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
Michelle Clements shares on Succession, Next Gens and the future of family business and Family Office.
About: Michelle Clements is the President of Synergy Trust Partners, LLC. In addition to working with the Board of Managers on strategic planning and estate planning, Michelle serves on the Investment Committee. She is a frequent speaker on family office, wealth management and governance topics. Michelle is a consultant to families working in the areas of governance, organizational structure and the creation of private trust companies. Ms. Clements holds a B.A. degree in International Trade and French from Auburn University and a M.A., Ed. degree from the University of Alabama-Birmingham. Michelle has studied at the Stanford Wealth Management program and the Cannon Financial Institute.
Andrew Doust shares on being Born into a story and creating my own
About: Andrew Doust began working with enterprise families in his home country of Australia almost 25 years ago. It was there that he discovered his passion to help families experience greater meaning and purpose, and flourish over successive generations. With KORE Venture, Andrew is leading the development of programs that enrich and prepare families to steward wealth well.
Prior to this Andrew served as Vice President of Strategy at Legatum, a private investment firm based in the Dubai International Finance Centre. There he played a lead role in building Legatum’s philanthropic portfolio including the development and launch of the Freedom Fund, a private philanthropic initiative to help end modern slavery, and the Luminos Fund, a global initiative to transform education and help millions of out-of-school children get back to school. He also co-created and facilitated the annual Legacy Roundtable for next generation wealth holders which attracts participants from around the world.
Tom McCullough shares on The book Wealth of Wisdom. Exploring some of the 50 questions that wealthy people ask.
About: Tom McCullough is Chairman and CEO of Northwood Family Office, the leading Canadian multi-family office, which provides customized, integrated financial advice and counsel to families of significant net worth. He has spent over 30 years in the wealth management/ family office field.
Tom is Adjunct Professor of finance in the MBA program at the Rotman School of Management, a member of the editorial board of the Journal of Wealth Management, and is co-author of two books, Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask (Wiley, 2018), and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order (Wiley, 2013). Northwood is a founding member of the Wigmore Association, an international alliance of independent family offices.
Richa Singh shares on Best Practices on Family Governance
About: Richa is an affiliate consultant with The Family Business Consulting Group, specializing in conflict resolution, communication, organizational behavior and human resources. Her experience includes educating and creating awareness amongst business families, facilitating family meetings, designing structures and creating and implementing family charters.
Richa started her work as a family business consultant in India — a growing economy and hub for big and small family businesses. As an advisor to many families over 11 years, Richa gained an immense but humbling understanding of the intricacies of an enterprising family, its unique characteristics, and the art and science of family governance.
Natalie McVeigh shares on Resilience looking at both individuals and organisations and the difference particularly looking at anti-fragility.
About: Natalie McVeigh is a Director in the Center for Individual and Organizational Performance and the Center for Family Business Excellence Group within the Private Business Services Practice, with more than 10 years of experience as a consultant and coach. She has expertise in domestic and international multinational corporations both public and private, and family owned businesses. Natalie’s role at the firm is working with high-net-worth families to help them reach their personal and professional goals and to assist with the transition issues.
Natalie’s expertise is in complex conflict resolution, with a certificate in mediation, specializing in interest based negotiation trained at Harvard Law School’s Program on Negotiation. She has specialized experience in building and developing cohesive teams through utilizing assessments and creating training curricula. Natalie also has expertise in team building, administering and analyzing assessment data, management consulting, developing teams and leaders, board and governance, project management, facilitation, training, systems theory and coaching.
Prior to joining the firm, Natalie was a Family Dynamics Consultant for a private bank and supported ultra-high net worth clients navigating family enterprise transitions and governance structures. She also owned her own consulting and coaching firm that served enterprising families.
Natalie is a frequent speaker on topics of family dynamics, the neuroscience of trust, emotional intelligence, and she is recognized both nationally and internationally. Natalie is involved with various organizations and is the Chairperson for the Family Firm Institute’s Next GEN Virtual Study Group. She is on the faculty at the New York Banker’s Association Trust School, an Adjunct Professor and course developer. Additionally, Natalie is an Americorps alumni.
Mary Duke shares on Learning Families
About: Mary’s experience spans a breadth of family wealth disciplines. She is an expert in cross-border and inter-generational transfer of wealth strategies, fiduciary practices, next generation mentoring, philanthropy, entrepreneurship, family office architecture and succession planning and governance for families and their businesses.
As a family office executive, attorney, board member, trustee and advisor on private investments, she has been involved in all aspects of family wealth management. During 9 years with a global private bank, Mary spearheaded an award winning Global Family Wealth Initiative and worked with many of the institution’s largest and most sophisticated families helping navigate the challenges of successfully transitioning wealth across generations.
Today, Mary works with a small number of families helping them leverage their wealth as a tool for family flourishing and social good. She focuses on empowering the next generation to recognize, receive and steward the family legacy, and on helping families adopt the practices and behaviors that foster individual growth while making family collaboration more effective and rewarding.
Mary is an author and international speaker, often quoted on topics relating to family wealth transition. She has conducted next generation and family retreats in Europe, Latin America, Asia, the Middle East and the United States.
Dr. Marc Silverman shares on Getting over hurt feelings - My Brother left the family business now noone talks to him - Do hurts Repeat Generationally
About: Dr. Silverman has worked with numerous families in South America, Central America and North America as well as in Europe. ... He has presented over 100 Keynotes and Seminars in more than 15 countries on a variety of topics including Family Business Leadership, Succession, Conflict Resolution, Generational Needs and Change.
Malcolm Burrows shares on Philanthropy and Governance, the marriage that works well when done intentionally.
About: Malcolm Burrows is a known philanthropic advisor and gift planner. He spent 13 years with three Toronto charities before assuming his current role For over 30 years, his personal mission has been to help individuals and families to become more engaged,fulfilled and effective philanthropists.
Leah Zveglich shares on Living together during and after COVID, Separating business and Family
About: Leah Zveglich is a trusted advisor and executive coach on succession, successor development, and leadership transition. She founded the Aster Club, a community of business families to connect, collaborate and build a sustainable family heritage. It is the only private global club focusing on learning and prevention building the human and intellectual capital.
She specializes in building a family legacy, maximizing family capital and growing family wealth across generations by:
• Organizing and executing a family succession plan and talent management plan
• Coaching family members to maximize their potential, enhancing their executive brain functions, executive presence, and personal mastery
• Assessing and developing executives in a family business to ensure continuity and sustainable success
• Preparing family business leadership transition from founder management to professional management, a combination of professional and family management
• Crafting a sustainable growth strategy, supporting strategy execution, managing transformation, and identifying and developing leaders.
• Developing entrepreneurs and entrepreneurial mindset within and outside the family business
She is intuitive and skillful in solving difficult problems and situations, being the mirror of reality. She approaches the future with hope and positivity, bringing harmony. Her creative energy, stability, balance, and skills to complete any endeavor makes her a valuable asset for long-term projects. She ensures that change and progress happen with a stable pace that brings continuous growth with high success.
Kathleen O'Hara shares on Trauma, how it can create an identity and affect our futures.
About: Kathleen O’Hara, MA, LPC is an author and international psychotherapist with over 24 years of experience helping families and individuals face the complex challenges of life in the 21st century. She is a trusted adviser to clients requiring exceptional care and tailored solutions to complex counselling and crisis issues. This includes: Relationship (to self and others), trauma, self-esteem, confidence, communications, divorce anxiety, depression, illness, addiction and crisis management, caused by a sudden event that has catastrophic consequences.
During her years of extensive clinical experience, she developed a unique model of treatment using the principle of Integrated Health, which recognizes there are four areas of human health: Mental, emotional, physical, and our beliefs, in terms of spiritual, religious or humanistic. When our thinking, our feelings, our health or our beliefs are in conflict, out of balance or not serving us, we lose valuable resources we need to create and live happier, more whole and fulfilling lives.
Dunia Guzman shares on Communication in Family Business. We may be different but most families have the same needs.
About: Dunia Guzman is a lead consultant at Akator Consultores. Akator Consultores is a family owned consulting firm, specializing in Family Enterprise and Family Office. With more that 35 years of experience, we help our clients sharing our knowledge and talking them through the opportunities and challenges of their desires and decisions. Succession, Communication, Protocols, Vision, Mission, Advisory Board, Family Council, Family Office, Coaching, Mentoring, and Education are the main topics that we are looked after for, among others.
Dr Paul Hokemeyer shares on Fragile Power
About: Dr. Paul L. Hokemeyer (Dr. Paul) is an internationally renowned clinical and consulting psychotherapist, and a founding principal of Drayson Mews International, who works with individuals and families in the United States, the United Kingdom, the United Arab Emirates and the European Union.
Dr Nadine Kammelander shares on Innovation in Family Firms and the role of the Next Gens to drive this phase
About: Professor Dr. Nadine Kammerlander has been a professor at WHU - Otto Beisheim School of Management since 2015. Prior to that she was an assistant professor at the University of St. Gallen. Nadine Kammerlander holds a degree in physics (TU Munich) and a doctorate in business administration (Otto-Friedrich University Bamberg). For several years she worked for McKinsey & Company and advised international companies in the automotive and semiconductor industries on product development projects, mainly in the USA and Mexico.
In teaching and research, she focuses on innovation, employees and governance in family businesses and family offices. Her scientific contributions have been published in international journals (i.e. AMJ, AMR, JMS, JBV, ETP, JPIM, FBR, SBE) and have been awarded renowned research prizes. She is co- editor of the international journal "Family Business Review", member of several editorial review boards (i.e. JOM, ETP, SEJ and JPIM), and collaborates with family businesses and international researchers in a wide variety of projects. Additionally, she is part of the DFG network "Venturing Together".
