Family Business Audiocast

Family Business Audiocast

The Family Business Audiocast series is a premier podcast that brings together the foremost experts from the global family office and business ecosystem. The series has quickly become one of the leading global podcasts in its field, reaching hundreds of thousands of listeners and subscribers worldwide. Each episode offers an exclusive deep dive into the inner workings of family businesses and single-family offices, exploring key topics such as governance, culture, corporate strategy, growth, and mission alignment. Our conversation covers the experiences with, and the importance of, high-quality advisors, investors, partners, governance, and essential resources and vendors for family boards and owners. Founded 2022™ Created, Produced, and Owned by R. Adam Smith

Episodes

Episode 48: Roger Vincent on Partnership-Driven Private Equity and Building Long-Term Alignment

July 2, 2025 • 36 mins
On Episode 48 of the Family Business Audiocast, R. Adam Smith welcomes Roger Vincent, founder and Chief Investment Officer of Summation Capital, a new investment firm delivering endowment-style access to private equity with alignment, efficiency, and purpose. With decades of experience in private markets, Roger previously led Cornell University’s $10 billion private equity portfolio, earning top-quartile performance through deep pa...
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Episode 47: David Burleigh on Aligning Capital, Interests, and Mission in the Family Business

June 20, 2025 • 37 mins
On Episode 47 of the Family Business Audiocast, R. Adam Smith welcomes David W. Burleigh, esteemed family ownership expert, fiduciary, and author of Take Ownership of What You Own: Build Your Confidence to Navigate the World of Trusts and Family Enterprise. An attorney by training, David has spent his career helping families structure ownership—not just what they own, but how—through trusts, LLCs, corporations, and partnerships man...
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Episode 46: Laura Gambineri on Governance, Global Planning & Legacy in the Family Enterprise

June 9, 2025 • 30 mins
On Episode 46 of the Family Business Audiocast, R. Adam Smith welcomes Laura Nanette Gambineri-Giese, LL.M. TEP, founder of Trusted Governance and expert in cross-border estate planning, Private Placement Life Insurance (PPLI), and family governance. Drawing on her experience with internationally active families, Laura shares insights on combining technical wealth structuring with the interpersonal dynamics of decision-making, succ...
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Episode 45: Legacy, Control, and Socioemotional Wealth with Luis Gomez-Mejia & Ignacio Requejo

May 19, 2025 • 41 mins
On this episode of the Family Business Audiocast, R. Adam Smith welcomes two of the world’s foremost experts in family enterprise research: Luis Gomez-Mejia and Ignacio Requejo. Together, they explore the often-misunderstood dynamics of family firm ownership, from the foundational role of socioemotional wealth to the ways family control affects decision-making, governance, and long-term resilience. Drawing from decades of globally ...
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Episode 44: Family Financial Planning Across Generations with Shelley Forsythe

April 24, 2025 • 36 mins
R. Adam Smith hosts Shelley Forsythe, Director and Family Office Lead at BMO Private Wealth. With extensive experience in family governance, Shelley advises multi-generational families on building resilient structures that balance business priorities with family harmony. She discusses how BMO's platform integrates family office services with wealth management, serving over 700 families globally. Shelley shares insights on successfu...
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Episode 43: Richard Wolkowitz on Bridging Generational Gaps in Family Business

April 10, 2025 • 33 mins
This week on the The Family Business Audiocast, host R. Adam Smith welcomes back Richard Wolkowitz, founder of Xylogenesis and trusted family enterprise advisor. Wolkowitz breaks down nine critical differences between founder mentality and family mentality that impact family business succession. The conversation explores how governance structures can bridge these differences, the evolution of entrepreneurial thinking across generat...
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Episode 42: The Three Pillars of Wealth Legacy with Adrienne Penta and Lane McDonald

March 28, 2025 • 37 mins
Adrienne Penta and Lane McDonald from SCS Financial Services join host R. Adam Smith to discuss the complex interplay between family wealth management, next-generation preparation, and legacy building. Adrienne shares insights on using philanthropy as a gateway for meaningful family conversations about wealth purpose, while Lane explores how emotional detachment in investing yields better outcomes. Both experts emphasize the critic...
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Episode 41: Succession Planning and Family Office Management with Octavian Pilati

March 14, 2025 • 39 mins
R. Adam Smith welcomes Octavian Pilati, an investor, strategist, and founder of The Anti-Fragile Family consultancy. Born into an Austrian aristocratic family with a millennium of heritage, Octavian shares his unique journey into family enterprise leadership following a crisis. The conversation explores critical aspects of family financial planning in multigenerational contexts, including next-gen leadership preparation, the merit ...
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Episode 40: Navigating Trustee Liability in Family Estate Planning with Judith Pearson

March 9, 2025 • 34 mins
In this fortieth episode of The Family Business Audiocast, R. Adam Smith welcomes Judith Pearson, founder of Precision Brokers and Nomadx. As a recognized leader in fiduciary risk management, Judith shares insights on evolving trust structures and insurance innovations that protect family wealth. The conversation explores private trust companies across different states, the shift in next-generation priorities, and how family financ...
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Episode 39: Talent Acquisition for Family Office Management with Bill Stranberg

