Shows / Legacy Builders: Strategies for Building Successful Family Enterprises
Legacy Builders: Strategies for Building Successful Family Enterprises
Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting…
Episodes
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Elder Speaks Last: Rethinking Leadership and Legacy Across Generations
In this episode, we’re joined by Mitchell Spearman, Director of Strategic Partnerships at Winn Family Foundation Inc. An attorney by training, Mitchell has…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Breakfast Table Test: When Tax Planning Meets Family Life
In this episode, we’re joined by David Lesperance, Managing Director at Lesperance & Associates. With over 30 years of experience advising high-net-worth and…
Legacy Builders: Strategies for Building Successful Family EnterprisesStrong Roots, Room to Grow: The Individual Side of Family Succession
In this episode, we’re joined by Perry Gladstone, a confidential coach, advisor, and family enterprise transition specialist at Perry Gladstone Consulting…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Succession Rehearsal: Testing Readiness Before the Moment Arrives
In this episode, Cory Gagnon joins Gavin Brower and Gerry Meyer to discuss what really shapes a successful transition inside a family enterprise. Expectations…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Resilience Tax: Why Family Businesses Invest Before They Need To
In this episode, we’re joined by Devin DeCiantis, Managing Partner at Lansberg Gersick Advisors. Devin has spent years studying how family enterprises endure…
Legacy Builders: Strategies for Building Successful Family EnterprisesRoots, Wings, and Responsibility: Developing the Judgment to Carry Family Decisions Forward
In this episode, Cory Gagnon is joined by Judi Cunningham and Tom McCullough for a timely conversation on how families can make better decisions together. From…
Legacy Builders: Strategies for Building Successful Family EnterprisesBuilt to Bend: Creating Family Cultures That Can Change and Stay Connected
In this episode, we’re joined by Katherine Bright, Family Enterprise Consultant at Trella Advisory Group. For nearly two decades, Kathy has helped family…
Legacy Builders: Strategies for Building Successful Family EnterprisesInherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next
In this episode, we’re joined by Kirby Rosplock, PhD, Chief Executive Officer and Founder of Tamarind Learning. With more than 25 years of experience across…
Legacy Builders: Strategies for Building Successful Family EnterprisesReturn on Meaning: Rethinking Wealth Beyond Financial Capital
In this episode, we’re joined by Grant Conroy, Portfolio Manager with Genus Capital Management, where he works with families as they think through wealth…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Architecture of Ownership: How Families Build Structures That Last
In this episode of Legacy Builders Live, Cory Gagnon is joined by Cindy Radu and Leah Tolton to explore what it truly takes to build ownership structures that…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises
In this special panel episode of Legacy Builders, Cory Gagnon is joined by Barb Schimnowsky and James Grieve for a focused conversation on how family…
Legacy Builders: Strategies for Building Successful Family EnterprisesDesigning for the Life Ahead: How Homes Can Support Every Stage of Family Life
In this episode, we’re joined by Sarah Walker, founder and principal designer of Nuance Interior Design, where she creates deeply personalized…
Legacy Builders: Strategies for Building Successful Family EnterprisesWhere Wealth Meets Identity: Finding Voice Inside the Family Legacy
In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of…
Legacy Builders: Strategies for Building Successful Family EnterprisesReflection Over Reaction: How Families Improve Decision-Making in Family Enterprises
In this episode, we’re joined by Aileen Miziolek, consultant with The Family Business Consulting Group, where she works with business-owning families to design…
Legacy Builders: Strategies for Building Successful Family EnterprisesLeading Before the Role: How Family Enterprises Shape Future Leaders
In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises…
Legacy Builders: Strategies for Building Successful Family EnterprisesRethinking Ownership: The Hidden Forces Shaping Family Wealth
In this episode, we’re joined by David York, director at York Howell. David practices law in the areas of estate planning, tax, business planning, and…
Legacy Builders: Strategies for Building Successful Family EnterprisesWhen the Role Finds You: The Tension Between Belonging and Becoming
In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue…
Legacy Builders: Strategies for Building Successful Family EnterprisesSteady Through Uncertainty: Mentors, Mistakes, and Next-Gen Growth
In this episode, we welcome Dr. Charles Eckhart, Founder and Managing Partner of Cathexis Group, a family engagement and governance consulting firm based in…
Legacy Builders: Strategies for Building Successful Family EnterprisesRoots of Resilience: Raising Grounded Children in Families of Wealth
In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and…
Legacy Builders: Strategies for Building Successful Family EnterprisesBecoming Who You Are: Reclaiming Choice in Enterprising Families
In this episode, we’re joined by Jennifer East, Founder of ONIDA Family Advisors. With nearly 20 years of experience guiding affluent and enterprising global…
Legacy Builders: Strategies for Building Successful Family EnterprisesStill Yours to Shape: Reclaiming Identity in Times of Transition
In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s…
Legacy Builders: Strategies for Building Successful Family EnterprisesDesigning the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a…
Legacy Builders: Strategies for Building Successful Family EnterprisesFinding Yourself After Leadership: The Missing Chapter in Succession
In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human…
Legacy Builders: Strategies for Building Successful Family EnterprisesSilence Is Not Succession: Why Women’s Health Belongs in Family Conversations
In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve…
Legacy Builders: Strategies for Building Successful Family EnterprisesWho You’re Becoming: How Strategy, Leadership, and Legacy Start Within
In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy…
Legacy Builders: Strategies for Building Successful Family EnterprisesBefore It’s Written Down: Why Estate Planning Is About More Than the Plan
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…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care
In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity…
Legacy Builders: Strategies for Building Successful Family EnterprisesDevelopmental Crises: Helping Leaders and Families Grow Through Defining Moments
In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions…
