Enterprising Families Podcast
By Tsitsi Mutendi
Enterprising Families PodcastNov 22, 2023
Abiola Adediran shares on Family Succession, the Journey of a thousand miles and the single necessary step.
Abiola Adediran shares on Family Succession, the Journey of a thousand miles and the single necessary step.
About: Abiola Adediran is a Family Business Advisor and co-Founder of Genea Family Office, an independent boutique multi-family office delivering innovative wealth management and family advisory services to family businesses to preserve their wealth and legacy. She is a Fellow of the Institute of Chartered Accountants of Nigeria, a certified Management Consultant, a PRINCE2-certified Project Manager from APMG International, UK and she holds an MBA from Edinburgh Business School, Heriot-Watt University, Scotland. She is passionate about preserving the wealth and legacies of African families and business. She currently sits on the board of growing start-ups as well as serves as a mentor to various leading entrepreneurship organisations. She is a member of Forbes Business Council where she is collaborating with global leaders and contributing to the development of businesses and economies around the world.
Claudio Muller & Fernando Sandoval share on The evolution of Family Businesses in Latin America
Claudio Muller & Fernando Sandoval share on The evolution of Family Businesses in Latin America
About : Claudio Muller is Adjunct Professor of the School of Business of the University of Chile. Claudio is currently Academic Director of The Hispanic Project, a private initiative that conducts a study among Hispanic family businesses in the United States. He leads the FERC Spanish Discussion Group, a virtual study group with members from the Americas, Europe and Asia. He earned a PhD in Business Economics from the Universidad Autónoma de Madrid, Spain and an MBA from Loyola University in Maryland, United States.
About : Fernando Sandoval Arzaga is the Content Director and Founding Partner of QELBE: The Family MSMEs Academy. He has been a professor at the Tec de Monterrey for over 20 years, he has presented research papers at the most important international conferences on management and family businesses and published articles in prestigious international scientific journals. He has been a consultant on business strategy, family businesses, and organizational development for over 20 years.
Family Business Heterogeneity in Latin America. This book explores the emergence and evolution of family firms throughout Latin America from the colonial period to the modern day. Throughout Latin American history, institutions evolved to create order and reduce the uncertainty of the market. This text, presenting cases of family firms across several countries, offers entrepreneurship scholars a fresh perspective on a neglected region.
Kim Vermaak shares on Monetising Legacies through Writing
Kim Vermaak shares on Monetising Legacies through Writing
About: Kim is a multi-talented South African author, speaker, trainer, coach and publisher who has been helping authors, entrepreneurs and knowledge workers build their brands for over 20 years.
With a passion for bringing wisdom back into the art of storytelling, Kim has touched the hearts of many with her medieval fantasy series, while also empowering aspiring authors to turn their dreams into reality.
Kim's super power lies in using crushing events to transform not only herself but also the hearts and minds of others.
Tap into her wealth of knowledge and expertise in building successful book-preneur businesses. Whether you're an aspiring author, entrepreneur or brand manager, Kim's insights and experience will help you create a strong foundation for achieving your goals.
Karabo Morule shares on Art and Wealthy Families on the continent
Karabo Morule shares on Art and Wealthy Families on the continent
About: Karabo Morule’s current mission is to get collectors of modern and
contemporary art to see it as an asset class and ensure that artworks are not
relegated to being decoration or artefacts over time, and that art collectors
see long-term value in the artworks they collect. She is the Founder of Capital
Art which is an art fintech and is the first art collection management service
that is facilitates collection management for collectors of modern and
contemporary African art. She has also served as a non-executive director for
several companies. She is an actuary by profession and was the second
black African woman to qualify as an actuary in South Africa. Her career
spans investment banking at J.P. Morgan in Johannesburg and London, as
well as a ten-year period in senior executive roles at a financial services
conglomerate, Old Mutual Limited. Her last role at Old Mutual was managing
Personal Finance which reported 1.8m customers, over 4,100 office staff, tied
agents and broker consultants, Life APE sales of ZAR2bn and profits of
ZAR1.7bn for FY2019. She has been collecting, investing in and being a patron
of the arts since 2012 and is also an angel investor. In 2018, she was selected
to join the World Economic Forum's Forum of Young Global Leaders. She is an
alumnus of the University of Cape Town and Harvard Business School.
Website: https://capitalart.co
Instagram: https://www.instagram.com/capitalartofficial/
Eva Fischer shares on the similarities that we find in businesses the globe over.
Eva Fischer shares on the similarities that we find in businesses the globe over.
Eva Fischer is a Danish family business adviser and speaker who serves on the board of Family Business Network Denmark. She is a former chair of the family business Brunata, one of Scandinavia's largest clean-tech companies. Eva promotes openness about succession and speaks candidly about her own experiences.
Robin Taub shares on Ensuring continuity of the family wealth through the wise investment.
Robin Taub shares on Ensuring continuity of the family wealth through the wise investment.
About: Robin Taub is a Chartered Professional Accountant (CPA, CA), keynote speaker and bestselling author. Her latest award-winning book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, gives parents the information, strategies and inspiration they need to teach their kids about money.
She holds a Bachelor of Commerce (with High Distinction) from the Rotman School of Management at the University of Toronto.
