Family Business Audiocast cover art

All Episodes

Family Business Audiocast — 62 episodes

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Title
1

Episode 65: Stephan Gerwert on Family Wealth Succession Planning, Cybersecurity, and the German Family Enterprise Ecosystem

2

Episode 64: Luke Jernagan on Building Family Office Services That Go Beyond the Balance Sheet

3

Episode 63: Amy Griman on Trust, Governance, and Human Readiness in Family Office Services

4

Episode 62: Long-Term Stewardship Within Family Enterprise Kelly Pollock and Betsy Cohen

5

Episode 61: Philip Marcovici on Why Family Enterprise Fails Across Generations

6

Episode 60: The Leadership Principles Behind Enduring Institutions and Family Enterprise with James Rosebush

7

Episode 59: Emily Balentine Barbour on Multi-Generational Wealth and Family Legacy at Balentine

8

Episode 58: Building Learning Systems for Family Enterprise Continuity with Jeremy Cheng

9

Episode 57: David Werdiger on the Power of Pause in Family Enterprise Leadership

10

Episode 56: Dr. Jan-Philipp Ahrens on AI, Big Data, and Family Enterprise Research

11

Episode 55: Suzanne Gyorgy on Leveraging Art Collections in Family Wealth Management

12

Episode 54: John Koeppel on the Evolution of Family Business Enterprise Transactions Through Independent Sponsors

13

Episode 53: Henry Brandts-Giesen on Asia's Rising Wealth and the Future of Family Office Services

14

Episode 52: Karen McNeill on Using Family Stories to Strengthen the Multi-Generational Family Business

15

Episode 51: Rick Holton on Leading Family Businesses and Building Communities of Like-Minded Entrepreneurs

16

Episode 50: Jennifer East on Aligning Family Business Generations and Building Governance for Lasting Family Unity

17

Episode 49: Kimberly Eddleston on Driving Innovation Across Generations and Families Navigating Legacy

18

Episode 48: Roger Vincent on Partnership-Driven Private Equity and Building Long-Term Alignment

19

Episode 47: David Burleigh on Aligning Capital, Interests, and Mission in the Family Business

20

Episode 46: Laura Gambineri on Governance, Global Planning & Legacy in the Family Enterprise

21

Episode 45: Legacy, Control, and Socioemotional Wealth with Luis Gomez-Mejia & Ignacio Requejo

22

Episode 44: Family Financial Planning Across Generations with Shelley Forsythe

23

Episode 43: Richard Wolkowitz on Bridging Generational Gaps in Family Business

24

Episode 42: The Three Pillars of Wealth Legacy with Adrienne Penta and Lane McDonald

25

Episode 41: Succession Planning and Family Office Management with Octavian Pilati

26

Episode 40: Navigating Trustee Liability in Family Estate Planning with Judith Pearson

27

Episode 39: Talent Acquisition for Family Office Management with Bill Stranberg

28

Episode 38: Bridging Crypto and Philanthropy in Family Business with Robbie Heeger

29

Episode 37: Bridget Kustin and Emanuela Rondi on the Evolution of Family Enterprise Impact

30

Episode 36: Christina Wing and Maryann Bell on Legacy as a Living Concept

31

Episode 35: Bobby Stover on the Four Pillars of Family Enterprise Success

32

Episode 34: Brandon Henry on Managing Illiquid Assets in Family Business Enterprises

33

Episode 33: Creating Lasting Family Legacy Through Effective Governance and Communication

34

Episode 32: The Wealth 3.0 Paradigm: Balancing Tradition and Innovation in Family Enterprises with Jim Grubman

35

Episode 31: The Art of Letting Go: Kristi Daeda on Family Business Transitions

36

Episode 30: Strategic Family Office Management with Shaun Parkin of Hall Road Investments

37

Episode 29: Kirby Rosplock on Financial Literacy and Wealth Succession Planning

38

Episode 28: The Dimmer Switch Approach to Family Businesses with Valerie Galinskaya

39

Episode 27: Why Selling - Not Gifting - Is Key to Family Enterprise Continuity with Tom Deans

40

Episode 26: Drew Sheinman & Brett Johnson: Revolutionizing Sports Investment for Family Offices

41

Episode 25: Applying Venture Capital Principles to Family Business Enterprise with Ilya Strebulaev

42

Episode 24: Wendy Diamond on Navigating Strategic Growth in Family Wealth Office Structures

43

Episode 23: Navigating Business Transitions in Family Wealth Office Structures with PNC Experts Emily Bouchard and Jim Benedict

44

Episode 22: The Five C's of Family Enterprise Sustainability with Dave Specht

45

Episode 21: Building Multi-Generational Family Wealth Office Success with Karen Costa

46

Episode 20: The $3B Family Enterprise Journey with Kyle Chapman

47

Episode 19: Navigating Complex Family Business Enterprise Systems with Peter Vogel

48

Episode 18: Governance Structures in Global Family Enterprise with Elizabeth Bagger & Lena Chihab

49

Episode 17: Preparing Next-Gen Leaders in Family Enterprise with Jason Ma & Michelle Bross

50

Episode 16: The "Sticky Baton" Problem in Family Enterprise Succession with David Werdiger

51

Episode 15: European Family Financial Planning Models with Massimo Bau

52

Episode 14: The Habsburg Dynasty: A Masterclass in the Family Business Enterprise

53

Episode 13: Balancing Tradition and Innovation in Family Financial Planning with Alfredo De Massis

54

Episode 12: Technology & Governance in Family Office Management with Phil Strassler and Adriana Zaluka

55

Episode 11: Guillermo Salazar on Building Sustainable Family Wealth Across Generations

56

Episode 10: Exploring Family Enterprise Governance and Continuity with Angelo Robles

57

Episode 9: Building Meaningful Relationships in Family Enterprise with Bruce Kasanoff

58

Episode 8: Academic Insights on Family Enterprise Innovation with Professor Matt Hughes

59

Episode 7: John Bailey Explores Family Financial Planning in the AI Era

60

Episode 6: Building Strategic Family Enterprise Systems with Richard Wolkowitz

61

Episode 5: Navigating Family Office Management with Harvard's Christina Wing

62

Episode 4: Ruby Hugueny on the Family Business Enterprise