Nadine Kammerlander is a member of the board of the Vereinigung der Aufsichtsräte in Deutschland e.V. (VARD) and member of the Innovation Advisory Committee of DESY. Furthermore, she is a member of the expert advisory board of the "Wirtschaftswoche Best of Mittelstand Consulting" competition and of the jury of the "Wirtschaftswoche Supermaster" competition. She is also a member of the commission for the revision of the Code of Conduct for Family Enterprises and of the research group for the revision of the sustainability strategy of Rheinland-Pfalz.
David Gould shares on Understanding conflict and Engaging it in a way that moves us forward
About: For over 30 years David Gould has helped people plan for and have difficult conversations about the issues that matter most to them. He is one of Western Canada’s most experienced mediators and an industry leader in the design of conflict prevention and conflict management systems and processes, as well as their integration with regulatory requirements for public and stakeholder engagement. Dave combines an extensive legal background with proven mediation capabilities, conflict coaching and conflict management systems design experience to assist individuals, industry, business and government organizations effectively address complex and challenging conflicts.
Svetlana Galeva shares on Family Office and ESG. What is the link?
About: Headquartered in London, SPG & Partners was founded with a global vision of setting a new benchmark for business and wealth governance. Our broad strategic offering meets the demands of Family Offices, businesses and Governments. Our experience helps our clients to tackle the needs of the present and plan for the future.
SPG & Partners are on the pulse of modern wealth and business planning; we are here to ensure our clients, private or corporate, build their legacies by providing exceptional solutions to last generations.
We are proud to be representing some of the world’s most prominent organisations as we continue to be involved in structures that help contribute to a better world.
Mark Hopkins shares on Storytelling in the age of technology for families.
About: A graduate Georgetown University, Mark’s film career began as an assistant to New York- based producer Scott Rudin, working on such films as; “The Truman Show,” “A Civil Action,” “Bringing Out The Dead,” “Angela’s Ashes,” “Sleepy Hollow,” “Wonder Boys,” and “Shaft.” He left to start an independent production company, with the aim of focusing on non-fiction storytelling for cinema.
In 2001, Mark began working with director George Butler, helping to develop and produce his films. The collaboration began with the award-winning documentary “The Endurance: Shackleton’s Legendary Antarctic Expedition,” followed by the IMAX “Roving Mars,” and then a series of shorts Mark directed for Columbia Tristar Home Entertainment. He later produced George Butler’s critically acclaimed film “Going Upriver: the Long War of John Kerry.”
Released theatrically to universal acclaim, “Living in Emergency: Stories of Doctors Without Borders” marked his feature-length directorial debut. Premiering at the Venice Film Festival, the film had a theatrical release on over 1000 screens worldwide, received numerous awards, and was short-listed for the oscar for best documentary feature in 2010.
Matthew Fleming shares on A story within a story, looking at the family before G1. The importance of understanding of the Family in Family Business.
About: Matthew is a Partner in the Stonehage Fleming Group, responsible for helping clients develop and implement plans for passing on their legacy to subsequent generations.
A former army officer, he joined the family firm in 2012 after thirteen years as a professional cricketer. He has held various positions within the business, including Managing Partner of Fleming Media and a Director of Ian Fleming Publications and James Bond Enterprises. Educated at Eton, he was commissioned into the Royal Green Jackets in 1985. He has also had a number of external non-executive appointments, including Chairman of AGL Comms, a Director of the Norfolk and Norwich Hospital and ten years as a Director of the England and Wales Cricket Board. Matthew was President of the MCC in 2017.
Dr Sharon Spano shares on the family system vs. the business system
About: As a Family Business Consultant, Sharon Spano helps thriving family business leaders develop family alignment so they can deepen their relationships, achieve sustainable business growth, maximize their impact, and secure a multi-generational legacy.
Dr. Spano’s expertise in human and organizational systems and her research-based methodologies are designed to help these business leaders generate collaborative strategies for success and sustainability in our ever-changing landscape.
“While there are many ways that we go about the process of transition and change, the ultimate goal is to empower my clients to view their life and business through a systemic lens. Once they learn to embody this level of knowledge, I find that everything else accelerates, and it does so in a way that allows for greater integration of the family-business many complex systems. The result is a unified family that is now fully positioned to contribute to one another and the world in more meaningful ways.
Sharon is the author of The Pursuit of Time and Money: Step into Radical Abundance and Discover the Secret to a Meaningful and Prosperous Life (2017) and the host of the weekly podcast, The Other Side of Potential, which focuses on how family business leaders integrate their unique family dynamics with the complexity of running a successful business.
Emily Osborne shares on You cannot Cookie Cutting Solutions for Your Family Business
About: Emily Osborne An experienced private wealth advisor, Emily provides international tax and private wealth advice to families and trustees of family trusts on a variety of issues, including moving to the UK; the use of wealth preservation structures such as offshore trusts, foundations and companies; the ownership of UK residential property and tax disclosures and the reporting of beneficial ownership under the various global initiatives.
Blair Trippe shares on Identity Based Conflict
About: Blair Trippe’s expertise as a negotiator, mediator, and family business consultant is grounded in the study of strategic management and conflict resolution methodologies. She brings a highly specialized approach to the understanding of family systems and the relationship challenges encountered when families work and own together.
In addition to her experience with Continuity clients, Blair was a Marketing Specialist at Prudential Bache Securities, Marketing Associate for Boston Catalyst Group – where she served in a dual role of managing the HR function and marketing software products to the higher education sector, as well as Director of Product Development and Industry Affairs on the start up team of The Straumann Company, a U.S.-based Swiss medical device company.
Blair is the co-author, with Continuity Founding Partner Doug Baumoel, of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power. This recently published work is the ultimate guide to Continuity’s unique developmental approach to conflict management in family enterprises. She also co-authored the book, Mom Always Liked You Best – A Guide to Resolving Family Feuds, Inheritance Battles and Eldercare Crises. The practical guidebook helps family members become better decision-makers, mindful negotiators, and more effective communicators.
Her leadership in the mediation field helped create a new specialty through the development of “Elder Decisions” – a division of Agreement Resources LLC, a consulting firm she co-founded. Agreement Resources provides conflict resolution, mediation, and training services to families and a variety of organizations. It is also an approved services provider to probate courts in several counties of Massachusetts.
As a workshop facilitator and trainer, Blair has conducted sessions for the Environmental Protection Agency, the Program on Negotiation at Harvard Law School, Judge’s Institute, American Bar Association, Attorneys for Family-Held Enterprises, National Association of Geriatric Care Managers, the Alzheimer’s Association, the Northeastern University Center for Family Business, Massachusetts Collaborative Law Council, Northeast Human Resource Association, Dartmouth Hitchcock Conference on Alzheimer’s Disease, Just a Start House, and the Family Firm Institute, among others.
Blair also serves as Board Member for Robert Family Holdings, Inc., a family-owned, global, diversified manufacturer, where she is Chair of Governance Committee and member of Compensation Committee.
Blair earned an MBA from the Kellogg School of Management with a concentration in marketing and finance, and a BA in psychology from Connecticut College.
Doug Baumoel shares on The Family Factor: Why it's so important, How to measure it, How to Build it.
About: Doug Baumoel is the Founder of Continuity, LLC and offers an extensive background in family business operations and executive management in his work with clients. He served as a second-generation executive in his own family’s business and has held key executive positions in other family and non-family businesses.
Doug started and ran businesses in both the U.S. and Europe, and lived overseas for six years while establishing and managing the European offices of his family’s business. He has applied more than 20 years of business experience to the development of a process for analyzing key variables affecting family business conflict. Early on in his career, prior to joining his family’s business, Doug served as an internal consultant in strategic planning for Sperry Corporation (Unisys) and as an engineer at Polaroid.
Doug is the co-author, with Continuity Managing Partner, Blair Trippe, of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power. This recently published work is the ultimate guide to Continuity’s unique developmental approach to conflict management in family enterprises. A highly-regarded thought leader on conflict management, leadership and governance in family enterprise, Doug has authored or co-authored articles and chapters for numerous professional publications and journals – including Family Business and Massachusetts Family Business magazine; the Thomson West Alternative Dispute Resolution Practice Guide; Private Company Director magazine; and Negotiation Journal of the Harvard/MIT/Tufts Program on Negotiation.
His extensive speaking and facilitation engagements include the Campden “America’s Families in Business” conference; FFI’s annual international conference; Transitions East; and the Smith Family Business Initiative at Cornell University along with Suffolk University Law School; Northeastern University Business School; Babson University; the Massachusetts Bar Association; American Bar Association; Massachusetts Probate Council; Boston Private Bank; several regional estate planning councils and various national industrial conferences in multiple industries.
Doug earned an MBA from the Wharton School at the University of Pennsylvania and a BS in Electrical Engineering from Cornell University. A dual certificate holder in both Family Business Advising and Family Wealth Advising from the Family Firm Institute, he has been awarded the additional distinction of FFI Fellow. Among Doug’s numerous professional achievements, he holds a certificate in Civil Mediation from MCLE and is a graduate of the Director Professionalism program of the National Association of Corporate Directors (NACD), which recognized him with Fellow status. Doug also served as President of the New England chapter of the Family Firm Institute.
Nancy Guzha sharing on her experiences as 3rd Generation Zimbabwean (African) Family Business Member as shared at the African Family Firms 2021 1st Annual African Women In Family Business.
About: Nancy Tawengwa Guzha is a seasoned General Manager, specializing in growing companies, particularly turning around struggling organizations. Trained as an agricultural economist, Nancy’s career has largely been spent in marketing and sales.
Nancy was born into one of Zimbabwe’s most well known business families with her grandfather, George Tawengwa, being lauded as Zimbabwe’s first Black millionaire, whilst her parents, Solomon and Victoria, went on to start their own companies, of which Nancy and her siblings are now the shareholders and directors.
