Enterprising Families Podcast

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

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 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 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 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 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. 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 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 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 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. 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

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. 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 (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: SmallDotBig.com Business Assessment Survey Stony Hill Advisors website MeetLaurieBarkman.com Laurie Barkman on LinkedIn

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) 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. https://www.illumencapital.com/applied-research

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 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.  “I’m Never Working for My Family Business.” What I Learned from My Transition to My Family Business and Becoming a Family Advisor

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 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  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

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 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

Christoph Schmocker shares on Strategic Philanthropy About: Christoph Schmocker, Head of the Julius Bär Foundation

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 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 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 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. 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 analytics

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 | 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 About: Answering the call of legacy. A dance between self and family fulfilment

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

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 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 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.

Eksteen De Waal shares on Nature Vs Nurture, In Family Relationships. About: Eksteen De Waal (MBA) is an international speaker, writer, author, thinker and leadership consultant With over 30 years’ of professional experience, Eksteen has spent time in the consulting world. With a deep passion for team development and a belief that compassion is at the heart of all truly successful organisations, he founded Exponentially Me. “Exponentially Me” focuses on corporate wellness, empowering individuals to find and live their authentic selves in any environment whilst improving team performance. A firm believer that people must do what makes them come alive, his talks are delivered with gusto, inspiring people to bring their authentic selves to any situation they may face. How do you bring a resonant message in an ever-changing world? Over the last three years, as a member of the PSANL/PSASA/PSAUKI and president of the PSANL and has recently joined the Fellowship of PSAUKI, the highest grade of membership,    Eksteen has studied with some of the most impactful business writers, media coaches and crises managers. He has researched what works and how to turn that into a formula that everyone can follow. He is currently adding that to his new book Geekspeak: Let the nerd in you speak up and out. Come and experience a sneak peek of what is coming in the book. LinkedIn: https://nl.linkedin.com/in/eksteendewaal Web: www.exponentially.me Web: https://www.eksteendewaal.com

Prof. Alfredo Enrione shares on Designing and creating an effective Family Firm company board About: Founder and Chairman of the Center for Corporate Governance and Society at ESE Business School, Universidad de los Andes in Chile. Director of the Senior Management Program. Professor Enrione has pioneered the research, teaching and diffusion of corporate governance in Latin America. Creator of the oldest learning program for Board of Directors, while collaborating in the creation of similar initiatives in the region. Visiting professor at Stanford University, IESE and several schools in Latin America. He is the Chancellor of the International Academy of Management. Founder and Chair of the Circle of Corporate Directors in Chile. Chairman, member of the board and regular advisor to a number of corporations, family businesses, institutional investors, regulatory agencies and not-for-profit organizations. Founder and Chapter Chair of the Young Presidents Organization (YPO) in Chile. Industrial Engineer and MSc. Engineering Universidad Catolica de Chile. Ph.D. IESE Business School, Universidad de Navarra

Nick Di Loreto shares on Blended Generations About: Nick Di Loreto is a Principal at BanyanGlobal. For the past decade, he has guided leading families in North America, Asia, Europe, and the Middle East to design their enterprise governance, to evaluate their business portfolios and organizational capabilities, and to plan for generational transition. Nick has also been a facilitator at the Families in Business Program at Harvard Business School, has written for many leading publications including Family Business Magazine and Harvard Business Review, and speaks regularly on family business transition topics.

Diane Arijs shares on Mental health as a cornerstone to Family wellness About: Diane Arijs has a rich experience in applied research in the field of entrepreneurship and the context of family businesses. She published her research in the form of research reports, books, chapters in international handbooks, and in international academic peer-review. Diane obtained her doctoral degree in applied economic sciences in 2009 at KU Brussel-KU Leuven on the topic of leadership from a gender perspective in family firms. She is currently assistant professor at KU Leuven, at the department of Work and Organisation Studies. Her current research focuses on employer branding in family firms and attraction to family business employers from a work values' perspective. In addition, Diane is passionate about coaching. She teaches at KU Leuven about communication and coaching, career development and research methods. She is involved in an international research project on mental well being of academic students with a focus on personal resources. 

