n our latest conversation, we head back to Austin, Texas, where Enclave’s co-founders Marc Hodulich and Jake Knight reflect on a year of building a community for the Rising Generation—and where it’s headed next.

From sunrise yoga and breathwork to late-night hot tub conversations, Enclave’s most recent retreat wasn’t just a getaway. It was a coming-of-age moment. With carefully chosen facilitators, private accommodations, and just enough unstructured time, the Austin experience revealed how powerful curated peer connection can be when the right people show up with the right intentions.

In this episode, Marc, Jake, and producer Travis McKenzie break down the structure behind the spontaneity, the lessons learned from hosting intimate in-person gatherings, and what’s ahead for the community in Year Two.

As Jake puts it, “We’re just getting started.”

Key Themes
• The power of intentional facilitation
• Unstructured time as a trust accelerator
• Using nature and play to drive depth
• Curating for safety, vulnerability, and momentum
• The future of Enclave: smaller activations, deeper connections

Highlights

00:00 – Marc on designing for connection: “There’s an intentionality to all of these things—location, food, activities—they’re not meant to get in the way.”
00:06 – Jake on balancing structure and unstructured time for deeper conversations
00:07 – Late-night hot tub talks: “The conversation was just too good to leave.”
00:08 – Why unstructured time shows the filtering is working
00:09 – Covey’s session on introspection and peer support
00:10 – Marc reflects on legacy and fatherhood post-retreat
00:15 – Supporting members through evolving family dynamics and career shifts
00:19 – Using breathwork and stillness as shared recovery
00:21 – Sunrise yoga and the power of nature as a silent partner
00:25 – Marc on future retreats: shared adventure in rivers, mountains, and trails
00:27 – Jake’s call to action: “If this is speaking to you, apply. Get into action.”

Looking Ahead
Enclave’s second year will bring more adventure, more intimacy, and more opportunity for members to connect through curated experiences in nature—from the Texas Hill Country to the mountains and rivers of the American West.

If you're ready to go deeper, apply now at JoinEnclave.com

Key Themes:
The invisible weight of inheritance
Struggles with identity, purpose, and wealth
Marriage dynamics and financial imbalance
The power of conflict as transformation
Money as a tool—or a tether
Redefining success as stewardship and contribution

Episode Overview:
In this raw and profoundly insightful episode, Jake Knight sits down with coach and family mediator Suzy Riedman to explore the internal landscape of wealth, identity, and purpose. Suzy shares her deeply personal journey starting with receiving a life-changing gift at 28 that altered her career trajectory and sense of self.

Since the recording of this episode, Suzy has written a children’s book on the topic of growing up within family wealth. Currently in illustration, the book is titled Bobby and Billy: A Tale of Two Homes. You can join the waitlist to receive updates at the link below.

Highlights:
[00:00] “What you feed grows.” Suzy reflects on the dangers of toxic gratitude and the importance of holding space for what’s hard.
[03:30] The unexpected gift: how receiving an income-producing property at 28 altered Suzy’s sense of self-worth and financial identity.
[06:00] Pretending it wasn’t there: the paralysis of purpose when you don’t need to earn, and the challenge of being honest about it.
[08:30] Building something of her own. Suzy turns toward real estate investing as a way to align inherited resources with personal agency.
[12:00] “Let the money stoke the fire, not put it out.” On helping clients move from confusion to clarity, shame to self-expression.
[14:30] The ping-pong room story. Suzy’s father models humility, showing the transformative power of owning your part in family conflict.
[17:00] Conflict as a doorway: Suzy shares her approach to mediation and how positive memories soften defensiveness in family dynamics.
[21:00] The mirror of parenting. Jake and Suzy discuss how children—and spouses—become powerful agents of personal growth.
[26:00] “When you figure it out, they change.” Jake on parenting through shifting developmental stages and staying open to feedback.
[31:00] The role of the mediator. Why attorneys and advisors aren’t enough—and how Suzy creates consensus through values-based facilitation.
[38:00] Marrying in. The unique challenges faced by spouses entering wealth-bearing families—and why curiosity is key.
[44:30] Strings attached. On the weight of financial dependence, silent expectations, and the courage to name what’s not working.
[49:00] “Success is stewarding well what I’ve been given.” Suzy closes with a reflection on family, land, legacy, and finding her own fire.

