Authors @ Drucker

In this episode, Dave Specht interviews Alex Bean, author of "Factory for Good: The Pitfalls of Prosperity and How to Avoid Them".Alex Bean is a Managing Partner of Tandem Ventures, an investment group that leverages operator experience to generate investments in promising startups. Previously, he was the Co-Founder of Divvy, a business expense and budget management platform. Bean knows firsthand what it takes to be an operator and founder, and is passionate about helping the current and next generation of founders succeed.

In this episode, Dave Specht interviews Sudev Sheth on his book "Bankrolling Empire: Family Fortunes and Political Transformation in Mughal India".Sudev Sheth is a Senior Lecturer in History at both The Lauder Institute and the Department of History at the University of Pennsylvania. He was previously the Harvard Harvard-Newcomen Fellow in Business History at Harvard Business School, where he taught both MBA and doctoral students. His research interests include the social and cultural history of South Asia, as well as business history and family enterprise in past and present societies.Sheth earned a PhD in History and South Asia Studies from the University of Pennsylvania, an MA in History from Jawaharlal Nehru University, New Delhi, and a BA in South and Southeast Asian Studies from the University of California, Berkeley.

In this episode, Dave Specht interviews Bo Burlingham & Paul Spiegelman on their book "Small Giants: Companies That Choose to Be Great Instead of Big".Bo Burlingham and Paul Spiegelman are Co-Founders of the Small Giants Community, a group of leaders from various industries and locations that aim to foster a purpose- or values-driven leadership approach. Burlingham is the author of Small Giants: Companies That Choose to Be Great Instead of Big and Finish Big: How Great Entrepreneurs Exit Their Companies on Top, as well as co-author of books like The Great Game of Business and A Stake in the Outcome. He is currently the Editor-at-Large of Inc. Magazine and previously freelanced for publications such as Esquire, Harper’s, Boston Magazine, and Mother Jones. He was also the Managing Editor of Ramparts Magazine and a writer at Fidelity Investments for Peter Lynch, Ned Johnson, and others. Spiegelman is a New York Times bestselling author and recipient of the Ernst & Young Entrepreneur of the Year Award. He also speaks on topics such as leadership, employee engagement, corporate culture, entrepreneurship, and customer relationships. He has been featured in publications like The Wall Street Journal, Forbes, and Inc. Magazine. In addition, Spiegelman is the Founder of BerylHealth and The Beryl Institute and was the Chief Culture Officer at Stericycle.

In this episode, Dave Specht interviews Frank McCourt about his book. "Our Biggest Fight: Reclaiming Liberty, Humanity, and Dignity in the Digital Age".Frank McCourt is an entrepreneur, business leader, and philanthropist. He is the Founder of Project Liberty, an initiative dedicated to creating a better web and world. He is also the Executive Chairman of McCourt Global, a private family enterprise founded in 1893 that works across real estate, sports, technology, media, and capital investment industries. In addition, McCourt owns the French football club Olympique de Marseille and was previously the owner and chairman of the Los Angeles Dodgers and Dodger Stadium. McCourt is a Georgetown University alumnus and the foundational donor of Georgetown’s McCourt School of Public Policy.

In this episode, Dave Specht interviews Ellen Langer on her book "The Mindful Body: Thinking Our Way to Chronic Health".Ellen Langer is a Professor of Psychology at Harvard and is known as the “mother of mindfulness.” For over 40 years, she has studied mindfulness/mindlessness and has authored five books on the topic, beginning with her bestseller, Mindfulness, and her latest, "The Mindful Body: Thinking Our Way to Chronic Health." In addition, she has written 13 books and over 200 research articles. Her research lab conducts studies on health, happiness, decision making, education, business, and culture, all through the lens of mindfulness.  Langer earned her PhD in Social and Clinical Psychology at Yale University.