Nancy joined Unilever after graduation and rose to become the first woman Managing Director of Unilever Zimbabwe and, eventually, the first woman Vice President of Unilever Southern Africa. During this time, she won National Businesswoman of the Year twice as the market recognized her achievements in transforming the organization. Nancy left Unilever to join Cairns Holdings as CEO in October 2015 with a mandate to return the company to profit, drive competitive growth and put in place a performance-driven team, all of which she achieved before leaving the Group in 2019 to embark on a completely new venture, running an earthmoving and construction company, Syndicated Resources. She remains involved in the FMCG world as a shareholder.
Nancy has a BTEC in Land Based Industries (Harper Adams University, UK), a BSc. (Hons) in Agricultural Economics and Management (Reading University, UK) and various other management/leadership courses, including Women’s Leadership (Insead, Singapore campus).
Nancy has sat on several Boards, most notably Zimbabwe Investment Authority (ZIA) as Deputy Chairperson, Harare International Festival of the Arts (HIFA) and Black Crystal Environmental Consulting.
Nancy firmly believes that all men are self-made, and is in the process of daily moulding who she wants to be.
Matthew Braithwaite shares on 'Communication' and the how's and whys of building solid relationships through meaningful conversations.
About: Matt advises UK and international individuals, families, trustees and beneficiaries of trusts and family offices on UK tax, estate planning and succession issues. He acts for high net worth individuals and families including business owners and entrepreneurs.
Matt advises on the establishment and use of trusts and other wealth holding structures and also on the succession of family trusts and businesses and governance issues. Matt also provides UK tax and structuring advice in relation to the ownership of UK property.
Matt also advises on Wills and general trust law and acts as a trustee.
Jan Willem Poot shares on Mental Wellbeing and The Yes We Can Youth Clinics
About: Yes We Can Youth Clinics founder and CEO Jan Willem Poot runs a Netherlands-based specialist treatment centre for 13 to 25-year-olds suffering from an array of mental health issues, addictions and related behavioural disorders. ‘Every day, I am proud to make a difference for the teenagers and young adults and their families,’ Poot tells Spear’s. ‘Our unconditional love and belief in the youngsters keeps on motivating me to reach out to and help as many young people as possible.’
Over the past 10 years, as demand for the unique 10-week Yes We Can residential treatment programme has grown, Poot has expanded the firm into a world-leading treatment centre. The firm employs over 330 professionals, the highest staff to client ratio in Europe. More than 5,000 young people have been through the programme to date, while the team has grown tenfold, with the clinic operating consistently at capacity.
Poot himself spent over a decade in and out of treatment until, aged 27, he finally found a centre that clicked. ‘My own experiences with mental healthcare have always served as my strongest motivation in creating the unique environment and approach of Yes We Can,’ he says. ‘By getting in to recovery, my life was given a very fortunate second chance. I learned that if I want to keep what I received, I have to give it away every day.’
The clinic offers an intensive English-speaking residential treatment programme and tailor-made aftercare. Fellows learn to acknowledge their problems, to get to the root of these problems, how to ask for help and how to deal with the issues they are facing. It’s ‘a warm and loving treatment programme and approach, balanced with confronting them at the right moment,’ explains Poot.
Gregoire Imfeld shares on Investments and Family Office. Investment Governance
About: Grégoire gathered more than 20 years of experience in the wealth management industry, half of which in the Family Office space. He was global head of Pictet Family office in his last years, having joined them in 2008. Prior to that he gained experience as a banker at Credit Suisse and Julius Baer as well as business consultancy experience with Andersen consulting. He also developed investment knowledge through the hedge fund company GAM.
His main area of expertise are family governance and family dynamics. He advises families on setting up family offices, wealth strategies, their investment governance and operational governance.
Cindy Radu shares on the importance of Collaboration
About: As a family wealth transition advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 25 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.
Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a speaker, author, and committee and/or board member for a variety of professional organizations, including the Society of Trust and Estate Practitioners, the Chartered Professional Accountants of Alberta and the Canadian Tax Foundation. She currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee. In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.
To support her expertise in working with families, Cindy completed the Family Enterprise Advisor designation in 2016 and is an active member of the Purposeful Planning Institute.
Cindy’s charitable causes are focused on individual and community mental health. She is a former board member for both the Canadian Mental Health Association – Calgary and Alberta. Cindy is also proud to be an alumni of Outward Bound Canada summiting Kilimanjaro in 2012 in support of OBC’s Women of Courage program.
Darryl Stickel shares on Building Trust in All Environments.
About: Darryl is one of the world’s leading experts on trust. He teaches leaders how to find and use their most powerful tool. A tool that is always in a leader’s control, how to effectively build trust in their relationships. Darryl is an unshakable force of positivity and brings the best out of people. His personal trials have strengthened his resolve and character to be a positive force for Trust. He believes in a bright future and our ability to build it together.
Dr. Stickel is an executive coach with over 20 years of experience focused on Trust. His PhD "Building Trust in Hostile Environments" from Duke University established his unique and practical approach to Building Trust. He worked as a consultant with McKinsey & Company and has taught his methods at Universities and in Boardrooms around the world. He continues to advise and coach C suite executives and delivers Trust workshops to small and large audiences.
Described as a “Trust Savant” his ability to see clearly into trust problems, diagnose them and create a path to move forward for individuals, teams and organizations is remarkable. His Trust model is both simple and insightful. His practical experience and deep knowledge of trust make him a powerful thought partner and ally for individuals at the highest level of organizations.
“I have a rare blend of deep theoretical knowledge and practical applied experience in the area of trust-building, particularly within organizational settings and across a wide range of business problems and industry sectors. Research has consistently shown that higher trust levels lead to higher levels of performance, followership and profitability.” D Stickel
Bilal Zein shares on starting a Family Office
About: Bilal Zein has 28 years of experience. His C-Level experience ranges across various sectors such as industrial, trading, contracting and commercial in the EMEA region. He holds a Bachelor of Electrical Engineering and an MBA from ESCP. and holds FFI advanced certificates in the in Family Business (ACFBA) and Family Wealth Advising (ACFWA). He is a member of the FFI 2019-2021 UK/Europe Regional Planning committee.
About Quanon Capital Ltd.
In 2001 Bilal set up Quanon Capital Ltd (Single Family Office). Services covered include oversight of operating businesses, investment strategy, opportunity sourcing, deal closing (M&A), Real Estate, Treasury, Tax and corporate structuring, investment & consolidated reporting, Bank and Trustee liaisons as well as lifestyle services. Quanon Capital also facilitates and provides governance for the family and the family business.
Rochelle Clarke shares on Business Continuity
About: Rochelle Clarke is the Founder and CEO of Succession Strength, a company that helps businesses protect their operations and pass them smoothly to the next generation of leadership. Having grown up in and around family-owned businesses, Succession Strength was born out of Rochelle’s love for family businesses and her desire to see them thrive.
After spending her career facilitating the interchange of best practices and practical solutions, Rochelle brings her unique experience to bear in helping family businesses overcome every barrier to a smooth succession. She is the author of The 5 Critical Succession Conversations: A Comprehensive Guide for the Family Business.
For Succession Strength's portfolio of Business Continuity and Succession online solutions or advisory: www.SuccessionStrength.com
David Werdiger shares on Apples and Trees and the Family Business
About: Based in Melbourne Australia, David works with high net worth families and their businesses with a focus on succession planning, family/business shared vision and governance, managing family conflict, and general strategic advice. David’s diverse background gives him a powerful mix of skills: second generation family member, tech entrepreneur, Adjunct Professor, best-selling author on wealth transition and a dynamic conference speaker and educator.
Richard Milroy shares on How investment decisions Families make can be positively and negatively impacted by family relationships.
About: Richard is a Co-Founder and Executive Director of Private Wealth Network, and also founded several other specialist events and publishing companies in the areas of wealth management and sustainability. Starting his career at the International Herald Tribune in Paris, he then moved into specialist trade publishing and investment conferences based in London and now Sydney.
Richard’s vision is to form knowledge networks where people connect face-to-face at events, then continue their relationships through online platforms. His focus is to assist members to share and gain new knowledge and understanding, and hopefully to inspire them too.
Richard holds a BA (Hons) in European Political Science with Modern Languages, from Newcastle upon Tyne University, UK.
Patricia Woo shares on How our spirituality can affect our wealth and our businesses.
About: Patricia Woo is co-head of the firm’s Family Office cross-practice team. She is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up, restructure and operate investment-centric, service-centric, and comprehensive value-centric family offices.
Heinz-Peter Elstrodt is active as advisor and member of Boards of Directors of family businesses and as
guest lecturer at London Business School and Insead. He is a Director Emeritus at McKinsey & Company.
Since joining McKinsey in 1983, he worked in Germany, USA and in Brazil, where he co-founded the São Paulo office in 1988. Between 2004 and 2011 he was responsible for the Latin American region. From 2011-2015 he built and led McKinsey’s global Family Business practice, working with leading family businesses around the world and key conveners like the WEF.
Heinz-Peter has also worked and published extensively on themes of Brazilian and Latam economic development.
After his retirement from McKinsey in 2015, he joined some Boards of Directors and the faculty of London Business School to teach on family businesses with a focus on governance, succession, and corporate strategy. He also continued to act as an advisor to leading founder and family businesses.
Heinz-Peter earned a Dr. rer. pol. in Economics from the University of Augsburg, Germany (1982), and a degree in Business Administration and Industrial Engineering from the University of Karlsruhe, Germany (1979).
He shares his time between residences in London and Sao Paulo.
