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The Business of Family

Business & Economics Podcasts

Mike Boyd interviews successful families and their advisors to learn how they steward their wealth across generations, managing succession issues to "keep it in the family". Very few family businesses do the work and even fewer make it beyond the third generation. Follow along to learn about family governance structures, family office investing, succession planning and raising happy, healthy and enterprising children of wealth. Learn more and subscribe: https://www.businessoffamily.net/ Follow Mike on Twitter: https://twitter.com/MikeBoyd

Mike Boyd interviews successful families and their advisors to learn how they steward their wealth across generations, managing succession issues to "keep it in the family". Very few family businesses do the work and even fewer make it beyond the third generation. Follow along to learn about family governance structures, family office investing, succession planning and raising happy, healthy and enterprising children of wealth. Learn more and subscribe: https://www.businessoffamily.net/ Follow Mike on Twitter: https://twitter.com/MikeBoyd

Location:

United States

Description:

Mike Boyd interviews successful families and their advisors to learn how they steward their wealth across generations, managing succession issues to "keep it in the family". Very few family businesses do the work and even fewer make it beyond the third generation. Follow along to learn about family governance structures, family office investing, succession planning and raising happy, healthy and enterprising children of wealth. Learn more and subscribe: https://www.businessoffamily.net/ Follow Mike on Twitter: https://twitter.com/MikeBoyd

Twitter:

@mikeboyd

Language:

English


Episodes

Frazer Rice - Decision Making for Wealthy Families

4/19/2021
Frazer Rice (https://frazerrice.com/) is a Regional Director for Pendleton Square Trust Company (https://pendletonsquaretrust.com/). In that capacity, he focuses on trustee, fiduciary and family governance issues for wealthy families. He is the author and podcast host of "Wealth, Actually (https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT)" which centers on decision-making for wealthy families The podcast interviews wealth experts and entrepreneurial...

Duration:00:50:37

Ben Grossman - Co-President Siblings Stewarding a 111 Year Old Family Business

4/12/2021
Grossman Marketing Group (https://grossmanmarketing.com/) was founded as Massachusetts Envelope Company in 1910 by Maxwell Grossman (https://www.bengrossman.info/), whose lifelong dream was to own his own business. Now, 111 years since its founding, Ben Grossman, along with his brother, David, are the 4th generation of family leadership. Today, the company is a full-service resource helping clients with a broad range of traditional and digital marketing needs. Ben Grossman holds a BA from...

Duration:00:50:43

Berry Liberman - Using Financial Capital as Force For Good in the World

4/5/2021
With one of the most recognisable family names in Australian business circles Berry Liberman is using her financial capital to make a positive impact in the world. Her family office, Small Giants, is 100% invested in Impact ventures - challenging the traditional notion of "do anything to make it and then give it all away" philanthropy. Berry Liberman (https://www.dumbofeather.com/people/berry-liberman/) is the co-founder and Creative Director of Small Giants (https://www.smallgiants.com.au/)...

Duration:01:01:10

Denise Logan - Work, Money & Meaning: How to Let Go When the Time Comes

3/29/2021
An award-winning professional speaker and author of The Seller’s Journey (https://deniselogan.com/the-sellers-journey/): A Business Fable about Navigating the Emotional Obstacles to Selling Your Business, Denise Logan (https://deniselogan.com/) has addressed audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go. Known as The Seller Whisperer, she draws upon a twenty year body of work focused on the intersection of work,...

Duration:01:02:47

Julie Charlestein - The First Woman & 4th Generation Charlestein to Lead Premier Dental

3/22/2021
Julie Charlestein is a fourth-generation CEO and president of Premier Dental (https://www.premierdentalco.com/), a global dental development and manufacturing company serving the worldwide oral health professional market since 1913. Julie is the first woman and the fourth generation of the Charlestein family to lead the company. Since accepting the position as CEO, Julie has implemented changes to adapt to the times, and advanced its product line to advance Premier's market impact. The...

