In this episode of Heritage to Horizon, Sandy Kimpton is joined by Deborah Goldstein of Enlightened Philanthropy for a conversation about giving as a powerful tool for family connection, leadership, and shared purpose.

Deborah shares a broader view of philanthropy, one that goes far beyond financial giving to include time, talent, networks, and advocacy. Together, she and Sandy explore how families can use philanthropy not only to create meaningful impact in the world, but also to strengthen trust, develop rising-generation leadership, and build habits of shared decision-making across generations.

This is a thoughtful and expansive conversation about generosity, legacy, and the many ways giving can shape both families and the communities they care about.

[00:00 - 06:00] Redefining Philanthropy: More Than Money

Philanthropy includes time, talent, relationships, and voice

Root meaning centres on love of humankind and everyday acts of kindness

Anyone can participate regardless of financial position

Giving from areas of abundance creates deeper fulfilment

[06:01 - 12:017] Family Philanthropy as a Unifying Force

Families often discover more shared values than expected

Structured conversations uncover alignment and reduce conflict

Focusing on common ground strengthens the connection

Philanthropy creates a space for collaboration

[12:18 - 20:23] Decision-Making, Trust, and Collective Impact

Families can decide through conversation rather than competition

Contribution from all members increases engagement

A low-pressure environment to practise decision-making together

Builds trust and shared experience over time

[20:24 - 28:56] Developing Leadership Across Generations

Children gain leadership skills through real participation

The rising generation can learn through gradual involvement

Encourages communication, confidence, and critical thinking

Family members begin to relate as equals

[28:57 - 36:14] The Five T’s of Philanthropy in Action

Treasure, time, talent, ties, and testimony expand how we give

Personal values can guide meaningful philanthropic experiences

Giving can reconnect people with passions and purpose

Experiences create a deeper and more lasting impact

[36:15 - 50:44] Overcoming Barriers and Taking the First Step

Common challenges include overwhelm and too many choices

Many people underestimate how much they already give

Tracking current giving builds awareness

Clarifying values helps guide future decisions

Key Quotes:

"Philanthropy means love of humankind and even the simplest acts of kindness could be considered philanthropy." – Deborah Goldstein

"We look at the places where we feel like we have more than enough and give from those places." – Deborah Goldstein

Connect with Sandy Kimpton!

Website:https://kimptonandco.co/

LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/

Connect with Deborah Goldstein!

Website: https://www.enlightenedphilanthropy.com/

LinkedIn: https://www.linkedin.com/in/deborah-goldstein-48b31119/

What does governance really mean beyond boardrooms and corporate jargon? Families often face the challenge of balancing business success with long-term relationships and legacy, while also navigating what happens when growth begins to outpace structure in a family enterprise.

In this episode of Heritage to Horizon, Sandy Kimpton sits down with governance expert Ross Buckley to unpack the true role of governance across businesses, families, and legacy planning. From practical frameworks to real-world family business dynamics, this conversation explores how intentional structures can support both commercial success and meaningful family connection across generations.

If you're part of a family business or thinking about the future of your family’s legacy, this episode offers practical insights and powerful perspective shifts to help you build something that lasts.

[00:00 - 04:32] What Governance Really Means

Governance is about oversight, foresight, insight, and hindsight

The “road trip” analogy: board vs management roles clearly defined

Core responsibilities include strategy, risk, reporting, and accountability

Governance applies across all organisations—schools, charities, and corporations alike

[04:31 - 07:59] Governance in Family Businesses: The Nuance

Family businesses require more structure as they scale

Introduction of independent directors adds objectivity and discipline

Shift from operational focus to long-term vision and legacy thinking

Importance of separating family roles from governance responsibilities

[08:00 - 12:00] Family Governance vs Business Governance

Family governance focuses on the “why” behind the enterprise

Family councils help plan for multi-generational involvement

Lack of structure can lead to missed opportunities (e.g. next-gen ownership)

Creating space for future voices and long-term alignment is critical

[12:16 - 17:02] Developing the Next Generation

Future leaders must be developed—not entitled to roles

Exposure to education, external experience, and governance builds capability

Encouraging entrepreneurial thinking within the family (e.g. new ventures)

Governance structures can double as learning environments for younger members

[17:03 - 20:01] Balancing Formality and Family Connection

Too much informality can create risk, confusion, and inequality

Formal governance provides clarity, documentation, and fairness

Communication must be consistent across all family members

Intentionality is key—governance is ultimately about being deliberate, not corporate

[21:00 - 28:58] When and How to Introduce Governance

Signals for change: growth, complexity, debt, or stakeholder expansion

Start small: bring in trusted advisors before formal boards

Learn from other family businesses and leverage external expertise

The ultimate question: What legacy do you want to leave behind?

