Let's Talk Family Enterprise

Regular hosts Aileen Miziolek and Steve Legler discuss some of their favourite episodes and insights from 2025's episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways and bring back good memories while encouraging listeners to subscribe for more!   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Key Takeaways [0:26] Steve Legler and Aileen Miziolek come together for a year-end review for the Let's Talk Family Enterprise podcast.   [1:21] Steve shares his favourite takeaways and how what we see in general culture tends to be far from correct when it comes to addiction from episode #64 on addiction with Jeffrey Foote.   [4:01] Aileen talks about how the "Owner's Mindset" has now made it into her own practice from episode #65 on Ownership with Barbara Dartt.   [8:47] The distinction between Frankenstein and Frankenstein's monster, creating a vision, and the 10 domains, from episode #68 on collaboration and cooperation with Cindy Radu.   [14:00] Aileen and Steve share their favourite moments, ranging from the multiple hats advisors have to wear to what it means to work FOR a system from episode #69 with Roger Schwarz.   [18:01] The relationship kids develop with money can evolve poorly if it isn't managed. Steve and Aileen share their favourite insights from episode #70 with Mark Shiller.   [22:26] The difference between an abundance and a scarcity mindset, over- and under-functioning when parenting adult children, and more from episode #71 with Alyson Schafer.   [28:05] Aileen and Steve thank listeners for their continued support and close this episode with well wishes for the coming year and an invitation to sign up for Symposium, which will be held May 25‒27 in Vancouver, BC.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Symposium 2026 Episode #64 with Jeffrey Foote — Getting Beyond Addiction in Enterprising Families Episode #65 with Barbara Dartt — "Owning" Ownership with Barbara Dartt Episode #68 with Cindy Radu — Stop Frankesteining It Episode #69 with Roger Schwarz — The Skilled Facilitator Episode #70 with Mark Shiller — How Not to Ruin Your Kids With Money Episode #71 with Alyson Schafer — Parenting Adult Children in Family Business   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

Host Aileen Miziolek speaks with Dr. Tamara Rosier about how ADHD can show up in adults and the common misconceptions that can shape family enterprise dynamics. They explore how traits such as emotional dysregulation, risk-taking and divergent thinking influence communication, trust and generational roles within enterprising families. Dr. Rosier also shares practical ways to design systems that support neurodivergent minds, and highlights the value of coaching and self-awareness in helping families work more effectively together. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Dr. Tamara Rosier is a captivating and highly regarded speaker, widely recognized as a leading authority on ADHD and neurodiversity. Her signature blend of warmth, humor, and practical wisdom transforms complex concepts into relatable, actionable insights that resonate with diverse audiences.   As the founder of the ADHD Center of West Michigan, Dr. Rosier has dedicated her career to empowering individuals, families, and organizations to embrace the unique strengths of ADHD. Drawing on her rich professional background as a college administrator, professor, leadership consultant, high school teacher, business owner, and ADHD coach, she offers invaluable insights into how ADHD shapes and impacts daily life.   You can learn more about Tamara Rosier on LinkedIn and on her website.   Key Takeaways [:26] Aileen Miziolek welcomes Dr. Tamara Rosier and asks her to share a little bit about what ADHD is and some common misconceptions around adult ADHD.   [3:54] Dr. Tamara nerds out for a minute explaining the role of the frontal cortex and the missing inner butler when it comes to ADHD.   [7:05] For all our listeners who don't have ADHD, be cool! Dr. Tamara explains emotional dysregulation.   [10:16] ADHDers tend to be risk takers and hunters, and in the maintenance phase of a business, this can cause friction.   [12:15] Dr. Tamara breaks down the effects of ADHD on different family business generations.   [15:45] Neurodiversity is diversity! Dr. Tamara explains the benefits — and pitfalls — of divergent thinking and how it can affect family system trust.   [20:07] Dr. Tamara shares how she addresses how to work without naming the elephant in the room.   [23:11] How to design a system that will benefit neurodivergent minds.   [24:50] Challenging roles for ADHDers? They can do anything, as long as they get to know themselves.   [31:04] The role of ADHD coaching in family systems.   [33:23] Dr. Tamara's resources for advisors and families working with ADHD.   [35:07] Aileen thanks Dr. Tamara Rosier for sharing so much of her knowledge, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Your Brain's Not Broken: Strategies for Navigating Your Emotions and Life with ADHD, by Tamara Rosier, PhD   You, Me, and Our ADHD Family: Practical Steps to Cultivate Healthy Relationships, by Tamara Rosier, PhD   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Host Steve Legler speaks with Michelle Osry about how families need to deal with both complicated issues that require specific solutions, as well as complex challenges that require different skills to navigate to help the family make progress. They discuss the challenges in getting both advisors and families to understand these distinctions and find ways to work on having each family's best outcome emerge from co-creation. Guest bio Michelle Osry works with family enterprises and offices on governance and generational transition. She draws from a broad experience and range of disciplines and practices, blending systems thinking with traditional consulting frameworks, to help families navigate the complexities of wealth and family dynamics.   Before co-founding A&O Partners in 2023, Michelle was a partner at Deloitte Canada. She has been a Board member of Family Enterprise Canada since 2018 and is an instructor in their Family Enterprise Advisor program.   You can learn more about Michelle Osry on LinkedIn and the FEA website.   Key Takeaways [:26] Steve Legler welcomes Michelle Osry and asks her to share a bit about how she became interested in the difference between complicated and complex.   [3:33] Michelle explains how planning a very complicated event led her to discover how roleplay could facilitate an understanding of complex situations.   [7:25] Experiencing unpredictability is part and parcel of understanding complex systems.   [8:44] FEA training is very technical and can lead to predictions that can easily be upended in a complex system.   [12:20] Michelle shares an overview of Theory U by Otto Scharmer and how it applies to advisors.   [14:13] Michelle shares an example of helping a family do their best thinking together, from a recent interaction with an FEA.   [18:55] There are many ways the facilitator helps families; Michelle shares a noticing tip for advisors.   [21:24] Michelle talks about sharing your feelings with a family as an advisor and offers another tool to use before and after meetings to help families get into a flow state.   [25:55] Instead of just looking at a screen, when describing a family organization, have the family members stand in their place!   [27:13] What Michelle has noticed in the evolution of her work with families, and how AI is affecting her practice.   [29:15] Michelle shares her book suggestion and her advice for advisors.   [33:36] Steve thanks Michelle Osry for sharing her insights, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Ten Domains of Family Wealth Johari window   The essentials of theory U - PRESENCING: 7 Practices for Transforming Self, Society, and Business, by Otto Scharmer   Unleash Your Complexity Genius: Growing Your Inner Capacity to Lead, by Jennifer Garvey Berger and Carolyn Coughlin   We Can Do This! 10 Tools to Unleash Our Collective Genius, by Kate Sutherland   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