Duration:00:38:05

Carl Bates - High-Performance Family Boards from New Zealand to Africa

3/15/2021
Carl Bates (https://carlbates.com/) is Africa's leading educator, appointer and guide of High-Performance boards. As the Founding Partner of Sirdar (https://sirdargroup.com/), he is world renowned for his practical understanding of governance and is constantly invited to share his knowledge and insight on the subject - in Africa, Sirdar is the largest provider of independent non-executive directors to private companies and family businesses. As a G2 entrepreneur, Carl works closely with his...

Duration:00:51:47

Juan Carlos Salame - Scaling a Third Generation Ecuadorian Retailer & Credit Provider

3/8/2021
Juan Carlos Salame’s family business began in Guayaquil in 1944. Domingo Salame, his grandfather, began selling at the local market prepaid vouchers so his customers could buy products at different local stores and, then, pay Mr. Salame in installments. A revolutionary idea that many decades later evolved to what we know today as credit cards. He later put in place a retail shop to sell the products himself. This business was transitioned to his son in the late 70s. A couple of stores have...

Duration:00:46:10

Nike Anani - Building a Generational Bridge in African Family Firms

3/1/2021
Nike is the founder and CEO of Nike Anani Practice, Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region. No more than 2% of African family businesses successfully transition power to the second generation, and Nike has made it her mission to facilitate this generational merge. With over a decade of experience working with select business families in...

Duration:01:01:54

Tiho Brkan – The Most Interesting Man in the World? Second Passports, Territorial Tax, Mezzanine Finance + MFO Investing

2/22/2021
Tiho Brkan (https://twitter.com/TihoBrkan) is back for a second conversation about family office investing, including a deep dive into real estate mezzanine finance investing, uncorrelated assets for downside protection, citizenship by investment, second passports, territorial tax systems and his global view of markets today. Tiho is a Global Citizen & Investor, and today runs the multifamily office, The Atlas Investor (https://theatlasinvestor.com/) on behalf of his family and other ultra...

Duration:01:08:50

Aaron Chin - My Ceiling is Your Floor - 2nd Gen Leader of Canadian Health Business [The Business of Family]

2/15/2021
Aaron Chin is a second-generation business leader and CEO of Organika (https://organika.com/), a family-led Canadian company dedicated to providing innovative, premium health products to help inspire people to live healthier lives. Growing up in the business motivated Aaron to build on what his father started 30 years ago. Since assuming leadership of Organika, in partnership with his brother Jordan, they have increased business seven-fold and have grown the company into an award-winning,...

Duration:00:45:22

Adii Pienaar - First Generation Wealth Creator & Living Life Profitably [The Business of Family]

2/8/2021
Adii Pienaar (https://adii.me/) is the founder of three technology companies, two of which he’s exited so far to create first generation wealth for his family. A prolific reader, writer and maker, Adii brings a refreshing perspective to the way he views family, business and wealth. I was fortunate enough to preview his new book which was released last month, titled Life Profitability (https://amzn.to/3rsCr3R). In Life Profitability, Adii provides you with a new perspective for becoming...

Duration:00:56:53

Mitzi Perdue - Matriarch of the Sheraton Hotels and Perdue Chicken Families [The Business of Family]

2/1/2021
Mitzi Perdue (https://mitziperdue.com/) is the daughter of one family business titan (her father founded the Sheraton Hotel Chain (https://sheraton.marriott.com/)) and the widow of another, (her late husband was the family business poultry magnate (https://www.perdue.com/), Frank Perdue), and she is also a businesswoman in her own right. She started the family wine grape business, now one of the larger suppliers of wine grapes in California. Mitzi likes nothing better than to share insider...

Duration:01:02:06

Ginny Gilder - Olympic Medalist, G2 Family Office Founder, Social Entrepreneur & Owner of a WNBA Team [The Business of Family]

1/25/2021
Ginny Gilder, is an American former competitive rower and Olympic silver medalist. As a second generation entrepreneur, Ginny’s day job is running her family investment office, Gilder Office for Growth (https://www.dnb.com/business-directory/company-profiles.gilder_office_for_growth_llc.4176414f8c2ae4c4c2087905c09d68ec.html) but her heart leads her to focus on expanding access to opportunity in the realms of sports and education, especially for youth. A serial social enterprise entrepreneur,...

