show episodes
 
The podcast dedicated to Family Business. Working with your family can be both rewarding and challenging and this podcast provides you with practical tips and guidance on how to tackle some of these challenges. Upcoming series on Governance, Succession, Family Dynamics and Family Business Theory will explore the uniqueness of family businesses and provide you with the tools to help your business thrive.
 
Are you the next generation of your family's business, charitable giving, and/or wealth? Each week, host Ellie Frey Zagel, Founder of Successful Generations and third generation of her family's foundation, interviews subject matter experts to help next gen leaders reach their goals and feel not-so-alone while doing it. Ellie keeps it real, practical and "oh-so-authentic" as she dives into topics such as money, health and leadership, work-life balance, raising financially awesome kids, and as ...
 
The Inheritors by Bloomberg|Quint Brand Studio is an existing property comprising of conversation between three Patriarchs/Inheritors/Family Business Owners and the Moderator. The series aims to showcase the massive contributions made by family businesses to the country’s economy. The Inaugural session at Bengaluru in July was an exclusive invite-only event attended by 40 family business owners , Founders, CEOs, Promoters, HNIs. Umesh Khaitan (Khaitan and Khaitan, Solicitors and Advocates), ...
 
Welcome to Local Business Stories by Alignable, where real business owners and leaders share real stories from Main Street. Each show, Alignable sits down with one of the local independent businesses that fuel the nation’s economy to understand what got them motivated, how they got started, what fuels their passion, and what keeps them going. You’ll hear stories from others just like you about some of the same issues you face, so you can learn from one another to move your business forward. ...
 
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show series
 
Arbikie Estate is a family-owned working farm in Scotland. This episode looks at the innovative and collaborative way that this family have been creating new products, including a carbon positive gin and vodka product. We hear about the history of the family and how the current owners returned to the business having initially pursued careers away f…
 
We all die. The goal isn’t to live forever, the goal is to create something that will. –Chuck Palahniuk Full show notes can be found: www.successfulgenerations.com/epsiode086 QUESTIONS: What do you need to be successful in transferring the business? Why is a business succession plan important? What are the components of a good plan? Why is a valuat…
 
Bobby Stover is America's Family Office Leader at EY. He joins us on the show this week to discuss the challenges that the COVID-19 pandemic has presented to family offices and how these are being tackled. We look at how some are adapting in different ways to others. What will the coming months and years mean for how family offices operate? How are…
 
We have spoken already on the show about the importance of looking after our wellbeing during the current COVID pandemic, and this is something that my guest this weeks feels very passionately about. Friend of the show, Mitzi Perdue joins me on this episode to talk about some of the tips she and her co-authors have shared in their book - How to be …
 
Welcome! Full show notes can be found at www.successfulgenerations.com/episode085 Questions: What is a family office? Who should create a family office? Who Shouldn't? How do you get started? Do you have to have billions of dollars to start a family office? Who should lead a family office? What are a few best practices and lessons learned? What are…
 
Full Show Notes: https://successfulgenerations.com/episode084/ Mindy Kalinowski Earley is Chief Learning Officer for FOX, Family Office Exchange. Today, she and I dive into what an education program could look like for the rising generation of family enterprise to help them answer the question for themselves: What does it all mean? Questions: About…
 
This week’s episode is the final in the three part series with Richard N. Seaman, 2nd Gen Chairman of Seaman Corporation. In the first podcast episode, we learn about the Seaman Corporation’s family business story. The second episode was a BONUS on family philanthropy, and today, we are diving into the Richard’s latest book, A Vibrant Vision: The E…
 
On this episode I am joined by Dr. Jim Grubman who is an internationally recognised consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand how wealth and life can be integrated successfully. On this episode we cover many different topics. We look…
 
On this weeks show I am joined by Guillermo Salazar as we discuss what family businesses can be doing to help prepare their next generation given that we are living in turbulent times. We look at the different types of mindset that people are adopting during the COVID-19 pandemic and how this impacts your family business. In addition Guillermo talk…
 
“I’m too busy to think about retirement!” In today’s episode, Kathy and I talk about retiring as the leader of a family business. Many family business leaders consciously or unconsciously decide they are going to retire “feet first.” We discuss the many problems this creates AND several solutions. Solutions include: Development a succession and est…
 
Full show notes can be found at: https://successfulgenerations.com/bonusrichardseaman/ Question we started with: How does family philanthropy play a role in your family business? We talk about how family philanthropy: Helps us give back Creates multigenerational sustainability Allows the next generation to explore different passions Provides a teac…
 