Robin puts her money where her mouth is and has two (mostly) money-smart young adults, a son and a daughter.
https://www.thewisestinvestment.com/enterprisingfamilies
Yirhan Sim shares on Family Governance, how culture impacts how we handle it
Yirhan Sim shares on Family Governance, how culture impacts how we handle it
About: Yirhan Sim, FFI Fellow, is a Single-Family Office Director in Indonesia. He was one of the founding executive committee members of the FFI Asian Circle Virtual Study Group. He assists family business owners with family governance, management, and ownership transition. Yirhan can be reached at thesims08@gmail.com.
Dr. Michael Klein shares on Breaking free from Emotional Handcuffs
Dr. Michael Klein shares on Breaking free from Emotional Handcuffs
About: Dr. Michael Klein has worked as a workplace psychologist for 25 years in industries including pharmaceuticals, financial services, entertainment, construction, education, manufacturing, IT, and healthcare among others. He specializes in advising individuals in family-owned enterprises on issues related to professional growth, development, and satisfaction. Michael holds a doctorate in professional psychology (PsyD), and is a recognized member of the American Psychological Association (apa.org) and Society for Industrial and Organizational Psychology (siop.org). He is a frequent speaker to family business centers, advisor associations, and other industry groups. His book, “Trapped in the Family Business,” and work have been featured in The New York Times, USA Today, CNN, as well as numerous trade and industry-specific publications and online media. Michael received the prestigious Schultz award for outstanding family business publication in 2018.
Vuyani Tati shares on Understanding VCs and why they are the investment vehicles for the future for Family Businesses
Vuyani Tati shares on Understanding VCs and why they are the investment vehicles for the future for Family Businesses
https://www.linkedin.com/in/vuyani-tati-7962b019/
https://disrupt-africa.com/
https://vc4a.com/
https://ventureburn.com/
https://ventureburn.com/
Sajjad Hamid shares on Business Development a key for Family Business Growth
Sajjad Hamid shares on Business Development a key for Family Business Growth
About: Sajjad Hamid is an entrepreneurship educator who teaches at a Trinidad and Tobago community college. He lectures at the College of Science, Technology and Applied Arts of Trinidad and Tobago (COSTAATT) in entrepreneurship, family business management, and marketing.
He writes a bi-weekly column, Entreprenomics, in the T&T Business Guardian newspaper. He has published over 180 articles that advise small and medium-sized enterprises (SMEs) and family business owners to grow their ventures.
Previously, Sajjad worked as Business Development Manager for a Fortune 500 company in the southern Caribbean.
Sajjad owns a consulting and training company, Entrepreneur Central Ltd. He assists SME owners in growing their ventures through training and consulting.
Sajjad developed the Knowledge Solopreneur Development Model, which shows knowledge workers how to transition to knowledge entrepreneurs through an iterative process.
He is the author of Build Your Legacy Business: Solopreneur To Family Business Hero. This book takes the entrepreneur from mindset development to starting and growing their ventures. The solopreneur can reference the book to transform their business into a family firm and so leave a legacy behind.
Director of Chaguanas Chamber of Industry and Commerce.
Sajjad has a Bachelor of Science in Business Administration (Marketing) from the University Of Florida (U.S), an MBA (General Management) from the University of Reading (U.K), and a Master of Science in Business Psychology from Franklin University (U.S) and an Advanced Certificate in Family Business Advising from the Family Firm Institute (U.S).
Linda Salim shares on Transparency in Family Business
Linda Salim shares on Transparency in Family Business.
About: Linda Salim, PhD, is the CEO of Daftaro, a health tech platform in Indonesia and Malaysia. Serving on the boards of multiple family businesses within her family branches, Linda finds purpose in bridging communications between generations in family businesses. She advises family businesses in transition, mentors college students, and coaches professionals.
Valonda Banks shares on How to Brand yourself to the Job Market
Valonda Banks shares on How to Brand yourself to the Job Market
Bessie Graham shares on Navigating Overlapping generations in Family Business
Bessie Graham shares on Navigating Overlapping generations in Family Business
Bio: Bessi Graham is an award-winning entrepreneur with over 20 years of experience working with business owners, governments, and large funding bodies to bring doing good and making money back together. From the grassroots of sitting in the dirt working with business owners in the Pacific Islands, to the United Nations headquarters in Geneva, Bessi has seen it all.
Working with those who have “made it” but haven’t found fulfillment, Bessi helps business leaders to put their Time, Talent, and Treasure to work in ways that align with their values.
Pilar Marques shares on Trans-Generational Transitions and How to prepare siblings for succession
Pilar Marques shares on Trans-Generational Transitions and How to prepare siblings for succession
About: Pilar Marques is an associate professor in the department of business administration at the University of Girona. She is currently the director of the Chair of Family Business at the same university and was the promoter of the Masters in Entrepreneurship and Business Development.
She formerly was deputy vice-rector for International Policy at the same university and research coordinator at the Chair of Family Business. She has participated as an external expert in European projects regarding innovation in SMEs, and has been a researcher or director in several projects within Spanish research schemes. She holds a PhD in management from the University of Girona and a Licenciatura in Economics and Business from the Universitat Autonoma of Barcelona. Her teaching activities focus on strategic management and family business. Her international experience is based on her current academic responsibilities and research activities, her post-doctoral stays abroad and her former professional experience in a global manufacturing company. Her main area of research is family business, especially regarding transgenerational challenges and innovation, with publications on such topics in international journals, such as the Family Business Review, the Journal of Family Business Strategy, the Journal of Family Business Management, European Journal of International Management and Management Decision.
