https://simplecast.com Legacy Builders: Strategies for Building Successful Family Enterprises Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today! 2026 Assante Financial Management Ltd. en Fri, 5 Jun 2026 11:00:00 +0000 Fri, 5 Jun 2026 11:00:14 +0000 https://beaconfamilyoffice.com/legacy-builders-podcast/ Legacy Builders: Strategies for Building Successful Family Enterprises https://image.simplecastcdn.com/images/20a19d08-9f9b-4e07-883b-99c25454101c/b610c3dc-7713-4de0-a044-20adb1448ba8/3000x3000/legacy-builders-podcast-cover.jpg?aid=rss_feed https://beaconfamilyoffice.com/legacy-builders-podcast/ episodic Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today! Cory Gagnon false https://feeds.simplecast.com/_T0Ud8mO family business, family business ownership, family office, family office canada, family wealth, family wealth management, wealth management, private wealth, private wealth advisor, ultra high net worth family, wealth management canada Beacon Family Office at Assante Financial Management Ltd. beaconfamilyoffice@assante.com 0d75b173-9eb0-4fe1-9cd6-9c656a7f98c5 Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life In this episode, we’re joined by Sarah Walker, founder and principal designer of Nuance Interior Design, where she creates deeply personalized, wellness-centred estates for families and family offices. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of sophisticated global taste, technical fluency, and systems thinking to her work. Her approach treats the home as a long-term operating system for health, relationships, recovery, focus, and multigenerational well-being. Our conversation explores what it means for a home to feel like a sanctuary while still supporting the full rhythm of everyday life. 

We talk about how the spaces families live in can influence connection, rest, privacy, hosting, movement, and the way people feel when they walk through the door. Sarah reminds us that when a home is designed with care, it becomes a place that helps a family exhale, feel supported, and return to what matters most.

About Sarah Walker

Today, we’re joined by Sarah Walker, Founder and Principal Designer of Nuance Interior Design. Sarah creates deeply personalized, wellness-centred estates for families and family offices, homes designed not just to impress, but to restore, connect, and support real life.

With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of global design, sophisticated taste, technical fluency, and systems thinking. Her work treats the home as a long-term operating system for health, relationships, and multigenerational well-being.

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact Sarah Walker | Nuance Interior Design: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 5 Jun 2026 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Sarah Walker, Beacon Family Office, CI Assante Financial Management Ltd., Legacy Builders, Nuance Interior Design) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Sarah Walker, founder and principal designer of Nuance Interior Design, where she creates deeply personalized, wellness-centred estates for families and family offices. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of sophisticated global taste, technical fluency, and systems thinking to her work. Her approach treats the home as a long-term operating system for health, relationships, recovery, focus, and multigenerational well-being. Our conversation explores what it means for a home to feel like a sanctuary while still supporting the full rhythm of everyday life. 

We talk about how the spaces families live in can influence connection, rest, privacy, hosting, movement, and the way people feel when they walk through the door. Sarah reminds us that when a home is designed with care, it becomes a place that helps a family exhale, feel supported, and return to what matters most.

About Sarah Walker

Today, we’re joined by Sarah Walker, Founder and Principal Designer of Nuance Interior Design. Sarah creates deeply personalized, wellness-centred estates for families and family offices, homes designed not just to impress, but to restore, connect, and support real life.

With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of global design, sophisticated taste, technical fluency, and systems thinking. Her work treats the home as a long-term operating system for health, relationships, and multigenerational well-being.

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact Sarah Walker | Nuance Interior Design: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life Cory Gagnon, Sarah Walker, Beacon Family Office, CI Assante Financial Management Ltd., Legacy Builders, Nuance Interior Design 00:48:05 In this episode, we’re joined by Sarah Walker, Founder and Principal Designer of Nuance Interior Design, where she creates deeply personalized, wellness-centered estates for families and family offices. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of sophisticated global taste, technical fluency, and systems thinking to her work. Her approach treats the home as a long-term operating system for health, relationships, recovery, focus, and multigenerational wellbeing. Our conversation explores what it means for a home to feel like a sanctuary while still supporting the full rhythm of everyday life. In this episode, we’re joined by Sarah Walker, Founder and Principal Designer of Nuance Interior Design, where she creates deeply personalized, wellness-centered estates for families and family offices. With more than 20 years of experience and over 50 multimillion-dollar estates and compounds completed, Sarah brings a rare blend of sophisticated global taste, technical fluency, and systems thinking to her work. Her approach treats the home as a long-term operating system for health, relationships, recovery, focus, and multigenerational wellbeing. Our conversation explores what it means for a home to feel like a sanctuary while still supporting the full rhythm of everyday life. sarah walker, family business, financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, stories, family office, financial audit, business advisors, beacon family office, legacy builders, ci assante financial management ltd. false full 70 dd9fe0f2-3f20-4bb5-8acc-a8750d5c969c Where Wealth Meets Identity: Finding Voice Inside the Family Legacy In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of family relationships, wealth, and identity. A clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotional dimensions of money. Through her work in family enterprise consulting, she supports multigenerational families as they move through questions of succession, governance, identity, and the relational complexities that wealth can create across generations. Our conversation explores how families can better understand the personal stories and inherited expectations shaping the way wealth is experienced, discussed, and shared.