In this episode, Dave Specht interviews Stephen Goldbart, Stacy Allred, and Joan DiFuria on their book, "The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth".Stephen Goldbart, PhD, has over 40 years of professional experience as a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. He is interested in the psychology of life transitions and how wealth can enrich one’s life and the lives of others. Goldbart works with individuals, families, and organizations to help them fulfill and maintain their personal, professional, and philanthropic objectives.Stacy Allred, CFP, is the Managing Director, Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Previously, she was at Merrill Private Wealth Management and founded the Merrill Center for Family Wealth during her twenty years there. She also provided financial planning and tax services to multigenerational families and executives at Ernst & Young. Allred’s mission is to help individuals and families with topics like family governance, transition planning, and family dynamics. Joan DiFuria, MFT, is a licensed psychotherapist as well as a globally recognized speaker and consultant for family businesses, family offices, and families of wealth. She is the co-developer and leader of training programs that address the psychology of wealth and life planning. She also holds 18 years of industry experience as a National Marketing Director and Director of Long-Term Strategic Operations for a multinational metals distribution corporation.DiFuria and Goldbart are Co-Founders of the Money, Meaning, and Choices Institute, a group of facilitators and advisors that draw upon psychological and business expertise to provide client and institutional services.

In this episode, Dave Specht interviews Jennifer Wines on her book "Invisible Wealth: 5 Principles for Redefining Personal Wealth in the New Paradigm".Jennifer Wines has worked at some of the top private wealth management institutions in the world, namely Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston and a Certified Private Wealth Advisor designation from Booth Business School in Chicago. While at Fidelity, she developed a proof of concept and prototype for an enterprise solution, which was advanced into incubation.Her strong background with words and numbers, paired with her entrepreneurial spirit, makes her a trusted voice on the topic of redefining wealth for the next generation.Named one of the Top 100 Women of the Future, Wines founded Invisible Wealth Consulting to help individuals and institutions usher in the next generation of wealth.She is the author of Invisible Wealth and an international speaker. Seen/heard: Financial Times, The New York Times, JPMorgan Private Bank, YPO, Microsoft, Columbia University, and more.

In this episode, Dave Specht interviews Len Jessup on his book Self Less: Lessons Learned from A Life Devoted to Servant Leadership, in Five Acts.Len Jessup is a distinguished leader in higher education, serving as a two-time university president (Claremont Graduate University; University of Nevada, Las Vegas), two-time business school dean (University of Arizona, Washington State University), and business school professor. He is deeply interested in innovation, entrepreneurship, leadership, and organizational change. In addition, Jessup received the prestigious CEO Award from the Council for Advancement and Support of Education (CASE) District VII, among other awards. He holds a doctorate in Management and Organizational Behavior from the University of Arizona. He also earned his MBA and BA in Information and Communication Studies, both from California State University, Chico.

In this episode, Dave Specht interviews Dennis Jaffe on his book Cross Cultures: How Global Families Negotiate Change Across Generations.Dennis Jaffe, currently a Senior Research Fellow at Banyan Global, is a San Francisco-based advisor to families regarding topics like family business, governance, wealth, and philanthropy. He is the author of numerous books on families, such as Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises, Cross Cultures: How Global Families Negotiate Change Across Generations, Stewardship in Your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America.In 2021, Jaffe was recognized by Family Wealth Report for his Outstanding Contribution to Wealth Management Thought Leadership. In 2017, the Family Firm Institute awarded him the International Award for Service, and in 2005, he received the Beckhard Award for service to the field. He holds a BA in Philosophy, an MA in Management, and a PhD in Sociology, all from Yale University.