Marques, P., Bikfalvi, A., & Busquet, F. (2022). A Family Imprinting Approach to Nurturing Willing Successors: Evidence From Centennial Family Firms. Family Business Review, 35(3), 246–274. https://doi.org/10.1177/08944865221098316
Arbussà i Reixach, A., Bikfalvi, A., & Marquès i Gou, P. (2017). Strategic agility-driven business model renewal: the case of an SME. Management Decision, 2017, vol. 55, núm. 2, p. 271-293.
https://www.emerald.com/insight/content/doi/10.1108/MD-05-2016-0355/full/html?fullSc=1
Marques, P., Presas, P., & Simon, A. (2014). The Heterogeneity of Family Firms in CSR Engagement: The Role of Values. Family Business Review, 27(3), 206–227. https://doi.org/10.1177/0894486514539004
Marques, P., Bikfalvi, A., Simon, A., Llach, J., & Lerch, C. (2015). Servitisation and technological complexity in family and non–family firms: European evidence. European Journal of International Management, 9(2), 221-239.
https://www.inderscienceonline.com/doi/abs/10.1504/EJIM.2015.067855
Simon, A., Marquès, P., Bikfalvi, A., & Muñoz, M. D. (2012). Exploring value differences across family firms: The influence of choosing and managing complexity. Journal of Family Business Strategy, 3(3), 132-146.
https://www.sciencedirect.com/science/article/abs/pii/S1877858512000411
Llach, J., Marquès, P., Bikfalvi, A., Simon, A., & Kraus, S. (2012). The innovativeness of family firms through the economic cycle. Journal of Family Business Management, 2(2), 96-109.
https://www.emerald.com/insight/content/doi/10.1108/20436231211261853/full/html
Weyinmi Oritsejafor shares on the Citizenship By Investment Programme
Weyinmi Oritsejafor shares on the Citizenship By Investment Programme
About: Weyinmi is a Clients’ Advisor at Henley & Partners, UK Ltd. the global leader in investment migration based in Lagos.
She is a private client specialist in residence and citizenship planning and provides advice to high-net-worth individuals and their families across the globe, about gaining residence and/or citizenship in their country of choice by assisting them to complete qualifying investments. Her work targets countries that are deemed most attractive to wealthy clients in terms of mobility, security, privacy, personal tax, and estate planning, as well as lifestyle.
Weyinmi is an Associate Member of the Investment Migration Council and has a background in Finance and Economics holding both a BA(Hons.) degree from Liverpool University and an MSc from Bayes Business School (formerly CASS Business School).
Dr Sarah Burns shares on Impactful Investment and the Family Business
Dr Sarah Burns shares on Impactful Investment and the Family Business
About: Sarah Burns recently concluded her PhD at the University of Oxford studying as a 2016 Rhodes Scholar. Her research focused on how to contribute to private sector development ethically and sustainably in frontier and fragile markets. She specialized in both the contributions of FDI as well as local SME’s/ventures to this process. Throughout her PhD, Sarah lived and worked in Liberia and Sierra Leone, two of the most challenging countries in the world to conduct business in. Since 2018, Sarah has also consulted for impact investors to help develop a theory of change and impact measurement systems. She has done advisory work for CDC (BII), World Bank, IFC, and other private impact funds. Since 2021, Sarah has been connecting investors to exceptional and SDG-focused investment opportunities through her own company called Nia Impact Investments. She provides investment readiness technical assistance and helps match investors to high-quality deal flow. She works closely with networks and opportunities across 15 different African countries.
Julie Keyes shares on Exit Planning for Family Business
Julie Keyes shares on Exit Planning for Family Business
About: Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands the responsibilities of ownership and the struggles that come with the role of being an owner.
She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member, a member of its Leadership Council, and recipient of EPI’s “Thought Leader of Year” in 2017 and 2022.
She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank
Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.
She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”.
On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, spending as much time with them as she can. She’s also active in her parish and in the business community.
Websites: https://keyestrategies.com/ and https://www.poisedforexit.com/
Dr LaTanya White shares on "Sawubona" How being seen is necessary in the wealth conversation
Dr LaTanya White shares on "Sawubona" How being seen is necessary in the wealth conversation.
About: Dr. LaTanya White is the recipient of the North Star award for entrepreneurship education and research. She is an expert in belonging, racial equity, and entrepreneurship. As a result of her leadership, impact, and contributions to the Education and Business Administration sectors, Dr. White was recognized by the U.S. Department of State as a Fulbright Specialist. She leverages her research and expertise on Black entrepreneurship and the racial wealth gap to help entrepreneurs and the inclusive organizations that support them create racial equity in their policies, practices, and programming. Dr. White is a 2x author, TEDx Speaker, and Founder of Concept Creative Group, a professional and management development training firm focused on empowering Black entrepreneurs, their families, and their communities. Learn more about Dr. White’s solutions for racial equity in entrepreneurship at https://meetdrwhite.com/howtobraceforimpact.
Jon Quinn shares on Engaging Multiple Generational Giving through Family Foundations
Jon Quinn shares on Engaging Multiple Generational Giving through Family Foundations
About: Jon joined Rockefeller Philanthropy Advisors in May 2014 and is based in the Chicago office. He works with individual, family, institutional, and corporate donors across the Midwest, around the country, and around the world. He serves on the board of Crossroads Fund, a public foundation that funds racial, social, and economic justice work in the Chicago area; the advisory board for the Illinois chapter of Mikva Challenge, a civic engagement organization that brings young people into the democratic process; and the advisory board of the Just Transition Fund, which funds economic transition efforts in coal-impacted communities across the United States. He was a member of the 2020 class of the Emerging Leaders program at the Chicago Council on Global Affairs.