His publications include: “The five attributes of enduring family businesses”, “A succession memo to a family-business founder”, “Building a house that last : a framework to guide the succession from few owners to many”, “The family business factor in emerging markets”, “What executives are asking about Latin America”, “How Brazil can grow”, “ Reconnecting Brazil to the World” “Five Priorities for Brazil´s Economy”, “Reining in Brazil's informal economy”, “Helping nonprofits do business”, “Keeping the family in business”
Dennis Passis shares on Building a Wealth Knowledge that can help us into the future.
About: Dennis Passis is the Founder of Family Wealth Library, a global library of the world’s leading content for family businesses, curated by internationally-recognized family business advisors.
Annika Hall shares on Genograms the importance of connecting your past present and future.
About: Annika Hall, PhD, is a researcher and author, she is interested in interpersonal aspects, manifested through identity work, communication, values, power and sense-making, and how they influence corporate governance, strategy, and leadership/ownership transition.
Arden O'Connor shares on Addiction and Mental illness in Family Business. The shame of success.
About: Arden O’Connor founded the O’Connor Professional Group to address the needs of families and individuals struggling with an array of behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. With several relatives in recovery, Arden is passionate about helping families and individuals navigate the highly fragmented treatment system in a way that creates positive outcomes and allows families to heal. Arden is a graduate of Harvard College and Harvard Business School. She remains heavily involved in community activities, as a board member of Winsor School Corporation, Collaboration for Family Flourishing, Massachusetts Association of Mental Health, and Attorneys for Family Held Enterprises. Previously, she served as a board member for the Justice Resource Institute (former chair), C4 Recovery Solutions, Harvard Club of Boston, Victory Programs, and Harvard Business School Alumni Association of Boston. She maintains professional affiliations with the following organizations: Boston Estate Planning Council, Worthy Circles and Family Firm Institute.
Joshua Nacht shares on Conflict, Consensus and Collaboration in Family Business.
About: Joshua Nacht is a senior consultant with The Family Business Consulting Group, and works with business families to leverage their strengths by focusing on effective governance, communication, and transitions. He is adept at working with multigenerational families to integrate diverse perspectives and create strong ownership groups by developing structured plans for continuity.
Drawing up a complementary mix of experiences from his roles as a consultant, steward, and scholar to family enterprises, Joshua connects well with people, and he highly values the collaborative relationships and trust that are built in his work with business families. He is an active family business owner and served as a married-in, third generation family member on the Board of Directors of the 75-year old Cleveland based Bird Technologies. In addition, he is a second-generation owner of a real estate development and management company in Edwards, Colorado.
Joshua is an active collaborator and thought leader in the field and is a co-author of numerous articles. He has presented on a range of issues including next-generation leadership development, having multiple roles, incorporating married-ins, and creating generational cohorts. His new book Family Champions and Champion Families explores the value of family leaders in creating enduring business family success.
In 2015, he earned a Ph.D. in Organizational Systems with a focus on family-enterprise. Joshua’s dissertation research, “The Role of the Family Champion” investigated leadership within the ownership group of business families and won the “Best Dissertation Award” from the Family Firm Institute in 2016. Prior to his doctorate, Joshua led wilderness skills trips and worked as a counselor with individuals and families.
Joshua lives in Lyons, Colorado where he enjoys cooking, listening to music, mountain biking, and nature excursions with his children.
Governance and Family Council Facilitation
Independent Director Searches
Next Generation Leadership Development
Ownership Group Development
Strategic Transition Planning
Communication and Teambuilding
Honors and Memberships
Received the 2016 Best Doctoral Dissertation Award from the Family Firm Institute, Inc. that recognizes outstanding academic achievement in the field of family business study.
Family Firm Institute Certificate in Family Business Advising
Joshua earned a Master’s Degree in Counseling Psychology in 2007 and worked for five years as a professional counselor with individuals, groups, and families. He also led wilderness skills trips. In 2015, he earned a Ph.D. in Organizational Systems at Saybrook University with a focus on family-enterprise. Joshua’s dissertation research, “The Role of the Family Champion,” investigated leadership within the ownership group of business families.
Professor Shelley Farrington shares on Sibling Partnerships
About: Shelley is currently a Professor in the Department of Business Management at the Nelson Mandela University and has been employed at the University since 1995. She has lectured both undergraduate and postgraduate students in the areas of Introduction to Business Management, Entrepreneurship and Research Methodology. Shelley has supervised over 40 honours treatise, 14 masters dissertations and 1 doctoral thesis. She is currently supervising 7 post-graduate students. To date Shelley has authored/co-authored 45 accredited journal articles and has presented more than 95 papers at international and national conferences. Fifteen of these conference papers have either been nominated or won best paper or runner-up best paper awards. Shelley has written several chapters in books and is the co-author of a book titled “Starting and managing your own business” which is now in its 3rd edition. She is an avid researcher and currently has an NRF C2 rating. In 2012 and 2013, she was the faculty researcher of the year, and in 2016, the faculty runner up researcher of the year. Her most notable research award was an NMU research excellence award in 2013, for being one of the universities top researchers.
Shelley regularly does both internal and external peer evaluations for the NRF, and acts as track chair and reviews papers for conferences. She is also part of the review board of several journals. She also serves as the external examiner of post graduate research projects for several universities in South Africa. Shelley is actively involved in the mentoring of inexperienced researchers and coordinates the Faculty of Business and Economic Sciences RTI mentoring programme. She is also a founder member of the NMU Family Business Unit which continues to undertake research aimed at supporting family businesses in the Eastern Cape, South Africa and Africa. She is the coordinator of a business plan project where together with her entrepreneurship honours students has assisted many entrepreneurs with business plans.Shelley has acted in an advisory capacity to several start-up small family businesses and was also the owner of a family business together with her two brothers for 13 years.
Prof. Elmarie Venter shares on socioemotional wealth (SEW) in Family Businesses.
About: Prof Venter is a well-known presenter, facilitator, mentor and consultant in the field of family businesses. Her work and research on managing and governing family businesses in general and succession in particular has been recognised locally and internationally through her publishing in accredited journals, writings in popular media, her speaking at conferences, on radio and television, as well her books, chapters in books and reports relating to family businesses. She is currently a member of the Department of Business Management at the Nelson Mandela University and is a founding member and ex-director of the Nelson Mandela University Family Business Unit, the first and only research unit of its kind in Africa.
She won the prestigious Best Dissertation Award from the Family Firm Institute (Boston, USA) in 2003 based on her dissertation titled “Succession in small and medium-sized family businesses in South Africa”. She was the Emerging Researcher of the year of the Faculty of Economic and Business Sciences in 2007 and the Faculty’s Researcher of the Year in 2010 and 2015. Prof E Venter won the Nelson Mandela Excellence in Engagement Individual Award for 2017 and also receive a National Research Foundation rating (C1) in 2018. Prof Venter has also attended more than 90 national and international academic conferences and serves on the editorial boards of several national and international academic journal, including the high-impact factor journal Family Business Review. She is the author or co-author of seven books and the author of numerous chapters in books. She has supervised more than sixty honours, masters and doctoral students.
Elmarie’s current research interests include, amongst others, enhancing the transgenerational potential of indigenous African family businesses, investigating the role of values in the transgenerational success of indigenous South African family businesses; how the ‘family’ influences the choice, implementation and outcomes of social responsibility (SR) and innovation practices of successful transgenerational family businesses in South Africa; socio-emotional wealth (SEW) of African family businesses; and innovation practices and strategies of small and medium-sized family businesses.
John Tucker shares on the integration of non-family management into a family business.
About: John is affectionately known as ‘The Guru’. There isn’t much in the world of family business that John hasn’t seen. He has worked as Global Head of Family business for a large accountancy business, he created the first MBA and Masters programmes in family business in the World and has a passion for his work that you will struggle to match.
Family business consultant at the Family Business Consultancy
Greg McCann shares on conscious leadership in Family Business.
About: Greg Mcann, Family Enterprise Owner, Consultant, Coach, Author and Professor
Greg works with family enterprises in the areas of leadership, succession, communication, conflict resolution, with a special emphasis on leadership. Greg has coached leaders, executives, and the rising gen for over 20 years within his roles as the founder & director of Stetson University’s Family Enterprise Center, director of its executive MBA, as a consultant and coach in his firm, McCann & Associates (greg-mccann.com). He has had several coaches throughout his career and is certified in Leadership Agility and Myers-Briggs Type Indicator.
Emmanuel Asuquo shares on Financial conversations in Family Businesses.
About: Emmanuel Asuquo is a qualified Financial Advisor and has worked in Financial Services for over 15 years. Emmanuel is privileged enough to give financial education talks all over the UK and has spoken to over 20,000 people in the last two years. Emmanuel has been featured in The Times, Telegraph and Daily Mail newspapers and has been invited to speak as an expert guest on BBC Radio on multiple occasions. Last year Emmanuel featured as one of four experts on the popular Channel 4 finance show “Save Well, Spend Better”.
Enrique Cordero speaks on Looking at Succession as Business Continuity instead of replacement.
About: Enrique is a Mechanical Engineer graduated from Texas A&M University. He also has a Master in Business Administration (MBA) from INCAE Business School and post-graduate studies as an Advisor in Family Business in the Establishment of Governance and the Drafting of Family Protocols from the Universidad National de Ingenieria (UNI-PRODEF) in Nicaragua. Enrique is also accredited by the Association to Advance Collegiate School of Business (AACSB) for his professional experience under the PQ standards.
For sixteen years, Enrique served as founder, President, and CEO of EMCOR, S.A. in Nicaragua, leading the graphic arts family business which maintained the ISO 9000:2000 certification for 10 years. With his experience, Enrique contributed his knowledge in marketing and graphic arts, making the business the leader in the market and advising his clients in their businesses and providing creative solutions.
Currently, Enrique works as an International Advisor for the Establishment of Governance in Family Businesses in Central America. His work consists of accompanying family businesses in the process of reducing conflict, establishing governance, setting clear rules in the relationship between family and business, and as a final product, drafting the family protocol.