In this episode, Dave Specht interviews Allen Weiss on his book "The Brand Benefits Playbook: Why Customers Aren’t Buying What You’re Selling – And What to Do About It". Allen Weiss is an emeritus professor at the University of Southern California. His academic research focuses on decision-making in B2B companies, especially in high-tech markets. For over 30 years, Weiss has helped a variety of organizations (e.g., Texas Instruments, Intel, Hughes Space & Communications, Northrop Grumman) on market segmentation & positioning based on brand benefits. He is also the Founder & CEO of MarketingProfs, LLC, a B2B training & events company with over 600,000 subscribers, 457,000 Twitter followers, & 55,000 LinkedIn followers. Debbie MacInnis is the Charles L. & Ramona I. Hilliard Professor of Business Administration & Emerita Professor of the Marshall School of Business at the University of Southern California and the Doris Drucker Chair & Full Research Professor at the Peter F. Drucker and Masatoshi Ito Graduate School of Management at Claremont Graduate University. An expert on consumer behavior and branding, she is a Fellow of the American Marketing Association, the Association for Consumer Research, & the Society for Consumer Psychology. In addition to being a prolific author, MacInnis consults with major consumer goods companies, branding agencies, and advertising agencies.Link to the book on Amazon: https://amzn.to/3KBweC1

In this episode, Dave Specht interviews Richie Norton on his book "Anti-Time Management: Reclaim Your Time and Revolutionize Your Results with the Power of Time Tipping". Richie Norton is an award-winning, bestselling author and entrepreneur known for books like "The Power of Starting Something Stupid" & "Résumés Are Dead & What to Do About It". Recognized as one of the world’s top 100 business coaches, Norton is also an international speaker, having appeared at events like TEDx and Google Startup Grind. A serial entrepreneur, Norton is the founder of Global Consulting Circle, which specializes in creating & scaling business models for venture-backed startups. He is also the CEO and Co-Founder of PROUDUCT, an INC. 5000 company that provides global entrepreneurship solutions to businesses.Link to the book on Amazon: https://amzn.to/4iF3lBG

In this episode, Dave Specht interviews Bridget Hilton & Joe Huff on their book "Experiential Billionaire: Build a Life Rich in Experiences and Die with No Regrets". Bridget Hilton & Joe Huff are business partners & keynote speakers who help individuals enrich their lives and careers with fulfilling experiences. They share their insights about topics such as mental health, workplace belonging, wellness, motivation, & burnout at Fortune 500 companies, conferences, and communities. Bridget is also the founder of LSTN Sound Co., the first social good electronics company, which has funded hearing aids for over 50,000 people through worldwide sales of headphones and speakers. She was recognized by Forbes and Inc Magazine's 30 Under 30, Entrepreneur's 15 Women to Watch, and NAWBO's Rising Star. Joe has over 30 years of experience as an entrepreneur, founder, and owner. He has helped thousands of individuals around the world through his philanthropic work, created numerous 8-figure businesses, & has had many successful exits.Link to the book on Amazon: https://amzn.to/441XdNP

In this episode, Dave Specht interviews David York on his book "The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World". David York is an estate planning attorney, CPA, & Director of the Salt Lake City law firm of York Howell & Guymon. With over two decades of experience working with a diverse clientele across the wealth spectrum, York has represented first-generation wealth creators, fifth-generation wealth maintainers, & everyone in between. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) & the Dean of Legacy with the Purposeful Planning Institute. A highly sought-after speaker, York has spoken at numerous public groups & professional organizations such as TEDxSaltLakeCity, the Million Dollar Roundtable, Q Commons, & the Institute of Family Governance. He currently serves on the Board of Directors of Healing Nations & Holding Out HELP.Link to the book on Amazon: https://amzn.to/4pJq2XD

In this episode, Dave Specht interviews Katherine Howe on her book "Astor: The Rise and Fall of an American Fortune". Katherine Howe is a New York Times bestselling & award-winning historian & novelist. She is the author of several novels for adult & young adult audiences, has edited two volumes of primary sources for Penguin Classics, & is the co-author (with Anderson Cooper) of the #1 New York Times bestselling books "Vanderbilt" & "Astor". Her expertise & insights have been featured on Good Morning America, CBS This Morning, NPR’s The Weekend Edition, & the BBC, to name a few. Howe received her BA in Art History & Philosophy from Columbia & an MA in American & New England Studies from Boston University.Link to the book on Amazon: https://amzn.to/4phu61q