We talk about the space between belonging to a family system and becoming more fully oneself, especially when identity, autonomy, culture, and legacy are all in motion. We also look at what can happen when inherited expectations meet individual growth, and how curiosity, honest reflection, and openness across generations can help families find shared direction while making room for each person to understand who they are, where they belong, and how they contribute.

About Dr. Shay Harris-Pierre

Dr. Shay Harris-Pierre is a clinically trained consultant and therapist working at the intersection of family relationships, wealth, and identity. She is a Licensed Professional Counselor and Certified Financial Therapist with nearly fifteen years of clinical experience helping individuals, couples, and families navigate the emotional and relational dimensions of their financial identities. 

She also holds a certificate in Family Business Leadership and training in Her work is grounded in a single observation: what looks like a financial problem is almost always also a relational and identity problem. She brings that lens into family enterprise consulting, financial planning partnerships, and wealth advisory spaces, helping multigenerational families navigate succession, governance, and the relational complexity that wealth creates across generations.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd. 

Contact Shay Harris-Pierre | Continuity Family Business Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 22 May 2026 11:00:00 +0000 beaconfamilyoffice@assante.com (Shay Harris-Pierre, Continuity Family Business Consulting, Cory Gagnon, Beacon Family Office, CI Assante Financial Management Ltd., legacy builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of family relationships, wealth, and identity. A clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotional dimensions of money. Through her work in family enterprise consulting, she supports multigenerational families as they move through questions of succession, governance, identity, and the relational complexities that wealth can create across generations. Our conversation explores how families can better understand the personal stories and inherited expectations shaping the way wealth is experienced, discussed, and shared.

We talk about the space between belonging to a family system and becoming more fully oneself, especially when identity, autonomy, culture, and legacy are all in motion. We also look at what can happen when inherited expectations meet individual growth, and how curiosity, honest reflection, and openness across generations can help families find shared direction while making room for each person to understand who they are, where they belong, and how they contribute.

About Dr. Shay Harris-Pierre

Dr. Shay Harris-Pierre is a clinically trained consultant and therapist working at the intersection of family relationships, wealth, and identity. She is a Licensed Professional Counselor and Certified Financial Therapist with nearly fifteen years of clinical experience helping individuals, couples, and families navigate the emotional and relational dimensions of their financial identities. 

She also holds a certificate in Family Business Leadership and training in Her work is grounded in a single observation: what looks like a financial problem is almost always also a relational and identity problem. She brings that lens into family enterprise consulting, financial planning partnerships, and wealth advisory spaces, helping multigenerational families navigate succession, governance, and the relational complexity that wealth creates across generations.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd. 

Contact Shay Harris-Pierre | Continuity Family Business Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Where Wealth Meets Identity: Finding Voice Inside the Family Legacy Shay Harris-Pierre, Continuity Family Business Consulting, Cory Gagnon, Beacon Family Office, CI Assante Financial Management Ltd., legacy builders 00:52:45 In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of family relationships, wealth, and identity. A clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotional dimensions of money. Through her work in family enterprise consulting, she supports multigenerational families as they move through questions of succession, governance, identity, and the relational complexities that wealth can create across generations. Our conversation explores how families can better understand the personal stories and inherited expectations shaping the way wealth is experienced, discussed, and shared. In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of family relationships, wealth, and identity. A clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotional dimensions of money. Through her work in family enterprise consulting, she supports multigenerational families as they move through questions of succession, governance, identity, and the relational complexities that wealth can create across generations. Our conversation explores how families can better understand the personal stories and inherited expectations shaping the way wealth is experienced, discussed, and shared. family business, assante financial management ltd., financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, stories, family office, shay harris-pierre, business advisors, continuity family business consulting, beacon family office, legacy builders false full 69 f436a073-fa34-4ad2-994a-ea96592c576c Reflection Over Reaction: How Families Improve Decision-Making in Family Enterprises In this episode, we’re joined by Aileen Miziolek, consultant with The Family Business Consulting Group, where she works with business-owning families to design strategies and processes that support both enterprise success and healthy relationships across generations. With more than 20 years of experience in complex financial and estate planning, along with designations in financial planning, family enterprise advising, and systems coaching, Aileen brings both professional depth and lived understanding to her work. Her roots in a farming family, experience as an entrepreneur, and work as co-author of Inspired Wealth: Financial Leadership for the 21st Century all shape the way she supports families through questions of wealth, ownership, legacy, and change. Our conversation explores what can happen when families slow down long enough to notice the patterns shaping their decisions.