Enrique is also an Adjunct Professor in the Universidad Americana (UAM) for the Master in Business Administration program. He has given many seminars about all these topics.
Alyana Popat shares on Entrepreneurship when working in the family business
About Alyana: Alyana is currently pursuing a Master of Management in Hospitality at Cornell University, SC Johnson College of Business. She was previously working with her family business, Simba Corporation, in Nairobi and held several roles within the Hospitality department of the business.
Alyana started off working in the Business Development department as an analyst, where she was heavily exposed to strategy development for the overall corporation and had significant engagement with the board of directors. Following this role, she found her passion in the hospitality industry when she headed the Marketing for the hospitality department.
Alyana also took on the role of an entrepreneur and started her own wine importation and distribution business, focusing on Portuguese wines. She also developed a new restaurant space, that will introduce 11 new brands into the Kenyan market.
Alyana has a strong passion for philanthropy and social entrepreneurship and was also heavily involved in setting up and running the Simba Foundation, the corporate social investment arm of Simba Corporation that aims to create sustainable opportunities for empowerment of African communities. She currently sits on both the Shining Hope for Communities Kenyan Advisory Board and the Simba Foundation Board.
Alyana holds a Bachelor of Science degree in Management from Manchester Business School.
Rania Labaki shares on Corporate Governance and how it connects with Family Governance. Incl best practices and what it takes to succeed.
About: Bio: Rania Labaki, Ph.D. is Associate Professor of Management at EDHEC Business School, Director of the EDHEC Family Business Research Centre, and Family Business Fellow at Cornell University. She is actively involved in key roles in several international organizations, such as member of the board of the International Family Enterprise Research Academy (IFERA), family business advisor at Lansberg Gersick & Associates, head of the academic committee of FBN France, and co-Editor of Entrepreneurship Research Journal. Her current research and teaching interests revolve around the interplay between family dynamics and family business decision-making. Her extensive experience working with families around the globe includes governance design, strategic succession planning and development of responsible owners. A global speaker with presentations and lectures in over 50 countries across continents, Rania has numerous academic publications and articles in the international media, professional and press outlets such as Forbes, Les Echos, Le Figaro, CampdenFB, Tharawat, The Conversation, La Tercera, Le Nouvel Obs and Financial Times. She is recipient of numerous awards, grants and distinctions supporting and recognizing her contributions to the family business field, including the Barbara Hollander Award in 2020.
Scott Rands shares on Wealth that expands beyond Financial but adds invaluable impact on the family and the business.
About: Scott Rands, CIM, FEA Scott has extensive experience in financial services, joining Scotiabank in 1995. With a strong background in investment management, estate and trust services and private foundations, he is a true believer in total wealth management planning.
Melissa Mitchell-Blitch shares on Differences Don't Have to be Divisive.
About: Melissa Mitchell-Blitch is the founder of Eredita Consulting and author of In the Company of Family: How to Thrive When Business IS Personal.
Melissa is a former CPA and financial advisor, who left the field of finance in 2003, to focus on the psychology of business and wealth. She has a Masters in Accounting and a Masters in Psychology. Melissa is a Certified Professional Coach, a GiANT Master Coach, and a Myers-Briggs Type Indicator (MBTI) Certified Practitioner.
Melissa lives in beautiful Charleston, SC and serves clients across North America. She has spoken nationally and internationally and serves as the Dean of Individual Development for the Purposeful Planning Institute.
Maya Prabhu shares on Children, Wealth and Success. (ages 3-22. Promoting collaboration between siblings. Children understanding success and hardship and appreciating wealth.)
*Disclaimer : Maya is not speaking as a representative of her employer but in her own capacity on this podcast.
About: Maya leads the Wealth Advisory practice across the EMEA region at JP Morgan. She advises families on strategies to plan for and support the harmonious transition of their family wealth and family businesses to the next generation. Her areas of focus include developing family governance and communication strategies, next generation engagement and development, establishing family offices and in crafting effective and rewarding philanthropy strategies. Maya has worked with families around the world especially the UK, Middle East and Asia. Prior to joining JP Morgan in 2018, Maya worked at Coutts & Co London for over 10 years as a specialist advisor and where she most recently led Wealth Advisory Services. Maya holds practicing certificates in Family Business Advising and Family Wealth Advising from the Family Firm Institute (Boston, USA), a Certificate in Executive Coaching from the Henley Business School (University of Reading) and is an accredited mediator from Regents University. She is a member of the teaching faculty for the Family Firm Institute’s GEN courses and for the Society of Trust and Estate Practitioner’s Professional Postgraduate Diploma in Private Wealth Advising. She has also guest lectured for the Wealth Management Institute, Singapore. Maya serves on the Board of the London Musical Theatre Orchestra and volunteers as a community mediator.
Jane Beddall shares on Types of Conflicts and Conflict Resolution solutions.
About: After working as a mediator and attorney for a number of years, Jane Beddall founded Dovetail Resolutions, LLC in 2006 to provide mediation services to help parties in conflict reach resolutions tailored to their interests. Her specific focus now is work as a family business mediator and family wealth mediator.
Lisa Cukier shares on Wealth and Marital Conversations in Enterprising Families.
About: LISA M. CUKIER is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. Her practice includes divorce & custody, trust litigation, will contests, fiduciary litigation, mental health and addiction related legal interventions, elder law, guardianship and conservatorship litigation, probate litigation, parentage issues, adoption, family law impacted by mental health issues and divorce impacted by family trusts and family business, blended family planning and litigation, LGBTQ family planning and litigation, grandparents visitation matters, and elder financial exploitation. Previously, Ms. Cukier was assistant general counsel for the Massachusetts Department of Mental Health and Department of Mental Retardation (now DDS). As Special Assistant Attorney General at DMR, she prosecuted disabled person abuse cases for the Disabled Persons Protection Commission. She is a past president of the Massachusetts Family and Probate American Inn of Court, and presently a member of the Boston Probate and Estate Planning Forum, the Boston Estate Planning Council, the Probate & Family Inn of Court, the Massachusetts Association of Guardians Ad Litem. Ms. Cukier has been recognized with the Best Lawyers designation from 2010 – 2020, the SuperLawyers designation from 2005-2020, the Massachusetts Bar Association Community Service Award in 2005, a National Law Journal Trailblazer in 2017, the Women Worth Watching recognition in 2018, Top Women of Law in 2019, and sits on the WBA Women Leaders Initiative as of 2020. Ms. Cukier is a graduate of Northeastern University and Suffolk University Law School. Ms. Cukier is raising her two children in Weston MA (November 2020)
The similarities and differences of Family Enterprises with Dr James Grubman
About : Dr James Grubman has provided services to individuals, couples, and families of wealth for over 30 years. His work with clients at many levels of affluence - from the “millionaire next door” to The Forbes 400 - has earned him a reputation as a valued family advisor. Jim often is consulted in situations of complexity where psychology, law, finance, medicine and business all come into play to varying degrees. Jim also brings his knowledge of the client's perspective to his work with single and multi-family offices, Top 100 wealth management firms, attorneys, and other advisors. He has coached hundreds of advisors on the core competencies needed to foster exceptional client relationships.
Jim is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations and co-author with Dennis Jaffe, PhD of Cross Cultures: How Global Families Negotiate Change Across Generations, ground-breaking explanations of how individuals and families can adjust to wealth effectively. His work has been discussed in Malcolm Gladwell’s book, David and Goliath, and has been featured in The Wall Street Journal, Harvard Business Review, CNBC, The New York Times, and The Boston Globe. He has published widely in the Journal of Wealth Management, the International Family Offices Journal, Journal of Financial Planning, the global family enterprise publication Tharawat Magazine, STEP Journal, and many other media..
A dynamic sought-after speaker, Jim has presented at national and international conferences including the Heckerling Institute on Estate Planning of the University of Miami School of Law, TIGER21, the Institute for Private Investors, and the Family Firm Institute, among many others. He is a collaborator on the Hundred Year Family Enterprise Project for Wise Counsel Research Associates, studying the practices of global families who have successfully made transitions through at least three generations. He also served as academic director for the Cultivating Your Family Legacy series within the Family Legacy and Wealth Program at the John Molson Executive Centre of Concordia University in Montreal, Quebec, as well as a similar program in development at Queens University in Kingston, ON, Canada.
Dov Baron shares on becoming a Dragon Leaders
About: Dov Baron is “The Dragonist”, guiding us in how to recognize and nurture dragons (the top talent) hidden in our organizations. A Dragon Leader is not a position , it’s someone who is always pushing to improve and wants those they serve to reach their full potential.
Dov’s humour and no-BS style is contagious. As a master storyteller, he is considered to be the leading authority on actualized leadership. Actualized leadership means getting the result you set out to achieve in the most meaningful manner.
Working with diverse leaders and executive teams, Dov filters common bonds to create Fiercely Loyal cultures. You can’t achieve loyalty without “meaning” and talent only stay when they feel they are a part of something larger than themselves.
Besides being a bestselling author of One Red Thread and Fiercely Loyal : How High Performing Companies Develop and Retain Top Talent, Dov has been named one of Inc. Magazine’s Top 100 Leadership Speakers to Hire and as one of the Top 30 Global Leadership Guru's . He has spoken to the United Nations, The World Management Forum (Iran), The New York National Speakers Association, and The Servant Leadership Institute.
In June 1990, while free rock climbing, Dov fell approximately 120 feet and landed on his face. The impact shattered most of the bone structure of his face. After ten reconstructive surgeries, no external evidence remains; however, this experience wasn’t just life-changing, it has been completely transformational. Dov shares how Dragons are born in fire , experiences that could potentially destroy you, instead can birth purpose, passion, and hunger to champion others to nurture the Dragon Fire in ourselves, our families, our communities, and our companies.