Aileen Miziolek hosts an in-depth conversation with Alyson Schafer, an acclaimed author and Adlerian family counsellor. In this thoughtful 30-minute episode, they touch on issues around over- and under-functioning children, why the notion of fair vs. equal in childhood can impact long-term family business dynamics, and how tackling the unique challenges of enterprising families requires maturity, open-mindedness and an understanding that sometimes personal responsibility is the only path forward.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Alyson Schafer is one of Canada's leading parenting experts. She promotes a firm but friendly "democratic parenting" style and offers practical solutions backed by extensive evidence-based research. Alyson is an Adlerian family counsellor, author, and internationally acclaimed expert who empowers families by sharing her principles, rules, and tools for raising co-operative and resilient kids.   You can learn more about Alyson Schafer on her website and LinkedIn.   Key Takeaways [0:26] Aileen Miziolek welcomes Alyson Schafer and asks her to share about her experience with family business dynamics.   [3:01] Understanding the notion of fair vs. equal is a large part of how a family orients itself. Alyson explains how the abundance and scarcity models may influence how this manifests.   [6:48] While intergenerational patterns are real, there is always hope for change when there is maturity and open-mindedness.   [10:36] Family businesses do not have the freedom of relative anonymity in the workplace: family tensions can easily translate into business tensions.   [12:52] Personal responsibility is required for change. Alyson offers a dance metaphor to illustrate that the "other" doesn't always need to start the process.   [15:15] Children differentiate to stop competition. Alyson warns against bean-counting to prevent under-functioning.   [20:46] Alyson shares tips to manage over- and under-functioning in any given system.   [23:34] Co-leading siblings is possible, but will require strong buy-in, well-defined roles and responsibilities, and generational support.   [26:15] Solving problems at the parent level is usually the fastest way to power change.   [27:29] North America is singular in its propensity to cut off family members!   [29:43] Links to Alyson Schafer's contact, podcast, and books can be found in the links below.   [31:11] Aileen thanks Alyson Schafer for sharing so much of her knowledge, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Alyson Schafer's Podcast: Parenting The Adlerian Way   Ain't Misbehavin': Tactics for Tantrums, Meltdowns, Bedtime Blues and Other Perfectly Normal Kid Behaviors, by Alyson Schafer   Honey, I Wrecked the Kids: When Yelling, Screaming, Threats, Bribes, Time-outs, Sticker Charts and Removing Privileges All Don't Work, by Alyson Schafer   Breaking The Good Mom Myth, by Alyson Schafer   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Steve Legler speaks with U.S. estate planning attorney Mark Shiller about his book, How to NOT Ruin Your Kids With Money: Navigating the Challenges of Transitioning Wealth in Families. Together, they discuss issues around character, competence, and capacity, the maturation process, and the uniqueness of each family member, with lots of useful tidbits for parents and rising generation family members along the way.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Mark A. Shiller has been a practicing estate and business succession attorney and wealth consultant for over 20 years. He works with individuals, couples, and families in connection with their estate, tax, and business planning. His clients are typically business owners, professionals, and senior executives who appreciate his thoughtful and creative approaches to their often complicated personal, tax, and financial planning challenges.   He is a Fellow of the American College of Trusts and Estates Counsel, former Chair of the Board of Governors of the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin, Past President of the Milwaukee Estate Planning Forum, and Past Chair of the Estate and Trust Law Section of the Milwaukee Bar Association. Mark also served as an adjunct professor at the University of Wisconsin Law School for four years, teaching a course on estate and business planning for the privately-held enterprise.   You can learn more about Mark Shiller on his website and LinkedIn.   Key Takeaways [:26] Steve Legler welcomes Mark Shiller and asks him to share about the process that took him through to writing his book.   [3:48] The minority, maturation, and maturity needs of any person impact their relationships with others and wealth; Marc shares an anecdote.   [6:16] Wealth magnifies and reveals character; money can enable people to do damage.   [8:08] Mark explains why resisting the urge to "fix it for them" is important when it comes to advising families.   [12:08] Mark's allowance system and how it both worked and failed.   [14:52] Money conversations shouldn't be all or nothing; raising kids is a process.   [16:34] What's the purpose of apple trees?   [19:02] The definition of success as a parent shouldn't be an imposition; involving the upcoming generation is a requirement of a continued legacy.   [21:44] Modelling as a way of ensuring success.   [22:47] On Al, Brittany and Carl, and the difference between value and virtue.   [26:45] The danger zone and some tips on how to navigate it best, according to Mark.   [29:32] Mark's book recommendation and advice for advisors.   [32:13] Steve thanks Mark Shiller for sharing his wisdom, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode How to Not Ruin Your Kids with Money: Navigating the Challenges of Transitioning Wealth in Families, by Mark Shiller   How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen, by David Brooks   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

