Legacy Builders: Strategies for Building Successful Family Enterprises

In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight?Jenna brings both experience and candour to a conversation that explores more than just documents and directives. She shares real stories that reveal how family dynamics, unclear expectations, and misaligned roles can create lasting consequences or be transformed through thoughtful planning and early dialogue. Whether you're choosing your executor or are the executor, this episode offers insight into what stewardship really looks like before, during, and after the will is read.About Jenna CarvalhoJenna Carvalho is the Founder and Principal of Guardian Estate Company, where she helps successful Canadian families navigate the complexity of estate planning, administration, and legacy stewardship. With over 15 years of experience, including a decade at BMO Private Wealth, Jenna has directly managed more than 100 estates and acted as trustee for dozens of trusts, foundations, and powers of attorney. She holds an MBA from Queen’s University, along with the Trust and Estate Practitioner (TEP) and Member of Trust Institute (MTI) designations, credentials that underscore both her technical expertise and commitment to excellence.Resources discussed in this episode:Estates Made SimpleContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Jenna Carvalho | Guardian Estate Company: Website: guardianestate.caLinkedIn: Jenna CarvalhoEmail: jenna@guardianestate.caPhone: 403-990-3524 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honour legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision?Andrea shares how stories of struggle, resilience, and values often told too late can become guiding touchstones for successors, executive teams, and even entire organizations. Whether the audience is your grandchildren or your boardroom, this conversation invites a fresh look at legacy not just as something you leave, but something you live.About Andrea LekushoffAndrea Lekushoff is the founder and CEO of CONTEXT Studios, the premier creator of high-end, episodic documentaries that immortalize the lives, entrepreneurial journeys, and multigenerational family legacies of distinguished individuals and families for generations to come. CONTEXT Studios is also proud to serve as an Alliance Partner of Family Enterprise Canada.With more than three decades of experience as a PR executive and founder of the award-winning agency Broad Reach, Andrea has been a trusted advisor to C-Suite leaders and global brands, designing bespoke strategies and amplifying their stories and influence on the world stage. Andrea’s credentials include an MBA from the Ivey Business School, a BA (Honours) from Western University, and two executive education programs at Harvard Business School through YPO. She is an affiliate partner of Women Get On Board Inc., where she elevates top board candidates through their ELEVATE program, and she serves on the board development committee for the Luminato Festival in Toronto.Resources discussed in this episode:Context StudiosHarvard Business School Family Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Andrea Lekushoff | CONTEXT Studios: Website: CONTEXTStudios.caLinkedIn: Andrea LekushoffEmail: alekushoff@brpr.caInstagram: Context_StudiosFacebook: CONTEXTStudiosCAPhone: 416-435-2569 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more, looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations.Paul brings a grounded perspective to the kinds of moments many of us try to avoid when roles are shifting, plans feel uncertain, or emotions run high. Instead of rushing to resolution, he invites us to stay curious and present. If you’re wondering how to lead or support others through change without losing yourself along the way, this conversation offers a thoughtful place to begin.Resources discussed in this episode:Dabrowski’s Theory of Positive Disintegration in PsychologySteve jobsPurposeful Planning InstituteContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Paul Edelman | Edelman & Associates: Website: edelmancoaching.comLinkedIn: Paul EdelmanEmail: paul@edelmancoaching.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter.Together, we look at the role of values in decision-making, the shift from inheritance to stewardship, and the everyday work of preparing the next generation. With a calm and grounded perspective, Dennis invites us to rethink not just how families lead, but how they learn, change, and grow together. If you’re asking what helps families stay connected while moving forward, this conversation offers a thoughtful place to begin.About Dennis T. JaffeDennis T. Jaffe, Ph.D., is Senior Research Fellow at BanyanGlobal Family Business Advisors and a San Francisco-based adviser to multigenerational families navigating the complexities of business, governance, wealth, and philanthropy. With a background in sociology and organisational systems, he helps families align values with long-term decision-making and supports the evolution of family enterprises across generations and geographies. His advisory and teaching work has taken him to Asia, Europe, the Middle East, and Latin America, reflecting a lifelong commitment to practical insight and cultural fluency.A leading voice in the field, Dennis is the author of several influential