Inception Family Wealth Podcast

In this brief episode I announce a new season and new, expanded format including interviews, book reviews, topical discussions, In The News and much more. Exciting new shows on the way including:

and much, much more.

Have you read a book or seen a speaker that would be great for our format? Maybe that's you and you have an interesting idea or are  thought leader?

Email your idea to [email protected]

Looking to buy copies of "The Naked Opus: Growing Your Family for the Long Term"? -- ebooks at amazon.ca or in print it can be ordered at www.familywealthpress.com

In this week's episode of Inception Family Wealth Podcast I interview Vincent Valeri. Vincent is the Managing Director of Vincent Valeri & Associates. He is a Legacy Coach, Speaker and Family Enterprise Advisor.

In this episode we discuss all things about Family Retreats, including:

any a lot more!!

Your host is Chris Delaney, Author, Speaker and Family Enterprise Advisor. If you are interested in my book, click here "The Naked Opus: Growing Your Family Wealth for the Long Term". E-book versions are available at amazon.ca 

Please reach out to [email protected] for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

Part 2 of my conversation with Rick Weiss of One Sports + Entertainment Group where we discuss:

and much more...

For information on my book, connect to www.familywealthpress.ca

Chris Delaney, Author, Speaker, Facilitator and Family Business Consultant at Inception Family Wealth Press interviews Rick Weiss of One Sports & Entertainment, where he is Senior Estate Planning Consultant. In Part 1 of this 2 part interview, Rick discuss:

and much, much more. 

In this episode, Jenna Carvalho of Guardian Estate Company discusses what to do IF you don't have a family member that is able to be your executor/executrix/estate trustee. Jenna and Chris discuss topics including:

and much, much more.

Join Host Chris Delaney, BA, LL.B, B.Ed, TEP, FEA this week as he interviews Family Enterprise Advisor Brent VanParys of BDO Business Transition Services about the need for and process associated with creating a Family Participation Agreement.

As the Central Group Practice Leader for BDO Business Transition Services, Brent provides business transition and exit strategy planning for family-owned and private businesses across Ontario and Manitoba. He is an experienced facilitator, helping business families and stakeholder groups communicate and collaborate to build their future together.

Brent facilitates business-planning engagements with owners and management teams in a variety of industries including manufacturing, transportation, and agriculture. His collaborative method combines the expertise of management with his business knowledge to produce a clear, actionable plan to help drive the business.

Brent and Chris discuss:

Books referred to by Brent:

See also:

Chris Delaney is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" - the book is available on Amazon.ca and in select Chapters/Indigo stores across Canada. Contact [email protected] for speaking and workshop information.

Welcome to The Inception Family Wealth Hour Podcast

Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" (available on Amazon or, for but orders, by emailing here. Chris hosts this podcast that features interviews with leading estate planners, lawyers, entrepreneurs, financial advisors, trust professionals, family business advisors, philanthropy advisors, insurance advisors and many more!

The idea of Inception Family Wealth Hour Podcast is to move beyond tactics and dig deeper into the purpose, strategy and intent of estate planning and family business transition planning. Each episode will feature an organizing question framed as a “What if…….?” question.

Guests on IFWH Podcast are selected because they are thought leaders and practice experts in their chosen fields.

This week's special guest is Dr. Howard Johnson. Howard is the Canadian Market Leader and managing director in the M&A Advisory practice at Duff & Phelps. He is an educator at heart and is the author of several books on the subjects of corporate finance and valuation published by the Chartered Professional Accountants of Canada, including: Shareholder Value (2018); Strategic Acquisitions (2015); Selling a Private Company (2014) and Business Valuation (2012).

He will be answering the question: “What if I intend to sell my business?”

References from episode:

Your host, Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term". He is a Professional Speaker, Author, Lawyer, Family Enterprise Advisor, Finance Professor and Estate Planning enthusiast. 

This week's episode of Inception Family Wealth Hour Podcast (Twitter: @InceptionHour )features Mark Halpern, CFP, TEP, MFA-P. Mark is the CEO of WEALTHinsurance.com . He will be discussing his concept of the Strategic Use of "The New Philanthropy" in Estate Planning. Among many topics we discuss in this wide-ranging interview:

Check out this Ted Talk style presentation Mark did at IdeaCity from June 2019.

Chris Delaney, BA, LL.B, B.Ed, TEP, FEA hosts this podcast that features interviews with leading estate planners, lawyers, entrepreneurs, financial advisors, trust professionals, family business advisors, philanthropy advisors, insurance advisors and many more. Chris is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" available in Chapters Indigo stores and at Amazon. He is also a keynote speaker, Family Enterprise Advisor and Family Wealth Continuity Consultant.

This week's episode features Paul Nazareth of the Canadian Association of Gift Planners.  He deals with a wide variety of issues including:

and much more.

Paul referred to the following documents and books:

Contacting Paul:

Paul Nazareth

VP, Education & Development. Canadian Association of Gift Planners (CAGP)

www.cagp-acpdp.org

Email: [email protected]

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

Twitter  https://twitter.com/UinvitedU

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

This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU's Board, Cindy David of Cindy David Financial in Vancouver. 

In this fun interview, Cindy will be discussing:

Next week, we have Mark Halpern joining Inception Family Wealth Hour Podcast. Mark will be discussing the Strategic Use of "The New Philanthropy" in Estate Planning.

Chris Delaney is the author of The Naked Opus: Growing Your Family Wealth for the Long Term. He is a Professor, author, lawyer, podcaster, keynote speaker, Family Enterprise Advisor and Family Wealth Continuity Consultant.