In this episode, Aileen Miziolek speaks with renowned facilitator and author Roger Schwarz about the critical roles facilitators and consultants play—especially in complex systems like family enterprises. Roger explores how mutual learning, clear boundaries and transparency can elevate the value professionals bring to their clients, offering practical insights and tools for navigating advisory roles with compassion and clarity.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Roger M. Schwarz, PhD, is an organizational psychologist and president and CEO of Roger Schwarz & Associates. For more than forty years, he has helped leadership teams and organizations achieve strong performance, solid working relationships, and individual well-being. His work is grounded in the premise that creating fundamental, systemic, and sustainable change requires that individuals, teams, and the larger organization change the mindset that guides their behaviour.   You can learn more about Roger M. Schwarz on LinkedIn and the Roger Schwarz and Associates website.   Key Takeaways [2:03] Aileen Miziolek welcomes Roger M. Schwarz and asks him to share a little bit about his background.   [4:10] Roger starts off sharing the proper definition of a facilitator, and more importantly, what they cannot be.   [6:28] The facilitator and consultant roles intersect and give rise to different possible titles. For Roger, it boils down to one question: What value do you bring to the client?   [9:31] Roger underscores the more obvious traps of the facilitative consultant with a few examples.   [12:06] The decision of which role to play is fraught with challenges, and the first may be a conversation with your client.   [16:31] Engaging a system without becoming enmeshed is critical. Roger talks about boundaries and becoming a mirror.   [18:38] Roger explains the unilateral control approach and mutual learning.   [21:38] The five core values of mutual learning.   [24:24] Roger shares the chess versus puzzle analogy.   [25:40] Many facilitators and consultants often get stuck. Roger offers that they try the transparency test.   [28:42] The role compassion plays in facilitating.   [31:34] Roger tackles an issue he is passionate about: the use of agendas! Or rather, using the purpose and process method.   [34:31] The purpose and process are established right before a meeting, but not so early as to become the meeting itself!   [37:05] Roger shares the story of a good and a bad facilitation.   [44:02] Roger shares who his books are for as well as some of the services and resources his office provides.   [45:55] Aileen thanks Roger Schwarz for sharing so much of his knowledge, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Venesa Vasilakeris from McQuaig.com on building better teams. Smart Leaders, Smarter Teams: How You and Your Team Get Unstuck to Get Results, by Roger M. Schwarz The Skilled Facilitator: A Comprehensive Resource for Consultants, Facilitators, Coaches, and Trainers, by Roger M. Schwarz   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Join host Steve Legler for a video episode with guest Cindy Radu, recorded at the 2025 Family Business Symposium right after Cindy's session, which she conducted for a room full of attendees. Together, they discuss the challenges of professional collaboration when working with families, and highlight just how important it is for the families we serve so they don't end up having to deal with a "scary monster." All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Cindy Radu has had the privilege of supporting families globally through the intricate journey of wealth transition for over 30 years. Working collaboratively with existing advisors, her purpose is to integrate across disciplines to develop and implement effective governance structures, support families in their family and enterprise succession planning, and prepare the rising generation to be confident in their roles and responsibilities as wealth inheritors. Her approach to family wealth transition is a unique blend of in-depth technical expertise and a deep understanding of how family dynamics can preserve legacies and strengthen bonds across generations. You can learn more about Cindy Radu on LinkedIn and the Radu Family Wealth Transition website.   Key Takeaways [0:26] Jodi Butts, Partner at Watson Board Advisors in partnership with Compensation Governance Partners, invites you to complete their 2025 Private Company Director Compensation Survey. [1:46] Steve Legler and Cindy Radu are in person at The Family Business Symposium 2025. This episode is a nice recap of Cindy's session and an idea of what to look forward to for the Symposium 2026 in Vancouver. [2:50] Frankenstein and his monster; Cindy breaks down how siloed projects show up in enterprising families and foster overall disconnection. [6:02] From cooperation to collaboration, how The Ten Domains of Family Wealth model facilitates a shift that generates cohesion. [7:09] Steve mentions Episode #29, 10 Domains of Family Wealth, featuring Dr. Jim Grubman. [7:23] Cindy explains what the Ten Domains of Family Wealth are. [9:03] Why is the monster's heart so teeny tiny? Cindy explains what the new role of the integrated wealth advisor can do about it. [10:08] Steve mentions a previously shared article, The Rise of the Integrated Advisor, by Tom McCullough. [11:24] Getting families involved requires building awareness; the Symposium involving both families and advisors is a nice step. [12:59] The fear of opening a can of worms is often the primary reason why family leaders don't ask the tough questions. [14:39] How litigation expenses factor into this within a demographic bubble of wealth transition. Cindy lists all the things that could go wrong. [16:52] Steve mentions Episode #50, Wealth 3.0, featuring Jim Grubman, Dennis Jaffe and Kristin Keffeler. [17:00] When it comes to wealth 3.0, how do we stop Frankenstein-ing it? Cindy talks about raising awareness, but more importantly, taking the ten domains model to the next level. [18:26] Getting someone who understands legal documents to review them is critical to avoiding painful outcomes. [19:28] How to approach delicate conversations when it comes to families and their advisor relationships. [21:20] If you had asked, you would have learned something! [22:29] Cindy advocates for having the people affected by the will brought up to speed and equipped to understand. [23:52] No two families — or family members — are ever the same, and all services need to be tailored as such. [26:52] Cindy's piece of advice for advisors. [28:20] Steve thanks Cindy Radu for sharing her experience and wisdom, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Jodi Butts, Partner at Watson Board Advisors in partnership with Compensation Governance Partners, invites family business leaders to complete their 2025 Private Company Director Compensation Survey.   The Ten Domains of Family Wealth with Cindy Radu and Dr. James Grubman, Ph.D   Let's Talk Family Enterprise, Episode 29: 10 Domains of Family Wealth, with Dr. James Grubman   Let's Talk Family Enterprise, Episode 50: Wealth 3.0, with Kristin Keffeler, Dennis Jaffe, and Dr. James Grubman   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Host Aileen Miziolek sits down with Philip Marcovici to explore long-term wealth continuity, the pitfalls of tax policy and how enterprising families can avoid common traps while building meaningful legacies. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Philip Marcovici is retired from the practice of law and consults with governments, financial institutions, and global families in relation to tax, wealth management, and other matters. An area of focus for Philip relates to the many issues faced by wealth and business-owning families, including governance approaches and the trust, partnership, and other structures used in the ownership of family assets. He is on the boards of several entities within the wealth management industry, as well as entities within family succession and philanthropic structures. You can learn more about Philip Marcovici on his website and LinkedIn.   