books, including Wealth 3.0: The Future of Family Wealth Advising, Borrowed from Your Grandchildren, and Cross Cultures. He has received multiple honours from the Family Firm Institute and Family Wealth Report for his contributions to family enterprise advising. A Yale-trained sociologist and professor emeritus at Saybrook University, Dennis blends academic depth with practical experience to guide families in building legacies rooted in purpose, resilience, and shared understanding.Resources discussed in this episode:Wealth 3.0: The Future of Family Wealth AdvisingBorrowed from Your Grandchildren: The Evolution of 100-Year Family EnterprisesFinding Her Voice and Leaving a LegacyCross Cultures: How Global Families Negotiate Change Across GenerationsStewardship in your Family EnterpriseWorking with the Ones You LoveContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Dennis T. Jaffe | BanyanGlobal Family Business Advisors: Website: dennisjaffe.com | banyan.globalLinkedIn: Dennis JaffeEmail: djaffe@dennisjaffe.comPhone:  415 665 8699 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed.You’ll hear how imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility. Along the way, Julia challenges us to rethink status, belonging, and what it means to contribute something uniquely our own. If you’ve ever wondered how to align your next decision with values that will stand the test of time, this conversation is one you won’t want to miss.About Julia ChungJulia is CEO of Spring Planning, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada. With expertise in personal, business, and cross-border finance, governance, family enterprise, and conflict resolution, she empowers clients through values-based decision-making frameworks. A prolific author, she has co-authored Women & Money, The Art of Delegation, and The Entrepreneur’s Survival Guide, served as Business Editor for Gazette and PowHerHouse magazines, and was Technical Editor for the 2024 release of Funding a New Business for Dummies.Julia has helped shape the future of financial advice in Canada, founding and leading multiple organizations. Known for her entrepreneurial spirit and her ability to “Manifest the Improbable,” she draws from a lifetime in a family that is both entrepreneurial and academic, and thrives on challenges—especially those beginning with, “You can’t do that.”Resources discussed in this episode:Family Enterprise CanadaDaniel KahnemanContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Julia Chung | Spring Planning: Website: springplans.caInstagram: @springplansTwitter: @springplansFacebook: Spring PlansLinkedIn: Julia chungEmail: info@springplans.ca We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Shauna Trainor, Principal at A&O Partners, invites us into the often overlooked spaces where clarity, courage, and connection shape the future of enterprising families. Drawing from her background in business, psychology, and systems thinking, Shauna helps us reframe how family conversations become the foundation for shared decision-making across generations.Shauna shares why many answers already exist within families if we're willing to slow down, ask the right questions, and listen beyond the surface. We explore how unspoken complaints often sound like blame or shame, and how reframing them into requests opens doors to empathy, understanding, and real change. Whether you’re wrestling with readiness, managing expectations, or inviting the next generation to the table, this episode offers grounding questions and practical ways to begin at your own pace, and with your values leading the way.About Shauna TrainorShauna Trainor works with enterprising families across North America to navigate the complexities of ownership, wealth, and family dynamics. Through a collaborative planning process, she helps families identify, clarify, and articulate their multigenerational vision and strategy. Her work supports the development of effective governance structures, strengthens communication, and fosters shared decision-making. Drawing on her background in business and psychology as well as her broad educational and travel experiences Shauna brings a well-rounded perspective that helps families and individual members move toward their desired outcomes with clarity and confidence.Resources discussed in this episode:Life Is in the Transitions: Mastering Change at Any AgeBrené BrownThe Wealth Money Can't BuyAll in All: Mulliez Family TriumphsContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Shauna Trainor | A&O Partners LLP: Website: ao.partnersLinkedIn: Shauna TrainorEmail: shaunajtrainor@gmail.