In this episode, Dave Specht interviews Rob Lachenauer on his book "Harvard Business Review: Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise". Rob Lachenauer has been an advisor, business leader, & writer throughout his career. He is the Managing Partner & co-founder of BanyanGlobal, a team of family business advisors that helps clients realize their true potential & become more effective owners. An expert on leadership & governance for family businesses, Lachenauer has worked closely with families throughout the world. He is also a frequent collaborator with Harvard Business Review & co-author (with George Stalk) of "Hardball: Are You Playing to Play or Playing to Win?". Lachenauer holds a BA from Cornell University & an MBA from Harvard University.Link to the book on Amazon: https://amzn.to/4av8xFU

In this episode, Dave Specht interviews Peter Vogel on his book "Family Office Navigator: Your Guide to Building a Multigenerational Family Office". Peter Vogel is Professor of Family Business & Entrepreneurship at IMD Business School. An expert on family enterprises, he leads IMD’s work in this field as Director of the IMD Global Family Business Center & Debiopharm Chair of Family Philanthropy. He was named by Poets&Quants as one of the world’s best business school professors under the age of 40 in 2022 & included in Family Capital’s Top 100 Family Business Influencers list in both 2020 and 2022. Vogel works with families, owners, boards, & executives of family enterprises and family offices around the world, focusing on transformations, governance, ownership & leadership succession, wealth management, fostering entrepreneurialism & innovation within the system, & on establishing professional boards & leadership teams. He does so through major transformation journeys that include custom programs, advisory work, & open programs, as well as tailored diagnostics & workshops.Link to book on Amazon: https://amzn.to/44uH1ok

In this episode, Dave Specht interviews Bernie Jaworski on his book "Creating the Organization of the Future: Building on Drucker and Confucius Foundations". Bernie Jaworski is the Drucker Chair in Management & the Liberal Arts, which is named in honor of Peter Drucker, the founder of modern management & the namesake of the Drucker School. He is also an ISBM & AMA Marketing Fellow. Jaworski comes to the Drucker School from the Switzerland-based IMD, a highly regarded international business school. Before working at IMD, Jaworski spent a decade as a senior partner of the Monitor Group, a global management consulting firm. During his Monitor career, he co-founded & co-led two global practice areas: the e-commerce practice & the executive education unit. Among other activities, he was a senior team member of several significant multi-year corporate transformations for multinational clients in various sectors, notably pharmaceuticals, biotech, & medical devices. He is the co-author of four textbooks on e-commerce and has taught topics including leadership, corporate strategy, and service management.Link to the book on Amazon: https://amzn.to/4oqzOww

In this episode, Dave Specht interviews Jay Hughes on his book "The Cycle of the Gift: Family Wealth and Wisdom". James (Jay) E. Hughes, Jr., Esq., is the author & co-author of numerous books, including "Family Wealth: Keeping It in the Family", "Family – The Compact Among Generations", & "The Voice of the Rising Generation". He maintains a variety of roles, such as being a member of the Advisory Board of Arlington Partners, the Chair Emeritus & Chair of the Distribution & Beneficiary Life Enhancement Committee of Lineage Trust Company, & a Fellow of the Family Firm Institute. Hughes is a graduate of Princeton University & Columbia School of Law. He is a counselor to the Family Office Exchange & recipient of its Founder’s Award, the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, & the Family Wealth Report Lifetime Achievement Award. In 2021, the James E. Hughes, Jr. Foundation (JEHJF) was founded – in his honor and as a gift to him – to advance the field of family wealth management & generational well-being. Rooted in his landmark Five Capitals research, the JEHJF is designed to spread the spirit of Hughes to as many individuals who have this desire.Link to the book on Amazon: https://amzn.to/48JtRGq

In this episode, Dave Specht interviews Karen Dillon on her book "How Will You Measure Your Life? Finding Fulfillment Using Lessons From Some of the World’s Greatest Businesses". Karen Dillon is the former editor of Harvard Business Review & a prolific writer whose works include The New York Times bestseller "How Will You Measure Your Life?" (co-authored with Clayton Christensen), "The Microstress Effect: How Little Things Pile Up and Create Big Problems – and What to Do about It" (co-authored with Rob Cross), & Wall Street Journal business bestseller "Competing Against Luck: The Story of Innovation" & "Customer Choice and The Prosperity Paradox: How Innovation Can Lift Nations Out of Poverty" (Thinkers50 finalist, Breakthrough Idea, 2019). Dillon is also the Editorial Director of Banyan Global, a group of Family Business Advisors that brings together deeply integrated & multidisciplinary expertise in family, business, finance, ownership, and philanthropy.Link to the book on Amazon: https://amzn.to/4oosr9b