Key Takeaways [:26] Aileen Miziolek welcomes Phillip Marcovici and asks him to explain how he came to jump into the wealth management industry. [6:40] Philip touches on what continuity means for a family of wealth, and what is required for it to be achieved. [8:54] Sometimes the beginning requires one to think about the destination; Philip explains how the Theory of Change can help guide such a reflection. [10:53] Tax law is complex and emotionally charged. Philp points out where governments make critical mistakes in creating further wealth within their economies. He shares an example from his book. [13:52] Philip offers advice for governments in the face of today's ever-changing policies. [16:21] Circular economy principles are easily transferable to family wealth management. Philip discusses waiting resources, human or otherwise. [20:19] What advantages the "revolving door" feeling brings for enterprising families in transition. [21:28] Communication with your wealth is not a good strategy. Philip explains why and how those trappings can lead to stalling the upcoming generation well into adulthood. [24:34] Philip touches on how families can begin the exercise of planning for the long term for a collective. He offers real-world examples to illustrate his ideas. [28:36] Does wealth destroy families and relationships? Philip offers a nuanced perspective. [30:18] What gives Philip hope in governance, both political and within families. [31:41] Philip offers his advice for families looking to project into the far future when it comes to governments. [34:34] Aileen thanks Philip Marcovici for sharing his expertise and closes this episode by reminding listeners to rate and subscribe. If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Family Business Symposium 2025: Navigating the Calm and the Storm in Family Business, May 26 to 28 in Halifax, Nova Scotia The Transformative Power of Family Wealth: Helping Families and their Communities Capture its Regenerative Potential, by Philip Marcovici The Destructive Power of Family Wealth: A Guide to Succession Planning, Asset Protection, Taxation and Wealth Management, by Philip Marcovici   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

Host Steve Legler speaks with Dan Doty, an executive and wilderness guide, about his upcoming session at Family Enterprise Canada's Symposium in Halifax. Together, they discuss the challenges that fathers face when leading a business and a family, and how the roles and expectations of fathers are rapidly evolving.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Dan Doty is a writer, wilderness guide, men's work leader, and somatic meditation teacher, and has helped to instigate and lead a part of the current global men's movement. Most comfortable in nature, he is committed to practicing and sharing work that brings wildness and love into the open. A three-time guest on the Joe Rogan Experience, Dan has spent substantial time as a wilderness therapy guide and an inner-city high school teacher, and directed and produced over 50 episodes of the hit hunting show MeatEater.   He has two young sons and a baby daughter, is in love with his wife and living very close to the land, near the sea, where life is quiet and beautiful.   You can learn more about Dan Doty on the Dan Doty website.   Key Takeaways [:26] Steve Legler welcomes Dan Doty and asks him to share what audiences can expect from him at Symposium.   [3:19] Dan explains why and how he wants to open up the conversation on fatherhood in family business and how his background set the stage for centralizing the father's role.   [5:33] How the unseen wall between father and son can be broken down has been central to Dan's career; he speaks to the profound experience reconnection provides.   [8:05] An imbalance between doing and being has led to a loss of connection in most men.   [11:09] Becoming self-aware may be remarkably fast but developing the lexicon to talk about it is a longer endeavour.   [12:52] From one-on-one to group work, Dan breaks down how he works with fathers, sons, and men as well as organisations.   [16:47] Sometimes what is required is a safe space, stripped of expectation, for two people to reconnect on a personal level, as humans.   [18:46] Working in the family business space is very complex, and working on a case-by-case basis remains the best way to peel back the layers and find connection.   [20:41] Dan shares how masculinity and fatherhood are going through a wonderful evolution and today offers so much opportunity.   [23:19] Evolution can stun previous generations, but the good news is that all relationships are workable.   [24:56] Everyone is welcome, not just men!   [26:13] Dan's hope for his session at Symposium.   [28:17] Dan shares his reading recommendation as well as his advice for fathers everywhere.   [30:07] Steve Legler thanks Dan Doty for sharing his expertise and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Family Business Symposium 2025: Navigating the Calm and the Storm in Family Business, May 26 to 28 in Halifax, Nova Scotia   Adam's Return: The Five Promises of Male Initiation, by Richard Rohr   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

In our 65th episode, Aileen Miziolek sits down with ownership expert and co-author of Own It!: How to Develop a Family Enterprise Owner's Mindset at Every Age, Barbara Dartt, to ask her how she started and grew her career in the family business consulting world, what being an owner of a family enterprise can mean and the different roles that owners often have to navigate in their ownership journey.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Barbara Dartt has more than 20 years' experience helping individuals and family groups grapple with the joys and challenges that are a natural part of families owning and managing businesses together. As a principal consultant for FBCG, Barb helps families get aligned, anticipate and prevent future challenges, and communicate effectively to grow their businesses.   Growing up, Barb watched her grandfather and father provide educational extension services to family-owned farms. Her interest in serving farm families led her to study veterinary medicine, receiving her doctoral degree from Michigan State University in 1996. In 1998, Barb earned a master's degree in Agricultural Economics at MSU where she worked as a graduate research assistant, and then as a Farm Business Management Specialist.   You can learn more about Barbara Dartt on the Family Business Consulting Group website.   Key Takeaways [0:26] Aileen Miziolek welcomes Barbara Dartt and asks her to share how she came to a career in the family business consulting world.   [4:49] Regardless of the industry, the need for ownership development tends to sneak up on families; Barbara explains how that evolution can take place.   [9:40] Both operating and non-operating ownership can become complex and challenging, but non-operating ownership is not for everyone.   [11:12] Highly expert industries can evolve beyond their owners' knowledge base so creating a team for strategic ownership is critical. Barbara explains a good perspective and a few non-negotiables to guide ownership development.   [17:00] Patient capital as a quantifiable way to measure the return on time and energy.   [18:45] The owners' mindset, beliefs, and behaviors chart is one of the many tools provided in the book; Barbara shares her favorite.   [24:42] Barbara breaks down the common symptoms of underdeveloped ownership and what to do to prevent it.   [27:56] Generation friction can also be an issue when it comes to ownership, Barbara shares her experience with intergenerational cohorts and how their different perspectives affect what feels important to them.   [30:24] Barabara offers what advisory structure she would provide for proper ownership development.   [33:20] Aileen Miziolek thanks Barbara Dartt for sharing her expertise and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Family Business Symposium 2025: Navigating the Calm and the Storm in Family Business, May 26 to 28 in Halifax, Nova Scotia   Own It!: How to Develop a Family Enterprise Owner's Mindset at Every Age, by Wendy Sage-Hayward, Gaia Marchisio, and Barbara Dartt   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Host Steve Legler speaks with Dr. Jeffrey Foote, one of the authors of Beyond Addiction: How Science and Kindness Help People Change. Together, they discuss how family members and FEAs can become important catalysts in helping people with addiction issues overcome them, for the benefit of the entire family.   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Dr. Jeffrey Foote is a psychologist and nationally recognized clinical research scientist with over 30 years of experience utilizing evidence-based treatment approaches for the treatment of substance use issues and Post-traumatic Stress. He is the Co-President and CEO of the CMC: Foundation for Change, a not-for-profit organization with the mission of improving the dissemination of evidence-based ideas and strategies to the families of persons struggling with substance use. Dr. Foote was a psychologist for the NY Mets for 11 years and has continued in sports psychology as an independent performance consultant to professional athletes. Before co-founding CMC in 2003, Dr. Foote was the Deputy Director of the Division of Alcohol Treatment and Research at Mt. Sinai Medical Center in NYC and Senior Research Associate at The National Center on Addiction and Substance Abuse at Columbia University in NYC. Dr. Foote is a member of the Association for Behavioral and Cognitive Therapies and the American Association of Addiction Psychiatrists.   You can learn more about Dr. Jeffrey Foote on LinkedIn and the CMC Foundation For Change website.   Key Takeaways [:26] Steve Legler welcomes Dr. Jeffrey Foote and invites him to share a little bit about how the cultural discussion on substance abuse hasn't evolved a lot in the past decades and how his book addresses this issue head-on.   [3:09] Cultural norms around addiction are hugely stigmatizing, Dr. Jeffrey raises another very damaging side-effect of culture as a variety of approaches that are not evidence-based are recirculated.   [5:17] Advisors are in a unique and very powerful position, and as such do need to be both sensitive and informed to provide a truly helpful direction.   [7:10] Dr. Foote touches on how Eddie Ford managed to move the perception of addiction forward from a simplistic moral issue to that of a disease.   [9:00] Stepping back and being able to look at the potential reasons for a person's behavior is a good step toward understanding.   [10:56] Dr. Jeffrey offers the one thing he would ask advisors and families to do first and foremost: slow down.   [13:06] It turns out kindness is an evidence-based idea and it can motivate change.   [15:22] The invitation to change the model and some of the tools used to put it into practice.   [17:04] Dr. Foote explains why and how figuring out why those behaviors make sense helps you be kind while tackling addiction.   [18:36] The most powerful resource! Navigating out of addiction is more often successful when the families are involved, but families are the most underserved voices in addiction treatment.   [20:36] Self-awareness and self-care are a major part of helping others, but Dr. Foote cautions that it doesn't necessarily mean detaching and walking away.   [22:44] Good communication tools are a huge asset, whatever the pain point! The Beyond Addiction Workbook offers compassionate, evidence-based tools.   [25:10] The past decades have offered some incremental change in addiction treatment, but the very high prevalence of co-occurring psychiatric issues still needs to be brought to light and addressed.   [28:01] Having a moderating voice in a family discussion on addiction is important to help slow things down.   [29:58] Dr. Jeffrey Foote shares his book recommendations as well as his advice for advisors and families.   [33:14] Steve Legler thanks Dr. Jeffrey Foote for sharing his expertise and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Beyond Addiction: How Science and Kindness Help People Change, by Jeffrey Foote PhD, Carrie Wilkens PhD, Nicole Kosanke PhD, and Stephanie Higgs PhD The Beyond Addiction Workbook for Family and Friends: Evidence-Based Skills to Help a Loved One Make Positive Change, by Jeffrey Foote PhD, Kenneth Carpenter PhD, and Carrie Wilkens PhD Listening Well: The Art of Empathic Understanding, by William R. Miller Inside Rehab: The Surprising Truth About Addiction Treatment-and How to Get Help That Works, by Anne M. Fletcher   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Regular hosts Steve Legler and Aileen Miziolek discuss some of their favourite guests and insights from the 2024 episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways to bring back good memories and encourage listeners to subscribe for more!   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Key Takeaways [:26] Steve Legler and co-host Aileen Miziolek welcome listeners to the annual episode review! They each share their most impactful moments from 2024's great list of guests.   [2:15] Aileen and Steve share their thoughts on her discussion with Perry Gladstone in terms of what identity brings to a business, and why dreaming together can help bring the rising generation into the fold.   [10:05] Episode 57 with Peter Vogel had one takeaway jump right out to Steve — find your why! Aileen resonates with making sure not everything looks like a nail and they both share how the Family Office Navigator book can help advisors.   [14:02] Pramodita Sharma's episode 57 inspired Aileen and Steve on multiple levels. One, the rejuvenating potential of sustainability projects, both for businesses and for single actors, and how this field is a way multigenerational family businesses can have a broader world impact.   [21:00] The Happy Inheritor's author, Thomas Deans, came on as a guest for episode 59. Steve and Aileen share how their long-time friend made their conversation both nourishing and thought-provoking.   [25:31] Episode 50 with Aileen's colleague Kathy Carol, provided a wealth of information, just as her book offers a multitude of useful tools for advisors; Aileen and Steve share which ones they use.   [28:31] A thoughtful two-guest episode came out just this past December. Aileen shares what tidbits to take away from episode 62 on how not to leave a mess for your inheritors, and opening a conversation on end-of-life matters.   [33:36] Steve and Aileen look to 2025 and their new goals, and close out the year and this episode by inviting listeners to take advantage of the vast resources provided in these podcasts, and remind everyone to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Episode 55: "Rising Gen Innovation and Creativity in Family Business" Episode 57: "The Family Office Navigator" Episode 58: "Sustainability and ESG in Family Enterprises" Episode 59: ​​"Mental Health Impacting Intergenerational Wealth Transfers" Episode 60: "Embracing Polarities to Harmonize Opposites in Enterprising Families" Episode 62: "Estate Planning: Don't Leave a Mess!"   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