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Jane Beddall, founder of Dovetail Resolutions, helps us reframe how conflict shows up in family enterprises. Drawing on her experience as a mediator, consultant, and conflict coach, Jane shares why not all conflict is the same—and how the fear of escalation often prevents families from addressing tension early. We explore the distinction between healthy disagreement and deeper dysfunction, and why timing, environment, and tone matter more than we often realize.Jane offers a fresh lens on how families can turn conflict into connection. From the “ugly kind” of conflict to the kind that builds trust, she shares insights that might shift how you approach tough conversations. Whether you're navigating legacy, leadership, or long-held patterns, this conversation opens up practical, surprising ways to move forward—without losing what matters most.About Jane BeddallJane Beddall, M.A., J.D., is the founder and principal of Dovetail Resolutions, LLC. She is a seasoned mediator, consultant, and certified CINERGY® Conflict Management Coach. Jane works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Her expertise in using conflict coaching with transformative mediation is especially effective in these circumstances.In January 2019, Jane launched the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. She graduated from Trinity College (Hartford, CT) with a B.A. in Economics. She earned her law degree, cum laude, and her M.A. in Public Policy Analysis, with a concentration in Conflict Resolution, from the University of Pennsylvania. Jane is a Conflict Dynamics Profile® Certified Practitioner and holds Family Firm Institute Certificates in Family Business Advising and Family Wealth Advising. She lives in Naples, Florida.Resources discussed in this episode:Crafting Solutions to ConflictDovetail ResolutionsCinnie NobleContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Jane Beddall | Dovetail Resolutions, LLCWebsite: dovetailresolutions.comPodcast: Crafting Solutions to ConflictLinkedIn: Jane BeddallEmail: jb@dovetailresolutions.comPhone: (203) 887-1160 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition, generational readiness, and the emotional complexity of family enterprise. With over two decades of experience in U.S.-Canada cross-border tax planning and deep involvement in the family enterprise space, Krista shares how clarity, adaptability, and inclusive governance can help families move forward, especially when navigating uncertainty or change.Together, Cory and Krista explore what it takes to prepare rising generation leaders not just in theory, but in real-world ownership. They discuss how families can foster resilience through shared learning, how emotional awareness influences decision-making, and why slowing down is often the smartest move in times of complexity. Tune in to hear how intentional structure, open dialogue, and a willingness to evolve can help families build a legacy with both strength and care.About Krista RabidouxWith over 24 years of experience in U.S.-Canada cross-border tax planning, Krista Rabidoux offers more than technical expertise, she brings a holistic perspective to family enterprise strategy. As both a tax professional and certified executive coach, her work focuses on the intersection of financial clarity and leadership development, helping families navigate transitions with confidence.Her approach goes beyond compliance. Krista partners with clients to support rising generation leadership, strengthen team dynamics, and align business goals with family values. Whether guiding succession planning or evolving enterprise governance, she brings both the precision of a tax advisor and the insight of a coach.Resources discussed in this episode:Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your EmpireRich Dad Poor DadStrength Deployment InventoryFamily Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Krista Rabidoux | Andersen in Canada: Website: ca.andersen.comLinkedIn: Krista Rabidoux  We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations.Throughout the conversation, Don discusses how to recognize intuitive signals, untangle personal and business challenges, and build capacity in the rising generation. He highlights the importance of collaborative advisory teams, intentional mentorship, and developing an ownership mindset. Tune in to hear Don’s practical insights on strengthening family capital, aligning purpose with action, and creating legacies that last.About Don SteeleA trusted advisor, financial executive, and investor passionate about helping entrepreneurs unlock the potential in their families and businesses. A valued partner and skilled collaborator, providing support and accountability to enterprising families and their advisors to preserve and nurture each family’s unique mix of financial and non-financial capital.Resources discussed in this episode:Range: Why Generalists Triumph in a Specialized WorldPioneering Portfolio ManagementPrivate Capital by Joe ReillyPurposeful Planning PodcastBuilt to Sell PodcastContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Don Steele | Sterling Family Capital: Website: sterlingfamilycapital.comLinkedIn: Don SteeleEmail: don@sterlingfamilycapital.comPhone: (416) 302-2146 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life.Throughout our conversation, Kristen challenges the belief that everyone must follow the same path to success within wealthy families. She shares why lasting fulfillment requires breaking free from unwritten rules and self-imposed pressures, emphasizing the courage to move beyond patterns of expectation that keep families stuck in cycles of obligation rather than authentic connection.Tune in to discover how intentional family governance, role clarity, and balanced frameworks can unlock your family's potential to honor collective purpose while preserving personal autonomy across generations.About Kristen Heaney Kristen Heaney, Founder & Coach of In Three Generations, LLC, is a Coach and Consultant to financially successful families