Inception Family Wealth Podcast

Looking to buy copies of "The Naked Opus: Growing Your Family for the Long Term"? -- ebooks at amazon.ca or in print it can be ordered at www.familywealthpress.com

In this week's episode of Inception Family Wealth Podcast I interview Vincent Valeri. Vincent is the Managing Director of Vincent Valeri & Associates. He is a Legacy Coach, Speaker and Family Enterprise Advisor.

In this episode we discuss all things about Family Retreats, including:

• How to arrange and conduct a Family Retreat
• When you might use one to benefit your family enterprise planning
• How to build an agenda 
• When to decide if you need an informal or formal arrangement
• What family retreats help with in terms of communication and governance
• building educational and growth opportunities

any a lot more!!

Your host is Chris Delaney, Author, Speaker and Family Enterprise Advisor. If you are interested in my book, click here "The Naked Opus: Growing Your Family Wealth for the Long Term". E-book versions are available at amazon.ca 

Please reach out to chris@familyenterpriseadvisor.com for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

Part 2 of my conversation with Rick Weiss of One Sports + Entertainment Group where we discuss:

• Pet Trusts and Frozen Embryos
• Dealing with cyber fraud and digital estates
• Getting the "right" advisory circle
• joint wishes
• the transient sports client
• scenario testing decisions

and much more...

For information on my book, connect to www.familywealthpress.ca

Chris Delaney, Author, Speaker, Facilitator and Family Business Consultant at Inception Family Wealth Press interviews Rick Weiss of One Sports & Entertainment, where he is Senior Estate Planning Consultant. In Part 1 of this 2 part interview, Rick discuss:

• How his career brought him into the world of estate planning consultations for NHL hockey players and other elite athletes;
• How his various professional designations add value to his process;
• His approach to holistic estate planning and process;
• Creating and promoting financial literacy and sound financial planning for professional athletes
• The unique realities of planning for clients that earn 85% of their lifetime earnings before they attain the age of 35;

and much, much more. 

In this episode, Jenna Carvalho of Guardian Estate Company discusses what to do IF you don't have a family member that is able to be your executor/executrix/estate trustee. Jenna and Chris discuss topics including:

• how to work with an estate broker and their services;
• what is needed to be a good estate trustee;
• skills of an effective estate trustee;
• how to choose an estate trustee

and much, much more.

Join Host Chris Delaney, BA, LL.B, B.Ed, TEP, FEA this week as he interviews Family Enterprise Advisor Brent VanParys of BDO Business Transition Services about the need for and process associated with creating a Family Participation Agreement.

As the Central Group Practice Leader for BDO Business Transition Services, Brent provides business transition and exit strategy planning for family-owned and private businesses across Ontario and Manitoba. He is an experienced facilitator, helping business families and stakeholder groups communicate and collaborate to build their future together.

Brent facilitates business-planning engagements with owners and management teams in a variety of industries including manufacturing, transportation, and agriculture. His collaborative method combines the expertise of management with his business knowledge to produce a clear, actionable plan to help drive the business.

Brent and Chris discuss:

• Social capital in a family
• Educating on and using the potential of the 3 Circle Model
• Identifying and leveraging the Values and Vision of family to achieve solutions and successful startegy
• The process of moving to the point of readiness for a Family Participation Agreement
• How to deal with the paradox of dealing with merit versus entitlement
• and much more..............

Books referred to by Brent:

• Developing Family Business Policies, Ward, Aronoff et al

See also:

• Family Business Consulting Group

Chris Delaney is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" - the book is available on Amazon.ca and in select Chapters/Indigo stores across Canada. Contact chris@nakedopus.com for speaking and workshop information.

Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" (available on Amazon or, for but orders, by emailing here. Chris hosts this podcast that features interviews with leading estate planners, lawyers, entrepreneurs, financial advisors, trust professionals, family business advisors, philanthropy advisors, insurance advisors and many more!

The idea of Inception Family Wealth Hour Podcast is to move beyond tactics and dig deeper into the purpose, strategy and intent of estate planning and family business transition planning. Each episode will feature an organizing question framed as a “What if…….?” question.