Quotes to Remember:
“Let the money stoke the passion—not put it out.” — On helping rising gens find purpose through their resources
“Maybe it was me.” — Suzy’s father, modeling the humility that can dissolve conflict
“Conflict is both a danger and an opportunity.” — On entering hard conversations with intention
“You’re not parenting children forever—you’re relating to adults.” — On shifting roles in intergenerational families
“Good enough is a beautiful goal.” — On consensus over perfection in family mediation
“I want spouses to have a seat at the table.” — On validating married-in experiences and honoring their perspective
“What you water grows. But we have to acknowledge what’s hard too.” — On moving beyond toxic gratitude
“Steward well what you’ve been given—and don’t lose yourself in the process.” — Suzy’s personal definition of success

Coming Soon:
Bobby and Billy: A Tale of Two Homes
A children’s book by Suzy Riedman

🔗 Join the waitlist here: familywealthdynamics.com/waitlist

Connect with Suzy:
Email: [email protected]
LinkedIn: Suzanne Riedman
Website: familywealthdynamics.com

Learn More + Join Enclave:
Ready to take action in your own growth journey? Visit joinenclave.com to connect with a curated community of Rising Gen leaders navigating the path of legacy, impact, and personal fulfillment.

Key Themes:

• Identity-based conflict in families

• Succession planning and emotional complexity

• Shared decision-making and structured governance

• Generational relationships and personal growth

• The risks of avoiding hard conversations

• Redefining success through connection, contribution, and clarity

  
  

Episode Overview:
In this heartfelt and deeply insightful episode, Jake Knight welcomes family business advisor Phelps Wood to discuss his personal and professional journey through the often tangled web of family enterprise, legacy, and identity. Phelps shares candid stories from his upbringing in a family business, the emotional challenges of succession, and his current work helping other families navigate generational transitions. From helping families confront deeply rooted conflict to guiding them toward shared goals and better communication, Phelps’ work bridges the personal and professional. Whether you’re part of a family business, managing inherited wealth, or just trying to be a better parent or sibling, this conversation will leave you with valuable tools and emotional resonance.

Highlights:
[00:00] “People need three things: reciprocal love, meaningful work, and hope for the future.” Phelps opens with his personal definition of success and how those principles guide his work.
[03:00] Growing up in a family business. Phelps recounts his childhood experience making parts with his father at the kitchen table and reflects on how that upbringing shaped his career.
[06:00] Unspoken expectations and the fallout of unclear succession. When Phelps’ father passed, his family was left with no decision-making structure. He speaks to the emotional and strategic gaps this created.
[10:30] What is identity-based conflict? Phelps explains the root of many family disputes—where personal identity is challenged, logic shuts down, and history takes over.
[14:00] Introducing the “Strong Family Factor.” How to assess whether a family is ready and willing to engage in healing work—and what to do if they’re not.
[22:00] A story of transformation. Phelps shares a powerful story of conflict resolution within a family business on the brink of legal battle—and how emotion, vulnerability, and preparation helped them reconcile.
[29:00] “Where preparation meets fear, growth occurs.” A powerful reflection on how to support family members who are stuck or afraid to speak their truth.
[34:00] Defining success. Phelps closes with his own philosophy on legacy: “At the end of the day, was I a good dad? A good husband? A good friend?”

Quotes to Remember:

“You can't row a boat in two directions.” — On the importance of aligned vision in family enterprises

“Families tend to focus on where they’re not aligned—but most are deeply aligned on what really matters.” — On surfacing shared values first

“You can’t outsource the work to me—you’ve got to want it. But if you do, we can help.” — On the power of internal commitment in family healing

“Not making a decision is still a decision—with real consequences.” — On the hidden risks of avoidance

Connect with Phelps:
Email: [email protected]
Website: continuityfbc.com

Learn More + Join Enclave:

Ready to take action in your own growth journey? Visit joinenclave.com to connect with a curated community of Rising Gen leaders navigating the path of legacy, impact, and personal fulfillment.

Episode Summary
In this episode, Jake Knight sits down with David Newfield — strategic advisor, business coach, and founder of NextGenCoach — for a powerful conversation on identity, individuation, and redefining success as a rising gen. Drawing from his own family business experience and a diverse professional background that spans hospitality, real estate development, and mining, David now coaches next generation leaders looking to build meaningful careers on their own terms.