and individuals who guides clients through the complex landscape of wealth and its associated challenges. Having lost her business-owning father to cancer at 21, she brings profound understanding to helping clients thrive amidst their success while managing the unique burdens that arise.As both an "unprepared inheritor in recovery" and Consultant and Instructor to professional advisors serving wealthy families, Kristen specializes in authentic connection and understanding unique family needs. Her proven approach helps clients implement effective strategies for managing wealth challenges while maintaining deep relationships across generations.Author of "In Three Generations: A Story about Family, Wealth, and Beating the Odds" and the children's book "The Super Special, Altogether Ordinary Day," Kristen creates inspirational content for those navigating unique struggles and intense celebrations. Her passion centers on helping successful individuals discover gratitude and purpose in their awesome work and relationships.Resources discussed in this episode:www.in3generations.comThe Quest for Legitimacy by Jamie WeinerContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Kristen Heaney | In Three Generations LLC: Website: in3generations.comLinkedIn: Kristen HeaneyInstagram: @in3generationsEmail: coach@in3generations.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintaining personal harmony, touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life.Throughout our conversation, Purdeep challenges the belief that professional excellence alone defines success. He shares why lasting fulfillment requires internal alignment, emotional resilience, and the willingness to face uncomfortable truths that often limit our growth.Tune in to discover how intentional self-work, courageous leadership, and personal alignment can unlock your full potential in business and life.About Purdeep Sangha Purdeep Sangha is a North American leader in business and human performance who advises top Board Members, CEOs, and Entrepreneurs around the globe as their business strategist and personal performance advisor. He has a proven track record for helping business heavyweights master the game of business and life simultaneously. He co-hosts the newest TV series, "Mind Your Own Business," an eight-part series where each entrepreneur faces both an accessibility challenge and a business challenge, taking viewers deep into the lives of various business owners from the disability community.Purdeep is well known for his unique expertise in scaling businesses through effective business strategy, execution, innovation, leadership, marketing, customer experience, and operations. He is also the foremost leader in ULTRA performance, helping professionals optimize their performance using neuroscience, performance psychology, and ancient teachings kept secret by the elite. His passion involves helping men discover their power in becoming The Complete Man—achieving ultimate performance, fulfillment, and victory in both business and personal life as the best possible business leader, husband, father, and man they can be.Resources discussed in this episode:The Complete ManSubstack NewsletterFamily Enterprise CanadaContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Purdeep Sangha | Sangha Worldwide Website: purdeep.substack.comLinkedIn: Purdeep SanghaPhone: (866) 918-4140Email: purdeep@sanghaworldwide.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations.Throughout our discussion, Dr. Hale examines how intentional giving structures transform both individuals and family enterprises, challenging conventional wisdom about philanthropic engagement. She shares practical strategies for improving multi-generational participation, from creating voluntary on-ramps to developing diverse roles beyond board membership. Listen to our latest episode for valuable insights on building resilient family philanthropy systems that harmonize personal values with meaningful social impact—perspectives beneficial for family enterprise members and their advisors alike.About Dr. Sharilyn HaleDr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. Her highly customized engagements result in clients having greater confidence and clarity in their giving and governance. Sharilyn is an advisor with 2164 in support of multi-generational family philanthropy, a faculty member of the Ultra High Net Worth Institute, and an Instructor at Carleton University. A Chartered Director (C.Dir), Sharilyn blends the best of corporate and family governance in her work with private foundations and nonprofit boards, and her doctoral research produced a governance model that helps families give in a way that works. With more than 25 years of experience working in philanthropy and charitable communities, she was recently recognized with a 2025 Family Wealth Report Award for her work advancing philanthropy with UHNW families.Resources discussed in this episode:Parker PalmerLet Your Life SpeakUnknown Cosmic Time MachineFamily Philanthropy NavigatorDefense of PhilanthropyWhy Philanthropy MattersContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Dr. Sharilyn Hale | Watermark Philanthropic Counsel: Website: watermarkpc.comLinkedIn: Sharilyn Hale We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritageDuring our discussion, listeners can look forward to