Do you like to learn about family businesses like I do? Here is Part 1 of 2 (and a bonus episode) with Chairman and 2nd Generation of Seaman Corporation. Seaman is a global industrial fabrics manufacturer based in Ohio. In this episode, Richard talks about how the family business got started, why he lost 10% of the business his first year working t…
 
On this episode I speak with Dennis Jaffe. For over 40 years, Dennis has been one of the leading architects of the field of family enterprise consulting. As both an organisational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next generation leadership and ens…
 
In this episode, I interview Kris Putnam-Walkerly on her newest book, Delusional Altruism. Hint: “Delusional” doesn’t mean what you think it means. This the perfect episode for the philanthropists and foundations who want to be more impactful and effective. Full show notes can be found HERE. QUESTIONS ASKED You claim, "We are all philanthropists" (…
 
As we emerge from this crisis there is an opportunity to ensure continued success for your family business. Choosing the right strategy will be the difference between doing this in a way that is aligned to your values as a family, and coming across in a genuine way, compared to appearing as tone deaf and icky. Jeremy Miller is a the Founder of Stic…
 
“Everything just works better when we are on the same page.” This is the perfect episode for those who work with their significant other. Whether you are stepping into a leadership and ownership transition or you are the founder of your business, if you work with your spouse, this is the episode for you. Here are a list of questions I asked Maggie:…
 
Full show notes can be found at: successfulgenerations.com/episode078 In this episode we finish (for now) the conversation about getting started in family councils with expert Chris Eckrich. According to Chris, "a Family Council is a group that serves as an executive team or representative body of a broader enterprising family." In Part 1 of this t…
 
Part 1 of a 2 Part Series Full show notes can be found: https://successfulgenerations.com/episode077/ Questions asked during my interview with Chris Eckrich: What is a family council? Who should/shouldn't have a family council? What is the prework families need to do? -what are a few of the objections to overcome? Your handbook has everything you n…
 
Tsitsi Mutendi and Nike Anani are the co-founders of African Family Firms and they have arranged a virtual conference for family businesses with speakers from all over the World. Given that travel is restricted and gatherings are forbidden it may not seem the best time to be hosting a global conference. However, through the use of technology, deter…
 
We are living in unprecedented times where we are fearful for our families health, that of our own and the prospects for our businesses. It can be easy to become overwhelmed by the situation and so I offer some reasons to be hopeful in this episode. Many of the businesses that I am speaking to now are aware of and accessing the support available to…
 
With Corona Virus impacting more and more businesses and people around World, I follow up our last episode with an interview with Martin Stepek. Martin is a mindfulness coach and also a family business expert and so can offer unique insights into how to use mindfulness at times of extreme stress. Martin's own family business went into administratio…
 
Corona Virus is having a huge impact on the lives of us all. It is a scary time when we are fearful for our families health and well-being and our businesses. Family businesses across the world will be trying to balance all of the conflicting priorities that exist and will need support to do so. In this episode I offer guidance as to where to get a…
 
We're looking back at the top episodes of the Successful Generations Podcast from 2019. First up is this episode with Dr. John Townsend, author of Entitlement Cure. He explains entitlement and offers tools to avoid it in your children, your family and yourself. Get the show notes and resources at https://successfulgenerations.com/bestof2019_1/.…
 
Julie Charlestein is part of the fourth-generation of Premier Dental, where she currently serves as CEO. Listen in to hear Julie’s family business story—a story that began in 1913 by her great-grandfather, Julius Charlestein, who worked as a dental instrument sharpener. Julius saw an opportunity to pivot into sales, first as an agent for manufactur…
 
Ramia El Agamy is the Editor-in-Chief of Tharawat magazine, the global publication for family businesses, and a product established by her family. In this episode, Ramia shares her experience being part of a family business and her five lessons learned for success. She talks about her transition to leadership, how business decisions are made within…
 
In this 12th episode of The Inheritors Podcast Series, Sonu Bhasin is in conversation with Mr. Jaspal Sawhney, Chairman of the Eagle Group. Jaspal embodies the spirit of entrepreneurship or as he calls it the pioneering spirt. In this conversation he talks about the establishment of his family business & his life journey as a 3rd generation entrepr…
 
George and I headed along to the fourth Family Business Network conference in Carlisle. It was a fantastic conference with great speakers and guests, I was also asked to record a live podcast and this is the result. I interview George Bryan who grow up at Drayton Manor Park, listen to this episode if you want to hear his views on the transitions th…
 
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