Key Quotes:

"Governance is all about providing oversight, foresight, insight and a bit of hindsight." - Ross Buckley

"Families have a lot of informal discussions, but it’s really important to have open discussions in a more formal setting to be clear on expectations and options."

Connect with Sandy Kimpton!

Website:https://kimptonandco.co/

LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/

Connect with Ross Buckley!

LinkedIn: https://www.linkedin.com/in/ross-buckley-75791129/

Our family stories shape us more than we realise — influencing resilience, identity, and purpose across generations. Without capturing those stories, the wisdom and perspective they hold can fade with time.

In this powerful conversation, Sandy sits down with historian and founder of Everyday Legacies, Kasia Flanagan, to explore why heritage is not just sentimental. It is foundational. Together, they unpack the research behind family storytelling, how identity is formed across generations, and why intangible assets like values, voice, and lived experience are just as important as financial ones.

This episode is a compelling reminder that legacy is built through intentionality and that knowing your story, may be one of the most powerful tools for family flourishing.

[00:01 – 06:45] The Power of Story in Shaping Identity

Kasia’s grandparents’ resilience anchored her during deep self-doubt

Family stories shift focus beyond individual success or failure

We gain strength from belonging to something larger

Identity develops through generational connection

[06:45 – 12:30] The Research Behind Intergenerational Resilience

Knowing family history strengthens resilience and well-being

Origin stories improve emotional regulation and relationships

An intergenerational sense of self builds confidence

Identity gaps affect adults as well as children

[12:30 – 18:45] Why Struggle Stories Matter More Than Success Stories

Resilience is formed through challenge, not comfort

People relate to the climb, not perfection

Sharing vulnerability normalises hardship

Overcoming adversity builds belief in what is possible

[18:45 – 25:30] Wealth, Purpose, and the Rising Generation

Affluence without context can create identity uncertainty

Stories clarify expectations and shared purpose

Reflection strengthens leadership at home and in business

Capturing stories reshapes how founders see their legacy

[25:30 – 33:45] Why Documentation Matters

Children absorb partial stories, not the full narrative

Memory shifts over time without preservation

Intangible assets require intentional structure

Collective storytelling deepens belonging

[33:45 – 38:30] Protecting Intangible Assets with Intention

Wisdom, values, and voice are equal to financial assets

Most people prioritise passing on values over money

Identity is foundational to long-term happiness

Legacy must be designed, not left to chance

Key Quotes:

“You have to be just as intentional about the intangibles as you are about the tangibles.” - Kasia Flanagan

"It’s difficult to know who you are unless you know where you come from." - Kasia Flanagan

Connect with Sandy Kimpton!

Website:https://kimptonandco.co/

LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/

Connect with Kasia Flanagan!

Website: https://www.everydaylegacies.com/

LinkedIn: https://www.linkedin.com/in/kasiarflanagan/

Are we thinking long-term enough about our families and businesses? In this episode of Heritage to Horizon, Sandy Kimpton speaks with seasoned financial services leader Mark Banicevich about what governance really means beyond the boardroom. Together, they explore how intentional planning, risk awareness, and independent thinking can strengthen both businesses and families. This is a conversation about clarity, preparation, and creating a future where relationships flourish alongside commercial success.

If you want practical insights into building alignment, resilience, and long-term direction for your family and enterprise, this episode offers a grounded and thoughtful perspective on governance done well.

[00:01 - 07:30] Mark’s Governance Journey and Early Lessons

How restructuring a martial arts organisation sparked Mark’s interest in governance

The frustration of operational discussions at the board level

Moving from traditional committee structures to strategic governance

Lessons learned from interviewing over 130 governance experts

[07:30 - 15:00] What Governance Really Means for Families

Moving governance beyond formal boardrooms into family life

The distinction between business governance and family governance

Why succession is not about forcing children into the business

Focusing on values, behaviours, and long-term family alignment

[15:00 - 23:30] Intentional Planning, Risk, and Family Conversations

Lifting your head above daily operations to think strategically

Governance as goal setting and risk management

Preparing for unexpected events such as illness or disruption

Creating open conversations around finances, priorities, and future plans

[23:30 - 32:30] The Role of Independent Advisors and Governance Structure

The value of objectivity, expertise, and independence

Recognising blind spots within close family systems

The importance of agendas and structured meetings

Avoiding re-litigating decisions by documenting outcomes

[32:30 - 41:00] Governance Education, Responsibilities, and Key Takeaways

Understanding director duties and governance liabilities

The risks within school boards and not-for-profit governance

The importance of governance education at all levels

Final reflections on intentional family governance and seeking expertise

Key Quotes:

"Governance in the family, take some time to intentionally think about it and do it." - Mark Banicevich

"Good governance sets businesses up for success." - Mark Banicevich

Connect with Sandy Kimpton!