exploring the balance between personal boundaries and shared vision within family businesses. Holly will introduce her philosophy of "walking beside" others with genuine curiosity rather than simply directing them, and preview how daily intentional actions can transform into powerful long-term outcomes. About Holly SimmonsHolly Simmons is a Family Enterprise Advisor (FEA™) who provides leadership coaching, facilitation, and training to growth-minded family businesses. She uses a strategic approach to align values and purpose, develop people and roles, and strengthen communication throughout the business and family system. Resources discussed in this episode:Conversational IntelligenceThe Knowledge Podcast by Shane ParrishContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Holly Simmons | Golden Lasso Consulting: Website: golden-lasso.comLinkedIn: Holly SimmonsEmail: holly@golden-lasso.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping wealthy families navigate the complexities of multigenerational wealth, relationships, and leadership. With over 20 years of experience coaching families, Emily offers valuable insights on developing healthy identities for family members regardless of their relationship to family wealth.Throughout the conversation, Emily explores crucial concepts such as the unique challenges faced by young people in affluent families, the importance of operationalizing family values, and creating purposeful prenuptial agreements that strengthen relationships rather than undermining them. She emphasizes the value of authentic trust, collaborative decision-making, and balancing "fair versus equal" approaches when integrating new family members. Listen to our latest episode to hear Emily's perspectives on fostering healthy family communication around wealth, establishing meaningful family traditions like regular dinners, and implementing practical solutions that honor both individual identities and shared family legacies.About Emily BouchardEmily Bouchard is dedicated to unlocking the full potential of individuals and families, by guiding them through the complexities of wealth, relationships, and leadership. She is an author and speaker with over 20 years of experience coaching multigenerational families. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen. She lives on a 10-acre ranch with 9 horses, where she facilitates transformative retreats.Resources discussed in this episode:James HughesTamarind LearningThe Thin Book of TrustPreparing HeirsBuild an Enterprise Family to Last: Proven Strategies to Thrive Across GenerationsJane Flanagan ResearchContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Emily Bouchard | Bouchard Bespoke Consulting: Website: EmilyBouchard.comInstagram: @emily4familiesX (formerly Twitter): @emily4familiesLinkedIn: Emily Bouchard We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimize their approach to value creation while navigating succession planning and intergenerational transitions.Throughout the conversation, Gerard delves into essential concepts like the three types of business leaders, capital structure optimization, and practical approaches to strategic planning that drive sustainable value. He emphasizes the importance of staying current with emerging technologies, building resilient management teams, and balancing risk management with growth opportunities. Listen to our latest episode to hear Gerard's insights on creating lasting business value, implementing strategic governance frameworks, and developing capital structures that help family enterprises thrive while securing their financial legacy.About Gerard McInnisGerard McInnis is a Senior Partner with Kalos in the Valuation & Financial Modelling practice, contributing across the full transactions lifecycle with over 30 years of experience in business valuations, strategy, governance, and operations. As an active private company board Chair & Director, including Chair of the Board for Cashco Financial Services Inc. and a MacKay CEO Forum Chair, he remains immersed in current business challenges, risks, and opportunities while bringing valuable perspective from his previous role as a partner at a Big 4 accounting firm where he led their regional valuations practice and national power & utilities industry team.Beyond his professional achievements, Gerard demonstrates strong commitment to community service, having recently chaired Finance & Risk committees for both the Alberta Ballet and Junior Achievement of Canada, and currently serving as a member of the Institute of Corporate Directors Calgary Chapter Executive. His comprehensive background spanning financial advisory, corporate governance, and community leadership positions him as a well-rounded business leader who effectively bridges technical expertise with strategic vision across multiple sectors.Resources discussed in this episode:Kalos LLP I Transactions Diligence AdvisoryMacKay CEO Forums: CEO & Executive Peer SupportCashco FinancialInstitute of Corporate DirectorsContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Gerard McInnis | Kalos Transactions Advisory: Website: kalosllp.caLinkedIn: Gerard McInnisEmail: gmcinnis@kalosllp.caPhone: (403) 470-9827 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family business decision-making and succession planning. With decades of experience as a