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.

A dive deep into the transformative power of gratitude with Sheree Hannah from Sheree Hannah Wellness. In this episode, Sheree shares her expert insights on holistic wellness, revealing how gratitude significantly enhances our mental and physical well-being. Discover the science behind gratitude, including its ability to reduce inflammation, improve immune response, and even lower the risk of heart disease. Learn practical strategies for integrating gratitude into daily life, fostering resilience, and cultivating a growth mindset. Whether you're seeking to enhance personal relationships or boost professional productivity, this discussion provides actionable tips and profound wisdom on making gratitude a life-changing practice. Tune in to empower your journey towards a more fulfilled and joyful life.

Join us as we sit down with Elina Lechtchinski, who shares her compelling story of moving to New Zealand at a young age and her parents rising through challenges to become one of the country’s top real estate agents and a successful property developer. In this conversation, Elina delves into the values instilled by her family, the significance of hard work, and the importance of creating one's identity in the face of adversity. Discover how Elina's journey of self-discovery and resilience has shaped her approach to business and life, providing insights into the power of personal history in forging a successful future.

This week, our host Sandy is joined by Antony Elliot, known affectionately as Antz, who shares his compelling journey from unexpected fatherhood to reshaping his family business amidst personal and professional upheaval. Delve into a conversation that covers the highs and lows of pursuing success, the pivotal moments that redefine our life's goals, and the profound impact of personal relationships on our definitions of achievement. Antony's story offers a raw and real perspective on balancing life's challenges with ambition, highlighting the essential role of purpose in navigating the journey to personal fulfilment and legacy building. Whether you're reevaluating your own goals or seeking inspiration to overcome obstacles, this episode promises valuable insights and the encouragement to think long-term.