Design Your Legacy - Life Lessons

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - As your business expands and you have an opportunity to co-create as a couple, inevitable questions arise such as: “how do you protect the other half’s brilliance?”, “how do you show up together thoughtfully?” or “who will be the thought leader in each area?” so you can support your spouse (and vice versa!) when they are on stage. How you address these questions could be the difference between a power balance as a partnership or unintentionally allowing for unhealthy, competitive rivalry. But where in the world do you start when most entrepreneurs are so focused on their business and trusting your team to 'take care of the biz' seems too risky? In this week’s episode, Angelina Carleton speaks with Anthea Mumby, a NextGen who successfully took over her family’s insurance business and 10x-ed the revenue in partnership with her husband, who married into the family business. Anthea breaks down four key areas that couples need to consider as well as how women tend to be paid more in resolving pay equity when there is a family business. Tune in now to learn how you can take your current relationship, whether with a spouse or a partner, and transform it to make it last 30+ years like Anthea! Go to https://bit.ly/46axjWG to get clear on how to co-create consensus if you are one part of an entrepreneurial couple. - A lifelong entrepreneur, Anthea Mumby has served thousands of long term clients, won multiple awards, retained and trained dozens of team members, co-authored two books, navigated the sale of her seven figure family business, hosted events for business owners, been a consultant to multi national corporations, a coach and mentor to entrepreneurial couples, and a "Business 911 Advisor" for entrepreneurs. Most recently, she and her spouse enjoyed building their dream home at the Lake in South Western Ontario, outside Toronto, Canada. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Most families want high levels of achievement and business performance from their members. But they can often overlook one of the biggest foundational pieces in creating long term success: cultivating a legacy through socio-emotional wealth! Incorporating in “non-financial well-being” metrics leads to more meaningful conversations about the ‘why’ and ‘how’ of decisions, work-life balance and peace of mind. But how can you start when there are ‘too’ high of expectations – and what does this look like as a structure and a way forward? In today’s episode, hostess Angelina Carleton speaks with Laura and Riccardo Gambineri, the founders of Trusted Governance where they help families find their shared purpose and embodiment of triumph. With a background in ‘private placement’ insurance, they share how families who invest into their legacy tend to be more united, purpose driven and philanthropic. They also share their personal legacy visions and the core values that drive them in their life’s decisions! Tune in now to hear the success stories and how you incorporate these insights into your legacy! - Laura's Bio ("The Daughter"): Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group. Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Riccardo's Bio ("The Father"): Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you struggling to create good family council meetings, to build on your written charter and constitution? What does it take to make your family business last 8 generations? No matter your industry, there can be seasons of family pruning just as there are times which it’s wise to not let discord from the board meetings impact the family time together. In today’s episode, Angelina Carleton speaks with Martha Stice, a 6th generation family shareholder of Siemer Milling Co., a leading processor of soft wheat flour in the US. She is the founding chair of the Siemer Family Council, and a director of Siemer Milling. While her primary focus has been the care and education of her 5 children, a touchstone of Martha’s vocation is community development and group governance. In numerous venues, she has worked to bring people together to both share life and also accomplish group goals. Her most important effort to date has been the collaborative effort to develop the Siemer Family Council and chair its work to see the extended Siemer shareholding family come closer together, carrying their shared values into the next generation. Martha graduated from Baylor University with a Masters in Social Work. She has also completed the Family Governance Leadership Institute at Loyola University, Chicago. Listen in to learn how you can move through unexpected board meeting conflicts with candid, kind honesty and find the vulnerability to create new conversations to prepare the Next and Now Generations. Learn more about Martha's family business at siemermilling.com. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Many entrepreneurs can find themselves depressed and fantasize about their death. They wonder if there is more to life than traffic jams but aren’t sure how to create their ideal future … or how to design their life’s legacy. In this episode, you’ll hear first-hand how Nicole lived through a “Near Death Experience” (NDE) to come home to hug her son, create whole new connections of love, and tap into her values of open communication in relationships, honesty, trust and respect. In today’s episode, the owner of Majik LLC – Nicole Majik – joins the “Design Your Legacy” podcast to speak into her definition of a legacy, how she develops it through new levels of responsibility to co-create the future and what she may soon execute on for her pre-designed experience with her three sons and one daughter. From the ‘fear of actually owning one’s reality’ to gaining new skill sets of proficiency, Nicole shares how her ideal ‘legacy’ hard cover coffee table book will include the moments of being present, transforming people from the negative to the positive through hugs and smiles in ‘empowerment’ as well as moments of skydiving. If you are looking for a level of impact on your loved ones, tune into Nicole’s inspiring story. - Nicole Majik has been featured on the Travel Channel, Jeff Hays Films, the Boston Herald, as well as ABC, NBC, Fox News and CBS News. She has the principal member of Majik, LLC for the past 15 years and she holds a Master’s degree in Metaphysics from UMS as well as a Bachelor’s Degree in Biology/Chemistry from Rhode Island College. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most families only know their priorities when it comes to their work life. But if you want to see total family health though in your relationships, to build on your already great habits, then you need to make your values a priority as well as a set of goals. But how can you know which values to protect and not compromise on when tested? If you’re not careful, you could end up with losing out on this precious time to build relationships when we can learn about one another’s visions through eight (8) workshops.   