Cara Macklin shares on Next Gens Creating their own Pathway
Cara Macklin shares on Next Gens Creating their own Pathway
About: Cara, is a Next-Gen Entrepreneur, grew up in her family business in Northern Ireland. At 8 she had her first business failure making jewellery and opened her first profitable business at 15 running buses to local nightclubs. With 15 years as Director of her family business, a multi-million healthcare & hospitality group which grew from 3 businesses with 250 staff to 7 businesses & 600 staff.As a multi-award winning leader achieving Women in Business Outstanding Innovation and Young Business Woman of the Year, Cara represented Business locally and internationally in her journey. With a passion for Innovation & Scaling, Cara disrupted the Healthcare Industry creating Ireland’s 1st Lifestyle Care Home, cited by IoD Chair as a ’World Class’ concept. Her biggest decision was leaving the family business, believing her journey scaling 8-figure businesses & disrupting an industry could help other Now & Next-Gen Family Entrepreneurs make a real positive impact.In 2020 she launched her own business Caram, an innovative scaling system using proven methods from her journey. She founded Caram with one single goal in mind;Helping Now & NextGen Family Leaders Globally make their Own Impact on the World, Futureproofing, Scaling & Innovating in Business.
(99+) 💡📈Cara Macklin - NextGen/Family Advisor/ Founder and CEO Creative Disruptor | LinkedIn
Meghan Lynch shares on Branding the Family Business
Meghan Lynch shares on Branding the Family Business
About:Meghan Lynch is the Founder and CEO of Six-Point Creative, a brand strategy agency that focuses on helping family-owned companies break through growth plateaus and double their revenue without selling their souls.
As part of her mission to help family businesses amplify their impact, Meghan has served as an expert advisor to a wide range of clients, from fast-casual restaurant chains to industrial manufacturers. Meghan developed Six-Point’s Solve for Y Brand Accelerator System, which guides family-owned businesses through the steps needed build a focused, scalable brand positioned for sustainable growth.
In addition to her brand strategy work with Six-Point, Meghan has served as an adjunct professor of entrepreneurship and is a sought-after speaker. She was named Enterprising Women of the Year in 2019, and enjoys testing her limits as an endurance runner.
sixpointcreative.com
https://www.linkedin.com/in/melynch/
Subhashish (Subs) Archiraya Shares on Applying spirituality to business to business to business families and legacy
Subhashish (Subs) Archiraya Shares on Applying spirituality to business to business to business families and legacy.
As promised in our chat here is a video to unpack our amazing discussion https://youtu.be/Tv0MEUO09Ps
Project Eternity | www.eternity.eco | subs@eternity.eco
Explore, Decode & Preserve Ancient Wisdom by merging Science & Spirituality for the next phase of Human Evolution
Subhashish Acharya ( better known as Subs, pronounced “Subes” ) has two decades of stellar Industry, Strategy, and Technology experience at companies like HCL, Wipro and Oracle. Currently, he works as Director of Strategic Alliances and Ecosystems at PTC, a #1 Industrial Internet of Things and Augmented Reality company, accelerating digital transformation of manufacturing/factories through Industry 4.0. Subhashish Acharya (Subs) recently graduated from the Harvard Business School PLD/Exec MBA alternative program.
Koko Archibong shares on the Importance of building Money even in Wealth
Koko Archibong shares on the Importance of building Money even in Wealth
Avi Arya shares on Working together as a Family
Avi Arya shares on Working together as a Family
About: Avi Arya, father of 2 girls (Raya – age 14, Avianna – age 10), 6 dogs, husband to a superwoman, a streetcar racer, turned hotelier, now a social media marketer, the founder of Internet Moguls who lives in Vancouver, Canada.
Rodolfo Paiz shares on Conversations and agreements we may overlook as Family Businesses
Rodolfo Paiz shares on Conversations and agreements we may overlook as Family Businesses.
About: Rodolfo Paiz, is an accomplished Entrepreneur, Consultant, and Board Member with 25 years of success consulting to enterprising families in almost 30 countries. Recognized as a world-class consultant and recipient of the 2022 International Award from the Family Firm Institute, one of the most prestigious awards in the world of family enterprise, Rodolfo is a valuable asset for mid-sized or larger family-owned businesses who are seeking expert assistance with governance, estate planning, succession planning, bringing on the next generation, and conflict resolution.
Rodolfo’s broad areas of expertise include structure processing, international experience, leadership, coaching, professional training, problem-solving, and multigenerational issues. Rodolfo has specialized in consulting to enterprising families since 2006 as the founder/CEO of The Guayacan Group (renamed Fidelius in 2016), a consulting firm devoted exclusively to the unique strengths and weaknesses of family, ownership, management, and governance in family-business systems throughout the Americas.
Rodolfo is a consummate board member, currently serving as Chairman of FundaSistemas and The Paiz Foundation, and having previously served on the Board of Directors for The Family Firm Institute and on the Advisory Council for Woodberry Forest School. Rodolfo earned his MBA from the Thunderbird School of Global Management and his undergraduate degree in International Finance and Marketing from the University of Miami. He is a strong advocate for the strengths and advantages of family systems and can be reached at rodolfo@fidelius.com.