We talk about the space between what has been inherited and what can still be chosen, especially when legacy, ownership, and relationships are all in motion. We also look at why families sometimes need to pause before they can move forward and how honest reflection, careful listening, and openness to new ways of thinking can create more room for trust, learning, and better decisions across generations.

About Aileen Miziolek 

Aileen is a consultant with The Family Business Consulting Group, where she helps business-owning families navigate the complexities of continuity, succession, estate planning, and intergenerational wealth transfer. With more than 20 years of experience in complex financial and estate planning, she brings a multidisciplinary perspective to her work as a Certified Financial Planner, Family Enterprise Advisor, Certified Coach, and Organization and Relationship Systems Coach. What makes Aileen’s perspective unique is that she understands family enterprise from both a professional and personal lens. Her family business roots began in farming, and as a young entrepreneur, she launched her first start-up at age 25 before selling her first business a few years later.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Aileen Miziolek | The Family Business Consulting Group Inc.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 8 May 2026 11:00:00 +0000 beaconfamilyoffice@assante.com (Aileen Miziolek, The Family Business Consulting Group, Cory Gagnon, Legacy Builders, Beacon Family Office at Assante Ltd., beacon family office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Aileen Miziolek, consultant with The Family Business Consulting Group, where she works with business-owning families to design strategies and processes that support both enterprise success and healthy relationships across generations. With more than 20 years of experience in complex financial and estate planning, along with designations in financial planning, family enterprise advising, and systems coaching, Aileen brings both professional depth and lived understanding to her work. Her roots in a farming family, experience as an entrepreneur, and work as co-author of Inspired Wealth: Financial Leadership for the 21st Century all shape the way she supports families through questions of wealth, ownership, legacy, and change. Our conversation explores what can happen when families slow down long enough to notice the patterns shaping their decisions.

We talk about the space between what has been inherited and what can still be chosen, especially when legacy, ownership, and relationships are all in motion. We also look at why families sometimes need to pause before they can move forward and how honest reflection, careful listening, and openness to new ways of thinking can create more room for trust, learning, and better decisions across generations.

About Aileen Miziolek 

Aileen is a consultant with The Family Business Consulting Group, where she helps business-owning families navigate the complexities of continuity, succession, estate planning, and intergenerational wealth transfer. With more than 20 years of experience in complex financial and estate planning, she brings a multidisciplinary perspective to her work as a Certified Financial Planner, Family Enterprise Advisor, Certified Coach, and Organization and Relationship Systems Coach. What makes Aileen’s perspective unique is that she understands family enterprise from both a professional and personal lens. Her family business roots began in farming, and as a young entrepreneur, she launched her first start-up at age 25 before selling her first business a few years later.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Aileen Miziolek | The Family Business Consulting Group Inc.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Reflection Over Reaction: How Families Improve Decision-Making in Family Enterprises Aileen Miziolek, The Family Business Consulting Group, Cory Gagnon, Legacy Builders, Beacon Family Office at Assante Ltd., beacon family office 00:48:09 In this episode, we’re joined by Aileen Miziolek, Consultant with The Family Business Consulting Group, where she works with business-owning families to design strategies and processes that support both enterprise success and healthy relationships across generations. With more than 20 years of experience in complex financial and estate planning, along with designations in financial planning, family enterprise advising, and systems coaching, Aileen brings both professional depth and lived understanding to her work. Her roots in a farming family, experience as an entrepreneur, and work as co-author of Inspired Wealth: Financial Leadership for the 21st Century all shape the way she supports families through questions of wealth, ownership, legacy, and change. Our conversation explores what can happen when families slow down long enough to notice the patterns shaping their decisions. In this episode, we’re joined by Aileen Miziolek, Consultant with The Family Business Consulting Group, where she works with business-owning families to design strategies and processes that support both enterprise success and healthy relationships across generations. With more than 20 years of experience in complex financial and estate planning, along with designations in financial planning, family enterprise advising, and systems coaching, Aileen brings both professional depth and lived understanding to her work. Her roots in a farming family, experience as an entrepreneur, and work as co-author of Inspired Wealth: Financial Leadership for the 21st Century all shape the way she supports families through questions of wealth, ownership, legacy, and change. Our conversation explores what can happen when families slow down long enough to notice the patterns shaping their decisions. family business, financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, aileen miziolek, documentary, new podcast, the family business consulting group, stories, family office, business advisors, assante, beacon family office, legacy builders false full 68 2747fe3f-3cde-4ccc-90a0-b471e50d9819 Leading Before the Role: How Family Enterprises Shape Future Leaders In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises, business leaders, and boards on continuity, governance, and generational transition. She is also Academic Director at Family Enterprise Canada, leading the Family Enterprise Advisor program, and co-author of Own It!, bringing both practical and research-based insight to how families prepare the next generation and work through the questions that continuity raises across generations.