February 13, 2025 • 30 mins
R. Adam Smith welcomes Bill Stranberg, second-generation leader and managing partner at Stranberg, a firm specializing in executive search and talent strategy for family-owned businesses. Drawing from his own experience joining his parents' firm in 2013, Stranberg shares insights on the delicate balance between honoring family legacy while pursuing evolution and growth. The conversation explores the unique family enterprise challen...
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Episode 38: Bridging Crypto and Philanthropy in Family Business with Robbie Heeger

January 28, 2025 • 33 mins
R. Adam Smith welcomes Robbie Heeger, founder and CEO of Endaoment, the first blockchain-powered community foundation revolutionizing philanthropy for digital asset holders. Heeger shares how his journey began with a simple quest for tax efficiency when donating cryptocurrency, revealing the gap in the market for donor-advised funds (DAFs) that could accept digital assets. The conversation explores how DAFs serve as accessible entr...
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Episode 37: Bridget Kustin and Emanuela Rondi on the Evolution of Family Enterprise Impact

January 2, 2025 • 58 mins
R. Adam Smith welcomes economic anthropologist Bridget Kustin of Oxford Saïd Business School and Associate Professor Emanuela Rondi of the University of Bergamo for an insightful academic perspective on family enterprise dynamics. Kustin shares findings from the Ownership Project 2.0, examining how ultra-wealthy families approach impact investment and the disconnect between their self-perception and actual ESG performance. Rondi di...
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Episode 36: Christina Wing and Maryann Bell on Legacy as a Living Concept

December 13, 2024 • 39 mins
R. Adam Smith welcomes Christina Wing and Maryann Bell of Wingspan Legacy Partners for an illuminating discussion on family enterprise governance and multi-generational wealth stewardship. Christina, who teaches "Demystifying Families in Business" at Harvard Business School, and Maryann bring their extensive experience helping elite families navigate the complexities of succession planning. The conversation explores how governance ...
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Episode 35: Bobby Stover on the Four Pillars of Family Enterprise Success

November 28, 2024 • 33 mins
R. Adam Smith welcomes Bobby Stover, leader of Ernst & Young's Americas Family Enterprise and Family Office Business. Bobby shares his framework of four essential pillars for successful family enterprise longevity: growth strategy, company capitalization, shareholder liquidity, and generational transition strategy. The conversation explores how technology is blurring the lines between single and multi-family office structures, ...
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Episode 34: Brandon Henry on Managing Illiquid Assets in Family Business Enterprises

November 23, 2024 • 39 mins
In this episode, host R. Adam Smith welcomes Brandon Henry, founder of Mosaic Advisors. Brandon shares insights from his work advising first-generation family enterprise owners whose wealth is primarily tied to illiquid assets. The conversation explores the intersection of family wealth office technical planning and the human dynamics that shape family legacy decisions. Brandon's unique "fixed fee" advisory model allows Mosaic to s...
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Episode 33: Creating Lasting Family Legacy Through Effective Governance and Communication

November 10, 2024 • 46 mins
R. Adam Smith hosts an insightful panel discussion with three renowned family business experts: Jason Ma (CEO of ThreeEQ), Emily Bouchard (family wealth transition specialist), and Chelsea Toler (next-gen researcher and Logictry co-founder). This dynamic conversation explores the tensions between generational approaches to family investment, entrepreneurship, and governance. The panelists share practical strategies for fostering ef...
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Episode 32: The Wealth 3.0 Paradigm: Balancing Tradition and Innovation in Family Enterprises with Jim Grubman

October 25, 2024 • 40 mins
R. Adam Smith welcomes Jim Grubman, founder of Family Wealth Consulting and pioneering thought leader in the family business space. With over three decades of experience, Jim discusses his groundbreaking Wealth 3.0 paradigm, which shifts family wealth advising from fear-based strategies toward engagement and resilience. Throughout the conversation, Jim offers profound insights on preparing next-generation family members to develop ...
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Episode 31: The Art of Letting Go: Kristi Daeda on Family Business Transitions

October 20, 2024 • 34 mins
R. Adam Smith welcomes Kristi Daeda, CEO of The Family Business Consulting Group, to discuss the nuances of family business governance and succession planning. Drawing on insights from her 30 years of experience, Kristi shares how family enterprise leaders can build durable relationships and decision-making structures that withstand generational transitions. She emphasizes that effective family governance requires more than just po...
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Episode 30: Strategic Family Office Management with Shaun Parkin of Hall Road Investments

October 9, 2024 • 38 mins
R. Adam Smith welcomes Shaun Parkin, founder of Hall Road Investments, an Australian firm specializing in family office investment governance. Drawing from over 25 years of experience in asset management, Shaun shares insights on how his company helps family offices develop robust investment committee structures and reporting infrastructure. The conversation explores the increasing complexity of alternative investments, the importa...
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Episode 29: Kirby Rosplock on Financial Literacy and Wealth Succession Planning

September 6, 2024 • 37 mins
R. Adam Smith welcomes Dr. Kirby Rosplock, founder of Tamarind Partners and Tamarind Learning, to discuss the educational gaps facing family enterprises. With over 20 years of experience, Kirby shares insights on how her educational platform addresses crucial knowledge deficits in trust beneficiaries and next-generation family members. The conversation explores how family financial planning education impacts wealth transfer success...
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