Whether you've stepped away from the family business, are navigating what’s next, or are seeking to turn generational pressure into personal power, this conversation is filled with clarity, honesty, and tools for forward momentum.

02:17 — David’s Path to Coaching
David recounts his journey through multiple industries including family hospitality ventures in the Caribbean, a $2B real estate development portfolio in Toronto, and a wild mining play in Peru before launching his coaching and consulting firm dedicated to rising gen leaders.

06:07 — Leaving the Family Business But Not Burning the Bridge
Not all exits need to be permanent. David shares why stepping away to gain skills and perspective can position rising gens for more meaningful re-entry or future partnership within the family enterprise.

08:14 — Rejecting the Narrative of Starting from Scratch
Too many next gens believe that forging their own path means erasing everything they've inherited.

11:00 — Confidence and Decision-Making
David introduces one of his core coaching philosophies: helping clients move from needing certainty to navigating with probability. The key to progress is building momentum through better and faster decision-making.

14:00 — Three Client Profiles
David outlines the three phases of client journeys he typically works with. The first is for those contemplating leaving the family business. The second is for those with an idea but overwhelmed by execution. The third is for those building within the family orbit but wanting autonomy and ownership.

19:28 — Identity, Comparison, and the Sibling Effect
Jake and David dive into the pressures of comparison within family systems — especially between siblings — and the internal battles of wanting to be known for your first name, not your last.

26:18 — Trade-Offs and Ownership
What does it really mean to build something of your own? David discusses the sacrifices and trade-offs rising gens must make, especially when tempted by the comfort and distractions of generational privilege.

30:31 — Communicating with Family Without Blowing It Up
Jake and David explore the emotional and strategic layers of high-stakes conversations within family systems and how rehearsal, role-playing, and coaching can lead to more productive and less reactive communication.

36:48 — Strategic Applications of AI in Business Building
David shares how his clients and his own firm use tools like ChatGPT and Claude to simulate communication, build strategies, and accelerate learning, especially during early-stage business planning.

39:14 — How the Industry Can Better Serve the Rising Gen
David offers actionable insights for advisors, law firms, and family offices who risk being left behind by the next generation. Supporting rising gens early and meaningfully is the only path to continued partnership.

44:50 — New KPIs for a New Generation
Jake and David discuss the industry’s need to evolve its metrics and mindset, especially as leadership ages and younger generations seek more personalized, human-centered support.

46:16 — Defining Success on Your Own Terms
David closes the episode by sharing his “four-legged table” framework for a balanced and fulfilling life. Professional achievement, family connection, physical and mental health, and spiritual grounding each play a role in how he defines and lives success.

Website: nextgencoach.com
LinkedIn: David Newfield
Email: [email protected]

Visit joinenclave.com to learn more

Episode Overview:

Jake Knight welcomes Brian Adams, Partner at Mack International, to discuss the nuanced experiences of rising generations navigating family offices, wealth identity, and succession planning. Brian shares his unique journey as a non-lineal next-gen, emphasizing the challenges and opportunities within the evolving family enterprise landscape.

00:00:00 Opening & Introduction
Jake introduces Brian Adams, highlighting his extensive experience in family offices, executive search, and human capital consulting, laying the groundwork for a discussion on generational wealth and family enterprise dynamics.

00:02:24 Brian’s Background & Non-Lineal Family Office Journey
Brian recounts his unexpected introduction to significant family wealth through marriage, sharing candid reflections on navigating identity, self-worth, and initial challenges.

00:06:42 Finding Support and Self-Actualization
Brian discusses pivotal resources that supported his journey, notably YPO forums and sobriety, highlighting the importance of vulnerability and intentional community in personal and professional growth.

00:09:36 Raising the Next Generation
Insights into Brian’s parenting philosophy, focusing on emotional literacy, agency, and cultivating resilience and self-awareness in his children.

00:13:22 Choosing Sobriety for Clarity and Focus
Brian shares his decision to pursue sobriety, reflecting on the positive impact this choice has had on his family life, career, and personal clarity, offering perspective to those curious about similar lifestyle changes.

