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

September 2, 2026 38 mins
This week on the Family Business Audiocast we feature Peter Jaskiewicz, one of the world's leading scholars in family enterprise and founding director of the Family Enterprise Legacy Institute at the University of Ottawa. Drawing on his own family's business history and decades of research, he discusses why shareholder agreements matter so much to long-term value, what separates families that endure from those that don't, and the o...
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R. Adam Smith welcomes Peter Moustakerski, CEO of Family Office Exchange (FOX), for a conversation on how enterprise families grow more complex, and more successful, across generations. Peter walks through FOX's six-stage life cycle model, from founder-led business families to multigenerational financial families to fully realized enterprise families, and explains how FOX quantifies complexity through a 43-factor benchmarking tool ...
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R. Adam Smith is joined by Dr. Rebecca Gooch, Global Head of Insights at Deloitte Private, for a data-rich look at the modern family enterprise. Rebecca shares research on the rapid growth of single family offices worldwide, the revenue outperformance of family businesses versus non-family peers, and the generational transition now reshaping succession planning across the industry. The conversation also covers technology adoption, ...
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This episode of the Family Business Audiocast brings together three veteran advisors to rethink the traditional Chief Investment Officer role inside family enterprises. Jane Siebels, a longtime advisor to family enterprises across capital markets and alternative investments, joins Christian Bühring-Uhle and Hans-Kristian Hoejsgaard of AVS Advisors to unpack how illiquidity, misaligned incentives, and deal-driven compensation can qu...
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Josh Baron, Senior Lecturer at Harvard Business School and co-founder of Banyan Global Family Business Advisors, joins R. Adam Smith to explore why the field has moved beyond succession planning toward something broader. Baron argues that ownership, not inheritance, is the most powerful force in business, and that capable owners look very different depending on whether they operate, govern, or invest. He walks through his four room...
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Tom McCullough, founder and Chairman of Northwood Family Office, joins R. Adam Smith to unpack what a full-service family office actually does and why so few families know where to begin. Drawing on four decades in wealth management, McCullough lays out the five pillars of family office services, planning, investment management, governance, family wellbeing, and administration, and makes the case that wealthy families aren't under-...
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Susan R. Schoenfeld, JD, LLM, CPA, MBA, CEO and founder of Wealth Legacy Advisors, joins R. Adam Smith to explore the human dimensions of multigenerational wealth. Drawing on a career that spans tax law, trust administration, and service as a family ambassador at a $600 million single family office, Susan discusses how families can build governance structures, develop next gen leaders, and navigate the emotional undercurrents that ...
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Dennis Jaffe — organizational psychologist, senior research fellow at Banyan Global, and one of the founding voices in family enterprise consulting — joins R. Adam Smith to explore why succession so often stalls between intention and execution. Drawing on decades of work with global families and his recent collaboration with J.P. Morgan Wealth Management, Dennis reframes succession not as a single decision but as a mult...
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Stephan Gerwert, Head of Family Office Services at PwC Deutschland, joins R. Adam Smith for a wide-ranging conversation on what it takes to build and sustain a modern family office — particularly within Germany's uniquely secretive ultra-high-net-worth landscape. Stephan draws on a career that spans big-bank wealth management, leading a Swiss single-family office, and co-founding a fintech platform to offer a genuinely holist...
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Luke Jernagan, Director of Family Learning and Culture at Matter Family Office, joins R. Adam Smith for a conversation about the relational and human dimensions of managing multi-generational wealth. Luke traces his unusual path from Episcopal ministry to family advisory work, and describes how Matter structures its engagement model around communication, shared values, and generational learning — the elements he believes sust...
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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 readiness gap: the distance between technically sound estate and governance structures and a family's actual preparedness to act on them. Drawing on more than 30 years at the intersection of trust law, family office services, and human capital, Amy unpacks how communicatio...
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Kelly Pollock, CEO of the Burgess Family Foundation, and Betsy Cohen, philanthropic futurist and founder of FutureGood, join R. Adam Smith for a wide-ranging conversation on strategic philanthropy, community impact, and the evolving role of family enterprise in shaping long-term social change. Drawing on decades of experience in nonprofit leadership, trust banking, and futurism, Kelly and Betsy explore how family foundations can de...
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Philip Marcovici — international tax lawyer, author, and advisor to ultra-high-net-worth families — joins R. Adam Smith to explore what it takes for a family enterprise to endure across generations. Drawing on decades of advising families across Asia, Europe, and beyond, Philip challenges the assumption that culture determines planning outcomes, arguing that wealth's destructive potential is universal. The conversation ...
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James Rosebush — Reagan White House veteran, author, and family office advisor — draws direct lines between presidential leadership and multigenerational stewardship. Having worked alongside Reagan as Chief of Staff to the First Lady, Rosebush witnessed firsthand how indifference to public opinion, deep spiritual conviction, and a relentless drive to understand "what is really going on" shaped one of history's most cons...
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Emily Balentine Barbour, Partner and Head of Client Engagement and Family Legacy at Balentine, shares her unique perspective as a third-generation member of an Atlanta-based wealth management firm. The conversation explores Balentine's journey from sale to major bank during the financial crisis back to independence in 2010, now managing $8.5 billion under advisement. Emily discusses the evolution of wealth management beyond investm...
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Jeremy Cheng, Principal at Lansberg Gersick Advisors, shares his approach to building learning capacity for enterprise families across Asia and beyond. Broadcasting from Hong Kong, Jeremy discusses the evolution of family business enterprise education, the importance of continuous curriculum development, and how families can embrace portfolio thinking for rising generations. He explores cultural differences between Eastern and West...
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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 a second-generation family business enterprise member and decades advising high net worth families, David explores how family enterprise leaders can create clarity through intentional pause rather than constant urgency. The conversation covers stewardship principles learned from nonpr...
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Dr. Jan-Philipp Ahrens, leading scholar at the University of Mannheim, discusses his groundbreaking research at the intersection of family enterprise, artificial intelligence, and sustainability. As a fifth-generation family business successor, Jan brings personal insight to his academic work leading an interdisciplinary research group that combines data science with traditional business research. The conversation explores how fami...
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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 across gen...
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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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