Legacy Builders: Strategies for Building Successful Family EnterprisesWhen Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth
In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve…
Legacy Builders: Strategies for Building Successful Family EnterprisesPast, Present, and Possibility: Reimagining Legacy Through Story
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…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Quiet Fix: Why Better Family Communication Starts Before the Meeting Begins
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…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Fear of Ugly: Reframing Conflict in Family Enterprise Communication
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…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Courage to Continue: Why Emotional Readiness Shapes Enterprise Legacy
In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition…
Legacy Builders: Strategies for Building Successful Family EnterprisesBreaking the Log Jam: Clearing Complexity to Build Sustainable Family Wealth
In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with…
Legacy Builders: Strategies for Building Successful Family EnterprisesBreaking the Pattern: How Self-Awareness and Choice Transform Family Wealth Dynamics
In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic…
Legacy Builders: Strategies for Building Successful Family EnterprisesUnlocking Full Potential: The Intersection of Peak Performance and Personal Harmony
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…
Legacy Builders: Strategies for Building Successful Family EnterprisesStrategic Participation Models: Optimizing Multi-Generational Philanthropic Engagement
In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Family Mirror: Why Self-Improvement Creates Systemic Change in Business Families
In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal…
Legacy Builders: Strategies for Building Successful Family EnterprisesWealth Beyond Money: Cultivating Trust, Identity, and Connection in Family Enterprises
In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping…
Legacy Builders: Strategies for Building Successful Family EnterprisesHardwired for Value: How Strategic Capital Structure Shapes the Future of Your Family Enterprise
In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Decision Catalyst: Examining Keep-or-Sell Frameworks in Family Enterprise
In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family…
Legacy Builders: Strategies for Building Successful Family EnterprisesRethinking Governance: Modern Strategies for Stronger Boards & Better Decisions
In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what…
Legacy Builders: Strategies for Building Successful Family EnterprisesShaping Next-Generation Owners: Lessons in Resilience, Responsibility, and Leadership
In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe HERO in Family Enterprise: The Mindset to Guide the Rising Generation
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…
Legacy Builders: Strategies for Building Successful Family EnterprisesCrossing The Line of Confidence: Transforming Family Inertia into Collective Action
In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family…
Legacy Builders: Strategies for Building Successful Family EnterprisesFinding Your Fit: Designing Custom Roles Across Generations
In our latest episode, Bill Brushett, Advisor, Director, and TEC Canada Chair, shares his insights on intentional leadership development and succession…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Curiosity Advantage: Transforming Family Wealth Through Strategic Learning
In our latest episode, we sit down with Torri Hawley, a dynamic voice in family enterprise education who brings both professional expertise and lived…
Legacy Builders: Strategies for Building Successful Family EnterprisesBeyond Inheritance: Building Authentic Paths in Wealth Stewardship
In this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding…
Legacy Builders: Strategies for Building Successful Family EnterprisesCollective Growth: Nurturing Innovation Within Family Enterprises
In this episode, Thomas Clark, Chief Operating Officer of Veritage International, shares his distinctive approach to nurturing family enterprises through…
Legacy Builders: Strategies for Building Successful Family EnterprisesRemoving the Mask: Empowering Family Enterprise Leaders to Thrive
In our latest episode, we welcome Danielle Saputo, President and Owner of Danielle Saputo Legacy Coach & Family Enterprise Advisor. With a distinguished…
Legacy Builders: Strategies for Building Successful Family EnterprisesDecision Alignment: Connecting Family Values to Business Strategy
In this episode, Joshua Nacht, a senior consultant with The Family Business Consulting Group, shares his insights on helping business families create…
Legacy Builders: Strategies for Building Successful Family EnterprisesReframing the Family Story: From Inherited Trauma to Generational Triumph
In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the…
Legacy Builders: Strategies for Building Successful Family EnterprisesStrategic Growth of the Family Enterprise: Cultivating Acumen Early for Sustained Success
In our latest episode, we welcome Anna Giampà, Chief Learning & Development Officer at Crysalia, for an in-depth discussion on family enterprises. Anna, a…
Legacy Builders: Strategies for Building Successful Family EnterprisesUnmasking Narratives: Converting Emotional Currency into Generational Wealth
In this episode, Franco Lombardo, Founder and CEO of Veritage International, offers a fresh perspective on the symbiosis between personal growth and family…
Legacy Builders: Strategies for Building Successful Family EnterprisesFrom Within Outward: Embracing Advisors and Peer Insights for Family Enterprise Growth
In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough…
Legacy Builders: Strategies for Building Successful Family EnterprisesRunning the Family Business Marathon: Crossing the Finish Line of Generational Transitions
In this episode, Russ Haworth, Family Business Advisor at The Family Business Partnership, shares his extensive expertise in guiding families of wealth through…
Legacy Builders: Strategies for Building Successful Family EnterprisesDefining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel
In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations…
Legacy Builders: Strategies for Building Successful Family EnterprisesBeyond the Vision: Leveraging a Thinking Partner to Identify Blind Spots
In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of…
Legacy Builders: Strategies for Building Successful Family EnterprisesSowing the Seeds of Success: Balancing Tradition and Innovation in Multigenerational Farms
In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and…
Legacy Builders: Strategies for Building Successful Family EnterprisesThe Rhythm of Success: Aligning People, Priorities, and Passion in Family Business
In this episode, Gavin Brauer, a Professional EOS Implementer, shares his insights on the vital role of confidence in an entrepreneur's journey and the…