Our conversation explores how families navigate expectations that are often left unspoken, why learning together matters, and what helps create more honest and mature conversations across generations. We also look at where tension can quietly build over time and how greater trust and clarity can help families move forward well.

About Wendy Sage-Hayward

Wendy is a senior consultant with The Family Business Consulting Group, where she advises business leaders, family enterprises, and boards around the world on how to navigate the complexities of continuity, governance, and generational transition. What makes Wendy’s perspective unique is that she doesn’t just advise family businesses. She lives it. She’s an owner of Sage Hayward Vineyards, her family’s winery on British Columbia’s Southern Gulf Islands, and previously served as a partner and director in her family’s five-generation U.S. business.

Wendy is also the Academic Director at Family Enterprise Canada, where she leads the Family Enterprise Advisor program, and she teaches in the Family Shift program at Ivey Business School. She’s the co-founder of mGen Education and co-author of 'Human Resources in Family Business' and 'Own It!', bringing both practical and research-based insights to her work. She’s based in Vancouver and is passionate about helping families build strong businesses and even stronger relationships across generations.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd. 

Contact Wendy Sage-Hayward | The Family Business Consulting Group: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 24 Apr 2026 11:00:00 +0000 beaconfamilyoffice@assante.com (Wendy Sage-Hayward, mGen Education Inc., Family Enterprise Canada, Legacy Builders, Beacon Family Office, Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises, business leaders, and boards on continuity, governance, and generational transition. She is also Academic Director at Family Enterprise Canada, leading the Family Enterprise Advisor program, and co-author of Own It!, bringing both practical and research-based insight to how families prepare the next generation and work through the questions that continuity raises across generations.

Our conversation explores how families navigate expectations that are often left unspoken, why learning together matters, and what helps create more honest and mature conversations across generations. We also look at where tension can quietly build over time and how greater trust and clarity can help families move forward well.

About Wendy Sage-Hayward

Wendy is a senior consultant with The Family Business Consulting Group, where she advises business leaders, family enterprises, and boards around the world on how to navigate the complexities of continuity, governance, and generational transition. What makes Wendy’s perspective unique is that she doesn’t just advise family businesses. She lives it. She’s an owner of Sage Hayward Vineyards, her family’s winery on British Columbia’s Southern Gulf Islands, and previously served as a partner and director in her family’s five-generation U.S. business.

Wendy is also the Academic Director at Family Enterprise Canada, where she leads the Family Enterprise Advisor program, and she teaches in the Family Shift program at Ivey Business School. She’s the co-founder of mGen Education and co-author of 'Human Resources in Family Business' and 'Own It!', bringing both practical and research-based insights to her work. She’s based in Vancouver and is passionate about helping families build strong businesses and even stronger relationships across generations.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd. 

Contact Wendy Sage-Hayward | The Family Business Consulting Group: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Leading Before the Role: How Family Enterprises Shape Future Leaders Wendy Sage-Hayward, mGen Education Inc., Family Enterprise Canada, Legacy Builders, Beacon Family Office, Cory Gagnon 00:53:19 In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises, business leaders, and boards on continuity, governance, and generational transition. She is also Academic Director at Family Enterprise Canada, leading the Family Enterprise Advisor program, and co-author of Own It!, bringing both practical and research-based insight to how families prepare the next generation and work through the questions that continuity raises across generations. In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises, business leaders, and boards on continuity, governance, and generational transition. She is also Academic Director at Family Enterprise Canada, leading the Family Enterprise Advisor program, and co-author of Own It!, bringing both practical and research-based insight to how families prepare the next generation and work through the questions that continuity raises across generations. family business, financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family enterprise canada, stories, family office, mgen education inc., business advisors, assante, wendy sage-hayward, beacon family office, legacy builders false full 67 9f0a23f2-a43f-43a8-9c27-e82498834369 Rethinking Ownership: The Hidden Forces Shaping Family Wealth In this episode, we’re joined by David York, director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a fellow of the American College of Trust and Estate Counsel and a dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact.