00:18:17 Critical Ingredients for Next-Gen Development
Brian emphasizes safe, peer-driven experiences, clear communication, and vulnerability as essential tools for supporting the rising generation's development within family enterprises.

00:23:53 Current Trends in Family Offices
Discussion on the increasing professionalization, transparency, and complexity of family offices, emphasizing the importance of clearly defining clients, scope of services, and organizational structures.

00:31:09 Succession Planning and Talent Acquisition
Brian addresses the current wave of succession transitions within family offices, highlighting the strategic importance of proactive talent acquisition, clear role definitions, and nuanced compensation structures to attract and retain top talent.

00:35:37 Navigating Complex Compensation Structures
Exploration of sophisticated and innovative compensation models within family offices, including profit-sharing, co-investment opportunities, and unique incentives tailored to attract high-caliber executives.

00:38:56 Serving the Rising Generation
Brian highlights the shift towards more holistic and personalized client service within family offices, acknowledging the evolving expectations of rising generations.

00:41:33 Global Trends and International Considerations
Insights into the increasingly global landscape of family offices, highlighting trends such as asset mobility, jurisdictional diversification, and the complexities of international family dynamics.

00:46:11 Defining Success
Brian shares his personal vision of success centered around long-term family relationships, professional fulfillment, and physical and emotional health, emphasizing proactive steps taken today to realize future goals.

• "One of the best things I can do for my children is to help them understand the difference between things they can control and things they cannot."

• "Success for me is picturing myself at 78, healthy, engaged with my family, and fulfilled professionally."

• "True growth comes from vulnerability within trusted peer groups."

• Cultivate intentional peer groups to foster vulnerability and accountability.

• Clearly define family office objectives, clients, and scope of services.

• Adopt flexible, innovative compensation strategies to attract and retain talent.

• Mack International Website

• LinkedIn - Brian Adams

Visit joinenclave.com to learn more

In this episode, Jake Knight sits down with Deborah Goldstein, founder of Enlightened Philanthropy and creator of Philanthropy Camp for Women. Deborah shares insights from over 25 years of nonprofit experience, highlighting the power of intentional giving and how philanthropy can serve as a transformative journey for families and individuals.

00:00:00 Opening & Introduction
Jake introduces the podcast and guest, Deborah Goldstein, providing an overview of her work at Enlightened Philanthropy and Philanthropy Camp for Women.

00:02:25 The Journey to Intentional Giving
Deborah discusses her experience transitioning from fundraising at the Monterey Bay Aquarium to founding Enlightened Philanthropy, recognizing the value in guiding families to intentional and focused giving.

00:05:15 Celebrating Milestones with Intention
Deborah reflects on celebrating 40 meaningful moments during her 40th year. This personal journey of intentionality included everything from overcoming fears (walking the Golden Gate Bridge) to embracing spontaneous, life-changing interactions. She emphasizes the power of recognizing and creating significant personal moments.

00:13:00 Creating Philanthropy Camp for Women
The origin and mission of Philanthropy Camp for Women, helping women embrace their role as philanthropists regardless of financial status, challenging the traditional, often male-dominated narrative of philanthropy.

00:19:00 The Power of Giving in Community
Deborah and Jake discuss the importance of community-based giving, emphasizing that sharing experiences and learning from others combats isolation and fosters confidence in personal philanthropic journeys.

00:27:00 Overcoming Philanthropic Paralysis
Deborah addresses why many people experience difficulty deploying their philanthropic resources effectively. She encourages moving beyond perfection and fear to embrace iterative and impactful giving.

00:33:00 Client Success Stories
Highlighting inspiring transformations where individuals shifted from uncertainty to confident, impactful giving by starting small, reflecting on experiences, and gradually increasing generosity.

00:36:50 Advice for Aspiring Givers
Deborah advises starting with personal values, setting clear goals, and embracing curiosity. She underscores philanthropy as an evolving journey that flourishes with experimentation and thoughtful reflection.

00:45:43 Defining Personal and Professional Success
Deborah defines success as continual self-discovery and authentic relationship-building, emphasizing meaningful personal moments alongside professional achievements.

• "I am the creator of my life. I am the one who gets to choose how my life unfolds."

• "When you know what your 'yes' is, it's so much easier to say 'no.'"

• "Giving is iterative; it's a journey, not a destination."