tax attorney, educator, and trusted advisor featured in Forbes, USA TODAY, and The Wall Street Journal, Paul reveals what truly matters when families face their most critical crossroads: whether to keep or sell their business.Throughout the conversation, Paul explores essential concepts like creating psychologically safe environments for authentic family discussions, why including all voices—even those of children as young as eight—can transform outcomes, and how "dreaming sessions" unlock possibilities rather than limitations. He emphasizes the importance of listening over talking, transparency over secrecy, and the profound difference between working "in" versus "on" your business. Listen to our latest episode to hear Paul's insights on facilitating meaningful family business meetings, balancing emotional intelligence with strategic thinking, and implementing succession approaches that honor both legacy and future potential.About Paul HoodA “recovering tax lawyer,” Paul Hood’s often quoted in publications that include Forbes magazine, USA TODAY, and The Wall Street Journal, and he’s been a frequent contributor to Leimberg Information Services, Inc. since its inception, Paul is a highly sought-after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language with his insightful and biting sense of humor, and he minces no words in doing so. Along the way, Paul’s been a father, husband, uncle, Godfather, lawyer, coach, mentor, trustee, member, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror, respondent, and a defendant, and he uses his experience in these myriad roles to guide others. Resources discussed in this episode:The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About ItPurposeful Planning InstitutePaul Hood ServicesContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Paul Hood | Paul Hood Services & Purposeful Planning Institute: Website: paulhoodservices.comLinkedIn: Paul HoodEmail: paul@paulhoodservics.comPhone: (504) 452-7574 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what truly makes them effective. With over two decades of experience in more than 300 boardrooms, Matt challenges conventional wisdom about what it means to be "skilled" and how boards can function at their highest potential despite uncertainty.Throughout the conversation, Matt delves into essential concepts like redefining success in the boardroom, the difference between technical expertise and genuine contribution, and why board composition goes far beyond professional credentials. He emphasizes the importance of treating connections as community rather than competition, creating shared understanding of decision-making processes, and balancing the complex relationship between management and governance. Listen to our latest episode to hear Matt's insights on navigating boardroom dynamics, fostering meaningful collaboration, and implementing governance approaches that help organizations thrive in times of change and complexityAbout Matt FullbrookMatt Fullbrook, one of North America's most recognizable and respected corporate governance experts, has shared his 23 years of experience with over 300 boardrooms ranging from local nonprofits to global corporations. As the creator of the One Minute Governance podcast and Ground-Up Governance platform, he has developed an extensive library of practical insights for mastering boardroom challenges. Currently serving as an Executive in Residence at the University of Toronto's Rotman School of Management, where he has influenced governance practices for more than two decades, Matt previously directed the David & Sharon Johnston Centre for Corporate Governance Innovation and now serves as Academic Director of the Rotman/ICD program "Working Effectively With Your Board: A Program for Senior Executives.Resources discussed in this episode:Ground Up GovernanceOne Minute GovernanceFullbrook Board EffectivenessContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Matt Fullbrook | Rotman/ICD Board Dynamics Program: Website: mattfullbrook.comLinkedIn: Matt FullbrookEmail: matt@boardeffectiveness.ca We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his insights on developing ownership mindsets across generations. With an expansive career that includes training over 2,500 advisors and bankers on family dynamics, founding Advising Generations, and establishing the Family Business Management program at the University of Nebraska, Dave brings a powerful blend of academic wisdom and practical experience to help families navigate the intricate path of generational continuity.Throughout the conversation, Dave illuminates the delicate balance between protecting and empowering rising generations in family enterprises. He explores compelling perspectives on creating environments where future owners can authentically experience both success and failure, while emphasizing how transparency and shared challenges strengthen family bonds. His framework for developing true owners, not merely inheritors, provides valuable insights for families seeking to build enduring legacies that preserve relationships while fostering business resilience across generations.About Dave SpechtDave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of family-owned businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Prior to his work at the bank, he founded Advising