We talk about why humility matters in the way we learn, lead, and prepare the next generation, some of the fears that can quietly shape family decisions over time, and the shift from simply owning wealth to stewarding it with greater purpose. Together, we explore what may be happening beneath the surface before families ever make the big decisions and how greater self-awareness can help families lead, relate, and navigate complexity with more intention across generations.

About David York

David R. York is an attorney, Certified Public Accountant, and Managing Partner at York Howell. He practices in the areas of estate planning, tax, business planning, and nonprofit entities and is widely recognized for his work with ultra-high-net-worth families. He is a Fellow of the American College of Trust and Estate Counsel, a Dean with the Purposeful Planning Institute, and has been recognized by Chambers and Partners in estate planning.

David is also the author of The Gift of Lift, Dudley’s Castle and the co-author of Entrusted and Riveted. In addition to his legal work, he speaks and teaches on stewardship, purpose, and legacy and co-founded Corenology™, a platform designed to help people connect their values with planning. He serves on the Board of Directors of Healing Nations and lives in the Salt Lake City area with his wife, Mindy, and their five children.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact David York | York Howell 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 10 Apr 2026 11:00:00 +0000 beaconfamilyoffice@assante.com (David York, Beacon Family Office, Legacy Builders, Cory Gagnon, assante, York Howell) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by David York, director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a fellow of the American College of Trust and Estate Counsel and a dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact.

We talk about why humility matters in the way we learn, lead, and prepare the next generation, some of the fears that can quietly shape family decisions over time, and the shift from simply owning wealth to stewarding it with greater purpose. Together, we explore what may be happening beneath the surface before families ever make the big decisions and how greater self-awareness can help families lead, relate, and navigate complexity with more intention across generations.

About David York

David R. York is an attorney, Certified Public Accountant, and Managing Partner at York Howell. He practices in the areas of estate planning, tax, business planning, and nonprofit entities and is widely recognized for his work with ultra-high-net-worth families. He is a Fellow of the American College of Trust and Estate Counsel, a Dean with the Purposeful Planning Institute, and has been recognized by Chambers and Partners in estate planning.

David is also the author of The Gift of Lift, Dudley’s Castle and the co-author of Entrusted and Riveted. In addition to his legal work, he speaks and teaches on stewardship, purpose, and legacy and co-founded Corenology™, a platform designed to help people connect their values with planning. He serves on the Board of Directors of Healing Nations and lives in the Salt Lake City area with his wife, Mindy, and their five children.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact David York | York Howell 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Rethinking Ownership: The Hidden Forces Shaping Family Wealth David York, Beacon Family Office, Legacy Builders, Cory Gagnon, assante, York Howell 00:46:49 In this episode, we’re joined by David York, Director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow of the American College of Trust and Estate Counsel and a Dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness, and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact. In this episode, we’re joined by David York, Director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow of the American College of Trust and Estate Counsel and a Dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness, and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact. family business, financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, stories, family office, david york, business advisors, assante, york howell, beacon family office, legacy builders false full 66 8b6f275a-a2e9-48bc-bb41-a0636662d162 When the Role Finds You: The Tension Between Belonging and Becoming In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. Through work across the entertainment, venture capital, and hospitality sectors, as well as his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups, he brings both practical experience and scholarly grounding to the challenges of leadership, transition, and belonging within family enterprise. Our conversation focuses on what it means to find your place when identity, expectation, and opportunity become deeply intertwined, and on how families can create the conditions for people to grow into responsibility with greater clarity and readiness.

We talk about the tension between being invited in and truly feeling ready, the importance of mentors and support systems during seasons of transition, and why self-awareness can be such a critical foundation for contribution and governance. Together, we explore how family enterprises can strengthen the relational fabric that helps individuals grow, lead, and navigate complexity in healthier and more sustainable ways.

About Alexander Saunders 

Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. He has built and supported organizations across the entertainment, venture capital, and hospitality sectors, including his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups. He holds a Master's degree in Economics and Classics, bringing both practical and scholarly grounding to his work with leaders navigating complexity and transition.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd. 

Contact Alexander Saunders | Dialogos

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 20 Mar 2026 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Alexander Saunders, Legacy Builders, Beacon Family Office, Kolbe Index) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. Through work across the entertainment, venture capital, and hospitality sectors, as well as his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups, he brings both practical experience and scholarly grounding to the challenges of leadership, transition, and belonging within family enterprise. Our conversation focuses on what it means to find your place when identity, expectation, and opportunity become deeply intertwined, and on how families can create the conditions for people to grow into responsibility with greater clarity and readiness.