In this episode, Dave Specht interviewed Seth Godin on his book "The Song of Significance: A New Manifesto for Teams". Seth Godin describes himself as a teacher and someone who does projects. Godin has spent most of his life as a professional writer & has published 20 bestselling books that were translated into nearly 40 languages. In addition, more than 60,000 people have taken his online courses. Godin is in the Guerrilla Marketing Hall of Fame, the Direct Marketer Hall of Fame, & the Marketing Hall of Fame. He has given five TED talks that have been viewed more than 10 million times. He is a pioneer of ethical online direct marketing, which is now a $30bn a year industry.Link to the book on Amazon: https://amzn.to/3MhDLq2

On this episode of "Authors @ Drucker", Dave Specht interviews Whitney Johnson on her book "Disrupt Yourself: Master Relentless Change and Speed Up Your Learning Curve". Whitney Johnson is the CEO of Disruption Advisors, a leadership development company. She was named a 2021 Top 10 Business Thinker by Thinkers50 & is a globally recognized thought leader, keynote speaker, executive coach, & consultant. Johnson shares her passion for personal disruption through her keynote addresses, lectures at Harvard Business School’s Corporate Learning, & her Fundamentals of Entrepreneurship LinkedIn Learning course. She is the author of the award-winning books "How to Build an A-Team," "Disrupt Yourself," & "Dare, Dream, Do," & a frequent contributor to the Harvard Business Review and MIT Sloan Management Review. Johnson also hosts the Disrupt Yourself podcast, which is ranked in the top .5% of listenership for all podcasts. A former award-winning Wall Street equity analyst, Johnson understands how companies work, how investors think, & how the best coaches coach, all of which she brings to her work.Link to the book on Amazon: https://amzn.to/3Mcgy8K

In this episode, Dave Specht interviews Russ Alan Prince & Bob Daugherty on their book "How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives". Russ Alan Prince is one of the most published authors on the topic of private wealth. He has completed work on 40 books covering a range of subjects from investor psychology to luxury spending, from understanding the middle-class millionaire to the political philosophies of the super-rich. His body of work is regularly consulted by affluent individuals & families, elite advisors, family offices, private bankers, wealth managers, academics, & the press. Collectively, the cache of research-based insights within Prince’s publications is the most complete empirical analysis in the field and the largest, most comprehensive database on the topic. Robert C. Daugherty served as the Dean of the Forbes School of Business & Technology & is a Professor of Strategy & Finance. Having served on over two dozen corporate boards, he regularly advises private equity firms, institutional investors, & family offices on mergers & acquisitions & corporate governance. He writes a regular column for Forbes China on investing and leadership.Link to the book on Amazon: https://amzn.to/44GCkrs

In this episode, Dave Specht interviews Jamie Weiner on his book "The Quest for Legitimacy: How Children of Prominent Families Find Their Unique Place in the World".Jamie Weiner, Psy.D., a psychologist, is co-founder (along with Russ Haworth, a family business adviser) of Quest for Legitimacy, a series of intimate conversations with the rising generation of prominent families from around the world. It started with one simple question: “What is it like growing up in the land of giants?” The mission is to support those raised in prominent families to successfully break through their felt isolation & navigate their quest for legitimacy.Weiner, whose work is focused on promoting different populations to rise above their circumstances, also runs Inheriting Wisdom with his wife, Carolyn Friend, Psy.D., helping families address the problems that exist behind the money or family businesses. Weiner & Friend are coauthors of "The Legacy Conversation: The Missing Gem in Wealth Planning". In addition, Weiner is a fellow of the Family Firm Institute (FFI), where he has served on the global board & chaired the editorial board of its online publication.Link to the book on Amazon: https://amzn.to/3XYxPF1

