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Episode 63: Amy Griman on Trust, Governance, and Human Readiness in Family Office Services
Episode 63
Amy Griman — founder of Delta Creative Group and former global president of the BMO Family Office — joins R. Adam Smith to explore what she calls the…
11 hours ago
Episode 62: Long-Term Stewardship Within Family Enterprise Kelly Pollock and Betsy Cohen
Episode 62
Kelly Pollock, CEO of the Burgess Family Foundation, and Betsy Cohen, philanthropic futurist and founder of FutureGood, join R. Adam Smith for a wide…
2 weeks ago
Episode 61: Philip Marcovici on Why Family Enterprise Fails Across Generations
Episode 61
Philip Marcovici — international tax lawyer, author, and advisor to ultra-high-net-worth families — joins R. Adam Smith to explore what it takes for …
4 weeks ago
Episode 60: The Leadership Principles Behind Enduring Institutions and Family Enterprise with James Rosebush
Episode 60
James Rosebush — Reagan White House veteran, author, and family office advisor — draws direct lines between presidential leadership and multigenerati…
1 month, 1 week ago
Episode 59: Emily Balentine Barbour on Multi-Generational Wealth and Family Legacy at Balentine
Episode 59
Emily Balentine Barbour, Partner and Head of Client Engagement and Family Legacy at Balentine, shares her unique perspective as a third-generation me…
1 month, 4 weeks ago
Episode 58: Building Learning Systems for Family Enterprise Continuity with Jeremy Cheng
Episode 58
Jeremy Cheng, Principal at Lansberg Gersick Advisors, shares his approach to building learning capacity for enterprise families across Asia and beyon…
2 months, 1 week ago
Episode 57: David Werdiger on the Power of Pause in Family Enterprise Leadership
Episode 57
David Werdiger returns to discuss his Power of Pause Institute and the concept of time as a critical leadership asset. Drawing from his experience as…
3 months, 1 week ago
Episode 56: Dr. Jan-Philipp Ahrens on AI, Big Data, and Family Enterprise Research
Episode 56
Dr. Jan-Philipp Ahrens, leading scholar at the University of Mannheim, discusses his groundbreaking research at the intersection of family enterprise…
4 months, 1 week ago
Episode 55: Suzanne Gyorgy on Leveraging Art Collections in Family Wealth Management
Episode 55
Suzanne Gyorgy, Partner at Emigrant Bank Fine Art Finance, shares her expertise on the intersection of art and wealth management. With over 35 years…
4 months, 3 weeks ago
Episode 54: John Koeppel on the Evolution of Family Business Enterprise Transactions Through Independent Sponsors
Episode 54
John Koeppel, partner at Lippes Mathias LLP and leader of their private equity and independent sponsor practice, joins host R. Adam Smith to explore …
5 months, 1 week ago