Dov believes the world needs more "Dragon Leaders" committed to living their purpose, standing in their truth, and empowering others to find their fire and do the same.
Dave Specht share on the Family Matriarchs
About: Dave Specht is the author of, "The Family Business Whisperer." He has served as a University Professor at the University of Nebraska where he taught Family Business Management. In the past 3 years Specht has trained nearly 3,000 of the top financial advisors in the United States. He is the father of 6 children and lives with his family in Basin City, Washington.
Piet Jansen shares on Imperfection. The shame and pain that comes with being a child in an imperfect situation.
About: Piet Jansen is the Director of International Relations at Yes We Can Youth Clinics. As a Keynote speaker at many events, he enjoys grasping the attention of any audience, addressing universal issues that often resonate long after the event has passed. Of Dutch origin, yet a true internationalist having studied International Affairs and having lived in Salamanca, London and Bordeaux, he now travels the world on behalf of Yes We Can to build a network of like-minded professionals to help as many families in need as possible. His mission is to create a world-leading environment where every young person can feel safe and be given a reason to change. “Young people getting their lives back on track motivates me to carry this message around the globe. Seeing hope and joy return in the lives of others is my raison d’être. There is nothing more powerful than seeing these apparently broken flowers reach for the sun and stand straight again in all their beauty.”
Company Website: www.yeswecanclinics.com
General email address for enquiries: email@example.com
Description of our company:
Yes We Can Youth Clinics is recognised as the world-leading treatment centre for 13-25 year olds suffering from a wide array of mental health issues, addictions and related behavioural disorders. With a global reputation for excellence and the highest staff to client ratio in Europe (330+ staff vs 150 beds) over 5,000 young people have been through the Yes We Can Programme and gone on to rebuild their lives.
Dr Vanessa Zamberk shares on Family Governance tools
About: Dr. Vanessa Zamberk, nee Faktor, born in the United States, was educated in Germany and Switzerland. During her Master Program in Public Management at Bocconi, she worked for the last semester at the Housing Opportunity Commission of Montgomery County. For the next three years she gained professional experience at JP Morgen Chase and the 7th Art in NY.
Back in Europe she enrolled in the doctoral program at the University of St. Gallen specialising in the field of governance. Research assistant at the affiliated Institute for Leadership and Human Resources, Vanessa also coordinated governance workshops and seminars for directors of the board. Writing her dissertation: “New Family Office Governance” she was invited as a Visiting Scholar by the Wharton Business School. As guest lecturer and participant of workshops and seminars for international organizations and companies she concluded that family enterprises from Frankfurt to Beijing face the same problems and aims, the optimisation of the family`s assets and their successful transmission to the next generation
Her company WORKSHOP DUAL counsels and accompanies her clients during the design and establishment of a structured governance system covering strategy, defined communication channels, risk management and timely succession planning for the family and its business.
Specific programs prepare the next generation for their future challenges and responsibilities. Confidential mediation facilitates conflict resolution.
Workshop Dual assists with intra-generational philanthropic projects which result in a better alignment of the family identity by bring the different generations closer.
Robert Rubinstein shares on "Is Impact Investing the right strategy for African Family Offices?"
About: Robert J. Rubinstein (born 1952) is a Social Entrepreneur and the founder and driving force behind TBLI (Triple Bottom Line Investing) Group, a group that specializes in Environmental, Social and Governance ESG and Impact Investing, using Triple Bottom Line principles.
Christian Stewart shares on Developing family human capital through assessment process.
About: Christian is the founder of Family Legacy Asia, a process consulting firm based in Hong Kong. He assists family enterprises around Asia with family governance, succession, and family learning & development.
He facilitates family meetings and helps families to form and implement family councils, family constitutions and family policies, often in the context of transition planning. He also advises several ultra-high net worth Asian families on trust and succession matters, including acting as a director of private trust companies. His philosophy is that such structures work best when based on understanding the unique culture and relationships within the family.
Christian originally qualified and practiced as a solicitor in South Australia from 1990 to 1994. He moved to Hong Kong in late 1994 joining PricewaterhouseCoopers and became a partner and head of their Trust & Private Client Group. In July 2002 he joined JPMorgan Private Bank to head the bank’s Wealth Advisory team for Asia.
He left JPMorgan and founded Family Legacy Asia in July 2008 to provide independent advice to Asian families on family governance & succession issues. In addition, from May 2016 he became an associate with Wise Counsel Research, a nonprofit think-tank and boutique consultancy based in Massachusetts USA, focused on matters of wealth and philanthropy.
In June 2017, Christian received the award for Leading Individual (Advisor) at the WealthBriefingAsia 2017 Awards, Singapore.
Christian is the author of the chapter on Family Offices in Hong Kong in the book “Family Offices: The STEP Handbook for Advisors” and the chapter on Trusts, Trustees & Family Business in the book “Trust in Prime Jurisdictions” both published by Globe Business Publishing Limited. He contributed a chapter on “Practical tools for building healthy families” to the book “Wealth of Wisdom, the Top 50 questions Wealthy Families Ask” by McCullough and Whitaker, Wiley, 2019. He has also been a regular contributor to The International Family Offices Journal.
Russ Haworth shares on Ownership Philosophy
About: Russ is recognised as one of the world’s leading experts in family business and has been working with families in business for 15 years. His passion for the work has seen him move from a career in financial planning and wealth management into his role with The Family Business Consultancy.
He holds the Advanced Certificate in Family Business Advising, awarded by the Family Firms Institute and recognised globally as one of the leading qualifications for those providing advice to family owned businesses. Russ’ career began in financial planning and in particular specialising in helping family business owners become financially and emotionally independent of their businesses. This led to him writing a book that explores not just the financial and technical aspects of family business transitions but also the emotional impact of these transitions. Ultimately this became the catalyst for him to realise that his passion and calling is in providing consultancy services to family owned businesses, helping them to navigate the complexities that come from being in business together.
As well as providing dedicated consultancy support to families in business, Russ also trains and teaches in the field of family business and is a frequent speaker at national and international conferences. He is also the host of The Family Business Podcast, one of the worlds’ leading resources for families in business.
The podcast has a global audience and is supported by The Institute for Family Business.
This has allowed Russ to interview the worlds’ leading experts in the field of family business and use the active listening skills and natural empathy that have helped him to gain his own reputation within the field. Russ has undertaken extensive training in complementary disciplines such as Life Planning and Coaching and has a keen interest in psychology, organisational development and human behaviour.
Russ is also the Co-Director of the Land of Giants research project which is giving a voice to ‘rising gen’ family members from families of significant achievement and / or wealth. The project is seeking to understand the impact on individuals of growing up in a world where they are surrounded by significance. It explores how rising gen can find their own significance and purpose in life, be that within or outside of the family business.
The project has gained recognition across the globe and is being supported by The University of Adelaide.
Jeremy Green Shares on Setting Up and Recruiting for family Office
About: Jeremy Green is team lead at Agreus Resourcing & Recruitment Exclusively for Family Offices. Agreus is a full-service resources and recruitment consultancy – dedicated to working exclusively with Family Offices throughout the World.
Recruitment Adviser servicing the Family Office and Wealth Management space.
- Market mapping and building relationships with Family Offices and Wealth Managers.
- Extensively networked with Investment Professionals from Junior Portfolio Managers to CIOs
- Identifying top candidates relevant to the Family office and Wealth Management space.
- Completing senior and junior mandates across Europe, Middle East and the US.
- Actively contributing to the Agreus ‘Thought Leadership’ initiatives.
John Broons shares on “Whats you origin story?" and “Who really owns the business?”
About: As a highly experienced mentor, coach and Specialist Accredited Family Advisor with Family Business Australia for almost 30 years', John Broons has been immersed in business consulting since the early 1990s. Spanning more than 40 years’ of experience, his strengths centre around being able to simplify the complexities of business leadership, ownership, people and culture. Constantly working with business owners and executives on creating, challenging and focusing their business strategy and widely sharing his expertise through engagements as a professional facilitator, presenter and Keynote Speaker.
Early on in his career, John worked within his own 3rd generation family-owned company. The broad base business of the family company – sawmilling, wholesale timber and construction – was the perfect place to hone and stretch his business management skills, as well as experiencing first-hand the complex dynamics of a company structure. John frequently draws on those personal experiences and shares them as examples (of both good and bad) when helping executives build their own company legacy and establishing positive, open environments and cultures.
· Succession planning
· Family Dynamics / Families in business ( Watch John’s family business video channel)
· Leadership training and development
· Business strategy
· Change management
· Advisory boards
· Strategic planning and business structures Leadership Training
Professional awards and memberships:
· Family Business “Advisor of the Year” 2019/202 for Family Business Australia – (https://youtu.be/KUuRf8FQrD0 )
· Certificate and Advanced Certificate Family Business Advisor – Family Firm Institute
· Fellow of Family Firm Institute (Boston, USA)
· Specialist Accredited Family Business Advisor (Family Business Australia)
· Robert Norse Award (the founder of TEC) 2013 – (one of only two awarded in Australia in the past 30 years)
· Seven Gold Chair Excellence TEC Awards – 2012, 2013, 2014, 2015, 2016, 2017, 2018 and 2019
Communications and values and or decision making in venture creation for the next generation with Dr. Leilanie Mohd Nor
About: Leilanie is a Company Director and Group CEO at BinaPavo, a leading boutique family business advisory firm in Malaysia. Her forte is on next generation leaders’ development, communication, values, trust, conflict resolution and family entrepreneurship.
Prior to co-founding BinaPavo, she spent 12 years, as an academic, focusing her teaching, corporate training, research and publication on entrepreneurship, and in particular, family business. She was Associate Professor of Family Business and Entrepreneurship at two leading private universities in Malaysia, having published case studies, scopus-indexed and ISI journals, reports, book chapters and books, with local and renowned international scholars. She was involved in national and global research projects in family business known as the STEP project, where she represented STEP as a Global Board, STEP Asia Pacific Leadership Council (Chair), and STEP Malaysia National Leader.