In this episode, Dave Specht interviews Trudy Cathy White on her book "A Quiet Strength: The Life and Legacy of Jeannette M. Cathy". Trudy Cathy White is a native Georgian & the only daughter of Jeannette M. & S. Truett Cathy, the founders of Chick-fil-A, Inc. She began working for the family business at 19, becoming the youngest restaurant operator at the time. Although she just finished her first year at Samford University, her father believed in her & handed her the keys. White took a year off from school to run the restaurant &, in that time, hired fellow Samford student & future husband John White. She currently serves as an ambassador for the family business, attending new restaurant openings & other corporate events. As a mother to four and grandmother to sixteen, White lives to serve & love others. She recognizes that our attitudes, faith systems, & habits are tied to the values we are taught as children.Link to the book on Amazon: https://amzn.to/4pL6rq7

In this episode, Dave Specht interviews Kristin Keffeler on her book "The Myth of the Silver Spoon: Navigating Family Wealth & Creating An Impactful Life". Kristin Keffeler, MSM, MAPP is a thought leader, writer, & speaker at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She is the founder & principal for Illumination360 & the Chief Learning Officer for the Johnson Financial Group, a multi-family office & wealth management firm based in Denver. As a consultant, she guides affluent & enterprising families, rising gen, & the professionals who support them in embracing the positive power of wealth and doing the “inner work” of money. Her recent publishing credits include Harvard Business Review, Trusts & Estates Magazine, & the University of Pennsylvania’s Scholarly Commons. Keffeler has a Master’s in Business Management with a concentration in Public Health from the University of Denver & a Master’s in Applied Positive Psychology from the University of Pennsylvania.Link to book on Amazon: https://amzn.to/48seMHU

In this episode, Dave interviews Tom McCullough on his book "Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors". Tom McCullough is the Chairman, CEO, & Co-Founder of Northwood Family Office. Northwood, the leading multi-family office in Canada, was established in 2003 to provide integrated & holistic family office services to Canadian families of wealth. He has spent over 35 years in the wealth management family office field & was awarded Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America) by the 2020 Family Wealth Report Awards.McCullough is an Adjunct Professor of Finance at the University of Toronto’s Rotman School of Management & an Entrepreneur-in-Residence at Western University’s Ivey School of Business. He has an MBA from York University & the CIM (Chartered Investment Manager) & CIWM (Certified International Wealth Manager) designations.Link to book on Amazon: https://amzn.to/4rreiL7

In this episode, Dave Specht interviews Chad Ford on his book "Dangerous Love: Transforming Fear and Conflict at Home, at Work, and in the World". Chad Ford is an associate professor of International Cultural Studies & Director of the McKay Center for Intercultural Understanding at BYU-Hawaii. His emphasis is on intercultural peacebuilding & mediation. He has led peacebuilding workshops & mediations around the world, including in the Middle East, Africa, Northern Ireland, Cyprus, Australia, New Zealand, & the United States. Ford was also the co-founder & former CEO of Sportstalk.com, a highly successful internet start-up that was purchased by ESPN in 2001. He spent several years as a senior editor & writer at ESPN before leaving his full-time position in 2005 to take on his current roles with the McKay Center. As the Director of the McKay Center, Ford leads a team dedicated to fulfilling President David O. McKay’s vision that “from this school … will go men and women whose influence will be felt for good towards the establishment of peace internationally.” Those projects include community reconciliation initiatives, peer mediation, Anatomy of Peace workshops, & various other projects in conjunction with partners worldwide. Ford also works on several projects outside the Center. Currently, he’s partnering on a major project in the Middle East & in several cities in the US with the Arbinger Institute & PeacePlayers to create sustainable peace between communities in conflict.Link to the book on Amazon: https://amzn.to/47drdbs