We talk about the tension between being invited in and truly feeling ready, the importance of mentors and support systems during seasons of transition, and why self-awareness can be such a critical foundation for contribution and governance. Together, we explore how family enterprises can strengthen the relational fabric that helps individuals grow, lead, and navigate complexity in healthier and more sustainable ways.

About Alexander Saunders 

Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. He has built and supported organizations across the entertainment, venture capital, and hospitality sectors, including his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups. He holds a Master's degree in Economics and Classics, bringing both practical and scholarly grounding to his work with leaders navigating complexity and transition.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd. 

Contact Alexander Saunders | Dialogos

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> When the Role Finds You: The Tension Between Belonging and Becoming Cory Gagnon, Alexander Saunders, Legacy Builders, Beacon Family Office, Kolbe Index 00:47:31 In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. Through work across the entertainment, venture capital, and hospitality sectors, as well as his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups, he brings both practical experience and scholarly grounding to the challenges of leadership, transition, and belonging within family enterprise. Our conversation focuses on what it means to find your place when identity, expectation, and opportunity become deeply intertwined, and on how families can create the conditions for people to grow into responsibility with greater clarity and readiness. In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. Through work across the entertainment, venture capital, and hospitality sectors, as well as his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups, he brings both practical experience and scholarly grounding to the challenges of leadership, transition, and belonging within family enterprise. Our conversation focuses on what it means to find your place when identity, expectation, and opportunity become deeply intertwined, and on how families can create the conditions for people to grow into responsibility with greater clarity and readiness. family business, the art of thinking together, financial podcast, canada, positive disintegration, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, stories, family office, reading the room, kolbe index, business advisors, assante, alexander saunders, international monetary fund, beacon family office, legacy builders false full 65 6a91b5a5-9c55-48b8-92b8-d0657adeccda Steady Through Uncertainty: Mentors, Mistakes, and Next-Gen Growth In this episode, we welcome Dr. Charles Eckhart, Founder and Managing Partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. Charles advises enterprising families and couples of significant wealth through major transitions, helping them strengthen family governance and build collaborative decision-making practices that endure across generations. He also works closely with financial institutions to train and support advisors in navigating family dynamics with greater clarity and confidence. Drawing on his background as a clinical psychologist and academic instructor, Charles brings a thoughtful, grounded perspective to the intersection of family wealth, legacy, governance, and relationships. Our conversation centres on how families can prepare the rising generation not just to inherit resources but to develop the resilience and judgment required to steward them well.

With a posture of curiosity, we explore how meaningful growth often comes through “earned” experiences and how families can model vulnerability, responsibility, and even mistakes in ways that strengthen confidence rather than diminish it. Together, we consider how intentional culture-building can help families move from overprotection to purposeful preparation, supporting capable next-generation leaders with both strength and humility.

About Charles Eckhart

Dr. Charles Eckhart is the founder and managing partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. He works with families and couples of significant wealth to support family transitions and build governance practices that strengthen collaborative decision-making and long-term alignment. He also partners with financial institutions to train and support wealth advisors in family dynamics and governance.

Before founding Cathexis Group, Charles built his career as a clinical psychologist, including academic teaching and training roles in doctoral clinical training programs. He contributes publications, presentations, and thought leadership at the intersection of family wealth, legacy, governance, and relationships.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact Charles Eckhart | Cathexis Group

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 6 Mar 2026 12:00:00 +0000 beaconfamilyoffice@assante.com (Charles Eckhart, Cory Gagnon, Purposeful Planning Institute, Family Wealth Alliance, Legacy Builders, Cathexis Group, beacon family office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we welcome Dr. Charles Eckhart, Founder and Managing Partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. Charles advises enterprising families and couples of significant wealth through major transitions, helping them strengthen family governance and build collaborative decision-making practices that endure across generations. He also works closely with financial institutions to train and support advisors in navigating family dynamics with greater clarity and confidence. Drawing on his background as a clinical psychologist and academic instructor, Charles brings a thoughtful, grounded perspective to the intersection of family wealth, legacy, governance, and relationships. Our conversation centres on how families can prepare the rising generation not just to inherit resources but to develop the resilience and judgment required to steward them well.

With a posture of curiosity, we explore how meaningful growth often comes through “earned” experiences and how families can model vulnerability, responsibility, and even mistakes in ways that strengthen confidence rather than diminish it. Together, we consider how intentional culture-building can help families move from overprotection to purposeful preparation, supporting capable next-generation leaders with both strength and humility.

About Charles Eckhart

Dr. Charles Eckhart is the founder and managing partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. He works with families and couples of significant wealth to support family transitions and build governance practices that strengthen collaborative decision-making and long-term alignment. He also partners with financial institutions to train and support wealth advisors in family dynamics and governance.