Guests on IFWH Podcast are selected because they are thought leaders and practice experts in their chosen fields.

This week's special guest is Dr. Howard Johnson. Howard is the Canadian Market Leader and managing director in the M&A Advisory practice at Duff & Phelps. He is an educator at heart and is the author of several books on the subjects of corporate finance and valuation published by the Chartered Professional Accountants of Canada, including: Shareholder Value (2018); Strategic Acquisitions (2015); Selling a Private Company (2014) and Business Valuation (2012).

He will be answering the question: “What if I intend to sell my business?”

References from episode:

• https://www.cpastore.ca/product/selling-a-private-company-2nd/2006
• Howard Johnson @ Duff & Phelps
• Canadian M & A Insights - Summer 2020

Your host, Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term". He is a Professional Speaker, Author, Lawyer, Family Enterprise Advisor, Finance Professor and Estate Planning enthusiast. 

This week's episode of Inception Family Wealth Hour Podcast (Twitter: @InceptionHour )features Mark Halpern, CFP, TEP, MFA-P. Mark is the CEO of WEALTHinsurance.com . He will be discussing his concept of the Strategic Use of "The New Philanthropy" in Estate Planning. Among many topics we discuss in this wide-ranging interview:

• Mark's journey into this field and how it fuels his passion for strategic philanthropy 
• The difference between preservation of wealth and accumulation of wealth
• Developing a mindset of abundance 
• How millennials like to plan with meaning and the implications for families 
• Fair versus equal in a family business
• Purposeful planning with charitable structures and intent
• Insurance as a tool in a business succession planning and creating simultaneous philanthropic outcomes
• Old versus new philanthropy 
• and much, MUCH more!!

Check out this Ted Talk style presentation Mark did at IdeaCity from June 2019.

Chris Delaney, BA, LL.B, B.Ed, TEP, FEA hosts this podcast that features interviews with leading estate planners, lawyers, entrepreneurs, financial advisors, trust professionals, family business advisors, philanthropy advisors, insurance advisors and many more. Chris is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" available in Chapters Indigo stores and at Amazon. He is also a keynote speaker, Family Enterprise Advisor and Family Wealth Continuity Consultant.

This week's episode features Paul Nazareth of the Canadian Association of Gift Planners.  He deals with a wide variety of issues including:

1. How to get started with Philanthropy;
2. Working with Community Foundations, Donor Advised Funds and Private Foundations;
3. Building social capital with philanthropy;
4. Impact investing;
5. Socially normalizing philathropy

and much more.

Paul referred to the following documents and books:

• The Well Lived Life by Lyndsay Greene 
• For advisors from CAGP - The Philanthropic Conversation
• For advisors from CAGP - Doing Good for Business
• Philanthropy Designation Program  
• How CAGP can help advisors

Contacting Paul:

Paul Nazareth

VP, Education & Development. Canadian Association of Gift Planners (CAGP)

www.cagp-acpdp.org

Email: pnazareth@cagp-acpdp.org

LinkedIn https://www.linkedin.com/in/paulnazareth/

Twitter  https://twitter.com/UinvitedU

Instagram  https://www.instagram.com/nazarethnetworks/

This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU's Board, Cindy David of Cindy David Financial in Vancouver. 

In this fun interview, Cindy will be discussing:

• how she came to be in this space with a boutique estate planning firm;
• her involvement with and role of CALU;
• planning in the COVID-19 era;
• what to look for in a financial planner or investment advisor;
• what not to do in these turbulent and uncertain times
• and much, much more. 

Next week, we have Mark Halpern joining Inception Family Wealth Hour Podcast. Mark will be discussing the Strategic Use of "The New Philanthropy" in Estate Planning.

Chris Delaney is the author of The Naked Opus: Growing Your Family Wealth for the Long Term. He is a Professor, author, lawyer, podcaster, keynote speaker, Family Enterprise Advisor and Family Wealth Continuity Consultant. 

 Host Chris Delaney, Author, Speaker & Podcaster, author of The Naked Opus: Growing Your Family Wealth for the Long Term interviews Steve Legler.

Steve is a Family Enterprise Advisor, Coach, Facilitator and Mediator. He is also the author of two family business books - "Shift Your Family Business" and "Interdependent Wealth". He can be reached at this website: https://shiftyourfamilybusiness.com/contact/

This week, he will be discussing a wide variety of topics including:

• Bowen Family Systems theory;
• managing conflict and tension in the family business;
• the destructive and creative potential of family wealth;
• the importance of family meetings;
• the role of a facilitator in family meetings;
• how he works as a Family Enterprise Advisor and much more..........

In this week's show, Inception Family Wealth Hour Podcast welcomes Laura Tamblyn Watts, the CEO of CanAge. CanAge is Canada's national senior's advocacy organization focusing on aging, inclusion, consumer rights and social justice for the aged. 

In the episode, Laura will address:

• how she got into advocacy for the aged family members;
• how rareness of law and aging has changed over the last 20 years
• how advisors can improve their communications with elderly clients;
• how to stay engaged in planning with well-built relationships;
• how to review and refresh advisory networks;
• the implications of the COVD-19 pandemic on building relationships and more resilient plans;
• how to have discussions with the aged to improve planning and execution with their appointed Powers of Attorney
• and much more.....

Your host is Chris Delaney, BA, LL.B, B.Ed, TEP, FEA. Chris is the author of the Naked Opus: Growing Your Family Wealth for the Long Term. He is an educator, author, professional speaker and planning facilitator. 

In this wide ranging and deep dive interview, Host Chris Delaney interviews Erin Bury. Erin is an entrepreneur and CEO of the startup business Willful. Willful is an online platform that makes it affordable, convenient, and easy for Canadians to create a legal will online. The platform provides simplified estate planning services (creation of a Legal Will, Power of Attorney for Personal Care, and Power of Attorney for property), enabling consumers to create a will and/or power of attorney by following a clear step-by-step process.

Erin talks about how she became involved with Willful, why Canadians don't talk about death and death planning, when you should consider doing a will or powers of attorney, dealing with special assets like pets and social media, the general consequences of not having these important documents and much, much more.

In the next episode, I interview Laura Tamblyn Watts of CANAGE on "What if I am dealing with elderly family members?". This episode deals with powers of attorney and intergenerational planning from the specific perspective of respecting and ensuring the interests and needs of the elderly are mindfully managed and protected. 

Part 2 of a wide-ranging and engaging interview with Dr. Tom Deans author of Willing Wisdom and Every Family's Business. In this week's episode, Tom discusses permission to allow the next generation to fail and grow up, the 12 Questions that form the core of the family blueprint, Black Swan events and putting the "FUN" back into funerals (plus much more).

Our next episode will feature Erin Bury. Erin is the CEO of Wilful. We will be discussing the question "What if I have a simple estate and need a will and powers of attorney?"

Your host, Chris Delaney is author of "The Naked Opus: Growing Your Family Wealth for the Long Term". He is a Finance Professor, author, professional speaker, Family Enterprise Advisor, lawyer and podcaster. 

This episode's very special guest is Dr. Tom Deans. Tom is the author of the best selling family business book “Every Family's Business” and the estate planning book “Willing Wisdom”. 

In this wide ranging and personal interview, Tom will deal with questions about adopting a proactive process in planning, explains how silence is the great destroyer of family businesses, reveals his belief that estate planning is about the living and connects Schumpeter’s concept of creative destruction to the family business. 

Your host, Chris Delaney BA, LL.B, B.Ed, TEP, FEA is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term". He is an Author, Keynote Speaker, Professor, Lawyer, Podcaster and Family Enterprise Advisor.

Introduction to the Inception Family Wealth Hour podcast with host Chris Delaney. Our first episode will be available June 8. Watch for social media postings on LinkedIn and Twitter (@InceptionHour) . Our first guest is Dr. Tom Deans, Intergenerational Wealth Specialist and Author of best selling books "Every Family's Business" and "Willing Wisdom". 

Chris is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term"