Episodes

  • Family Business | Episode no. 4 - Ruby Hugueny

    Family Business | Episode no. 4 - Ruby Hugueny
    Jun 20 2023
    Download the transcript as a PDF here!: https://www.dropbox.com/scl/fi/nddvqisqf8t34aajkvmip/4-Post-Podcast-Ruby-Hugueny-June-2023.pdf?rlkey=7co0gxceerh6gw2jf66rvfqvm&st=5ksvoc3e&dl=0Download the episode here!: https://www.dropbox.com/scl/fi/1n731fvd9kxupvfqorahv/Audiocast-Ruby-Hugueny-With-Intro-Outro-2023-06-19.mp3?rlkey=87y3lui96jk4irhh0n7wnntu1&st=rqphyc9v&dl=0
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    35 mins
  • Episode 5: Navigating Family Office Management with Harvard's Christina Wing

    Episode 5: Navigating Family Office Management with Harvard's Christina Wing
    Jul 11 2023
    In this episode, host R. Adam Smith welcomes Christina Wing, founder of Wingspan Legacy Partners and Harvard Business School faculty member. Christina shares her expertise on family enterprise legacies, drawing from her experience as a former CEO of a family wealth office and her work at Harvard. She explores how families can design meaningful legacies through effective communication, succession planning, and philanthropy. Christina emphasizes the importance of distinguishing between individual and joint family legacies while highlighting how family office services can create societal impact through philanthropic initiatives and long-term planning horizons.
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    34 mins
  • Episode 6: Building Strategic Family Enterprise Systems with Richard Wolkowitz

    Episode 6: Building Strategic Family Enterprise Systems with Richard Wolkowitz
    Jul 24 2023
    R. Adam Smith welcomes Richard Wolkowitz, founder of Xylogenesis, a family advisory company. Drawing from decades of experience serving hundreds of families, Richard shares insights on filling the integration gap between family wealth office operations and family dynamics. He explores post-COVID shifts in next-generation engagement, emphasizing governance as the "heartbeat" of successful family enterprise systems. Richard addresses differences between US and European family office services, examines multi-family office advantages, and discusses how compensation structures can align family and executive interests. The conversation concludes with perspectives on legacy planning and emerging collaboration trends.
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    34 mins
  • Episode 7: John Bailey Explores Family Financial Planning in the AI Era

    Episode 7: John Bailey Explores Family Financial Planning in the AI Era
    Sep 19 2023
    Host R. Adam Smith welcomes John Bailey, founder and managing partner of Lumenai Investments. Drawing from his extensive experience in the family investment office sector, John discusses how his firm revolutionizes portfolio management using artificial intelligence and data science. He explains the evolution of his approach from traditional asset management to AI-driven strategies, highlighting how family wealth office structures are adapting to technological advancements. John offers insights into the advantages of man-machine collaboration, personalized portfolio construction, and how AI can enhance risk-adjusted returns during challenging market conditions.
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    34 mins
  • Episode 8: Academic Insights on Family Enterprise Innovation with Professor Matt Hughes

    Episode 8: Academic Insights on Family Enterprise Innovation with Professor Matt Hughes
    Sep 21 2023
    R. Adam Smith welcomes Professor Matt Hughes, Schultz Distinguished Professor of Family Business and Professor of Innovation and Entrepreneurship at the University of Leicester. Drawing from both academic research and practical insights, Matt discusses how family enterprise systems balance tradition with innovation. He explores the crucial role of corporate governance in unlocking entrepreneurial potential, the challenges of next-generation integration, and why emotional attachment can lead family firms to overestimate their financial performance. Matt also addresses philanthropic initiatives as mechanisms for engaging younger generations and cautions against rapid pivots that can trigger what he terms "entrepreneurial entropy."
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    38 mins
  • Episode 9: Building Meaningful Relationships in Family Enterprise with Bruce Kasanoff

    Episode 9: Building Meaningful Relationships in Family Enterprise with Bruce Kasanoff
    Oct 27 2023
    R. Adam Smith welcomes Bruce Kasanoff, a Wharton MBA graduate with over 800,000 LinkedIn followers and founder of Bend Reality. Bruce shares insights on how family enterprise leaders can elevate their personal and business presence through consistent communication about what matters most. He explores how privately-held businesses can utilize LinkedIn to strengthen targeted relationships while maintaining authenticity. Bruce emphasizes the importance of values-driven leadership, self-awareness, and focusing on relationships for long-term fulfillment. Drawing from his experience in Marshall Goldsmith's 100 Coaches program, he offers practical approaches to balancing individual growth with family investment office legacy.
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    33 mins
  • Episode 10: Exploring Family Enterprise Governance and Continuity with Angelo Robles

    Episode 10: Exploring Family Enterprise Governance and Continuity with Angelo Robles
    Nov 8 2023
    R. Adam Smith welcomes Angelo Robles, founder and chairman of Angelo Robles Enterprises, which includes Family Office TV and SFO Continuity. Drawing from decades of experience advising the world's most successful families, Angelo shares critical insights on family investment office sustainability. He emphasizes that while most family offices focus 60% on money, 30% on legal matters, and just 10% on family dynamics, it's precisely these human elements that determine long-term success. Angelo discusses how proper governance structures, competent personnel, and clear purpose drive family enterprise continuity across generations, while highlighting the importance of character development and adaptability in creating anti-fragile family systems.
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    33 mins
  • Episode 11: Guillermo Salazar on Building Sustainable Family Wealth Across Generations

    Episode 11: Guillermo Salazar on Building Sustainable Family Wealth Across Generations
    Nov 14 2023
    In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Guillermo Salazar, a global family office expert and founder of Exaudi Family Business Consulting. Salazar shares powerful insights on family business succession, emphasizing the importance of understanding family narratives and values as foundations for effective wealth management. He discusses how Latin American family wealth office structures differ from US models due to market size constraints, making succession planning even more critical. Salazar also explains the distinction between family councils (focused on long-term ownership) and boards of directors (focused on business strategy), providing valuable guidance for sustainable family financial planning.
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    26 mins
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