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. Jaffe

Dennis 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 Advising
• Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises
• Finding Her Voice and Leaving a Legacy
• Cross Cultures: How Global Families Negotiate Change Across Generations
• Stewardship in your Family Enterprise
• Working with the Ones You Love

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com

Contact Dennis T. Jaffe | BanyanGlobal Family Business Advisors: 

• Website: dennisjaffe.com | banyan.global
• LinkedIn: Dennis Jaffe
• Email: djaffe@dennisjaffe.com
• Phone:  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.

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