All Episodes
Family Business Audiocast — 69 episodes
Episode 72: Family Flourishing and the Six Stages of Family Enterprise Life Cycle
Episode 71: Rebecca Gooch on Succession Planning and the Family Enterprise Boom
Episode 70: Rethinking the Family CIO Role for the Modern Family Enterprise
Episode 69: Josh Baron on the Six Forces That Break a Family Business Enterprise
Episode 68: Tom McCullough on Family Estate Planning and the Five Pillars of Wealth
Episode 67: Raising Stewards of Wealth — Susan Schoenfeld on Family Enterprise
Episode 66: Dennis Jaffe on Governance, Legacy, and the Family Business Enterprise
Episode 65: Stephan Gerwert on Family Wealth, Succession Planning, and the German Family Enterprise Ecosystem
Episode 64: Luke Jernagan on Building Family Office Services That Go Beyond the Balance Sheet
Episode 63: Amy Griman on Trust, Governance, and Human Readiness in Family Office Services
Episode 62: Long-Term Stewardship Within Family Enterprise Kelly Pollock and Betsy Cohen
Episode 61: Philip Marcovici on Why Family Enterprise Fails Across Generations
Episode 60: The Leadership Principles Behind Enduring Institutions and Family Enterprise with James Rosebush
Episode 59: Emily Balentine Barbour on Multi-Generational Wealth and Family Legacy at Balentine
Episode 58: Building Learning Systems for Family Enterprise Continuity with Jeremy Cheng
Episode 57: David Werdiger on the Power of Pause in Family Enterprise Leadership
Episode 56: Dr. Jan-Philipp Ahrens on AI, Big Data, and Family Enterprise Research
Episode 55: Suzanne Gyorgy on Leveraging Art Collections in Family Wealth Management
Episode 54: John Koeppel on the Evolution of Family Business Enterprise Transactions Through Independent Sponsors
Episode 53: Henry Brandts-Giesen on Asia's Rising Wealth and the Future of Family Office Services
Episode 52: Karen McNeill on Using Family Stories to Strengthen the Multi-Generational Family Business
Episode 51: Rick Holton on Leading Family Businesses and Building Communities of Like-Minded Entrepreneurs
Episode 50: Jennifer East on Aligning Family Business Generations and Building Governance for Lasting Family Unity
Episode 49: Kimberly Eddleston on Driving Innovation Across Generations and Families Navigating Legacy
Episode 48: Roger Vincent on Partnership-Driven Private Equity and Building Long-Term Alignment
Episode 47: David Burleigh on Aligning Capital, Interests, and Mission in the Family Business
Episode 46: Laura Gambineri on Governance, Global Planning & Legacy in the Family Enterprise
Episode 45: Legacy, Control, and Socioemotional Wealth with Luis Gomez-Mejia & Ignacio Requejo
Episode 44: Family Financial Planning Across Generations with Shelley Forsythe
Episode 43: Richard Wolkowitz on Bridging Generational Gaps in Family Business
Episode 42: The Three Pillars of Wealth Legacy with Adrienne Penta and Lane McDonald
Episode 41: Succession Planning and Family Office Management with Octavian Pilati
Episode 40: Navigating Trustee Liability in Family Estate Planning with Judith Pearson
Episode 39: Talent Acquisition for Family Office Management with Bill Stranberg
Episode 38: Bridging Crypto and Philanthropy in Family Business with Robbie Heeger
Episode 37: Bridget Kustin and Emanuela Rondi on the Evolution of Family Enterprise Impact
Episode 36: Christina Wing and Maryann Bell on Legacy as a Living Concept
Episode 35: Bobby Stover on the Four Pillars of Family Enterprise Success
Episode 34: Brandon Henry on Managing Illiquid Assets in Family Business Enterprises
Episode 33: Creating Lasting Family Legacy Through Effective Governance and Communication
Episode 32: The Wealth 3.0 Paradigm: Balancing Tradition and Innovation in Family Enterprises with Jim Grubman
Episode 31: The Art of Letting Go: Kristi Daeda on Family Business Transitions
Episode 30: Strategic Family Office Management with Shaun Parkin of Hall Road Investments
Episode 29: Kirby Rosplock on Financial Literacy and Wealth Succession Planning
Episode 28: The Dimmer Switch Approach to Family Businesses with Valerie Galinskaya
Episode 27: Why Selling - Not Gifting - Is Key to Family Enterprise Continuity with Tom Deans
Episode 26: Drew Sheinman & Brett Johnson: Revolutionizing Sports Investment for Family Offices
Episode 25: Applying Venture Capital Principles to Family Business Enterprise with Ilya Strebulaev
Episode 24: Wendy Diamond on Navigating Strategic Growth in Family Wealth Office Structures
Episode 23: Navigating Business Transitions in Family Wealth Office Structures with PNC Experts Emily Bouchard and Jim Benedict
Episode 22: The Five C's of Family Enterprise Sustainability with Dave Specht
Episode 21: Building Multi-Generational Family Wealth Office Success with Karen Costa
Episode 20: The $3B Family Enterprise Journey with Kyle Chapman
Episode 19: Navigating Complex Family Business Enterprise Systems with Peter Vogel
Episode 18: Governance Structures in Global Family Enterprise with Elizabeth Bagger & Lena Chihab
Episode 17: Preparing Next-Gen Leaders in Family Enterprise with Jason Ma & Michelle Bross
Episode 16: The "Sticky Baton" Problem in Family Enterprise Succession with David Werdiger
Episode 15: European Family Financial Planning Models with Massimo Bau
Episode 14: The Habsburg Dynasty: A Masterclass in the Family Business Enterprise
Episode 13: Balancing Tradition and Innovation in Family Financial Planning with Alfredo De Massis
Episode 12: Technology & Governance in Family Office Management with Phil Strassler and Adriana Zaluka
Episode 11: Guillermo Salazar on Building Sustainable Family Wealth Across Generations
Episode 10: Exploring Family Enterprise Governance and Continuity with Angelo Robles
Episode 9: Building Meaningful Relationships in Family Enterprise with Bruce Kasanoff
Episode 8: Academic Insights on Family Enterprise Innovation with Professor Matt Hughes
Episode 7: John Bailey Explores Family Financial Planning in the AI Era
Episode 6: Building Strategic Family Enterprise Systems with Richard Wolkowitz
Episode 5: Navigating Family Office Management with Harvard's Christina Wing
Episode 4: Ruby Hugueny on the Family Business Enterprise