DiscoverSafe Space with Francesco Lombardo
Safe Space with Francesco Lombardo
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Safe Space with Francesco Lombardo

Author: Francesco Lombardo

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Safe Space is the Premiere Podcast for NXTGEN Family Business Leaders. Your host Francesco Lombardo is a much-sought after international speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. Through his extensive work with  families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses and legacies. On this show he will dive in with some of the worlds most prestigious families to talk about that.
42 Episodes
Dov Baron is a leadership and corporate cultural strategist who has been named by Inc. magazine as one of the Top 100 Leadership Speakers. He is the host and producer of the “Full Monty Leadership” radio show and a bestselling author. In June 1990 while free rock climbing, Dõv Baron fell approximately 120 feet and landed on his face. The impact shattered most of the bone structure of his face, disintegrating some of his upper jaw and fracturing his lower jaw in four places. After nine reconstructive surgeries, no external evidence remains of the damage however, this experience was life changing. Before the fall, Dov had spent years building a reputation as a dynamic speaker and teacher in the field of personal and professional development but it wasn’t until sometime after ‘the fall’ he began to see the beauty and elegance of what had really happened… The return to his own CORE, what he calls his ‘Authentic Self’. Today, Dov is the bestselling author of several books including his latest: “Fiercely Loyal.” He was also the host and executive producer of the increasingly popular radio show: “Full Monty Leadership Show,” where authentic leaders let it all hang out about loyalty, culture and growth. The show broadcasts out of Seattle, Chicago, Colorado and globally via the internet. Dov has interviewed and worked with leaders featured on: Oprah, Ellen, CNN, Fox, MSNBC, CBS, Huffington Post, Larry King, New York Times, Washington Post, Forbes, the Wall Street Journal and many other top rated media. He also has a massive social media platform with over 200,000 followers via Face book, Twitter, Linkedin, Podomatic, iTunes etc. In addition to being an author and a radio host, Dov is also the leading expert on Developing Authentic Leadership and he is the world’s only Corporate Cultural Momentum Strategist, serving top performance individuals, corporations and organizations to generate both exponential growth and fierce loyalty. Dov has been sharing his wisdom and expertise privately and on international stages with professional leaders for more than 30 years. His passion mixed with humor and ‘get to the point’ no BS style are contagious. Within moments you will feel a genuine connection with a man who authentically walks his talk. Dov believes that the world needs more leaders who are Authentically committed to standing in their truth, sharing their inner genius, and empowering others to do the same. Dov’s commitment is to take you by the hand and show you why tapping into your Authentic Self is the MOST important key to finding, developing, and retaining your top talent.
Keith is President of Wise Counsel Research. He has consulted for many years with leaders of enterprising families, helping them plan succession, develop next generation talent, and communicate around estate planning. With a background in education and philanthropy, he enables family leaders to better understand their values and goals as well as to have a positive impact on the world around them. Family Wealth Report named Keith the 2015 "outstanding contributor to wealth management thought-leadership." Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, an adjunct assistant professor of philosophy at Boston College, and a director of a private foundation. He was also a special assistant to the President of Boston University. Keith’s writings and commentary have appeared in The Wall Street Journal, The New York Times, The Financial Times, Claremont Review of Books, and Philanthropy Magazine. His Wealth and the Will of God appeared in 2010 from Indiana University Press and he is co-author of The Cycle of the Gift, The Voice of the Rising Generation, Family Trusts, Complete Family Wealth, and Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, all published by Wiley / Bloomberg Press. Keith holds a Ph.D. in Social Thought from the University of Chicago and a BA and MA in Classics and Philosophy from Boston University. He is Chairman of the board of directors of the National Association of Scholars.
Dena Mekawi is a first generation Egyptian Muslim American living in New York. She ran for Miss Arab USA 2013 when she realized she wanted to be the voice for underrepresented communities. Dena then went on to work at Oprah Magazine, where she was able to use self-expression of fashion and editorial to celebrate her individuality. Ms. Mekawi has struggled with her own identity, as well as self-esteem issues that stemmed from the media that she consumed. She now uses her experience of self-discovery as an Arab American to work collectively, creating space for culture diversity. Dena has been chosen as a representative to the United Nations NGO, DGC which compliments her work as a Social Entrepreneur.  Dena Mekawi curates creative communication strategies, & partnerships to engage brands, advertisers and high profile individuals to create impact messages, using the power of their influence with a creative approach through her company, Style & Resilience. Ms.Mekawi works with family offices on identifying projects that have impact on the economy, as well as for humanity.  Ms. Mekawi has advised several United Nations Agencies, and has worked with private sector to create strategic communication strategies and partnerships. Ms.Mekawi was chosen to moderate International Day Of Peace 2016 along side notable Goodwill ambassadors, DiCaprio, Stevie Wonder, and former Secretary General of the United Nations, Ban Ki Moon, Ms. Mekawi was also personally recognized by Michael Douglas.