• Reflect on personal values to guide intentional giving.

• Set achievable philanthropic goals and deadlines to build momentum.

• Engage in community discussions around philanthropy to enhance understanding and impact.

• Enlightened Philanthropy Website

Visit joinenclave.com to join a community dedicated to personal and professional growth among rising generations.

Key Discussion Points:Memorable Quotes:Recommended Actions:Connect with Deborah:Learn More About Enclave:

In this episode, host Jake Knight sits down with Chip Fisher, an accomplished entrepreneur, philanthropist, and principal at Ursus Advisory. As an inheritor from a young age, Chip has a unique perspective on the emotional and practical challenges of managing generational wealth. He shares his journey from working at IBM to founding multiple successful businesses, and ultimately transitioning into a role as a mentor and advisor to rising gens. Chip offers valuable insights on carving out one’s own path, fostering emotional well-being, and building a life of purpose beyond financial security.

Key Topics & Takeaways

The Enclave Podcast is hosted by Jake Knight, a father, husband, and rising gen dedicated to exploring the human experience of generational wealth. Each conversation features rising gens and experts who guide them, with the goal of empowering listeners to find clarity and purpose in their own journeys.

Overview:
Jake Knight welcomes Torri Hawley, Director of Client Learning Experience at Tamarind Learning and a seventh-generation member of an enterprising family. Torri shares her journey of navigating the complexities of family business dynamics, from forming a family council to building programs that empower the next generation of inheritors and leaders.

Torri discusses the pivotal role of internal and external credibility, the challenges of working within one's family firm, and how personal growth often requires stepping outside of familial expectations. With over a decade of experience in family enterprise, she emphasizes the importance of technical education in wealth management and how it transforms not only professional but also personal relationships.

Key Themes and Timestamps:

00:00:00 Opening & Introduction
Jake introduces the podcast and guest, Torri Hawley, providing an overview of her work at Tamarind Learning and her family's 150-year-old enterprise.

00:02:24 Torri’s Background & Family Enterprise Journey
Torri shares how her tumultuous first family meeting sparked her decision to pursue a degree in Family Enterprise and work with next-gen leaders.

00:04:05 Understanding Technical Wealth Education
Torri explains Tamarind Learning's mission to teach young inheritors the technical aspects of wealth ownership, like trust responsibilities and financial literacy.

00:06:07 Challenges in Family Businesses
Torri discusses the sticky dynamics of family businesses and how next-gens often feel isolated in their roles until they connect with peer networks or educational programs.

00:07:23 Building Credibility in a Family Business
Torri explores the concept of external and internal credibility, highlighting how self-doubt and imposter syndrome can impact next-gen leaders.

00:10:06 Navigating Nepotism & Gaining Outside Experience
Torri reflects on her experience working outside the family business and how external feedback helped her gain confidence. She shares insights from her master's research on nepotism.

00:13:45 Defining Values and Ownership Mindset
Torri emphasizes the importance of understanding one's core values and developing an ownership mindset to meet the higher expectations placed on family members in a business.

00:19:21 Advice on Choosing Roles Inside or Outside the Family Business
Torri provides advice for next-gen members on whether to join the family business or explore other career paths, stressing the importance of trying different roles.

00:25:23 Challenges of Family Governance Policies
Torri critiques rigid outside work requirements in family enterprises, suggesting alternative strategies to better support next-gen engagement and growth.

00:31:38 Learning & Self-Development in Family Enterprises
Torri explains the importance of developing human capital within families through intentional education and self-discovery, sharing stories of next-gen members transforming their roles through learning.

00:37:20 The Power of Curiosity and Empowerment
Torri discusses how curiosity and empowerment can lead to success for next-gens. She shares examples of beneficiaries gaining the confidence to take ownership of their financial responsibilities.

00:42:18 Tamarind Learning Program Structure
Torri outlines Tamarind Learning's comprehensive curriculum, which includes stewardship, trust administration, financial literacy, and advisor communication skills.

00:46:14 Challenges in the Wealth Management Industry
Torri describes how many advisors prefer a transactional approach rather than empowering their clients with education, highlighting the shift toward collaborative advisory practices.

00:48:52 Misunderstanding Rising Gens in Wealth Management
Jake and Torri reflect on how the wealth management industry often overlooks the needs of rising-gen clients, resulting in disengagement and a lack of trust.