Before founding Cathexis Group, Charles built his career as a clinical psychologist, including academic teaching and training roles in doctoral clinical training programs. He contributes publications, presentations, and thought leadership at the intersection of family wealth, legacy, governance, and relationships.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact Charles Eckhart | Cathexis Group

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Steady Through Uncertainty: Mentors, Mistakes, and Next-Gen Growth Charles Eckhart, Cory Gagnon, Purposeful Planning Institute, Family Wealth Alliance, Legacy Builders, Cathexis Group, beacon family office 00:58:27 In this episode, we welcome Dr. Charles Eckhart, Founder and Managing Partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. Charles advises enterprising families and couples of significant wealth through major transitions, helping them strengthen family governance and build collaborative decision-making practices that endure across generations. He also works closely with financial institutions to train and support advisors in navigating family dynamics with greater clarity and confidence. Drawing on his background as a clinical psychologist and academic instructor, Charles brings a thoughtful, grounded perspective to the intersection of family wealth, legacy, governance, and relationships. Our conversation centers on how families can prepare the rising generation not just to inherit resources, but to develop the resilience and judgment required to steward them well. In this episode, we welcome Dr. Charles Eckhart, Founder and Managing Partner of Cathexis Group, a family engagement and governance consulting firm based in Santa Barbara, California. Charles advises enterprising families and couples of significant wealth through major transitions, helping them strengthen family governance and build collaborative decision-making practices that endure across generations. He also works closely with financial institutions to train and support advisors in navigating family dynamics with greater clarity and confidence. Drawing on his background as a clinical psychologist and academic instructor, Charles brings a thoughtful, grounded perspective to the intersection of family wealth, legacy, governance, and relationships. Our conversation centers on how families can prepare the rising generation not just to inherit resources, but to develop the resilience and judgment required to steward them well. family business, charles eckhart, financial podcast, canada, purposeful planning institute, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, stories, family office, cathexis group, business advisors, assante, family wealth alliance, beacon family office, legacy builders false full 64 93a147e8-edd6-4db0-be40-f7efc6dcc4a7 Roots of Resilience: Raising Grounded Children in Families of Wealth In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and their advisors balance family dynamics with the management of shared assets across generations. Drawing from his experience in his own family’s business, Jeff brings a grounded, common-sense perspective on how families can reduce conflict before it escalates and build healthier patterns that last. Our conversation focuses on what gets passed down beyond money: the spoken and unspoken family narratives that shape responsibility, resilience, identity, and ultimately, stewardship.

Jeff shares reflections shaped by both clinical training and real-world work with multigenerational families. We talk about intentional storytelling, optimal challenge, and early-life parenting choices, and how starting earlier can help families move from reactive regret to proactive stewardship, with more clarity and less friction.

About Jeff Savlov

Jeff Savlov is the founder of Blum & Savlov, LLP – Family Business & Wealth Consulting. He advises family businesses, high-net-worth families, and family offices on balancing family dynamics with shared ownership and management across generations. He’s especially known for helping parents raise children in a family enterprise context, so wealth supports healthy, productive outcomes. Jeff speaks in the U.S. and internationally, has been quoted in The New York Times and Family Business Magazine, and writes “The Family Business Minute.”

With 25+ years spanning business leadership and advanced training in family systems, group dynamics, and psychoanalytic work, Jeff brings a practical, common-sense approach to complex family-enterprise challenges. A Fellow of the Family Firm Institute, he has also consulted with Fortune 500 companies, including Bristol-Myers Squibb, Johnson & Johnson, and Schering-Plough. He lives in New Jersey with his wife and two children and brings creativity and a sense of humor to his work.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jeff Savlov | Blum & Savlov, LLP – Family Business & Wealth Consulting

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 20 Feb 2026 12:00:00 +0000 beaconfamilyoffice@assante.com (Assante, Cory Gagnon, Beacon Family Office, Legacy Builders, Blum & Savlov, Family Business Minute, Jeff Savlov) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and their advisors balance family dynamics with the management of shared assets across generations. Drawing from his experience in his own family’s business, Jeff brings a grounded, common-sense perspective on how families can reduce conflict before it escalates and build healthier patterns that last. Our conversation focuses on what gets passed down beyond money: the spoken and unspoken family narratives that shape responsibility, resilience, identity, and ultimately, stewardship.

Jeff shares reflections shaped by both clinical training and real-world work with multigenerational families. We talk about intentional storytelling, optimal challenge, and early-life parenting choices, and how starting earlier can help families move from reactive regret to proactive stewardship, with more clarity and less friction.

