Enterprising Families Podcast

Stephanie Pike shares on Understanding Your Brain

About: Stephanie helps individuals, companies, families, children, teenagers and sports players to understand their thinking preferences and how people around them think.

She offers a wide variety of brain assessments and offer counselling, coaching and educational assessments thereafter if need arises.

About: Daphne is passionate about helping people learn; she has been designing, developing, and delivering learning solutions her entire career. Since 1999, she has designed and developed both experiential and self-directed learning programs for family businesses, and their trusted advisors, to promote governance and transition planning. Clients include a national bank, an international wealth management firm, many accounting firms, and prominent agricultural associations—all looking to help business families prepare for that inevitable transition.

As program director with BDO Canada, her role expanded to consultant and project manager for family enterprise succession through the development and delivery of customized strategic planning engagements for the owner family. Today, within D3 Learning Solutions, she continues to help family enterprises learn about and implement communication, governance, successor development, and transition planning strategies.

Anne Klein shares on Holistic Family Offices

About: Her extensive qualifications underpin Anne's professional journey. She holds B Juris and LLB degrees and is a non-practicing attorney, notary, and conveyancer. Her qualifications include a Certificate in Advanced Trust Law from the University of Pretoria, an Estate Duty course completed under Mrs. Ina Marx's leadership, and a QFOP certificate (Qualified Family Office Professional) from the Family Office Club, USA. Since the 1990s, Anne's career has been a unique journey, marked by her adaptability and versatility in serving private clients. Her path, which began as a prosecutor for the Department of Justice and an examiner for the Master of the High Court, has led her to diverse roles at one of the oldest law firms in South Africa, an international audit firm, a global multi-family office, and a South African bank, and eventually starting her own Private Office. Her deep passion for philanthropy drives her work, as evidenced by her recent contribution to a worldwide industry publication on family philanthropy. Anne's commitment to the industry is steadfast. She has been involved in several groundbreaking initiatives throughout her career, including initiating a global industry event with a US/SA lawyer to create awareness about the introduction of FATCA. In April 2024, she took a leap of faith. Her Private Office focuses on creating aligned solutions for the industry with a focus on producing more intergenerational families. Her keen passion for Family Offices and commitment to supporting the industry are evident in her every endeavor. Anne's contributions to industry publications are significant. She contributed to "The Practical Guide for Wealthy Families and Family Offices" by Paul Roper, Ian Murphy, and Nicky Dewar. She has co-authored "Switching Billion-Dollar Conversation Lines: Family Offices and Multi-Generational Success” with Brian DeLucia and is the sole author of "The Nine Golden Keys: Estate Planning Keys for Dynamic Families."

[email protected] 

Cathy Carroll shares on Conflict Management and Hug of War

About: Cathy learned about family business leadership the best way you can – by leading her family business. After a twenty-year corporate career, she led her father’s business and instantly recognized a difference between leadership in a family business vs leadership in a large corporation.  

Founder and President of Legacy Onward, Inc., Cathy Carroll is a family business leadership coach and author of Hug of War: How to Lead a Family Business With both Love and Logic.

Cathy earned certificates in both Leadership Coaching and Executive Facilitation at Georgetown University, an MBA at the University of Chicago Booth School of Business, and a BA at Boston College.  She is also a Professional Certified Coach (PCC) in the ICF.

An active member of the community, Cathy currently serves as Vice-Chair the Board of the Purposeful Planning Institute and co-founder & Treasurer of A Leg To Stand On which provides prosthetic limbs to children in developing countries.  

Should you fire your deadweight brother-in-law or comply with your mom’s pleas to give him a raise?

Should you pay all your kids the same, or based on the market? These are the questions family business leaders confront due to the opposing expectations of the family and the business.

Hug of War offers new a path forward. When the competing impulses of the family mindset and the

business mindset are embraced as a polarity, leaders transcend either-or thinking and craft better solutions that embrace the best of both mindsets.

With stories that take you into the hearts and heads of real-life family business leaders, Hug of War offers  a bridge to greater harmony in your family, greater clarity in your mind, and greater peace in your heart.

 LINKS

www.legacyonward.com

www.legacyonward.com/hug-of-war

Abiola Adediran shares on Family Succession, the Journey of a thousand miles and the single necessary step.

About: Abiola Adediran is a Family Business Advisor and co-Founder of Genea Family Office, an independent boutique multi-family office delivering innovative wealth management and family advisory services to family businesses to preserve their wealth and legacy. She is a Fellow of the Institute of Chartered Accountants of Nigeria, a certified Management Consultant, a PRINCE2-certified Project Manager from APMG International, UK and she holds an MBA from Edinburgh Business School, Heriot-Watt University, Scotland. She is passionate about preserving the wealth and legacies of African families and business. She currently sits on the board of growing start-ups as well as serves as a mentor to various leading entrepreneurship organisations. She is a member of Forbes Business Council where she is collaborating with global leaders and contributing to the development of businesses and economies around the world.