Join Aileen Miziolek as she sits down with Sandy Pollack, author of Don't Leave a Mess and expert in values-based legacy planning, and Annie Stoneburgh, Death Doula and geriatric care specialist, to discuss the intersection of estate planning, family business transitions and end-of-life care. Discover how open, meaningful conversations can help families navigate these sensitive topics and create a lasting legacy.   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P founded Trimaran Advisory Group, a firm that goes beyond traditional business and estate planning. She has built an advisory firm based on the understanding that each family business has its own unique set of values and issues. Serving as Principal and Lead Financial Advisor, Sandy advocates for values-based legacy planning — believing that building wealth, and managing wealth are not the same thing.   You can learn more about Sandy Pollack on her LinkedIn and the Trimaran Advisory Group website.   Annie Stoneburgh is the founder of the 2 Steps Ahead consultancy and a professor at George Brown College. She leverages her expertise and passion to raise awareness and educate others on the psychosocial aspects of caring for older adults. Her 30-year career has spanned the entire continuum of geriatric care including Independent Community-based Living, Retirement, and Long-Term Care to Palliative Care.   You can learn more about Annie Stoneburgh on her LinkedIn.   Key Takeaways [:26] Aileen Miziolek welcomes Sandy Pollack, financial and family business transition advisor, and Annie Stoneburgh, Professor at Gorge Brown College and Death Doula to discuss a delicate subject.   [1:47] Sandy explains what drove her to write her book Don't Leave a Mess.   [3:31] Annie shares how her path led her to study end-of-life care and how she became a Death Doula.   [7:41] The archeology analogy Sandy uses to explain how she approaches and structures estate planning discussions with families.   [11:21] Meeting a family for the first time implies one difficult request from Annie and how hope changes as conversations progress.   [17:06] The advisor's mindset and their tendency to "silo" can impact end-of-life conversations. Sandy offers ways of digging into deeper conversations.   [20:18] Aileen shares a personal story about navigating the end of her husband's life and working with a Death Doula.   [23:34] What being the "what if" means for Annie and why leaving your career at the door when it comes to caregiving in end-of-life is critical.   [29:17] Communication (times 3), expectations, and agreement are the key aspects of having a smooth-running family system, especially in the context of a family business transition.   [32:52] The important role facilitators play in processing change.   [34:18] Annie and Sandy share their advice for advisors as well as some reading recommendations.   [38:36] Aileen Miziolek thanks Sandy Pollack and Annie Stoneburgh for sharing so much of their expertise and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Don't Leave a Mess!: How to Disaster-Proof Your Family Legacy, by Sandy Pollack Hope for the Best, Plan for the Rest: 7 Keys for Navigating a Life-Changing Diagnosis, by Samantha Winemaker and Dr. Hsien Seow   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. In our latest episode, Host Steve Legler speaks with recently arrived CEO of Family Enterprise Canada, Steve Beauchesne, to discuss the organization's evolution through the merger, COVID and what's ahead for our community. Guest bio Steve Beauchesne Steve is no stranger to the family enterprise world. His journey with his father, from creating Beau's, a leading craft brewery, to spearheading charitable initiatives, showcases his exceptional leadership and commitment to making a difference. Steve's vision for FEC and FEF revolves around empowering our members with valuable resources and a strong community support system. His track record of visionary leadership, strategic planning, and impactful communication promises to elevate our mission to new heights. You can learn more about Steve Beauchesne on his LinkedIn and the Family Enterprise Canada website. Key Takeaways [:26] Steve Legler welcomes Steve Beauchesne and asks him to share his first experience with Family Enterprise Canada as a former Family Enterprise of the Year Award recipient. [3:17] Steve talks about MCing and how he has enjoyed connecting with people in the community.  [5:48] From the two constituents of Family Enterprise Canada to the future ahead, Steve shares his vision for getting back to basics and getting some wind into FEC's sails. [10:22] The impact stories and venting Steve has heard over the past months are great ways to set guide posts and indicate how truly passionate people are about FEC.   [13:27] New members are looking to find advisors, and FEAs are looking for collaborators; the future is about getting the right people connected. [16:13] Steve doesn't see finding opportunities as his challenge as CEO. The opportunities are there! [18:08] Why Steve applied and how he is expecting to effect change. [20:48] Steve is taking the full FEA course to attain a few specific goals, he explains how he thinks it will help guide him as CEO. [23:25] The importance of learning before doing, but also champing at the bit! [26:36] Steve's thoughts on the team that surrounds him. [27:51] Steve asks Steve to share one surprising thing about himself as well as one of his aspirations for the organisation. [28:49] Steve Legler thanks Steve Beauchesne for sharing his passion and knowledge and closes this episode by reminding listeners to rate and subscribe. If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Audio Visceral More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

Host Steve Legler speaks with Cathy Carroll, author of Hug of War: How to Lead a Family Business with Both Love and Logic. Together, they take a deep look at using the lens of Polarity Thinking to help family businesses work through many of the challenges they face, as well as how FEAs can use this tool to become better resources to their client families. Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.  All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Guest Bio Cathy Carroll Cathy Carroll grew up in a family business and enjoyed a 20-year corporate career before leading her father's manufacturing business. Before founding Legacy Onward, Inc., Cathy led Pro Equine Group as President and COO. She held executive positions at United Airlines and Sabre and has an MBA from the University of Chicago and a BA from Boston College. Legacy Onward is dedicated to helping leaders in family businesses thrive.  You can learn more about Cathy Carroll on her LinkedIn and the Legacy Onward website.  Key Takeaways [:26] Steve Legler welcomes Cathy Carroll to the podcast and asks her to share what led her to work as an executive coach to enterprising families.  [4:30] Cathy explains the basics of polarity thinking, using an inhale/exhale analogy.  [5:56] From "should" to "how," polarity thinking can reframe any leadership positioning.  [7:30] Turning advisors into superheroes, Cathy shares how the 4-quadrant mapping system can reduce conflict during decision-making.  [9:50] How to get people in agreement to reframe questions without compromise.  [11:26] Emphasizing the possibility of change is a great way to get people aligned.  [11:59] Tackling the reveal/conceal tension of estate plans.  [14:16] Task conflict versus relationship conflict and the tools to manage both, Cathy shares a quick mnemonic device (A.L.I.G.N.) to manage task conflict.  [18:50] Relationship conflicts can be very destructive and must be addressed. Cathy shares her 5-step Play Fair (P.F.A.I.R.) process.  [22:37] Whether you're a coach, a facilitator, or an advisor, practice makes perfect!  [25:31] Building tension to lead to the juicy morcels delivered in the very last chapters of Cathy's book.  [28:08] Helping families see the bigger picture.  [30:35] Cathy's reading recommendations and advice for advisors.  [32:42] Steve Legler thanks Cathy Carroll for sharing so much of her knowledge and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Hug of War: How to Lead a Family Business with Both Love and Logic, by Cathy Carroll Think Again: The Power of Knowing What You Don't Know, by Adam Grant Family Business as Paradox, by Amy Schuman, Stacy Stutz, and John L. Ward Polarity Intelligence: The Missing Logic in Leadership, by Dr. Tracy Christopherson and Michelle Troseth   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

In this episode, Aileen Miziolek talks with bestselling author and award-winning speaker, Dr. Thomas Deans, about the impact of mental health on intergenerational wealth transfers and how it led him to write his new book, The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth. Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Tom Deans Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family's Business, listed by The New York Times as One of the Top Ten Books Business Owners Should Read. He followed that book with another international best-seller, Willing Wisdom, and his third book, The Happy Inheritor. He speaks full-time on the international lecture circuit.   Having delivered more than 2000 keynotes in 28 countries on four continents, Dr. Deans has built an international reputation as a thought leader on transitioning family wealth.   You can learn more about Tom Deans on his website and LinkedIn.   Key Takeaways [:26] Aileen Miziolek welcomes Tom Deans to the podcast and asks him to share what led him to write his latest book, The Happy Inheritor.   [5:12] Dr. Deans shares his frustration around inaction when it comes to succession planning and what personality disorders might have to do with it.   [7:15] The one personality disorder that may spell business success might also cause serious family trouble.   [9:40] Personality disorders are a spectrum, and everyone exhibits some disordered traits.   [12:27] Dr. Deans shares how families can address succession head-on to avoid surprises and some warning signs to watch.   [16:48] What a facilitator can do to help families and why family advisors might want to get them involved early.   [21:00] Family meetings and advisors aren't only for the centi-millionaires anymore.   [23:08] What cognitive dissonance is and how it paralyzes people's decision-making process.   [28:00] Succession stress goes both ways and the next generation has a price to pay.   [31:47] Dr. Dean's advice for advisors.   [36:34] Aileen Miziolek thanks Dr. Tom Deans for sharing so much of his knowledge and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Happy Inheritor: How Successful Families Prepare Heirs and Transition Wealth, by Dr. Thomas William Deans   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Host Steve Legler speaks with Professor Pramodita Sharma about sustainability and how family enterprises are uniquely placed to take advantage of business trends in this area. Pramodita shares inspiring stories based on her research, and points family businesses and their advisors into some promising directions.   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Pramodita Sharma is the Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont. She is a Research Fellow at the Thomas Schmidheiny Center for Family Enterprise at the Indian School of Business, and an advisory board member of the Jönköping International Business School (JIBS), Sweden. Among the highest-cited scholars in family business studies, her research on succession, governance, innovation, next-generation commitment, entrepreneurial leadership, and sustainability in/by family enterprises has appeared in journals like the Academy of Management Learning & Education, Entrepreneurship Theory and Practice, Family Business Review, Journal of Business Ethics, and Journal of Business Venturing, among others. Experiences and close interactions with her own family's enterprises help keep her professional work grounded in the realities and complex dynamics of these fascinating enterprises that dominate the economic and societal landscape around the world.   You can learn more about Pramodita Sharma on the Grossman School of Business at the University of Vermont's website and LinkedIn.   Key Takeaways [:26] Steve Legler welcomes Pramodita Sharma and asks her to share an overview of her upcoming lecture at the Family Business Symposium focusing on the meaning of sustainability and the paths we can take to action.   [4:11] Sustainability is a journey that begins with awareness; Pramodita shares what phases come after.   [6:10] Family enterprises have a unique advantage regarding sustainability; the key is in the upcoming generations.   [9:09] Pramodita talks about the pioneering companies already taking advantage of their unique position.   [12:43] Sustainability as an antidote to the pressures of succession.   [15:04] The journey to a purpose-driven life through sustainability business practices.   [16:45] Case studies have proven to be a formidable multi-tool; Pramodita explains how she uses them and where the experience has been richest.   [19:35] Pramodita shares her hope for case studies in Canada and takes a moment to share a personal story.   [23:21] Is there an age or gender to the sustainability charge?   [27:39] The case competitions Pramodita organizes.   [32:20] Pramodita's reading recommendation and advice for advisors.   [34:33] Steve thanks Pramodita Sharma for sharing her research and knowledge and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Circular Economy Handbook: Realizing the Circular Advantage, by Peter Lacy, Jessica Long, and Wesley Spindler Ellen MacArthur Foundation Museum of Science + Industry Chicago: Extreme Ice Exhibit The Family Business Symposium will take place on May 27‒29, 2024 in Calgary.   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