Laurie Barkman shares on Best practices for exit planning and M&A strategies
Laurie Barkman shares on Best practices for exit planning and M&A strategies (Emotional side of business transitions and letting go)
About: Laurie Barkman is a Business Transition and Mergers and Acquisitions Advisor, and calls herself a "business transition sherpa."
With her firm, SmallDotBig, she advises business owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go.
Additionally, she serves as an Advisory Board Member for a second-generation construction company.
Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and strategic growth expertise, she provides actionable perspectives to drive sustainable value.
Laurie hosts an award-winning podcast called Succession Stories, amongst the top 2.5% of podcasts globally.
She earned an MBA from Carnegie Mellon University and BS from Cornell University. She also holds the Certified Mergers and Acquisitions Advisor designation.
Show Links:
Dr Robert Randolph shares on the Family identity and how it influences Wealth Orientation
Dr Robert Randolph shares on the Family identity and how it influences Wealth Orientation
About: Robert Randolph is an Associate Professor of Family Business Management and Research Director of the Family Enterprise Center at Kennesaw State University. Prior to holding a Ph.D. in Strategic Management from Mississippi State University (2010), Robert provided analytical and field support to economic development activities performed through the Small Business Institute at the University of New Mexico. This insightful work opened Robert’s eyes to the transformative power of group-based entrepreneurship as a means of empowerment and wealth creation beyond the predominantly individual-centric models popular in contemporary entrepreneurship theory and practice.
Today, Robert maintains this interdisciplinary and community focus by conducting research of family business management, strategy, and advising for both academic and practitioner audiences. His research interests span multiple disciplines and considers how family enterprise coordinates economic, social, and family value creation. His research is published in leading journals in a variety of disciplines; including family business, strategic management, entrepreneurship, tourism & hospitality, and information systems research.
In his role as Research Director of the Family Enterprise Center, Robert engages with an interdisciplinary faculty to coordinate a variety of research studies using secondary, primary, and clinical data as well as a variety of quantitative, qualitative, and mixed-methods techniques. The Family Enterprise Center supports a variety of local, regional, national, and international data collections in the form of membership surveys, measurement development/validation, and primary data collections. This infrastructure supports a number of research activities with recent graduate student work in International Conflict Management and Computer
Daryn Dodson shares on Teaching Next Gens How to Fish (Stewardship)
Daryn Dodson shares on Teaching Next Gens How to Fish (Stewardship)
About: Daryn is a passionate advocate of social and economic justice, especially for disadvantaged and marginalized groups. His work with impact investors, private equity funds, Fortune 100 companies, universities and foundations has been viewed through the lens of addressing the world’s most pressing social and environmental problems.
Daryn previously led the Special Equities Program as a consultant to the Board of the Calvert Funds, a $12 billion pioneer of the impact investing field. Through this vehicle, Calvert maintains a portfolio of more than 40 funds on five continents, representing over 350 underlying portfolio companies. Prior to serving as a consultant to Calvert, Daryn served as Director of University and Corporate Partnership for The Idea Village, where he created a platform engaging leading private equity firms, business schools, and Fortune 500 companies to invest over 100,000 hours and $2 million into more than 1,000 New Orleans entrepreneurs post-Hurricane Katrina.
Mr. Dodson currently serves on the Board of Directors for Ben and Jerry’s. He earned his M.B.A. from Stanford, where he serves on the Dean’s Management Board, and his A.B. from Duke University.
Feisal Alibhai shares on Health and Family Wealth. A wholistic story.
Feisal Alibhai shares on Health and Family Wealth. A wholistic story.
About: As a 35 year old 3rd generation family business entrepreneur with over 10,000 employees in 15 countries, Feisal received a wake-up call one day with the news that he had stage three cancer. He felt his life was over, but when he was unable to visualize saying goodbye to his two toddler sons, he chose to do whatever it took to transform the cancer.
To maximize his odds of survival, he turned to functional medicine, integrative doctors and beyond, building a team of world experts to support him. Seven years later, with his cancer in remission and feeling he had moved through the worst, he received what felt like the harshest blow of all, his wife proceeded with a divorce.
Looking back, he recognized all the warning signs he had missed, and spent the next seven years helping his family and friends to prioritize what matters most. In 2013, Feisal founded Qineticare, the world’s first family health office. Qineticare’s mission is to empower individuals and families through an integrative journey to live in harmony and create enduring impact.
Books and articles by Feisal:
Author of “Four Steps to Flow: Living a Meaningful Life Head and Heart United”
Co-author of “The Missing Piece of Dynamic Durability: Bridging Human Systems with Family Systems”, published in the FFI Practitioner, February 2022.
Kimberly Go shares on being a Rising Generation in Family Business
Kimberly Go shares on being a Rising Generation in Family Business
About: Kimberly Go is assistant vice president of her family’s business and a consultant at Premier Family Business Consulting. She is a third-generation member of her family business and graduated from Northwestern University with a double major in journalism and economics. Kimberly is interested in conflict resolution, succession planning, and educating the rising generation. She is based in Manila, Philippines.
Marie Rosado shares on The Family and the Business. Her tale of generational resilience.
Marie Rosado shares on The Family and the Business. Her tale of generational resilience.
About: Marie A. Rosado Collado is a third generation member of a thriving business www.3apress.com
Nike Anani shares insights into her Book Lifetime to Legacy
Nike Anani shares insights into her Book Lifetime to Legacy
Lifetime to Legacy
It is insufficient to focus on protecting the future of your family enterprise; focus instead on creating the family enterprise of the future. As an expert on legacy planning, Nike Anani shows you how to take your family enterprise from lifetime to legacy.
She explores how families can better connect, collaborate and create to encourage diversity of thought so they can co-create the businesses of the future. She clarifies, simplifies and demystifies the world that is family business, particularly from an African perspective.
Lifetime to Legacy will provide immense value to:
- Business owners looking to transition
- Next-generation members who are grappling with championing change
- Non-family staff seeking to make greater impact
To learn more about Lifetime to Legacy and get your free sample chapters from the book, check out this link - https://nikeanani.com/book/
Ricardo Mejia shares on Development Of People in Family Business
Ricardo Mejia shares on Development Of People in Family Business
About: Ricardo Mejia is a Mechanical Engineer with advanced studies in Administration (Cambridge, England, 1976), Pollution Control (Munich, Germany, 1977), Packaging Engineering (Tokyo, Japan, 1982), Corporate Governance (Gothenburg, Sweden, 2004 and Harvard, Massachusetts, USA, 2008), and has a Master’s Degree in Corporate Consulting (Madrid, Spain, 2005). After a long professional career in management in private and public companies, he started his own consultancy firm in corporate governance. He speaks Spanish, English and German. Mr. Mejia has consulted in governance and strategy the boards of directors of important Latin-American companies.”
Salo Grabinsky shares on Hybrid Families and Family Businesses
Salo Grabinsky shares on Hybrid Families and Family Businesses
Eva Wathen shares on Restoring the Family After the Storm
Eva Wathen shares on Restoring the Family After the Storm
About: Eva Wathén is the co-founder of Bravemotion Oy and a 3rd generation family business owner/board member and adviser (ACFBA, FFI). She aims to engage in meaningful interactions that support mutual growth and moves ahead. Sustainable and resilient development of individuals and organizations is her passion and source of continuous learning. Her special focus is on the promotion of family business social and human capital, and she also acts as a mediator to ensure smooth communication in between family and business systems.
She is a certified executive coach (ICF) and holds an eMBA as well as a MSc in Applied Psychology.
She is married and has three adult daughters and whenever she finds some time off, you will find her outside in the nature or reading / listening to books.
Email: eva.wathen@bravemotion.com
Linkedin: https://www.linkedin.com/in/evawathen/
Articles on FFI Practitioner:
What is Your Strategic Pulse?
What contributes to a resilient family business owner?
Restoring after storming
Caren Yanis shares on Family Philanthropy: A Gift to Emerging Gen Members and a Benefit to the Community
Caren Yanis shares on Family Philanthropy: A Gift to Emerging Gen Members and a Benefit to the Community
About: Caren is a philanthropy sherpa, helping families plan a philanthropic journey that brings them together, ensures they have the tools they need, and prepares them for collective success.
As Executive Director, she helped build the Oprah Winfrey Foundations during the period of Oprah’s Angel Network. The Oprah Winfrey Foundations partnered with the Nelson Mandela Foundation on Oprah’s school building projects in South Africa and worked with cross sector resources on recovery and rebuilding efforts following Hurricane Katrina that helped 1400 families move back into homes.
Caren is an adjunct professor at Tulane University, teaching Foundations of Strategic Philanthropy, teaches in the University of Chicago’s Booth School’s Private Wealth Management certificate program, and is a frequent keynote speaker at philanthropy and wealth management conferences around the world.
Caren understands the social change landscape and ways to build diverse and equitable organizations. She has a passion for listening deeply, navigating challenges, and guiding people who have a commitment to purpose and the ability to change the world in effective and sustainable ways.
www.CrolandConsulting.com<http://www.crolandconsulting.com/>
Christoph Schmocker shares on Strategic Philanthropy
Christoph Schmocker shares on Strategic Philanthropy
About: Christoph Schmocker, Head of the Julius Bär Foundation
Afam Onyema shares on Philanthropy and Raising Funds
Afam Onyema shares on Philanthropy and Raising Funds
About: Afam Onyema, JD
Afam Onyema was born in Chicago, Illinois in 1979. He graduated cum laude from Harvard University. After graduation, Afam worked for Hill & Knowlton, Inc., a global public relations firm. Afam entered Stanford Law School in September 2004. During his time at Stanford, he served as Vice President of the Black Law Students' Association and a two-time Public Interest Fellow. In January 2006, Afam traveled to Ghana as part of the law school's International Community Law Clinic.
While in law school, Afam co-founded the GEANCO Foundation (www.geanco.org). After graduating, Afam declined multiple corporate law firm offers in order to lead GEANCO full-time as CEO.
GEANCO’s mission is to save and transform lives in Nigeria. GEANCO leads complex surgical missions to Nigeria. It runs an innovative program to fight anemia and builds modern maternity clinics to help poor, vulnerable pregnant women deliver healthy babies. Through its David Oyelowo Leadership Scholarship for Girls, GEANCO provides tuition, medical care, and social & psychological support to young female victims of terrorism and gender inequality in Nigeria
Afam has been profiled and/or interviewed by BBC News, National Public Radio (NPR), US News & World Report, Forbes.com, Hollywood Reporter, Huffington Post, American Lawyer, NBC News, KTLA, Harvard Magazine, Stanford Magazine, Stanford Lawyer, Ebony Magazine and Newsweek.
GEANCO’s supporters include, among many others, Oprah Winfrey, Angelina Jolie, Charlize Theron, Benedict Cumberbatch, Daniel Craig, Chiwetel Ejiofor, Daisy Ridley, Tyrese Gibson, Chris Rock, Forest Whitaker, Djimon Hounsou, Jimmy Kimmel, Chris Rock, David Oyelowo, Bryan Cranston, Steven Soderberg, Whoopi Goldberg, civil rights legend Rev. Jesse Jackson, United Airlines, Google, Disney, The Oscars, Showtime Networks and Netflix.
In 2020, Afam was named one of the Top Ten Most Influential Africans in the Diaspora.
Richa Arora shares on Change Management in Enterprising Families
Richa Arora shares on Change Management in Enterprising Families
About: Richa leads the Dynamics and Governance Practice in the Greater Toronto Area (GTA) and serves as a Lead Relationship Manager for Multi Family Office clients. She has been with KPMG for over a decade and brings over 19 years of diverse global experience to the Family Office team.
Richa works with family enterprises, and large private and public corporations in a variety of industries. She helps clients align their core values, purpose and human capital with their overall family, governance, wealth and legacy objectives. Richa’s deep experience in management consulting, human resources, and leadership development allows her to work with multi-generational families in developing custom roadmaps to suit their unique circumstances. She is passionate about coaching and mentoring the rising generation and spends a bulk of her time developing bespoke learning plans to support their growth and education and providing coaching.
As a Senior Family Advisor, she serves as a primary relationship link between Family Office clients, internal and external subject matter experts, and financial institutions.
Alan Fowler shares on Philanthropy in Africa, an evolutionary journey
Alan Fowler shares on Philanthropy in Africa, an evolutionary journey
About: Alan Fowler Honorary Chair and International Advisory Board Member, The co-founder and long-time associate of INTRAC, Prof Alan Fowler’s professional life has moved from being an organisational development advisor, Foundation programme office and researcher, to a role as an academic – currently as honorary professor establishing a first of its kind Chair in African Philanthropy at the Wits Business School. A career spanning some forty years dedicated to civic agency and NGOs has produced eleven books and dozens of papers on their role in international development, as well as numerous capacity building materials, conference presentations, lectures and seminars. Combining theory and practice as a ‘pracademic’ continues as the thread in his contribution to citizen-driven social justice.
James E Hughes Jr. shares on the Five Capitals Of Wealth
James E Hughes Jr. shares on the Five Capitals Of Wealth
About: James (Jay) E. Hughes, Jr., Esq.
Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors". In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.
He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day.
He is a current active Fellow of Wise Counsel Research Foundation (www.wisecounselresearch.org) a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish.
He is a member of the Advisory Board of Arlington Partners; a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing and a Laureate of the Purposeful Planning Institute.
He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing.
He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals.
He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards.
He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.
Darryl Stickel shares on his new book Building Trust.
Darryl Stickel shares on his new book Building Trust.
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
Episode analyticsBukky George-Taylor shares on Trusting but being intentional about your journey.
Bukky George-Taylor shares on Trusting but being intentional about your journey.
Bukky George-Taylor is a Strategic Communications & Special Events Expert, Public Speaker and an Entrepreneurial Coach with experience in working in both Corporate America and Canada. Bukky attended the University of Massachusetts, Amherst at a young age where she studied African/African American History and Women’s Studies.In 2007, at the age of 25, she founded ‘The Bobby Taylor Company’ in Winnipeg Manitoba, Canada; a certified Public Relations Company. In 2017, the company evolved to become a prominent household African Strategic Communications agency now known as “Robert Taylor Media”. In 2020, she also became a Director of one of Nigeria’s first digital publications “The Lagos Today Newspaper” which covers stories, sights and happenings around one of Africa’s most prominent cities, Lagos (Nigeria).www.thelagostoday.com. She was also recognized under the category of Media and Culture in Africa under the MIPAD Global Top 100 under 40 in support of the United Nations. In 2021, Bukky alongside two of her partners launched Africa’s #1 Social Calendar App, CRAWL to boost tourism within and around major African Cities (www.mycrawlapp.com).For well over a decade, Bukky has consulted for both local and global organizations and personalities; conveying relatable and unique brand stories to targeted audiences, communities and stakeholders. Recognized for applaudable work by the ‘Under 40 CEO’s’ in Nigeria, Bukky and her agency have represented local and global brands like Dubai Tourism, Pernord Ricard, Moet Hennessy, Estee Lauder, Fela! On Broadway, BAP Productions, ONE Org., WARIF, Cece Yara, Lagos Social Media Week, GT Fashion Week, Eterna PLC, British Petroleum and more, delivering impeccable and professional communications strategies that have gotten her the well-deserved recognitions. Robert Taylor Media has built a strong reputation specializing in Strategic Communications, Media Relations, Project Management, Advisory & Crisis Management, Brands Strategy, Competitive Analysis and Special Events Management. Bukky has a passion for telling positive African stories through her works and believes that positive story-telling, via innovative channels, can significantly redefine the African narrative. Her directorship with The Lagos Today Newspaper plans to do just that! Changing the perception of Nigeria and Nigerians, one city at a time. Bukky George-Taylor’s expertise and dedication to her community has seen her land on publications such as Forbes Africa, Business Day CEO Magazine, Thisday Style, Genevieve Magazine, TW Magazine, Schick Magazine, Shoppe Black USA amongst other prominent publications. She is a member of the Public Relations Society of America, The Canadian Public Relations Society, Alpha Kappa Alpha Sorority Incorporated, a graduate from the Nellie Quander Leadership Institute, a Fellow of the Institute of Brand Management of Nigeria and also holds membership with organizations such as Board Room Africa, Valence Community, The Gathering Spot Atlanta and more.
Adenike Ogunlesi exploring her journey to the top as a female founder.
Adenike Ogunlesi exploring her journey to the top as a female founder.
Adenike Ogunlesi | Founder (Ruff n Tumble), Chief Responsibility Officer (Gatimo Limited), MBA (Lagos Business School) With over 35 years in the garment and fashion industry, Adenike has transformed the children manufacturing and retail industry into an instantly internationally recognized industry. Adenike is the Founder and Chief Responsibility Officer of Gatimo Group of companies; parent company to Africa’s foremost premium children’s clothing brand- Ruff ‘n’ Tumble and Nigeria’s leading garment manufacturing company-Gatimo Apparel. Adenike is an award-winning fashion entrepreneur, garment manufacturer, business leader and international speaker.
Panel Discussion with Roberta Gumede, Sinenjabulo Zungu and Nina Hammond moderated by Tsitsi Mutendi
Panel Discussion with Roberta Gumede, Sinenjabulo Zungu and Nina Hammond
About: Answering the call of legacy. A dance between self and family fulfilment
Luz Vega shares on Professionalisation of Family Businesses in LatAm
Luz Vega shares on Professionalisation of Family Businesses in LatAm
About: Luz Leyda Vega-Rosado has a PhD in business administration with specialization in international commerce. She has an Advanced Certificate in Family Business Advising (ACFBA) and became an FFI Fellow in 2021. Is a professor at the Inter American University of Puerto Rico, San Germán Campus. For more than a decade has been a researcher on family businesses and an advocate for this type of organizations in her country. Is the author of one book, chapters for books and many articles on family businesses. She created different online educational tools, such as a Fan page (https://www.facebook.com/empresasfamiliarespr) and a YouTube channel (https://www.youtube.com/channel/UCxtkRcMin5O9zfRk-ERx5dg) to assist family firms in their development. All of them called PRo Empresa Familiar and can be accessed with this name on the Internet or through her homepage http://www.proempresafamiliar.com. You can contact Dr. Vega writing to empresasfamiliarespr@gmail.com.
Nike Anani and Tsitsi Mutendi Unpack the Modern Family Report
Nike Anani and Tsitsi Mutendi Unpack the Modern Family Report
Esther Goche shares next gen transition and how culture affects it in the African context
Esther Goche shares next gen transition and how culture affects it in the African context
Esther Goche Nkomo: Is a serial entrepreneur with interests in mining and real estate. She holds an MBA from Gloucestershire University which focused on succession planning in African family businesses. She is passionate about seeing the development and advancement of African family businesses. As a part of a family business, she believes that there is more to be done with regards to collaboration and increased dialogue to ensure that the continent produces more multi-generational family firms.
Judy Lin Walsh shares on The Inheritance Experience
Judy Lin Walsh shares on The Inheritance Experience
About: Judy Lin Walsh advises owners of the world’s largest family businesses and family offices on generational transition and succession. Her specialty is working in complex family ownership systems to align the goals of the senior and next generations and to build effective and sustainable governance. With clients spanning North America, Europe, the Middle East, and Asia, Judy’s passion is helping families realize the power of their collective platform to make their mark on world.
Judy has written extensively for Harvard Business Review, Trusts & Estates Magazine, and Family Business Magazine, with a focus on issues related to multi-generational family ownership and next generation development, including “The Inheritance Effect,” “Should You Join the Family Business?” and “Is Your Next Generation Entrepreneurial Enough?” She has been quoted in The Financial Times and presented her insights at leading organizations including the National Trust Closely Held Business Association, Trusted Family, Family Business Alliance, and more.
One of the challenges Judy enjoys most is helping families understand the impact of estate planning on the psychological ownership of the business. “Later generation inheritors often struggle with being gifted wealth rather than earning it on their own,” Judy observes. But it’s possible to help them reframe their role as active owners with the ability to shape the future of the family enterprise, rather than simply passive beneficiaries. “Both senior and next-generation family owners have a right and responsibility to figure out how they fit into the family enterprise and what their shared legacy will be,” she says.
Judy’s fascination with the complex layers of family businesses started early. Her first job was in a family business owned by close family friends. The timing was fortuitous, as the first-generation founder was transitioning to become Board Chairman and the second-generation leader was rising as CEO. The interplay between business decisions and family relationships sparked Judy’s lifelong interest in family businesses.
Vincent Molly shares on Facilitating effective communication within the business family
Vincent Molly shares on Facilitating effective communication within the business family
About: Vincent Molly is Academic Director of the Family Business Competence Center at the Antwerp Management School and professor of Entrepreneurship and Family Business at KU Leuven – faculty of Economics & Business. He is also co-founder of Familymind. His passion and expertise lie in the field of family business, business transfer, entrepreneurship and strategic and financial management of SMEs.