Anneleen Michiels shares on Compensation Policies in Family Firms  About: Anneleen Michiels, Ph.D. is Associate Professor of Finance and Family Business at the Research Center for Entrepreneurship and Family firms at Hasselt University, Belgium. She is a former chair of the Strategic Interest Group on Family Business Research at the European Academy of Management and a past FOBI scholar. Her research focuses on the influence of money on the family business and the business family and is published in academic as well as practitioner-oriented journals. She can be reached at anneleen.michiels@uhasselt.be.

Patricia Annino shares on Women, Legacy and Estate Planning. About: Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely-held businesses. Ms. Annino joins from Prince Lobel, where she served as Chair of the firm’s Estate Planning and Probate Group. Ms. Annino’s practice includes all aspects of private client work, including estate planning; will and trust planning; incapacity planning; prenuptial and postnuptial agreements; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts. Ms. Annino particularly focuses on planning for family business owners, including coordinating their estate planning, corporate and succession needs. In addition, she represents non-profit entities and private family foundations. Ms. Annino testifies as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at risk. Her testimony has been favorably reviewed by the Massachusetts Probate Courts. A leading voice on estate planning matters, Ms. Annino has been quoted extensively in a wide variety of local and national publications including the Wall Street Journal, Barron’s Dallas Morning News, Chicago Tribune, MarketWatch, Investors.com, and Women’s Business Journal. She has acted as the estate planning consultant to the independent investment research provider, Morningstar, and has been interviewed on Bloomberg Television. A frequent public speaker, Ms. Annino has presented nationally to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely-held businesses, and alumni organizations. She has spoken to various groups about her book, Women and Money: A Practical Guide to Estate Planning, and was interviewed by Family Business Wiki Newsletter in May 2013. Patricia also writes a monthly column for CPA Insider, a newsletter sent to more than 160,000 CPAs and other wealth managers and advisors.

Nicolle Hedberg shares on Conscious Wealth Manangement

Dana Garnett speaks on When Family Partnerships Fall Apart About: Dana Garnett Dana Garnett is a Credentialed Mediator, Conflict Strategist and CPA, and the founder of The Mindful Strategy LLC with 22+ years working and living internationally among diverse cultures across six continents. She's helped hundreds of people resolve emotionally-charged high-stakes conflicts that have been going on for years, and she's passionate about helping family’s businesses survive and thrive. For Dana's new webinar, "The 5 Steps Smart Family Business Partners are Using to Stop Fighting and Save Their Business and Their Relationship" click here: https://watch.danagarnett.com/s/Ev0E5Q  www.mindfulstrategy.com

Stephanie Brobbey shares on What is being a Good Ancestor? About: Stephanie Brobbey, Founder, The Good Ancestor Movement Stephanie was born and raised in London. She qualified as a private wealth lawyer in 2011 and practised at a law firm in the City of London for a decade. During her time in private practice, Stephanie advised a variety of domestic and international clients on a broad range of matters concerning their private wealth. Stephanie gained an outstanding reputation in the private wealth industry and was named one of eprivateclient’s Top 35 Under 35 in 2020 and 2018. She was also listed as a Rising Star in the tax and trust category of the Spear’s indices 2019 and was named in the Spear’s 500 as a recommended tax and trust lawyer in 2020. Shortly before leaving private practice, Stephanie was ranked as an ‘Associate to Watch’ in Chambers & Partners High Net Worth Guide 2021. In September 2021 Stephanie launched the Good Ancestor Movement, a social purpose business which exists to disrupt the mainstream wealth advisory industry by challenging traditional ideas around the economy, excessive wealth accumulation and tax minimisation. The Good Ancestor Movement supports wealthy individuals, families and charitable foundations with progressive wealth stewardship and radical redistribution. Stephanie is a dedicated social sector leader and has served as a trustee of youth charities FAST London and e:merge; and The Funding Network, a charity which hosts live crowdfunding events for not-for-profit organisations pursuing social change. She is currently on the advisory group for Make My Money Matter, a new people-powered campaign, co-founded by filmmaker Richard Curtis, which is working to shift the £3 trillion in UK pensions into sustainable investments.