In this episode, Dave Specht interviews Amy Hart Clyne on her book "Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families". Amy Hart Clyne has dedicated her career to helping prosperous families fulfill the promise & potential of their legacies. As Chief Knowledge & Learning Officer at Pitcairn, she empowers wealthy families through education while pioneering research & best practices that elevate the role of advisors to one of true partnership. Clyne runs Pitcairn’s Gen7 Project, the firm’s thought leadership & learning lab providing unique resources, actionable content, & educational tools to families undergoing major wealth transitions. She has an MBA in Marketing from Columbia Business School at Columbia University and a BA in international relations from Colgate University. She holds the designation of Certified Financial Planner™ & is a Certified Family Business Advisor.Link to the book on Amazon here: https://amzn.to/4oMzKrS

In this episode, Dave Specht & Jim Grubman discuss Jim's book, "Strangers in Paradise: How Families Adapt to Wealth Across Generations". Jim Grubman is a Boston-based family advisor who has worked with individuals, couples, and families of wealth for over 30 years. He is the author of "Strangers in Paradise: How Families Adapt to Wealth across Generations" & the co-author (Dennis Jaffe) of "Cross Cultures: How Global Families Negotiate Change Across Generations". His work has been featured in print, online, and television media, & speaking engagements in wealth management and family dynamics. Recently, Grubman and Jaffe received the prestigious 2021 Family Wealth Report Award for Outstanding Contribution to Thought Leadership. Grubman is also active in the UHNW Institute, where he oversees content and curriculum development for the industry & families. He is a Fellow of the Family Firm Institute and the Purposeful Planning Institute, & a member of the Boston Estate Planning Council & the internationally-based Society of Trust & Estate Practitioners (STEP). Grubman has a PhD in Psychology from the University of Vermont & an MA from the University of Michigan.Link to the book on Amazon: https://amzn.to/4nptSU9

In this episode, Dave Specht interviews Professor Mircea Raianu about his book, "Tata: The Global Corporation That Built Indian Capitalism." In this interview, we discuss the history & development of one of the world's largest family-controlled businesses. Dave Specht is the author of "The Family Business Whisperer" & creator of The Family Business Masterclass (www.familybusinessmasterclass.com) with Dennis Jaffe. He is also the developer of The Generational Wealth Masterclass (www.generationalwealthmasterclass.org) with James E. Hughes Jr. His professional mission is to Preserve Families and Perpetuate Businesses.Mircea Raianu is an Assistant Professor of History at the University of Maryland and teaches courses on South Asia, the Indian Ocean world, and the history of global capitalism. He is affiliated with the Ed Snider Center for Enterprise and Markets at the Robert H. Smith Business School, & co-organizes the Histories of Global Capitalism Forum (HGCF) in the Department of History. Raianu is a historian of modern South Asia. His primary research & teaching interests are capitalism & economic life. He is currently writing a series of related articles about India’s economy that include topics such as the transition from trade to industry in the context of global financial crises and the intellectual history of Indian capitalism during the interwar period. He has a PhD in History from Harvard University & a BA in History from the University of California, Berkeley.The link to the book on Amazon here: https://amzn.to/4qE0cWo

In this episode, Dave Specht interviews Dennis Jaffe on his book "Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises". They discuss Dennis' landmark study of family businesses that have survived generational transitions to reach 100+ years. Dave Specht is the author of The Family Business Whisperer & creator of The Family Business Masterclass (www.familybusinessmasterclass.com) with Dennis Jaffe. He is also the developer of The Generational Wealth Masterclass (www.generationalwealthmasterclass.org) with James E. Hughes Jr. His professional mission is to Preserve Families and Perpetuate Businesses.Dennis Jaffe, a Senior Research Fellow with Banyan Global Advisors, is a San Francisco-based advisor to families about family business, governance, wealth, and philanthropy. Besides this book, he is the author of Cross Cultures: How Global Families Negotiate Change Across Generations, Stewardship in Your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America. He has a BA degree in Philosophy, an MA in Management, and a PhD in sociology, all from Yale University, and is professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.Link to book on Amazon here: https://amzn.to/47tE5ZF