In this episode, host Steve Legler speaks with Professor Peter Vogel of IMD Business School to discuss Vogel's recent book, Family Office Navigator. Together, they highlight the critical role advisors can play when business families consider setting up a family office or want to take a fresh look at what they currently have in place.   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Peter Vogel is a Professor of Family Business and Entrepreneurship. As an expert on family enterprises, he leads IMD's work in this field as Director of the IMD Global Family Business Center and Debiopharm Chair of Family Philanthropy. He works with families, owners, boards, and executives of family enterprises and family offices around the world focusing on transformations, governance, ownership and leadership succession, wealth management, fostering entrepreneurialism and innovation within the system, and establishing professional boards and leadership teams.   You can learn more about Peter Vogel on the IMD website and LinkedIn.   Key Takeaways [:26] Steve Legler welcomes Peter Vogel and asks him to talk a little bit about how he and his organisation became involved in the family business space.   [3:10] Peter touches on how family enterprises and offices are a worldwide trending challenge.   [5:24] The Navigator concept was built for enterprising families, Peter explains how it eventually grew to be used by advisory positions also.   [9:10] Setting up a family office is a complex process, but it can also be the ecosystem by which families can manage wealth effectively.   [13:00] Keeping in mind that family offices will evolve alongside the families that build them; the focus needs to be on what works for them.   [16:34] When it comes to thinking of family offices, who needs to be at the table?   [19:53] A family office has to be designed to work for the family, Peter explains how the downloadable .pdf framework can help achieve that.   [22:06] From the family office to other models, Peter explains why and how they are branching out into new frameworks.   [25:45] The how of a family office isn't the starting point and Peter offers how advisors can better guide families through the learning process.   [28:27] Peter talks about the importance of experimenting, learning, and developing best practices for families.   [31:22] Peter shares his book recommendations as well as his advice for advisors.   [35:33] Steve thanks Peter Vogel for sharing so much of his expertise and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Peter's recommendations: Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise, by Josh Baron and Rob Lachenauer Africa Is Not a Country: Notes on a Bright Continent, by Dipo Faloyin FEX podcast episode #23: "Family Business Ownership: Four Rooms and Five Rights, with Josh Baron" The Family Office Navigator: Your Guide to Building a Multigenerational Family Office, by Peter Vogel and Mario Marconi The Family Business Symposium will take place on May 27‒29, 2024 in Calgary.   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn  

Ambreen Bhaloo, Family Enterprise Advisor, guest hosts this episode and welcomes Francesco Barbera, Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management for an in-depth discussion on the issue of homogeneity (all family firms are the same) vs. heterogeneity (all family firms are unique). In what ways does family governance lead to greater firm performance? Listen to this episode to find out!   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Dr. Francesco Barbera is an Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management at Ryerson University. His teaching and research interests encompass a wide range of topics related to family business, entrepreneurship, small business management, and family business education. Francesco is an international, award-winning author and educator and regularly presents at renowned conferences and workshops.   You can learn more about Dr. Francesco Barbera on the Toronto Metropolitan University School of Management website and on his LinkedIn.   Key Takeaways [:26] Ambreen Bhaloo welcomes Dr. Francesco Barbera and invites him to share a little bit about his research interests and how they inform family advising.   [5:22] Dr. Barbera explains the importance of heterogeneity research when it comes to family enterprises and what this means for advisors.   [7:50] A recently published research explores how family structures impact the way governance leads to performance, Dr. Francesco shares some of the findings.   [11:07] Dr. Barbera explains what family functioning is and why it affects firm performance.   [16:11] The future of family business research looks heterogeneous; Dr. Francesco shares the areas of study he sees coming up next.   [20:23] Staying up to date on the latest academic knowledge will require work on the family advisor's part.   [24:00] About Dr. Barbera's work with the Family Institute.   [27:18] Dr. Francesco Barbera's advice for advisors.   [27:48] Ambreen thanks Dr. Francesco Barbera for sharing his knowledge and closes this episode by reminding listeners about the upcoming Family Business Symposium held from May 27th to 29th in Calgary, Alberta.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode "Family governance and firm performance: exploring the intermediate effects of family functioning and competitive advantage", Francesco Barbera and Tim Hasso, November 2022, Journal of Family Business Management 13(2)   The Family Business Symposium will take place on May 27‒29, 2024 in Calgary.   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

In this episode, Host and Family Enterprise Advisor, Aileen Miziolek, talks with Purpose & Identity Coach Perry Gladstone about how family businesses benefit from NextGen innovation and creativity while sharing solutions that allow all parties involved to find the agency and support they need to make it happen.   Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Key Takeaways [:26] Aileen Miziolek welcomes Perry Gladstone, purpose and identity coach, and asks him to share a little bit about his varied entrepreneurial background.   [4:58] Upcoming generations bring many new identities to family enterprises. Perry shares how this affects companies and how to integrate them best.   [7:51] Starting with values exercises is something Perry does not do; he explains his primary focus and why this technique can prevent conflict through trust-building.   [10:51] Perry speaks to the fear everyone carries in times of change and how facilitation fosters the safety of all participants.   [13:03] Individual work cannot be underestimated in strengthening the family enterprise structure.   [15:44] Perry shares what the dreaming together tool does that the value exercise doesn't.   [17:37] New generations inevitably come with innovation; Perry shares where he has seen the most success in fostering innovative ideas.   [19:34] Tension between two factions can be mitigated by slowing down time and allowing for experimentation.   [21:59] Perry recaps how strength is built in a family system.   [23:13] Perry discusses the role of the third entity as it relates to ownership.   [24:40] Business owners vs. enterprising family; Perry shares how this might be the first thing to address.   [28:24] Perry shares his recommended resources.   [29:58] Aileen thanks Perry for sharing his knowledge and closes this episode by reminding listeners about the upcoming Family Business Symposium held from May 27th to 29th in Calgary.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode You can contact Perry on his website PerryGladstone.com. FAST & HOT: How to Open Hearts, Win Minds and Create a Better Life in Business, by Perry Gladstone Deconstructing conflict: Understanding Family Business Shared Wealth and Power, by Doug Baumoel and Blaire Trippe The Family Business Symposium will take place on May 27‒29, 2024 in Calgary.   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn