An in-depth look at the everyday issues that affect Family Businesses and Family Enterprises. Focusing on the essential conversations like Family Governance and Succession Planning and the intricacies that affect transitioning between generations, having multigenerational families, and managing wealth and the impact of wealth. Guests from diverse backgrounds share their experiences. Hosted by Family Governance Expert and Nhaka Legacy Lead Consultant Tsitsi Mutendi
Susanne Bansgrove shares on the roles and journey of Women in Family Business.
About: Susanne Bransgrove’s passion for Family Businesses is built on her experience as a 3rd generation member of a successful German business, allowing her to truly understand the range of issues that exist in a family business, especially when trying to meet the needs of multiple generations.
Over the many years working with Families in Business, Susanne has been able to assist in solving issues through manageable discussion frameworks, functional governance structures and facilitating conversations to enable meaningful interactions supporting the important human element and emotional side of long-term business and family decisions.
Susanne’s vision is to bring balance to Families in Business, to support the Next Generation to be the best leaders they can be and to improve communication and trust between individual members of the Family.
A part of this vision has been the creation of Australia’s first Women in Family Business Conference, which was held in Brisbane in October 2019. The 2020 Conference is set to take place online in July 2020 under the slightly changed name ‘Relativity – The Global Conference for Women in Family Business” Please connect with Susanne if you would like to find out more about this.
Kris Putnam-Walkerly shares on Philanthropy and Delusional Altruism.
About: Kris Putnam-Walkerly is a trusted advisor to the world’s leading philanthropists. For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact. As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts.
Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy
families who wish to deepen their philanthropic commitments.
Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running. She is the author of the book, Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders, and is a
Forbes.com contributor on philanthropy.
Kris’s clients include the J.M. Smucker Company, Robert Wood Johnson Foundation, David and Lucile Packard Foundation, Charles and Helen Schwab Foundation, Annie E. Casey Foundation, National Center for Family Philanthropy,
Trevor Dickinson shares on succession planning and conflict resolution.
About: Trevor currently holds the position as Executive Chairman of Dickinson Group of Companies, a leading Asset Integrity Management and Industrial Solutions.
The company is customer centric, focusing on helping our industrial customers optimising their maintenance costs and improving plant performance. We strive to achieve this by providing innovative solutions to enhance the service life of their operating assets. The sectors in which we operate includes a wide range of industries including mining, metals smelting, mineral processing, construction, water treatment, chemical, food & beverage and other large industrial companies.
Trevor is also the co-founder and CEO of Family Legacies Group, focusing on helping family businesses resolve the critical issues of keeping the family and the business successful, to leave a legacy for future generations. Family Legacies Group's family business consulting offering is enhanced by the Dickinson family's institutional memory and know-how of leading a family-owned business, which has been passed on over four generations and 110-years of successful business.
Family Legacies Consulting focuses on family business consulting helping family businesses, while Family Legacies Wealth focuses on providing a comprehensive multidisciplinary family office range of services.
Dickinson Group of Companies www.dgrpint.com
Family Legacies Group www.familylegacies.co.za
Thomasina Williams shares on importance of legacy in a family business. Focusing on how heritage can strengthen the business and the family.
About: Thomasina H. Williams serves as a Strategic Thought Partner, Consultant and Coach to Enterprising Families. She works with clients to advance generational success as their family legacy, by being as intentional in developing their family’s human capital as they are in growing their financial capital.
Through their work with her, clients develop the capacity to have sensitive conversations, make difficult decisions, and be purposeful stewards, while navigating the complexities that come with combining family and finances.
Thomasina was the first in-house consultant hired by one of the nation’s largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted trainings addressing issues of legacy family planning.
She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida’s leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work.
Thereafter, Thomasina relocated to New York, where she served for six years as a program officer at the nation’s second largest private philanthropic foundation, and invested more than $42 million in grants to strengthen non-profits and the non-profit sector.
Thomasina earned a Bachelor of Arts degree from Mount Holyoke College, and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.
We all know family stories are critical to family heritage and family governance. Guillermo Salazar goes in depth and unpacks this topic. About Guilllermo : Guillermo Salazar is an expert on corporate governance, and the strategic planning of succession and family patrimony. He has served as advisor for numerous business families on their protocols, generational transition, alignment of family vision and values for decision-making, and conflict resolution. Author of the books “Family Businesses: Tools for the Management of Love and Money” and “Handbook for the Family Business”. Lecturer and educator in the field of the family business in Latin America. Fellow member of the Family Firm Institute (FFI) in Boston, USA. Recipient in 2015 of the International Achievement Award of the Family Firm Institute.
We all know that in family business that recruitment decisions are sometimes made without proper consideration but more of emotive feelings. We discuss how to handle employment of family and ensuring both the business and the family remain intact. About Isabel : Isabel C. Botero, Ph.D., is the Director of the Family Business Center and an associate professor of entrepreneurship at the University of Louisville. She is a Fellow for the Family Firm Institute and has an Advanced Certificate in Family Wealth Advising. Her research focuses on strategic communication processes and next-generation issues in family enterprises. She is an associate editor for the journal of family business strategy. She is a past FOBI Scholar, and has over 40 publications in journals such as Family Business Review, Journal of Family Business Strategy, Journal of Family Business Management, Journal of Management Studies, and Management Communication Quarterly.
In this episode we dig deep into discussing what causes families to hesitate when discussing certain subjects and how this can be tackled in a way that enhances communication and helps family unity. About Tiffany Harnsongkram: Tiffany’s mission is to create ‘meaningful wealth’, through the organisation of high profile private Family Office events globally. She curates leading expertise on topics that affect a families’ holistic success and values based legacy. She holds a Masters in Territorial Development as well as 3 nationalities and distinct cultures.
Family Legacy Advisor Steve Legler joins Tsitsi Mutendi to discuss the Great expectations in Enterprising Families. About Steve Legler : Steve Legler is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues.
In 2013 he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.
He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be, and prides himself on knowing how to be a great resource for his clients.
He is the author of SHIFT your Family Business (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019)
He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise eXchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program. You can connect with Steve via LinkedIn and Twitter and on his blog on www.shiftyourfamilybusiness.com
Nike Anani shares her journey as a Next Gen navigating Family Governance. About Nike: Nike Anani
Family Business Expert ane Next Gen Coach (Nike Anani Practice)
Co-Founder, African Family Firms (African Business Association)
Nike Anani is a NextGen Coach and Mentor, focused on building multigenerational African family businesses and wealth. Only 2% of African family businesses successfully
transition to the second generation, and Nike’s mission is to reverse this trend.
Nike assists second-generation family members (“NextGens”) in maximising their leadership effectiveness for service in the family business and in discovering and pursuing their unique life purpose. She has almost a decade of experience working in African family businesses, as a NextGen in her parents’ businesses and also as a cofounder of several others. This inside experience as a NextGen birthed a passion to help others in similar shoes as herself in finding their voice, leading effectively and collaborating with their parents in building legacy businesses that would outlive them.
After graduating from University College London, United Kingdom, with a degree in Economics in 2008, Nike worked at Deloitte London for 3 years in Corporate Tax International where she qualified as a Chartered Accountant. Thereafter in 2011, she relocated to Nigeria to work in her family’s businesses.
She is the co-founder of African Family Firms, a pan-African association of family businesses, and the author of “Building Resilient Family Enterprises”. Nike is a member of the Institute of Chartered Accountants England and Wales, Institute of Directors,
Family Firm Institute and a fellow of the Institute of Management Consultants. She sits on the boards of several companies.
She is happily married and a mother to two young boys. You can find Nike on Twitter, LinkedIn and Instagram