00:49:24 Defining Success
Torri shares her definition of success, which centers on living with integrity, aligning with her values, and maintaining a fulfilling personal life—though she also jokingly mentions a big paycheck.

00:51:00 Closing Thoughts & How to Connect
Torri provides information on how listeners can follow her work at Tamarind Learning and connect with her on LinkedIn.

Notable Quotes:

Connect with Torri:

Join the Enclave Community:
For more insights, visit JoinEnclave.com and connect with a growing network of rising gens focused on personal and professional development.

In this episode of the Enclave Podcast, host Jake Knight sits down with Josh Kanter, a seasoned expert in managing multi-generational wealth and family dynamics. From leading his family through a 33-year tax dispute to founding Leaf Planner, Josh shares insights into navigating complex family enterprises while maintaining harmony and purpose.

Josh discusses his transition from a successful corporate law career to becoming the family champion, tasked with resolving estate complexities, ensuring communication among family members, and defending his late father’s legacy. His story is a testament to the resilience and adaptability required to thrive in the intricate world of generational wealth.

Episode Highlights:

0:02:00 Josh’s transition to family champion after his father’s illness.

0:10:30 Managing complex family dynamics and litigation.

0:18:11 The creation of Leaf Planner as an educational and empowerment tool.

0:38:50 Advice for rising gens stepping into leadership roles.

0:50:00 Josh's definition of success and his hopes for his family's future.

Thank you for joining us for this insightful conversation. Be sure to subscribe to the Enclave Podcast for more episodes that inspire growth and purpose among rising gens.

Key Takeaways:

The Role of Communication: Josh emphasizes the importance of open communication and mutual respect within families to navigate conflicts and build consensus.

Creating a Family Owner's Manual: Josh details the origins of Leaf Planner, a platform designed to document not just financial data but the "how" and "why" behind family decisions, empowering future generations.

Lessons for Rising Gens: Josh shares practical advice for individuals stepping into family leadership roles, highlighting the value of patience, collaboration, and leveraging outside expertise.

Defining Success: For Josh, success is measured by the legacy he leaves for his children and the impact he makes on other families through his work.

Notable Quotes:

"I judge my success by how my kids will judge me."

"It's not about the wealth; it's about the complexity and how we manage it together as a family."

"The most successful families are those that prioritize communication and respect every voice at the table."

Links & Resources:

Leaf Planner – Learn more about Josh's innovative platform.

Join Enclave – Connect with a community of like-minded rising gens.

In this heartfelt and thought-provoking episode, Jake Knight sits down with Jamie Yuenger and Piet Hurkmans, spouses and business partners. Together, they share their journey of capturing and preserving family legacies through bespoke films and private podcasts.

From their serendipitous meeting to the challenges of balancing love, work, and personal growth, Jamie and Piet reveal how their unique story fuels their passion for storytelling. This episode explores the power of resilience narratives, the importance of documenting family histories, and the role of vulnerability in creating meaningful connections.

00:00 - Welcome to the Enclave Podcast
Jake introduces the episode and shares his admiration for Jamie and Piet’s work in documenting family legacies.

02:00 - The Origins of StoryKeep
Jamie recounts how a personal project sparked the creation of StoryKeep and her journey from folklore studies to private storytelling.

09:00 - The Meeting That Changed Everything
Jamie and Piet share their incredible love story, which began with a chance encounter at a workshop and evolved into a partnership that reshaped their lives and work.

18:00 - Navigating Love, Loss, and Transformation
Jamie reflects on the challenges of leaving a previous marriage, becoming a parent, and facing the complexities of her own family history—all while building a new life with Piet.

27:00 - The Power of Resilience Narratives
Piet discusses how documenting the struggles and triumphs of family members can create a deeper sense of purpose and connection across generations.

33:00 - Family Stories as Tools for Healing
Jamie and Piet explain how their work helps families confront unspoken dynamics, celebrate resilience, and create space for transformation.

45:00 - Defining Success Through Connection
Jamie and Piet share their evolving definitions of success, emphasizing balance, authenticity, and the importance of creating meaningful legacies.

Join the Enclave Community:
Visit joinenclave.com to connect with a network of rising gens and explore tools for growth