Aine Carlisle shares on Tapping into the truth of who are About: Aine is a Spiritual and Business Strategist.  She empowers people to consciously create the life and business of their dreams.  She does this by giving them the tools to tap into their cosmic storehouse of wealth and abundance while staying completely aligned with their highest spiritual potential. Aine Carlisle has lived and travelled all over the world in search of spiritual awakening.  She has studied with many  realized spiritual masters of our time and has led a very blessed life.  Aine lived with a master healer Tibetan Buddhist nun at the foot of the Himalayan Mountain range where she was her student for nearly a year.  She has lived in monasteries and ashrams and at one time nearly became a Tibetan Buddhist nun. Aine knows without any shadow of a doubt that we all create our reality.  However most of us create it unconsciously from our old belief patterns, subconscious, non support thought patterns etc.  She is here to show people how to Consciously Create their reality so that can have the life and business of their dreams.

Jon Braddock shares on Beginning at the End About: Jon Braddock is an entrepreneur, speaker and author of Advisor or Vendor, RetireEase and the Amazon best seller Click Here When I Die. He’s founded and exited successful businesses such as Milwaukee based Benefit Design Corp.,  and Madison, WI based ISG Advisors, LLC.  Jon specializes in creating solutions that provide value.  With 30+ years in business he’s created specialty insurance products such as the Foundation Benefit Life Insurance Plan and Behold Vision.  Jon is the CEO and Co-Founder of My Life and Wishes, Inc., and serves as the Chief Visionary Officer.

Steven J. Shifman shares on Purpose Driven Family Business About: Steven J. Shifman is the President & Chief Executive Officer of Michelman, a large privately held global technology and manufacturing company. Headquartered in Cincinnati, Ohio, and employing approximately 500 associates Michelman has sales and administrative offices, technology centers, and manufacturing operations in the United States, Belgium, Luxembourg, Germany, Singapore, China, India, and Japan. Michelman’s purpose is to Innovate a Sustainable Future with Expert Materials, providing solutions through applied chemistry in a variety of industrial market segments ranging from printing and packaging to industrial coatings, to glass and carbon fibers. Industry leaders call upon Michelman to develop sustainable solutions that help them to address their challenges, deal with a rapidly changing global and regulatory environment, and to grow their businesses. Steve has had a diverse career both before and at Michelman. His experience has ranged from sales and sales management to Finance where he served as the company’s Chief Financial Officer, to the leadership of one of the company’s business units, ultimately culminating in his appointment as the Chief Executive Officer in 2003. During his tenure, Michelman has quadrupled in size and profitability and has become a much more global business. Originally, primarily a North American business, over this 16-year period, the company has diversified globally with now more than 50% of its business being generated outside of the United States. The global business has been built both organically and through acquisition. For these accomplishments, Steve Shifman was named the Ernst & Young Regional Entrepreneur of the Year for the manufacturing sector in 2013. Shifman is a progressive leader whose results are measured not only in the impressive numbers Michelman has delivered but also in the dedication and commitment his team offers to all of the company’s stakeholders. Shifman is a firm believer in purpose-driven leadership and has worked to engage every Michelman associate in the organization’s journey. Under his leadership, Michelman lives by the values of Integrity, Respect, Success, Collaboration, Curiosity, and Giving. These values inform both Shifman’s leadership philosophy and the company’s decisions around strategy, hiring, and investments. Michelman is committed to building its business for generations to come, while at the same time delivering against aggressive annual performance expectations. And, Michelman associates are actively engaged in communities around the globe. You’ll find members of the Michelman team serving on boards, coaching, tutoring, mentoring, and raising funds for those in need. In addition to serving on the Michelman Board of Directors, Shifman also serves on the Board of Magnum Venus Products, a private business based in Knoxville, TN. He also has a portfolio of community board responsibilities, including serving as the Vice-Chair of the Cincinnati Regional Business Committee, as the Chairman of the United Way of Greater Cincinnati, and was a founding member of the Board of the Preschool Promise. He recently completed a term as the Board Chair for Teach for America in Southwest Ohio. He is currently serving on the RESTART Cincinnati task force charged with leading Cincinnati out of the Covid-19 crisis. Steve and his wife Julie reside in Cincinnati, Ohio, and have four adult sons. Along with his business and community commitments, Steve is an avid cyclist, skier, hiker, and runner. He is also passionate about travel, the arts, great food, and wine. 