Leilanie holds a BA in Telecomunication from Michigan State University, USA; an MBA and Ph.D. in Management from UNIRAZAK Malaysia (a joint programme with Toulouse Business School, France).
In her free time, Leilanie likes reading snippets on social media, fancies jazz to relax her soul, appreciates abstract oil-on-canvas, and enjoys cosying up with her family at home.
Lise Stewart shares on How to avoid choking on the silver spoon – setting expectations about compensation, roles and responsibilities early in life.
About: Lisë Stewart is Principal-in-Charge of EisnerAmper’s Center for Individual and Organizational Performance and the Center for Family Business Excellence Group within the Private Business Services Practice. She has more than 25 years of experience in organizational development, strategic planning and training, and human performance management.
A popular and nationally recognized speaker, Lisë is well known for her advocacy and training for, privately held businesses. She offers case studies, humor and practical, no-nonsense advice to make her information accessible and realistic for clients and participants. Her training is in organizational psychology and small business, and she is the author of numerous articles on organizational and individual effectiveness, and business sustainability. Additionally, Lisë has been a keynote speaker on topics pertaining to small business nationally and internationally for over 25 years.
Prior to joining the firm, Lisë was the Founder and President of Galliard International, the largest provider of transition services for small businesses in the country. In 2014, she founded the Galliard Family Business Advisor Institute, a non-profit membership organization for those interested in supporting and saving family owned companies in their local communities.
Lisë holds certifications from various organizational development institutions, including the Gestalt Institute’s Certification in Professional Coaching and attainment of Professional Level Certification through the International Coach Federation.
Lisë has been named to the NJBIZ list of “Best 50 Women in Business” for 2018, this award honors New Jersey’s influential women—across a wide array of business sectors—based on their professional success, community involvement and advocacy for women. In addition, The Leading Women Entrepreneurs LLC has named Lisë a Top 25 Leading Women Intrapreneur.
Transition & Succession Planning
CEO Leadership Development
Mediation & Communication
Credentials / Education
Gestalt Professional Coaching Certification (GPCC)
Professional Certified Coach (PCC)
Black Belt Innovation Engineering
Massey University (New Zealnd): BA, Organizational Psychology
Founder and Chair, Galliard Family Business Advisor Institute
Kate Bright shares on Exploring Safety and security. In families and our communities.
About: As Founder and CEO of Umbra International Group, Kate has unparalleled expertise working with Private and Family Offices as well as the security sector. She is uniquely positioned to deliver and advise on living a Secure Lifestyle and the development of a protected way of living. Her view is that security affects everyone, and that it has a huge impact on everyday health and wellbeing. In life post-COVID-19, this will be even more prevalent.
Kate started her career garnering experience through 15 years as an Executive Assistant to a series of high-net-worth clients. She cultivated her network by founding and leading as Chair of The Network, widely regarded as the UK’s leading network of influential gatekeepers. During this time, whilst working closely with her client’s security teams, Kate underwent extensive SIA Close Protection Training herself. Using the substantial knowledge and experience acquired in both Protection Services and private and family office employment during this time, in 2015 Katie founded the UMBRA International Group.
Though it started as a network of forward-thinking security and protection operatives, UMBRA International Group quickly developed into a globally-recognised and world-leading business, adept at changing quickly with demands of the market. It has become synonymous with discreet, diverse and trusted practices. Kate and her team work to meticulously assess and minimise risk, spearheading the movement to bring traditional security to a broader audience and to extend security awareness into every avenue of modern life.
To date, Kate has managed a collective net worth of over £50bn across her career. Alongside its head office in London, UMBRA International Group has expanded its global capacity to include partnerships in the USA, South Africa, the Middle East and mainland Europe, with a focus on France and Switzerland in that region.
As a leading voice in her industry, Kate is a regular speaker and panel member for the “Secure Lifestyle” movement as incepted by UMBRA International Group. She has hosted round tables and webinars for Mastercard, Magic Circle Firms and many others after her well-received TEDx talk on Invisible Security in 2018. Her standing and leadership in the industry and amongst her peers was recognised in 2020, when she was appointed to the Board of the Security Industry Authority regulator.
Outside of the industry, Kate is a passionate supporter of the transition of veterans and ex-professional sportspeople into meaningful civilian life and employment, both professionally and personally. She is a Veterans’ Aid Ambassador and a member of the Supporting Wounded Veterans Committee, and regularly undertakes physical challenges to raise funds for these causes.
Andra Ilie shares on the Next-Gen’s mind frame now and how it is different to the Now-Gen
About: Andra works closely with families and family offices, supporting them in managing their businesses, their wealth and understanding their aspirations. Andra takes a holistic approach when advising clients, focusing on family longer term succession planning and family governance.
Emma Rudge shares on Generational Transitioning in the Family Governance process. Why our past can help us shape our future.
About: Emma Rudge
Family business consultant at the Family Business Consultancy
Works with UK and international business families on generational transition, establishing family governance, managing family dynamics, integrating the next generation and more
Runs next generation education programmes for single families and mixed groups
Trains professionals from varied disciplines on working with business families
Over fifteen years’ experience working with business families
Corporate legal background
Private Wealth Lead at UK top 100 law firm Michelmores
Linked in profile
Emma has spent many years working alongside family businesses helping them to address and move beyond the challenges they face, in particular around succession and governance. She also runs bespoke training for families and their advisors.
Emma has a background in Law, and is one of the founding Fellows of The International Centre for Families in Business.
Jeremy Cheng shares on Family Education and Career Development for Enterprising Families
About: Jeremy Cheng, FFI Fellow, ACFBA, ACFWA, is Founder of GEN+ Family Business Advisory and Research and PhD student at The Chinese University of Hong Kong. He is Founding Chair of the FFI Asian Circle and a faculty member for GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise.
Franco Lombardo shares on Safe Space: Governance in Action.
About: Francesco Lombardo is a much-sought after international speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. He has spoken at Campden Conferences, Institutional Investor, YPO/WPO Chapters and Forum Groups,The Society of Trust & Estate Practitioners and TIGER 21among others. His many television appearances include shows such as Money Talks and The Morning Show. Franco has also appeared on SKY News. (see video here). Through his extensive work with families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses and legacies.
Francesco is the founder of Veritage Family Office which assists individuals within families by uncovering their truth about who they are (TRUTH ABOUT YOU), so they may better communicate and connect with each other creating harmony in the family. Veritage develops unique recipes for purpose, vision, and mission for the families wealth which feeds and nourishes the family legacy.
Passionate and engaging, Francesco is a leading expert in the emotional impact money has on Relationships, Estate, Family Businesses and Family Office operations globally. He is committed to healing the families his team serves and moving from Entitlement to Authenticity to become what he calls “Contributing Leaders”.
Ken McCracken shares on the importance of Natural Governance within a family business.
About: Ken McCracken is a leading family business consultant and teacher, based in the United Kingdom. He is a Fellow of the Family Firm Institute (FFI), the international organisation for family business professionals and academics and is a past recipient of the FFI Award for Outstanding Interdisciplinary Achievement. He is the author and teacher of two programmes for the Society of Trust and Estate Practitioners (STEP); the Advanced Certificate in Advising Family Businesses and the Professional Postgraduate Diploma in Private Wealth Advising. Ken was previously awarded the STEP Award for Family Business Adviser of the Year.
Martin Stepek shares on The importance of mindfulness in family conversations. How this can impact the results of governance.
About: Martin Stepek combines expertise in mindfulness, family businesses, poetry, and family heritage. He sees all four as complementary and corelated.
His career has seen him co-own and direct his father’s family business, one of Scotland’s top 500 businesses, as well as being a director of a Scottish law firm in Glasgow and Edinburgh, a director of several charities including the Scottish Fair Trade Forum, Social Enterprise Scotland, and Employee-Ownership Scotland. He was co-founder and is CEO of the Scottish Family Business Association.
His main interests today are twofold:
his own and other people’s mental wellbeing and happiness, which he delivers through his own philosophy of mindfulness;
and creative arts, primarily poetry and Japanese-influenced calligraphy.
He has published six books and innumerable articles on mindfulness, and was the UK’s first regular columnist on the subject, writing weekly for Scotland’s major newspaper, the Sunday Herald. His free weekly mindfulness class in his hometown of Hamilton is the largest of its kind in Britain, with regular attendances of over a hundred.
He has published four volumes of poetry, on a broad range of themes; his father’s incarceration in a Soviet labour camp, insights gleaned from mindful observation of everyday events, a dialogue in poetry with one of the USA’s most respected Polish-American poets, and a philosophical-comic view of one of Japan’s greatest poets and Zen monks. He considers poetry and art to be part of being mindful, and mindfulness as a work of art in its own right.
Martin offers guidance to individuals, families, and groups of people on any, some, or all of these areas of life.
Mairi Mickel shares on Securing the Future of your family business legacy - how to co-create Competent Owners in the next generation
About: Mairi is a Family Business advisor and has founded her own consultancy specialising in succession planning with UK multi-generational business families. She is a previous main Board director and 4th generation owner of Mactaggart & Mickel Group. She also holds a portfolio of independent NXD director roles with privately owned businesses and charities in the UK and USA. She is a faculty member of the Family Firm Institute (FFI) and delivers Family Business Governance & Next Generation Development courses with the IOD Scotland.
Jessica McGawley shares on Education of Next Gen should happen earlier, and why?
About: Jessica is the Principal and Founder of Dallington Associates. She is the port of call for all parents and students, guiding them throughout the entire process from relocation through to graduation and beyond.