Sonu Bhasin is one of the early and senior woman professionals in the industry. In her career of over 30 years she has set up and managed large businesses, and diverse teams, across financial and non-financial sectors in India and overseas. She is an Independent Director on Boards. Her book - THE INHERITORS : Stories of Entrepreneurship and Success, is a bestseller in the Business Book category. She is also the Founder and Managing Partner of FAB - Families And Business, a platform for Family Business Owners. She is the Editor-In-Chief of The Families & Business magazine, India's only stand-alone magazine that addresses the concerns of Family Businesses. Why FAB - Families And Business? • Family Businesses control more than 90% of world commerce but more than 70% of these DO NOT survive beyond One Generation. • Lack of Succession Planning, Conflict and Lack of Corporate Governance are the three major reasons for this high failure rate • Most families and advisers focus only on the Business side of the equation and fail to address the nuances of Family Business • FAB – Families And Business is a platform which works towards creating awareness of matters of family that need to be addressed to build Multi-Generational Family Businesses • FAB provides the best platform for Families in Business to connect with peers and professionals to exchange ideas • The knowledge and experience residing in Family Business Owners and professions is shared through the Families & Business magazine and exclusive (By Invitation Only) Workshops/Round-Tables • More details about FAB – Families And Business can be found on
Tom McCullough is Chairman and CEO of Northwood Family Office. He has spent over 35 years in the wealth management/family office field, initially in senior executive roles with RBC Wealth Management. The combination of this background, along with his own family’s desire for a truly ‘comprehensive, customized and confidential’ service, led him on a search for a multi-family office. While multi-family offices are well-developed in the U.S. and growing rapidly as wealthy families seek out objective advice and boutique-style service, they were virtually non-existent in Canada. In 2003, this led Tom to start Northwood Family Office with partner Scott Hayman. Northwood Family Office has quickly become one of the leaders in its field and has consistently been recognized as the ‘#1 independent family office in Canada’ by Euromoney in its global private banking survey. Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program where he teaches ‘The Management of Private Wealth’, and is a faculty member in Rotman’s Family Wealth Management program for families of wealth. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He is also a Fellow of the Family Firm Institute (FFI) and holds an Advanced Certificate in Family Business Advising from FFI. Tom holds an MBA from the Schulich School of Business at York University, as well as the CIM (Chartered Investment Manager) and CIWM (Certified International Wealth Manager) designations, and is a registered Portfolio Manager. He is married, has two adult children and is actively involved in a wide range of philanthropic and community activities, most notably education and poverty alleviation in the developing world. Tom also serves on the board of The Bentway Conservancy, a new 1.75 km urban public park and performance space underneath Toronto’s Gardiner Expressway.
There are many challenges facing family business owners when considering their succession planning. Russell Haworth helps you to overcome two of these, becoming financially independent from the business and focussing on a sense of purpose and identity beyond the business. Russ understands that there are many emotional factors at play when discussing retirement and I help you with embracing these. The outcome of this is that you have a far more enjoyable 'retirement' and ensure a legacy you can be proud of. Russ has received The FFI's Advanced Certificate in Family Business Advising and the skills and knowledge attained during this process allow him to be better placed to assist family businesses with the challenges that they face.
For over 40 years, Dennis Jaffe has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he's helped multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients. Dennis' work with families helps inform financial advisors and wealth managers about the knowledge and skills needed to serve their client families. He's an acclaimed speaker and workshop leader in programs for business families and financial service firms. He is an associate with Wise Counsel Research, a think tank that sponsors my research and offers professional education workshops. For 35 years, Dennis was professor of Organizational Systems and Psychology at Saybrook University in San Francisco, where he's now professor emeritus. He received my B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University.
Libby Lok is a Consultant at Continuity Family Business Consulting and an Advisor to her family’s hotel management and development company, Lok Group of Companies. Libby’s 15+ years’ of experience in organizational development and group dynamics helps her engage diverse stakeholders to move through uncertainty and conflict to become a force to be reckoned with. Before joining Continuity, Libby worked at her family’s hotel company as Vice President of Operations and then President. She spearheaded a significant organizational transformation to secure the company’s long-term future and competitiveness. Prior to joining Lok Group of Companies, Libby worked in the social sector as a researcher, public policy analyst, consultant, board member, and founder of a nonprofit organization. She has called New York City, Washington, D.C., Italy, and California home. Libby has a Master in Public Administration (MPA) degree from NYU’s Wagner Graduate School of Public Service, as well as a Bachelor of Arts in Community Studies from the University of California, Santa Cruz (UCSC).
Craig West is a strategic accountant and the CEO of Succession Plus which is a specialised advisory practice focused on small business owners to help them manage the four key strategic issues that SME's face as they grow - Raising Capital, Building Equity, Protecting that equity and extracting the value you have built when you exit. Craig is a CPA and has been advising businesses in management, taxation and accounting issues for over 15 years. He specialises in business structuring and succession planning and has had extensive experience working with clients to improve their financial performance - with proven results. Craig has conducted numerous seminars and presentations throughout Australia for the Department of Industry, Tourism and Resources, MLC, L J Hooker, the NSW Department of State & Regional Development, NSW Chamber of Commerce and CPA Australia. He is an accredited advisor with Family Business Australia as well as sitting on FBA's NSW advisors committee and is a founding member of Thought Leaders. Craig acts as a strategic business and financial mentor for business owners and has written three critically acclaimed books educating business owners on employee incentives, succession planning and asset protection. Craig has also recently been invited to complete a PhD in Business Succession Planning at Deakin University in Melbourne; is the President of the Australian Chapter of the Exit Planning Institute and one of only eleven people in Australia accredited as a Certified Exit Planning Advisor.
Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in estate planning, she is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts. Angela has over 15 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. She practiced for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association and Law Society of Upper Canada. Angela has co-presented a session on tax issues for shareholders’ agreements at the 2010 National STEP Conference, and in 2013 on donation planning for trusts and estates. She has spoken at conferences sponsored by the Senior Estates and Trusts Practitioner Forum, the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written and delivered a paper for the 2013 Canadian Tax Foundation Annual Report on the new non-resident trust rules as they apply to personal trust and has authored several articles for the Canadian Tax Foundation. In addition, Angela is a regular contributor to the PricewaterhouseCoopers publication, Wealth and Tax Matters; a publication consisting of articles directed to owners of businesses and other high net worth individuals.
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