 importance of open communication and diverse perspectives across all family circles. She delves into key topics such as strategic planning for family businesses, the benefits of engaging younger generations early, and the vital role of maintaining family alignment alongside enterprise development. Anna offers practical approaches for creating harmony within family enterprises, building a strong family identity, and addressing the unique challenges of sustaining a business across generations. Listeners will gain valuable insights into balancing tradition with innovation, effectively managing succession planning, and fostering a collaborative environment that supports long-term sustainability and legacy building in family enterprises.About Anna GiampàAnna Giampà is a certified Family Enterprise Advisor (FEA) with over 20 years of consulting experience. As the Chief Learning & Development Officer at Crysalia, she leverages her personal family business background, diverse career path, and varied educational expertise to support clients' complex needs. Anna's experience spans business planning, communications, and strategy, having worked with entrepreneurs, organizational leaders, and in academia.With an MBA in Strategy and Entrepreneurship, Anna brings hands-on experience in strategic, financial, and operations management to her role. She is known for her integrity, collaborative style, and approach grounded in compassion, curiosity, and creativity. Beyond her professional life, Anna is a lifelong learner, foodie, and avid traveller who values quality time with her family and volunteer work for causes close to her heart.Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Anna Giampà | Crysalia:Website: crysalia.caInstagram: @annafiorilli Facebook: Anna G FiorilliLinkedIn: Anna GiampàEmail: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 decision-making processes, illuminating how transparency and shared values can harmonize individual aspirations with broader business goals.The conversation explores crucial themes such as the ripple effects of emotional safety in business settings, the convergence of individual development and collective family enterprise achievements, and the catalytic role of open dialogue in driving positive change. Franco dissects the unique challenges and opportunities in fostering a culture of authenticity within family businesses, underscoring the significant impact of blending self-awareness with a unified vision. His approach provides family enterprises with an innovative blueprint for cultivating lasting success across generations while making meaningful community contributions.Listen to the episode to learn more about Franco's groundbreaking insights, discover how his strategies can transform your family business dynamics, and help build a legacy that truly matters.About Franco LombardoFrancesco Lombardo is a renowned family business advisor and the founder of Veritage, a global advisory firm specializing in emotional governance. With over twenty years of experience, Franco has worked with some of the world's wealthiest families, helping them achieve emotional safety and healthy family dynamics through his Safe Space™ model. His direct yet compassionate approach has made him a sought-after expert, committed to fostering positive and emotionally connected environments for families worldwide.Resources discussed in this episode:Safe Space Governance in ActionContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Franco Lombardo | Veritage International - Family Business Facilitation and Coaching: Website: veritage.caFacebook: Veritage Family CoachingLinkedIn: Francesco Lombardo FEALinkedIn: Veritage InternationalYoutube: Veritage International Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.