Jessica is experienced in the challenges and opportunities faced by international students. Prior to setting up Dallington, she spent seven years as the head of operations for a family office consultancy, working with families from all over the globe, preparing their next generation for wealth and legacy transition through bespoke planning and mentorship. During this time, she witnessed first-hand the difficult position many parents finds themselves in when their children are being educated so far away and saw the need for the “home away from home”.
Jessica has an undergraduate degree from SOAS, a postgraduate foundation in Counselling and Psychotherapy and a Masters in Psychodynamic and Systemic Consulting Psychology from the Tavistock and Portman NHS Foundation Trust. The youngest ever board member of the United Nations Women London, she proudly set up its first mentoring scheme. She is currently a Trustee of the Cassandra Learning Centre, a charity that focuses on supporting victims of domestic abuse. She is also a Governor of The Mossbourne Victoria Park Academy.
Randy Waesche shares on the importance of understanding wealth and how it influences decisions as well as the decision making process for Family Businesses.
About: Randy Waesche has spent his 42 years as a financial consulting pioneer guiding Resource Management, LLC. to national prominence. He is active professionally and, in the community, serving on numerous committees and Boards. Professionally, he has served on the Financial Planning Association (FPA) Investment Committee and is a former national board member for the Institute of Certified Financial Planners, the predecessor of the FPA. Civically, Mr. Waesche is a former member of the Board of Directors and Executive Committee for the Mary Bird Perkins Cancer Center; a nationally recognized center of excellence for cancer treatment and is still active on their finance committee. In the past, he has served on the Boards of the Lake Pontchartrain Basin Foundation, the West St. Tammany Parish YMCA, the St. Tammany Parish Economic Development Foundation, and the Northshore Community Foundation.
In addition to his wealth management activities, Mr. Waesche has a specialty in family business advising, and has earned Fellow status with the Family Firm Institute where he has also earned certificates in Family Business Planning and family Wealth Advising. Mr. Waesche has been recognized by Money and WORTH magazines as among the top financial planners in the country.
Mr. Waesche holds a Bachelors of Science degree from Regis University in Denver, Colorado with a major in Ecology and minors in Chemistry, English, and Biology. He earned his designation, Certified Financial Planner in 1977 from the College of Financial Planning in Denver, Colorado.
You can find Mr. Waesche Wednesdays at 7:40am on WWL TV’s morning news during his Stretching Your Dollar segment.
Paul Andrews shares on what keeps Family Businesses United.
About: Brought up in a family business Paul has continued to work with them throughout his career, from audit clients to developing a family business consultancy service to them for Grant Thornton, to being the non-family MD of one and then establishing a leading family business resource centre, developing an online family business community and becoming editor-in-chief of the bespoke magazine, Family Business.
Throughout my career Paul has interviewed clients, developed plans to deal with their issues, written case studies and feature pieces, conducted research, organised and run events and developed strategies for working with family businesses too.
Since setting up Family Business United in 2012 an online magazine and resource centre for the family business community, Paul has also been working with a number of professional service organisations helping them to develop their offering to family businesses. Clients have included:
- Grant Thornton International
- Farrer & Co
- Coutts & Co
- The Institute for Family Business
Furthermore, Paul works with family businesses to help them with marketing and communications, particularly around maximising their use of social media.
He regularly undertakes research projects too, interview family businesses for written features and releases and organise family business events as well.
Family Business United (‘FBU’) was created by Paul Andrews who is passionate about the family business sector and champions the sector on a global level. Family business is at the core of all that we do and Family Business United is the culmination of working in the family business sector for over 20 years.
Pete Walsh shares on Generating trust and having frank and meaningful discussions.
About: For over 20 years, Pete Walsh has been helping people reach new levels of results by mixing fun, hard work, and an unwavering commitment to personal development.
Pete provides Executive and Business Coaching for leaders and teams that are committed to reaching the highest levels of business results and personal satisfaction. His ‘Peak Compass’ process enables teams to:
Clearly identify what matters most about their work together
Create individual and group commitments that transform results
Develop authentic leadership and communication
Build sustainable learning communities
Pete is known for his ability to generate trust and be able to help participants hold very frank and meaningful dialogues. As a gifted Master Certified Coach and facilitator, Pete is able to remain very flexible in allowing conversations to follow what the client needs rather than a pre-planned program.
His client list includes:
Grubb & Ellis
Arizona Public Service
Price Waterhouse Coopers
Founded Peak Performance Coaching, LLC in 1997 and has grown the company each year by earning repeat engagements with great clients
A member of the leadership team of the International Executive Coaching Summit in 2003 and 2004; a think tank of 70 of the best practitioners in the field of Executive Coaching
Asked by WP Carey School of Business to participate in the delivery of a leadership development program to a group of Ford Motor leaders
A successful marriage of 20 years and two college students who actually like him
Former Corporate Vice-President responsible for 150 employees and the delivery of $40 million of goods and services to Fortune 500 clients
Successfully launched a start-up company and reached the top 5% in field in four years
Lee Thistlethwaite shares on Risk Management for Families of Wealth and Family Enterprises
About: Lee Thistlethwaite has enjoyed a 30 year career in international corporate and private banking. He retired from banking in 2003. Since then he has worked as an independent consultant to families of wealth, first based in Geneva and then from 2012 based in London.
Today, Lee is the founder and owner of Thistlethwaite Associates Limited, which he formed in 2012. His focus is advising families of wealth and their family offices in four key areas:
governance, risk, strategy and succession.
Lee works with individuals, families, family offices and their advisors where the complexity and size of their wealth or business requires his discreet advice; and where there is a need for an independent viewpoint. His client families have embraced different cultures and generations; and span different countries and jurisdictions.
Prior to developing his consulting practice, Lee held a number of key positions during his 25 years at JP Morgan. Initially he worked with companies in the oil, gas and mining industries in London, New York and Melbourne. The second half of his career was in JP Morgan’s Private Bank located in Geneva. When he retired at Managing Director level, Lee was the senior international credit officer globally, ex the United States. He was also a member of Morgan’s Private Bank Executive Management Committee.
Lee started his banking career working for the Hong Kong & Shanghai Banking Corporation in the 1970s, based in Hong Kong.
Dennis T. Jaffe, Ph.D. shares on How to build a 100 year Family
About: Dr. Jaffe, a member of Wise Counsel Research, is a San Francisco-based advisor to families about family business, governance, wealth and philanthropy. He is author of 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. The Family Firm Institute awarded him the 2017 International Award for service, and in 2005 he received the Beckhard Award for service to the field. In 2020 he was awarded a special commendation as an individual thought leader in the field of wealth management by the Family Wealth Report. He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.
Keith Drewery shares on the Global changes and how they affect Family Businesses.
NB*** Keith's views on this podcast are his own.
Keith Drewery Director, Family and Private, Enterprise, KPMG Australia
Keith is a Director in the Family and Private Clients practice and a trusted adviser to privately held businesses and family enterprises. Keith works with multi-generation families going through succession on the development of appropriate governance models and how they think through the transition of ownership of family capital.
Keith is a contributing editor to the International Family Office Journal and co-author of the Guide to Setting Up a Family Office published by Globe Law and Business out of London.
Keith is the responsible person on several private ancillary funds and the member of several family investment committees and family councils.
Areas of expertise
Enterprise Family Owned Businesses Integrated business planning Middle Market Private companies
NB*** His views here are his own
Edouard Thijssen shares on Technology and how it works for Family Business Governance.
About: Edouard Thijssen is one of the co-founders of TrustedFamily. With a passion for technology and innovation, he identified a gap in the market for a communications platform constructed specially for a niche, affluent group to communicate efficiently in a secure manner. Age 21, he established TrustedFamily. Edouard is a graduate of the Solvay Business School, having completed an undergraduate management degree in 2007. He also has completed a course in Family Business at IMD, Switzerland. Edouard was on his way to London School of Economics when the entrepreneur in him chose the TrustedFamily route and he has not regretted it since. As a founder, he led the company as CEO until recently and now, as Commercial Director concentrates his efforts on Business Development and Client Services and works actively to encourage families across the world to adopt the TrustedFamily platform.
Ian Marsh shares on Tackling Difficult Conversations as a family especially in the Family Governance process.
About: Ian Marsh worked with business families for more than 40 years, first as adviser and litigator, later as trustee and confidant, and then as mediator and facilitator.
During that time, he became fascinated by why smart, well educated, well meaning people who love one another often find it so hard to talk about the things that matter most to them (and, if they can’t, what hope is there for the rest of us?).
Today, he writes and speaks about the need for effective face-to-face conversation not simply so that we are heard, but also for our individual wellbeing and as a key tool in building cohesive communities in an increasingly polarised world. He also teaches speaking and listening skills wherever he can and promotes the teaching of oracy in our schools.
Ian’s book, “If it is so Good to Talk, Why is it so Hard?” brings together the latest neuroscience, ancient wisdom and his own experience and, through a series of guided reflections, shows how we can rediscover the power of conversation.
Daniel Van Der Vliet shares on Silver Linings amidst turmoil
About: Dan Van Der Vliet is Executive Director of the Smith Family Business Initiative at Cornell University. Founded in 2014 from a generous gift from John and Dyan Smith, the Smith Family Business Initiative provides education, networking and research for family business owners, successors and students from across the globe. Previously, as Director of the Family Business Initiative at the University of Vermont (UVM) for 12 years, Dann helped to grow a respected program that included numerous peer groups, statewide business forums and was co-founder of the Family Enterprise Case Competition, the only global competition devoted to family business. As Director of the Vermont Business Center from 2004-2008, Dann oversaw the launch and growth of the executive education curriculum and management development seminars at UVM in addition to establishing custom trainings offered by the University of Vermont School of Business. He received his B.S. in Natural Resources and his M.Ed., both from the University of Vermont.
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