Generations, a consulting rm and established the Family Business Management program at the University of Nebraska. Dave lives in Washington state with his wife and 6 children.Resources discussed in this episode:The Family Business WhispererJames Hughes FoundationDennis T. JaffeContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Dave Specht | The Drucker School of Management: LinkedIn: Dave SpechtEmail: david.specht@cgu.edu We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Doug Gray, Ph.D., Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, shares his expertise on fostering psychological capital (PsyCap) and intergenerational understanding within family enterprises. With over 25 years of experience and a deep background in leadership development, Doug explores how families can build stronger connections across generations while managing wealth and legacy dynamics.Throughout the conversation, Doug delves into essential concepts like the HERO framework (Hope, Efficacy, Resilience, and Optimism) and practical approaches to family storytelling and legacy preservation. He emphasizes the importance of creating safe spaces for authentic communication, developing leadership skills in rising generations, and balancing family privacy with meaningful connection. Listen to our latest episode to hear Doug's insights on building psychological capital, fostering intergenerational dialogue, and implementing strategies that help families flourish while preserving their legacy.About Doug GrayDoug Gray, Ph.D., is the Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, bringing over 25 years of executive coaching and leadership consulting experience to family enterprises and organizations. With a doctorate in Leadership and Professional Practice from Trevecca Nazarene University, Doug has established himself as a pioneer in developing psychological capital (PsyCap) within family businesses and nurturing next-generation leadership talent. His innovative HERO framework (Hope, Efficacy, Resilience, and Optimism) has become instrumental in helping families navigate complex wealth and legacy dynamics.As a champion for leadership excellence and intergenerational understanding, Doug's expertise spans across healthcare, finance, manufacturing, and education sectors. His approach combines rigorous academic research with practical, actionable strategies that help families create safe spaces for authentic communication and legacy preservation. Through his work at Action Learning Associates and Assess Next Gen, Doug remains dedicated to helping leaders and teams achieve measurable business outcomes while fostering the development of future organizational leaders.Resources discussed in this episode:The Five Capitals: Wealth as Well-beingThe Success Playbook for Next Gen Family Business LeadersContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Doug Gray | Action Learning Associates, LLCWebsitesNextGenPeerGroups.comAssessNextGen.comAction-Learning.combooks2read.com/NEXTGEN LinkedIn: Doug GraySubstack: grayd.substack.comTwitter/X: @ALACoachingEmail: doug@action-learning.com We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance.Throughout the conversation, Daphne delves into the relationship between personal development and collective growth in family businesses, particularly through her innovative "Positive Outcome Model." She illuminates how families can overcome historical patterns and conflicting work styles by understanding conative instincts and building socio-emotional wealth. Her approach emphasizes the importance of creating structured yet flexible learning environments where different generations can align their values while honouring individual differences, providing a roadmap for families seeking to build lasting legacies that bridge both personal fulfillment and business success.About Daphne McGuffinDaphne McGuffin is a seasoned Learning and Development Consultant and Family Business Facilitator at D3 Learning Solutions, bringing over two decades of experience in family enterprise advising. After directing the Learning Centre and Thought Leadership divisions at The BDO / SuccessCare Program for nearly 20 years, she established D3 Learning Solutions to help business families transition both tangible and intangible assets through practical approaches, focusing on multi-generational communication, governance, successor development, and leadership planning.As a Kolbe Certified Consultant for more than 15 years and a Fellow of the Family Firm Institute (FFI), Daphne leverages her expertise to identify core instincts of family members and management teams, enhancing their productivity and relationships. Her distinguished role as a faculty member for FFI's Global Education Network, the world's most trusted provider of family enterprise professional education, further cements her position as a leading expert in the field of family enterprise consulting.Resources discussed in this episode:kolbe.comOPgig ProgramWhat is Kolbe and Why Use ItThe Power of Kolbe in the Family EnterpriseThe Line of Confidence ModelThe Positive Outcome ModelContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Daphne McGuffin | D3 Learning Solutions: Website: D3LearningSolutions.comLinkedIn: Daphne McGuffinEmail: Daphne@D3LearningSolutions.comPhone: (519) 820-1806 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.