Dr. Jamie Traeger-Muney shares on When She has the Money About: Dr. Jamie Traeger-Muney specializes in the emotional impact of wealth on inheritors, women, and couples. She has revolutionized the conversation of wealth and worth by providing an opportunity to openly discuss the roles money plays in her client’s lives, enabling them to be passionately engaged in the world and to lead a rich life. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures. Jamie’s personal experience as an owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence. Jamie is an engaging speaker, whose presentations are insightful and inspiring. She has been featured in major media outlets such as: WSJ, BBC, Bloomberg Business Week, and Town & Country Magazine. Based on research done with 4th generation family enterprises, Jamie co-authored, Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR as well as part of Borrowed From Your Grandchildren. Jamie also has the distinction of being the first psychologist ever to be hired as an employee of a bank, to work with their clients. She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets. Jamie has been married for over 25 years and has two children. She believes strongly in a need to give back to her community, offering pro bono expertise to nonprofit agencies and serving on several community boards.

Joan Sharp Shares on Creating deep rivers that lead to oceans About: Joan Sharp founded River Family Advisors to fill a void she saw in the financial planning sector. As her career develops, Joan continues to see that individuals make choices based on money, ingrained through a variety of family and social pressures, that sometimes results in unhappiness. But Joan finds that money is often an excuse. When asked to take an introspective look at their life choices, people realize the decisions they’ve made, align with unspoken values, visions and expectations, not money. Joan calls herself a Family Advisor in recognition that people’s values and vision, start with family. She is on a mission, Changing the Conversation From money to Vision™ for her clients. Joan holds a Master of Science in Financial Services (MSFS) from The American College, and a Bachelor of Arts in Economics from Southern Methodist University. Joan has continued her training, bearing the titles of Kolbe Certified™ Consultant, Certified Financial Transitionist® (CeFT™), Registered Life Planner® (RLP®), Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy® (CAP®), and Chartered Financial Consultant® (ChFC®). Additionally, Sharp has completed both parts of Money Quotient Financial Life Planner education. Before founding River Family Advisors, LLC, Joan worked at Glenayr Family Advisors LLC, founded Life Strategies, LLC, as well as honed her financial planning skills at Lau & Associates and the Wilmington Trust Company. River Family Advisors is the result of the amalgam that is Joan’s background. Joan Sharp works with clients on their vision, paying close attention to their beliefs, to what inspires them, and to their imagination for the future. She assists clients in how to use their human talent and financial resources to make confident choices that achieve their vision, support their values, and establish their legacy. With an understanding of the different communication needs and styles that can arise between advisors regarding wealth management, Joan uses an integrative approach. Personal values differ for each person. For Sharp, her vision is to serve her community by sitting on the boards of Easter Seals, DE, Maryland’s Eastern Shore, the Delaware Historical Society, and is on the Christiana Care Council of Advisors. In the past, Joan was president of the YWCA of Delaware, sat on the Board of the Delaware Art Museum, and the strategic planning committee of the Delaware Breast Cancer Coalition. Joan’s dedication to the community resulted in receiving the 2012 Governor of Delaware’s Outstanding Volunteer Award. Sharp is no stranger to community engagement and public speaking where today, she co-hosts a podcast on Transformation Talk Radio with monthly episodes from February 2020 through February 2021. Prior speaking engagements include giving an introductory speech in the PA Conference for Women, serving as a panelist at conferences such as the Louisiana Women’s Conference in New Orleans (for two sessions); the CFA Annual High Net Worth Conference, the CFA Annual Endowment and Foundation Conference, and the High Water Women Investing for Impact Symposium, NYC. Joan’s past outreach includes writing monthly articles on DailyWorth.com from August to December 2015. She was also previously published on Forbes.com with two pieces, “Put the Client First,” and “Gifting to Kids.”

Adam Hoffman shared Family Cultures: Investing in the Rising Gen About: Adam Hoffman LL.B TEP is the President of Vesta Family Office, a single family office, and Vesta Wealth Partners, their Outsourced-Chief Investment Officer business division serving other family enterprises. His upcoming workbook Wealth Actualization: With Great Wealth Comes Great Responsibility includes a discussion of The Family Bank and how families can develop effective policies and procedures when deciding to apply financial capital to the family’s financial and non-financial pursuits. Adam is called to the Alberta Bar, is a member of the Society of Trust and Estate Practitioners holding their Trust and Estate Practitioner designation, and he recommends joining Purposeful Planning Institute to meet with like-minded family governance experts. Adam can be contacted at adam.h@vestawp.com

James E Hughes Jr. shares on Energy is the powerful tool of Generational 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.

Sue Schwartzman shares on Philanthropy: raising well grounded kids About: Sue Schwartzman. Sue has over two decades of experience working with high net worth individuals, families and teens, to systematically and strategically engage in philanthropy and volunteerism and to navigate and communicate about money and values. Her authentic and personal approach includes unfolding what people care and are passionate about and developing plans for acting upon those determined values. Sue pioneered one of the most esteemed teen philanthropy programs internationally. Her work is responsible for training more than 900 teenagers who have raised over $7 Million for an array of non-profits. She also developed a Seventh Grade Philanthropy Curriculum still used to foster giving and civic engagement in middle school aged kids. With a Masters of Education from Stanford University, Sue takes a distinct learn-by-doing approach to philanthropy that is informed by her decades-long teaching of hundreds of kids and young adults. Sue has a wide range of experience in the philanthropic sector including: education, program development, family engagement, running grant cycles, running giving circles, facilitating next gen leadership circles and personal philanthropic consulting. She is passionate about connecting with youth and millennials alike, and is an acclaimed speaker and facilitator. She has founded camps and many community programs, served on community boards, led board and leadership training retreats and workshops for organizations such as The Jewish Community Federation and Endowment Fund, Jewish Funders Network, Goldman Sachs, Amplifier Giving, and several other financial institutions. Her work has also been featured in The San Francisco Chronicle, Investor’s Business Daily, The Atlantic Philanthropies, The Chronicle of Philanthropy, Chicago Tribune and Times of Israel. A CAP ( Certified Advisor in Philanthropy) Candidate, A 21/64-certified multigenerational family trainer, speaker, and advisor, Sue is a master at giving voice to all generations around the family philanthropy table, and at connecting family members in new and lasting ways. Learn more at www.SchwartzmanAdvising.com or reach Sue at Sue@SchwartzmanAdvising.

Dr. Sanjay Sharma shares on Sustainability lessons from and for Family Enterprises Dr. Sanjay Sharma, Dean Grossman School of Business, University of Vermont USA Dr. Sharma is the Dean of the Grossman School of Business at the University of Vermont (UVM) since 2011. Before UVM, he was the Dean of the John Molson School of Business in Montreal Canada and the Canada Research Chair in Organizational Sustainability. He is a pioneer in corporate sustainability research with 9 books and over 100 articles in top tier academic journals. He received the Distinguished Scholar Lifetime Award from the Academy of Management in 2017. He serves on several Boards including Global Responsible Leadership Initiative (GRLI), Family Firm Institute (FFI), University of Sharjah College of Business, International Academy of Management, amongst others. Before pursuing an academic career, he was a senior manager and CEO with multinational corporations for 16 years.

Mellisa Parks and Dave Goetz share on The power of telling our stories through Writing About:  MELISSA PARKS Melissa Parks is co-founder of Journey Sixty6 and managing director of publishing at CZ Strategy, a strategic marketing agency. She is an Instagram expert, having built a large IG following (Megillicutti). She is a speaker and a writer, contributing to online shelter publications. She and her co-founder, Dave Goetz, started working together more than twenty years ago at a publishing company. She holds an M.A. in English Literature from Loyola University Chicago. DAVE GOETZ Dave Goetz is co-founder of Journey Sixty6 and president of CZ Strategy, a strategic marketing agency. He is a former magazine and book editor and the author of Death by Suburb: How to Keep the Suburbs from Killing Your Soul(HarperOne). He is also a passionate fly fisher, podcaster (2 Guys and a River), and author of The Fly Fisher's Book of Lists: Life is short. Catch more fish. Dave has coached hundreds of writers and served as editor for books in the area of philanthropy, leadership, spirituality and religion, legacy memoirs, and business. About Journey Sixty6 … Journey Sixty6 is a coaching community for writers. We’re a supportive learning environment for aspiring writers who want to tell their story, whether through memoirs, family legacy books, or even business books. Our promise is that with our supportive community and professional guidance you will make faster progress on your book writing project. Our primary product is a monthly coaching membership for writers. It is $66 a month, and you receive access to live weekly Q&A’s with Dave and Melissa; teaching on writing, publishing, and book promotion; and access to our library of video resources for how to publish and promote your book. For those writers who are just starting out, we encourage them to take our writing quiz: https://www.journeysixty6.com/book-writing-quiz We also publish a weekly podcast on writing, publishing, and promotion:https://podcasts.apple.com/us/podcast/journey-sixty6/id1526755563

Cindy Arledge shares on Systems that help to grow consciousness of the family About Cindy Arledge: https://cindyarledge.com/about/ Strong families create strong communities. I am passionate about helping families thrive because I know what it's like to think you have an advantage, and then watch it disappear. It’s been fifteen years since my parents passed away eight months apart. Sadly, much of the real estate they spent a life time accumulating is already gone. What happened to us isn’t unusual, it happens more often than not. The good news is, there is a better way! To protect my children and grandchildren, I discovered the best kept secret hiding in plain sight. More importantly, I implemented what I learned. My passion is to help your family create a Legacy Plan to prepare them to manage shared assets. After writing and publishing a series of best-selling books I began offering group training programs and custom solutions for individual families.  Ultimately, my mission is to certify other professionals to do what I do, and see Legacy Planning become a recognized industry. Take it from someone who has been there, it’s easier to prevent problems than cure them. Legacy Planning is the secret to keeping your wealth in the family.  I believe the best way to help people is by working with them where they are to discover and implement a plan to quickly impact their lives now and secure their family’s long-term future.

James E Hughes Jr. shares on Consciousness of Understanding 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.

Dr Stephen Rosenbaum shares on Mitigating risk in growth-oriented African family firms About: Dr Stephen Rosenbaum is Professor of Economics at Hult International Business School (London, Dubai) and an International Faculty member at GIPS in Johannesburg, where he teaches global business strategy courses to MBA students. His award-winning research has appeared in many top journals and been featured in such prominent newspapers as The Economist. He has worked extensively in all regions of Africa. Stephen is founder and CEO of Distant Shores Consulting Group (www.distantshorescg.com), which specializes in assisting firms, often family businesses in Africa, with their international growth strategies.

Chris Yonker speaks on People Before Profits About Chris Yonker: CHRIS YONKER is a Vision alchemist, Speaker, and Author who specializes in Vision Creation to align your business and your life. Chris Yonker is a world-leading expert in Vision creation. He and his team work with companies (big and small) as well as high achievers like executives, entrepreneurs, athletes, and celebrities to get clarity on what they really want—and then make the strategy mindset and behavior shifts to create that. Chris embraces a uniquely collaborative and experiential approach of being in the “zone,” developing clarity and composure under fire, and discovering unlimited potential. As a seventh-degree black belt, Neuro-Linguistic Programming (NLP) Practitioner, and thought-leader on Personal Performance, Chris has built a refined strategy to create breakthrough results with clients who were unable to get a desired outcome with other consultants, coaches, and even therapists. Chris combines this higher-power thinking with practical strategies that derive from his 21 years of experience of leading a sales team with a Fortune 500 company. As a seasoned veteran who has also worked with numerous mid-market business leaders from a variety of verticals, Chris has seen it all. His holistic approach aims to help improve the mindset, health, and communication of organizations from the top down. Chris was the key driver behind a $6 million increase in revenue within one year for one business client, whose company’s year-over-year growth moved from 1.5% to 7%. The end result: an organization that is able to scale, retain valuable employees, and create a predictable client experience that is unparalleled. As a highly sought-after speaker, Vision expert, and workshop facilitator, Chris’s programs are engineered to meet your demands and exceed your expectations. Chris is a regular contributor to the Coaches Council at Forbes.com and his book Soul Intention: An Executive’s Guide to Building a Life by Choice, Not by Chance is available on Amazon.

James Weiner shares on Conversations for Rising Gens, Focusing on your Path About James Weiner: A diverse background leads to intuitive solutions. With a multi-faceted background in speaking, coaching and counseling in environments ranging from Cook County Jail to exclusive global VIP forums, Dr. Jamie Weiner’s expertise and strategic approach to guiding people helped to develop Inheriting Wisdom’s ability to transcend any complication within a family’s dynamic. As a co-creator of Inheriting Wisdom, Dr. Weiner is focused on helping families garner meaningful communication between generations and provide solutions to sustaining wealth and strengthening family legacies. His ability to address dynamics across all walks of life brings the most tentative or disruptive personality types confidence, particularly when it comes to transitioning sensitive topics into high performance behavior. Dr. Weiner is a clinical psychologist with over 40 years experience. In addition to his work with individuals and families, he successfully designed structured programs and systems to address the broad range of challenges people face, and is credited to delivering over 100 lectures and workshops. He also has a Certificate in Family Business Advising and Family Wealth Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning. Board Leadership and Certifications: Global Board of Directors, Family Firm Institute (FFI) Chair, Family Firm Institute Practitioner Member of Chicagoland Study Group, Family Firm Institute (FFI) Think Tank Member, Purposeful Planning Institute (PPI) Certificate in Family Wealth Advising, Family Firm Institute (FFI) Certificate in Family Business Advising, Family Firm Institute (FFI)

Alejandro Gil Rivero speaks on How insurance can be a key to managing Risk and Family Governance Risk About Alejandro Gil Rivero: Alejandro Gil Rivero,. Managing partner,. Sophos Advisors, Miami. Captive insurance opportunities. Sophós Advisors is an independent consulting firm specialized in risk management and international insurance as a tool within a wealth and estate planning context. We advise high net worth families and businesses on how to use diverse risk management tools to achieve different planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool and captive insurance program set up and management. Because each family and business group has different needs and lives through different challenges, our bespoke insurance products and programs are best-in-class and are issued from multiple jurisdictions, each with its own specific characteristics and benefits.

Priyanka Zielinski shares on Family Business Theory vs Family Business Lived. Finding Solutions from practical experiences. About Priyanka Zielinski: Priyanka Gupta Zielinski is a business leader and entrepreneur. Through her writings, she addresses the biggest pressure points facing the next generation of India: career, love, and marriage. By exploring the role of Indian traditions and repositioning them with a beneficial, modern twist, Priyanka seeks to empower India’s next generation in their pursuit of new opportunities and fulfilment in their lives and careers. As the executive director of MPIL Steel Structures Ltd, Priyanka has led her family business to exponential growth and diversification. She has previously worked with financial institutions such as the Women’s World Banking and the Fund for the City of New York. In 2012, she was named Woman Entrepreneur of the Year by ET Now.

Karen McNiell speaks on Anchoring the Family Identity when we let go of the Business. About Karen McNiell: Director, SVP, Sr. Family Historian at Ascent Private Capital Management of U.S. Bank. Karen is passionate about history and its importance in helping us understand ourselves and the world in which we live. She believes, we’re not just products of history: we’re historical actors in a larger narrative, and this awareness can inform how we live our lives and build toward the future. As part of Ascent’s unique Center for Wealth Impact, she helps families and their businesses discover the people and stories that embody the values and culture that define their legacy and shape their vision of the future. She works with multiple generations within families and key figures in businesses to uncover and construct meaningful histories. ***Disclaimer* Karen's views and opinions on this platform are her own and not those of her employer.

Naim Farah speaks on understanding the importance of knowing your net worth About Naim Farah. With over 20 years of finance experience, Naim has successfully managed and led teams in corporate finance – from treasury, sales finance, revenue management, and financial planning and analysis. Prior to joining the Simon Group Holdings and co-founding Bristol Reports, Naim spent 9.5 years at PepsiCo where he moved through the finance ranks leaving as an executive on the beverage side of the business. Additionally, Naim started his professional career working for 5 years at Ford Motor Company in their finance organization.Naim holds an MBA from the Kellogg School at Northwestern University and a BA in Economics from the University Michigan. If you would like to learn more about Bristol Reports please visit our website atwww.bristolreports.com or contact Naim directly at naim@bristolreports.com or call at 312-375-8924.

Kristina Touzenis Speaks on ESG and what it means for enterprising Families. About: Kristina Touzenis is now Managing Partner at BST Impact Sàrl, a firm she started in early 2021 to use her 20 years experience in promoting and implementing the SDGs based on international law and standards. Before establishing BST Impact, Kristina was head of International Law at the International Organization for Migration, the UN Migration Agency for 10 years.

Ombretta Mancini shares on the interconnectedness of generations in Family Business About: Ombretta Mancini has been working in the Training and Development industry for close to 15 years. An accomplished Certified Leadership Coach, Consultant and Facilitator, she specializes in helping family-run businesses untangle complex family dynamics and thrive develop NextGen Leaders so the business can continue thrive. She has also worked with mid-level managers, senior managers and directors of several major industry players including WarnerMedia, Accenture, Google, LEGO®, Salesforce, Visa, Philip Morris International, and Twilio. Prior to her coaching and consulting career, she worked as a Programme Manager for market leading Training and Consulting firms in the US, developing and managing multi-million-dollar leadership programmes in both the public and private sector. She holds a BSc in Organizational Innovation, a Graduate Certificate in Positive Psychology from the University of Melbourne, and a Graduate Certificate in Design Strategy and Innovation from Swinburne University. She is a PCC ICF-accredited Leadership and Executive Coach, a LEGO® Serious Play® for Positive Psychology Certified Practitioner, a Conversational Intelligence® Enhanced Coach and is certified to deliver the full suite of Core Strengths and Energy Leadership Index™ assessments and workshops. Her varied educational and professional background allow her to offer a unique and comprehensive style of organisational development; one that values inclusion, well-being and a design-thinking-like approach that looks at the organisation from a systems perspective. Her areas of expertise include individual and group coaching, leadership development and team building training and assessments, as well as facilitation of strategy sessions that underpin sustainable business growth.

Ella Chase and Veronica Yepez share on the role of women in Family Businesses About: Veronica Yepez, CEO – Perpetum Family Office Veronica is an expert in the family dynamics of enterprising families with more than twenty years working around the world, helping some of the most affluent and influential international families align with their full potential. Her experience spans a breadth of family wealth disciplines from cross-border and inter-generational transfer of wealth strategies, fiduciary practices, next generation empowerment, family office architecture and succession planning and governance for families and their businesses. Her work focuses on connecting the operation of ownership structures with the human component, helping enterprising families elevate their conversations and decision making. Veronica has earned the reputation of “NextGen Whisperer”. As the founder of the Center for the Next Generation at Perpetum she has spent hundreds of hours listening and supporting the inheritors of family businesses and enterprises to find their voice, create efficient strategies to fulfill their purpose and build strong family relationships. She designed a unique program for Board Preparation of Family Members certified by the Mexican Stock Exchange (BIVA) and she co-founded the WorldWide Women’s Council (W^3C) where leading female inheritors find a space to raise. Veronica’s dad was the founder of a very successful business that was lost due to negative family dynamics. At 11 years she saw her dad lose his family business and more importantly, the relationship with some of his siblings for the rest of his life. It has been her mission to bring the right tools and help families avoid a destructive loss of their legacy. Ella Chase Hyland, Co-Founder, Wellth Works Ella is the co-founder of Wellth Works, and a 6th generation asset recipient froma hundred-plus-year family who has seen the burdens and blessings of complex, multi-generational preparation and transfer. Ella is a dynamic and innovative speaker, facilitator, and mentor. She is a recognized authority on the psychology of leadership, negotiations, and organizational turnaround. Ella is a certified CTI professional coach, and is a Northeastern University alumnus, having graduated summa cum laude with dual bachelor’s degrees. You can find Ella traveling the globe, exploring new cultures and adventures, especially those that involve being in, or on, water.

Sylvie Huard shares on Taboos. What are the hard conversations? About: Business coach, mediator, specialising in family business succession. From the moment you confide in Sylvie Huard, her quick wit is at work. By her fair and adroit questions, you can appreciate all the interest she already has in you. It is impossible not to notice his deep desire to be of service to you, to clear your vision and to help you on your journey. Interested in the challenge of succession management, Sylvie has an unalterable passion for human tensions, but above all for their remedies! Generous, funny, sensitive and spontaneous, Sylvie Huard colors her interventions with a disarming and contagious authenticity. It is with skill that she defuses the most complex situations and brings out new, often unexpected, possible solutions. In perpetual training, it offers an evolutionary support which progresses at the rate of its discoveries and its achievements. His travels all over the world help to enrich his approach with new and complementary visions. Working in the context of business succession fits him like a glove. With a rich background in the business world, an MBA and a bachelor's degree in psychology , she unites a specialized human approach with extensive commercial expertise. Indeed, Sylvie Huard concluded 10 transactions of shares , including 3 in family businesses. She also served as CEO of a company that has seen sales jump from $ 13 million to $ 100 million in 11 year

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. LinkedIn: linkedin.com/in/richa-singh-831396b1

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.

Jim Coutre shares on Why relevancy is important for Families of wealth and their and Family Offices.  About: Jim Coutre is Vice President, Insights and Connections at Fidelity Family Office Services

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