Duration:01:02:32

Khalid Muhmood - Using the Family Holding Company to invest in Education [The Business of Family]

1/18/2021
Khalid Muhmood (https://www.khalidmuhmood.com/) is from the UK and through the family business holding company Dragonfly Education Group (https://www.dragonflyeducationgroup.com/), is an operational investor in education. He has been active in the business of education since 1994 when he and his wife, Arabella Peters, co-founded Apollo English (https://apollo.edu.vn/) and then the British University Vietnam. Since then they have invested in a number of businesses all focused on education....

Duration:00:50:04

Ashok Melwani - Negotiating an Exit From the 4th Generation Family Business [The Business of Family]

1/11/2021
Ashok Melwani started his career as a teenager, working in his family’s fashion retail stores during the school holidays. In 1982, he joined the business full-time, working his way up from brand manager to an executive director of the 4th generation Indian family business. He's a seasoned entrepreneur with decades of experience in retail, food & beverage and distribution, and now an executive coach. Ashok is a guide to the road less travelled. His story is a fascinating journey of a struggle...

Duration:00:50:59

George Isaac - Family Business Consultant, Board Advisor & Prior CEO of Isaac Family Businesses [The Business of Family]

1/4/2021
George Isaac’s grandfather founded the first Isaac family businesses in 1899 in Bryan, Ohio, beginning a long history of serial entrepreneurship and the subsequent creation of several successful enterprises. A lot has changed since then, but the Isaac Group continues to thrive, now under board oversight and management by its third and fourth generation. George grew up as a child of family business owners and has run several Isaac multigenerational family businesses as a CEO and board member....

Duration:00:46:56

Gautam Goel - 4th Generation Steward of Dhampur Sugar Mills [The Business of Family]

12/28/2020
Gautam Goel is the fourth generation Managing Director of Dhampur International Pte Ltd (http://dhampurintl.com/index.html), the parent company and Dhampur International Pte Ltd. Founded in India in 1933 by Gautam’s great grandfather, he along with fellow members of the current generation continue to steward the family and business legacy today. Listen on to hear how the business was intentionally split off from a wider family group to resolve in-fighting, how they’ve professionalised the...

Duration:00:49:50

Val & Annie Hollingsworth - 7th Gen Hollingsworth & Vose - Manufacturing Innovation Since 1728 [The Business of Family]

12/21/2020
It's not often we get to hear from a 7th generation American manufacturing family with a company that dates back to 1728 and in their family since 1793. The Hollingsworth & Vose Company (https://www.hollingsworth-vose.com/en/Company/Company-History/) is a technical manufacturer with a rich history of R&D and innovation. Here to share their story with us are Val & Annie Hollingsworth, first cousins and both members of the 6th generation, stewarding this incredible and impactful company to the...

Duration:01:02:56

Jeff Gould - Generational Real Estate Families with Lineage Asset Advisors [The Business of Family]

12/14/2020
Jeff Gould (https://www.loopnet.com/brokerdirectory/profile/jeff-gould/sk2zdp6/aboutme) is the founder Lineage Asset Advisors (LAA) (https://lineageasset.com/) a full-service commercial real estate advisory and consulting firm providing customized commercial real estate services to help families make seamless transitions with their properties – from one generation to the next. Lineage collaborates with estate planning advisers to develop and implement portfolio solutions that meet the goals...

Duration:00:52:01

Jim & Paul Warner - Successfully Navigating Multi-Generational Family Dynamics [The Business of Family]

12/7/2020
Jim (https://www.oncourseinternational.com/jim-warner/) and Paul Warner (https://www.oncourseinternational.com/paul-warner/) work together in multi-generational family dynamics helping all parties establish and sustain authentic, synergistic, relationships. Paul leads young adult retreats, focusing on authentic relationships, navigating change, and leadership development. He also coaches young adults seeking clarity on their life purpose, mission, and vision, and guides them to take full...

Duration:01:03:09