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 55: Suzanne Gyorgy on Leveraging Art Collections in Family Wealth Management

November 19, 2025 • 33 mins
 Suzanne Gyorgy, Partner at Emigrant Bank Fine Art Finance, shares her expertise on the intersection of art and wealth management. With over 35 years of experience advising collectors and institutions, Suzanne explores how family wealth office strategies incorporate art as an asset class. The conversation covers art finance fundamentals, leveraging collections for liquidity without selling, and the evolution of collecting acro...
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Episode 54: John Koeppel on the Evolution of Family Business Enterprise Transactions Through Independent Sponsors

November 7, 2025 • 36 mins
John Koeppel, partner at Lippes Mathias LLP and leader of their private equity and independent sponsor practice, joins host R. Adam Smith to explore how independent sponsors are transforming direct deal making. With over 250 transactions closed, Koeppel shares insights on why family investment office structures are increasingly backing fundless sponsors, the strategic advantages of flexible deal structuring, and the critical dynami...
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Episode 53: Henry Brandts-Giesen on Asia's Rising Wealth and the Future of Family Office Services

October 24, 2025 • 30 mins
Henry Brandts-Giesen, global co-chair of Dentons' high net worth group, explores the rapid evolution of private wealth in Asia and the professionalization of family office services. The conversation examines Singapore's emergence as a global wealth hub, the complexities of intergenerational transitions, and the critical role of governance in sustainable family wealth management. Brandts-Giesen shares insights on moving from founder...
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Episode 52: Karen McNeill on Using Family Stories to Strengthen the Multi-Generational Family Business

October 6, 2025 • 34 mins
Dr. Karen McNeill brings her unique expertise in history and culture to the world of multi-generational wealth advising. As founder of Verdandi and Associates and Dean of Family Stories at the Purposeful Planning Institute, she reveals how family narratives serve as strategic assets for family enterprise continuity. Karen discusses her research into women and philanthropy, highlighting figures like Phoebe Hearst who balanced signif...
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Episode 51: Rick Holton on Leading Family Businesses and Building Communities of Like-Minded Entrepreneurs

August 22, 2025 • 38 mins
On Episode 51 of the Family Business Audiocast, R. Adam Smith welcomes Rick Holton, a seasoned family business leader, investor, and advisor whose career spans operating companies, venture capital, and private equity. As President of Holton Companies, Rick has guided a multi-generational enterprise while also fostering growth for early-stage and middle-market businesses.In this conversation, Rick reflects on his experience at the h...
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Episode 50: Jennifer East on Aligning Family Business Generations and Building Governance for Lasting Family Unity

July 29, 2025 • 41 mins
On Episode 50 of the Family Business Audiocast, R. Adam Smith welcomes Jennifer East, Founder of ONIDA Family Advisors and a globally recognized advisor to family enterprises and family offices. With two decades of experience guiding multigenerational families across Europe, the Middle East, and North America, Jennifer has built a reputation for helping family businesses strengthen governance, align across generations, and prepare ...
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Episode 49: Kimberly Eddleston on Driving Innovation Across Generations and Families Navigating Legacy

July 16, 2025 • 33 mins
On Episode 49 of the Family Business Audiocast, R. Adam Smith sits down with Dr. Kimberly Eddleston, Schulze Distinguished Professor of Entrepreneurship and Montoni Research Fellow at Northeastern University’s D’Amore‑McKim School of Business, as well as a Research Fellow with Cornell’s Smith Family Business Initiative. Named in Stanford University’s top 2% of scientists and one of Family Capital’s top 25 family enterprise academic...
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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 for family wealth offices, multi-generational family businesses, and mission-driven investors. With decades of experience in private markets, Roger previously led Cornell University's $10 billion private equity...
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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 business 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 multi-generational family businesses structure ownership—not just what they own, but how—through trusts, LLCs, c...
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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 family estate planning, Private Placement Life Insurance (PPLI), and family governance. Drawing on her experience with internationally active family enterprises, Laura shares insights on combining technical family wealth structuring with the interpersonal dyn...
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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 business ownership, from the foundational role of socioemotional wealth to the ways family control affects decision-making, family office management, and long-term resilience. Drawing f...
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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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