Website:https://kimptonandco.co/

LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/

Connect with Mark Banicevich!

Podcast: https://governancebites.buzzsprout.com/

LinkedIn: https://www.linkedin.com/in/mbanicevich/

What happens when decades of hard work and accumulated wealth aren’t matched by well-considered legal and family planning? In this powerful episode, Sandy sits down with Rick Shera—partner at Lowndes Jordan and seasoned legal advisor with over 25 years’ experience—to unpack the real role trusts should play in shaping a family legacy.

They explore what makes a trust truly "enlightened," how to prevent intergenerational fallout, and why documents alone aren’t enough. Together, they dive deep into the tension between tradition and modern governance, the importance of intergenerational conversations, and how families can future-proof their legacy with clarity, structure, and shared purpose.

Whether you're a founder, trustee, or next-gen family member, this episode will challenge you to think beyond compliance—and towards connection.

In this episode of Heritage to Horizon, Sandy sits down with Tom Rogerson of GenLeg (Generation Legacy) to explore why preparing the family for wealth matters more than preparing wealth for the family. Drawing from both professional insight and deeply personal experience, Tom shares powerful stories and practical strategies for building interdependence, emotional resilience, and long-term family unity across generations.

Discover why wealth often unravels not because of poor planning, but because families grow apart—and how intentional communication, shared decision-making, and legacy-minded leadership can keep them connected. From dinner-table dynamics to family retreats and governance models, this episode offers a compelling blueprint for those seeking to turn financial success into generational strength.

In this powerful episode of Heritage to Horizon, Sandy welcomes back family governance expert Tom Rogerson for a deep and practical conversation on the real reasons families fail to preserve legacy—and how to prevent it.

Tom introduces his renowned “railroad track” analogy to explain the often-overlooked pillars of family success: strong relationships and shared responsibilities. He breaks down the critical role of family meetings, the hidden power dynamics in succession, how to onboard future in-laws effectively, and why most wealth transfer strategies miss the mark.

From tools for understanding leadership styles to creating intergenerational connection through philanthropy, shared values, and intentional decision-making, Tom offers both wisdom and tangible actions families can start today.

🎧 Top takeaway: It’s not the failure to manage money—it’s the failure to stay connected that breaks a legacy.

🔗 Download the slides referenced by Tom here: https://kimptonandco-my.sharepoint.com/:b:/g/personal/hello_kimptonandco_co/EbSQUOmWUXxMpY2P2jRNaMQBwl808J0f9i98-bkpyJmmUA?e=nnNzkf

What does it mean to truly capture a family legacy? In this heartfelt episode, Sandy sits down with writer and ghostwriter Robert Tighe to explore the transformational power of storytelling—both in business and at home. From growing up on a dairy farm in Ireland to working with world-class athletes and entrepreneurs in New Zealand, Robert shares how documenting personal and family histories helps preserve values, foster connection, and shape identity across generations. Whether you're thinking about writing a memoir, recording family stories, or just curious about what makes a life worth remembering, this conversation will leave you inspired to start.

Join us in this enriching episode of Heritage to Horizon, where we delve into the multifaceted concept of wealth beyond the conventional monetary perspective. Our guest, Joy Shivas, shares her insightful journey from the bustling life in the United States back to her roots in New Zealand, exploring the profound differences in wealth perception and what truly constitutes a wealthy life. Discover how experiences, well-being, and personal connections play pivotal roles in defining our riches. This episode promises to challenge your views on wealth, urging a re-evaluation of what it means to be truly prosperous in life and legacy.

A leadership coach and organizational anthropologist, Beth shares her unique insights on building resilient, supportive communities within organizations and beyond. From her personal journey of seeking community to the impactful ways in which we can foster interconnectedness at work and in our personal lives, this conversation unveils the profound impact of genuine relationships on our well-being and success. Join us as we explore why thriving together is not just about being in the same space but about creating spaces of trust, mutual support, and true belonging. Whether you're feeling disconnected or looking to deepen your community ties, this episode offers valuable perspectives and practical advice to enhance your connected life. Tune in to rediscover the power of community and learn how small, intentional actions can create a ripple effect of positive change.