In this week’s episode, Angelina Carleton speaks with Alex Kirby, CEO of Total Family Management. He walks the listeners through an introduction of clarifying your values so as to leverage them to help you make decisions. Because no one says “more money” after a health scare, loss or car accident. You’ll learn how your legacy’s value includes more than just AUM (Assets Under Management) and how family coaching can add to your growth mindset for those whom are open to new ideas! If family therapy is not what your family needs but rather a process to stay proactive, then this episode is for you! - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Almost all of us want to live into our dream life – to make the most use of our talents, strengths and what God has deposited into us. But have you ever wondered what it is like to go from depression to joy, self-loathing to healthy self-acceptance, from lack to prosperity, from feeling as if you were a ‘mistake’ to receiving scholarships, from being looked down upon to becoming a positive role model to inspire others … to show them the way forwards? What if the propaganda you were conditioned with growing up is just a test to see what you will accept for your legacy? Whether it’s society’s standards that try your faith – chances are, there are people out there who need for you to step into your legacy as "leadership in example" in having someone to relate to. In today’s episode, Angelina Carleton speaks with Drexwell Seymour, MBA, a CPA as well as Managing Partner at HLB TCI. Prior to today's roles, he was CEO for “Cable & Wireless TCI”. Through his confidence, he changed the landscape of the telecommunications industry as it was liberalized, no longer a monopoly. He is also a property manager at Grace Bay, one of the top beaches in the world, through TCI Villas & Properties. Learn more about Drexwell at www.drexwellseymour.com. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - There is a fundamental problem that many investors encounter: their inability to find great assets under pressure when the clock is ticking during a 1031 exchange! A truly successful investor though knows all their options including private placement securities such as DST’s (Delaware Statutory Trusts) as well as a 721 exchange. In this episode, Angelina Carleton speaks with Jim Whitesides about how DST’s can include up to 50 properties in one entity and how they offer access to much higher quality real estate. By owning 7 or 8 DST’s himself, Jim delves into the story of how he was at ground zero in his knowledge in the past but today, he can walk other investors through the benefits. In this podcast, you'll gain invaluable insights in how you too can diversify your investments while lessening your day to day operational responsibilities. Tune in to discover how DST’s can allow you to enjoy life and how Jim is defining, developing and executing his legacy based on his values. - Mr. Whitesides worked as a broker in New York and as a trader in Boston before moving to Chicago to work for Bank of America, managing the oil and gas derivatives desk. Jim then moved to St. Louis as President of Ameren Energy, the commodity trading subsidiary of the local utility. In 2003, Jim formed Ace Storage, a self-storage business in St. Louis, growing it from one to seven facilities through acquisition and development before selling the business in 2017. Jim has managed and acted as leasing agent for his own commercial real estate holdings and is a licensed Registered Representative with Great Point Capital. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Jeff Brandeis is the CEO of Brandeis Financial Services based in Tampa, Florida (USA). He is a graduate of the City University of New York – Baruch College – Zicklin School of Business. With his experience as a retirement specialist and wealth strategist, given his 25+ years as an accountant, Mr. Brandeis is committed to helping you retire debt-free and achieve financial freedom. Whether you're burdened by personal or business debt, it doesn't matter. Jeff offers personalized plans based on your specific numbers, dreams and goals, allowing you to possibly become your own bank and never rely on outside parties for borrowing again. Without financial literacy, you’re throwing darts blindly hoping to hit a bullseye for your future. But with some financial knowledge, you can design a legacy starting today no matter what! - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #humancapital #financialcapital #emotionalcapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Many business owners fear sharing their values openly in case their values aren’t shared by others. Or the ‘I will take care of it tomorrow’ causes a lack of productivity in designing one's legacy, because telling others ‘how you really feel’ can cause change that might not be met with acceptance! But when you hear the statistics these days, what got us here won’t get us there. That’s exactly why a one page road map - and walking you through the 6 steps – is so vital. In this podcast episode, Angelina Carleton speaks with Bradley Franc, Esq. about designing legacies when ‘fair may be equal but equal may not be fair’. As only 15% of failure is due to a technical issue, it’s time we spoke more into communication and trust so transitions from “He’s the Guy!” to “Who’s He?” can be easier in the reality of change. If you are a business owner, or a Next Gen, tune in now to learn how to get started in the conversations around succession. - Brad, a fellow Penn State alumni, is a best-selling author, attorney, and CPA (inactive) with abilities in business, succession and strategic planning. He has formed four separate companies, two of which have been named nine separate times by 'Inc Magazine' as the fastest-growing companies in the USA. Brad practices in the Business Law and Estates and Trusts Groups as a Director at Houston Harbaugh P.C., Brad works with closely-held businesses, business owners and affluent individuals, to strategically integrate business, estate, and charitable planning objectives. Mr. Franc has been featured on Bloomberg television, Sirius Radio, Young Presidents Organization, and other local radio shows, television programs and podcasts. He has also been written about and published in Forbes, Fox News, U.S. News & World Report, and the United States Supreme Court. He is the former chair of La Roche University Board of Trustees and is currently on the finance council of Regina Coeli Parish. Download your copy at www.thesuccessionsolution.com. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #emotionalcapital #intellectualcapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most people feel like they have to operate from “lack” in order to survive and be relevant to the system. But when you navigate only from this perspective, it often feels empty and joyless – not only for you but for the humans who receive the benefit of your legacy! What if there is a way to design your legacy to be ‘human-centric’, to have more value and consciousness, so it doesn’t feel like it only fits into systems' definitions? In this podcast episode, Angelina Carleton speaks again with Michaell Magrutsche. Michaell makes a convincing argument on why your legacy needs to human-centric ... because we all have value. Where are the human-centric metrics, or KPI’s, to your legacy as well as the lexicon to support it in making a kinder, happier reality for tomorrow? After the thrill of materialism and luxury products wears off, who will you be without the money and assets? And what about those who do not fit into the system – what small changes can they make to find acceptance into the tribe? One of the reasons people design a legacy is to find fulfillment – and when we can find what is most human-centric about you, you’ll be more inspired to design your legacy. Tune in to hear how! - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.