Exploring global ideas, concepts, and models that help family enterprises better navigate the complexities of family wealth.
Hosted by Cory Gagnon. On this podcast, we explore global ideas, concepts, and models that help family enterprises better navigate the complexities of family wealth.
Our audience includes business owners, family stewards, and the rising generation in family enterprises, who are looking for ways to take control of their wealth, improve their family's relationship with wealth and build a lasting legacy.
Our episodes feature interviews with industry experts and solo talks, providing understandable and actionable strategies and insights on complete wealth management. We typically invite experts and industry leaders who have expertise and/or are servicing ultra-high-net-worth clients and family enterprises.
What sets the podcast apart, is our focus on three key areas that are of utmost importance to our target audience, providing them with practical steps to take to build a successful family enterprise.
These areas are:
Complete Family Wealth:
Virtual Family Office Structures and Services:
Business Family Transition Planning:
We break down the concept of family wealth into five key areas: Human Capital, Intellectual Capital, Social Capital, Spiritual Capital, and Financial Capital. By exploring each of these areas in depth, we provide listeners with a comprehensive understanding of what it takes to build and sustain wealth in a family enterprise.
We dive into the details of asset management, tax planning, estate planning, cash-flow planning, liability & risk management, family wealth succession, family wealth education, and philanthropic goals. These are crucial aspects of building and maintaining family wealth that our audience needs to know.
We help listeners navigate the complexities of continuity, succession, and exit planning. Covering topics such as successful business transitions, guiding the rising generation, conflict management, preserving relationships, and planning the next act of the exiting owner.
By focusing on these key areas, we provide our audience with a unique and valuable perspective on building and managing family enterprises.
Our goal is to deliver understandable and actionable strategies and insights on complete wealth management. This sets us apart from others in our niche, as we provide practical advice and solutions that can be implemented immediately to improve our listeners' family enterprises.
We hope our listeners will gain insights into finding ways to improve their family's relationship with wealth and create a lasting legacy.
To schedule an interview, simply follow these steps:
Once you have selected a date and time, you will receive a confirmation email followed by additional e-mails leading up to the recording session. If you have any questions or concerns, please don’t hesitate to reach out to Cory at [email protected]
Legacy Builders: Strategies for Building Successful Family Enterprises