Claudio Muller & Fernando Sandoval share on The evolution of Family Businesses in Latin America

About : Claudio Muller is  Adjunct Professor of the School of Business of the University of Chile. Claudio is currently Academic Director of The Hispanic Project, a private initiative that conducts a study among Hispanic family businesses in the United States. He leads the FERC Spanish Discussion Group, a virtual study group with members from the Americas, Europe and Asia. He earned a PhD in Business Economics from the Universidad Autónoma de Madrid, Spain and an MBA from Loyola University in Maryland, United States.

About : Fernando Sandoval Arzaga is the Content Director and Founding Partner of QELBE: The Family MSMEs Academy. He has been a professor at the Tec de Monterrey for over 20 years, he has presented research papers at the most important international conferences on management and family businesses and published articles in prestigious international scientific journals. He has been a consultant on business strategy, family businesses, and organizational development for over 20 years. 

Family Business Heterogeneity in Latin America. This book explores the emergence and evolution of family firms throughout Latin America from the colonial period to the modern day. Throughout Latin American history, institutions evolved to create order and reduce the uncertainty of the market. This text, presenting cases of family firms across several countries, offers entrepreneurship scholars a fresh perspective on a neglected region.

Link to book: Family Business Heterogeneity in Latin America: A Historical Perspective (Palgrave Studies in Family Business Heterogeneity): Müller, Claudio G., Sandoval-Arzaga, Fernando: 9783030789305: Amazon.com: Books

Kim Vermaak shares on Monetising Legacies through Writing

About: Kim is a multi-talented South African author, speaker, trainer, coach and publisher who has been helping authors, entrepreneurs and knowledge workers build their brands for over 20 years. 

With a passion for bringing wisdom back into the art of storytelling, Kim has touched the hearts of many with her medieval fantasy series, while also empowering aspiring authors to turn their dreams into reality. 

Kim's super power lies in using crushing events to transform not only herself but also the hearts and minds of others. 

Tap into her wealth of knowledge and expertise in building successful book-preneur businesses. Whether you're an aspiring author, entrepreneur or brand manager, Kim's insights and experience will help you create a strong foundation for achieving your goals. 

Karabo Morule shares on Art and Wealthy Families on the continent

About: Karabo Morule’s current mission is to get collectors of modern and

contemporary art to see it as an asset class and ensure that artworks are not

relegated to being decoration or artefacts over time, and that art collectors

see long-term value in the artworks they collect. She is the Founder of Capital

Art which is an art fintech and is the first art collection management service

that is facilitates collection management for collectors of modern and

contemporary African art. She has also served as a non-executive director for

several companies. She is an actuary by profession and was the second

black African woman to qualify as an actuary in South Africa. Her career

spans investment banking at J.P. Morgan in Johannesburg and London, as

well as a ten-year period in senior executive roles at a financial services

conglomerate, Old Mutual Limited. Her last role at Old Mutual was managing

Personal Finance which reported 1.8m customers, over 4,100 office staff, tied

agents and broker consultants, Life APE sales of ZAR2bn and profits of

ZAR1.7bn for FY2019. She has been collecting, investing in and being a patron

of the arts since 2012 and is also an angel investor. In 2018, she was selected

to join the World Economic Forum's Forum of Young Global Leaders. She is an

alumnus of the University of Cape Town and Harvard Business School.

Website: https://capitalart.co

Instagram: https://www.instagram.com/capitalartofficial/

Eva Fischer shares on the similarities that we find in businesses the globe over.

Eva Fischer is a Danish family business adviser and speaker who serves on the board of Family Business Network Denmark. She is a former chair of the family business Brunata, one of Scandinavia's largest clean-tech companies. Eva promotes openness about succession and speaks candidly about her own experiences.

Robin Taub shares on Ensuring continuity of the family wealth through the wise investment.

About: Robin Taub is a Chartered Professional Accountant (CPA, CA), keynote speaker and bestselling author. Her latest award-winning book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, gives parents the information, strategies and inspiration they need to teach their kids about money.

She holds a Bachelor of Commerce (with High Distinction) from the Rotman School of Management at the University of Toronto.

Robin puts her money where her mouth is and has two (mostly) money-smart young adults, a son and a daughter.

https://www.thewisestinvestment.com/enterprisingfamilies