About Jeff Savlov

Jeff Savlov is the founder of Blum & Savlov, LLP – Family Business & Wealth Consulting. He advises family businesses, high-net-worth families, and family offices on balancing family dynamics with shared ownership and management across generations. He’s especially known for helping parents raise children in a family enterprise context, so wealth supports healthy, productive outcomes. Jeff speaks in the U.S. and internationally, has been quoted in The New York Times and Family Business Magazine, and writes “The Family Business Minute.”

With 25+ years spanning business leadership and advanced training in family systems, group dynamics, and psychoanalytic work, Jeff brings a practical, common-sense approach to complex family-enterprise challenges. A Fellow of the Family Firm Institute, he has also consulted with Fortune 500 companies, including Bristol-Myers Squibb, Johnson & Johnson, and Schering-Plough. He lives in New Jersey with his wife and two children and brings creativity and a sense of humor to his work.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jeff Savlov | Blum & Savlov, LLP – Family Business & Wealth Consulting

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Roots of Resilience: Raising Grounded Children in Families of Wealth Assante, Cory Gagnon, Beacon Family Office, Legacy Builders, Blum & Savlov, Family Business Minute, Jeff Savlov 00:44:40 In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and their advisors balance family dynamics with the management of shared assets across generations. Drawing from his experience in his own family’s business, Jeff brings a grounded, common-sense perspective on how families can reduce conflict before it escalates and build healthier patterns that last. Our conversation focuses on what gets passed down beyond money: the spoken and unspoken family narratives that shape responsibility, resilience, identity, and ultimately, stewardship. In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and their advisors balance family dynamics with the management of shared assets across generations. Drawing from his experience in his own family’s business, Jeff brings a grounded, common-sense perspective on how families can reduce conflict before it escalates and build healthier patterns that last. Our conversation focuses on what gets passed down beyond money: the spoken and unspoken family narratives that shape responsibility, resilience, identity, and ultimately, stewardship. family business, financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business minute, stories, family office, business advisors, assante, blum & savlov llp, jeff savlov, beacon family office, legacy builders false full 63 e578ac2e-8e18-4c77-b46b-70d7188b3ca8 Becoming Who You Are: Reclaiming Choice in Enterprising Families In this episode, we’re joined by Jennifer East, Founder of ONIDA Family Advisors. With nearly 20 years of experience guiding affluent and enterprising global families, Jennifer brings a cross-cultural lens to the inner dynamics of continuity, especially when individual identity and family legacy quietly collide. We explore why it’s so common for next-gen leaders to inherit expectations before they’ve defined their own path, and how intentional mentorship, emotionally aware leadership, and thoughtful facilitation can begin to shift that pattern. Together, we consider how families move from unspoken assumptions to shared clarity and why making space for reflection may be one of the most powerful choices they make.

Jennifer shares grounded insight shaped by lived experience across cultures and decades of work with rising generations. We talk about leadership development, intergenerational collaboration, and the quiet courage it takes to name what’s true before the next chapter can begin.

About Jennifer East

Jennifer East is the Founder of ONIDA Family Advisors, where she empowers affluent, enterprising global families to transition their wealth, businesses, and the values that drive their success. With nearly two decades of experience, Jennifer brings a strategic, people-centered approach to helping families strengthen intergenerational collaboration, improve family dynamics, and build governance practices that support long-term continuity and meaningful impact.

Having lived, worked, and raised her children across North America, Europe, and the Middle East, Jennifer offers invaluable insight into cross-cultural advising. She supports rising generations, particularly women and sibling/cousin teams, through personal and leadership development, and helps families integrate diverse perspectives into stronger governance. A Fellow of the Family Firm Institute (FFI), she holds the FFI GEN Advanced Certificate in Family Business Advising (ACFBA) and has served as faculty with FFI’s Global Education Network for the past nine years. Influenced by the Wealth 3.0 paradigm, Jennifer brings a strengths-based ethos that centers the human dynamics within families. She lives in Malta with her husband and two children.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jennifer East | ONIDA Family Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 6 Feb 2026 12:00:00 +0000 beaconfamilyoffice@assante.com (Legacy Builders, Assante, Jennifer East, Family Firm Institute, Cory Gagnon, Beacon Family Office, ONIDA Family Advisors) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Jennifer East, Founder of ONIDA Family Advisors. With nearly 20 years of experience guiding affluent and enterprising global families, Jennifer brings a cross-cultural lens to the inner dynamics of continuity, especially when individual identity and family legacy quietly collide. We explore why it’s so common for next-gen leaders to inherit expectations before they’ve defined their own path, and how intentional mentorship, emotionally aware leadership, and thoughtful facilitation can begin to shift that pattern. Together, we consider how families move from unspoken assumptions to shared clarity and why making space for reflection may be one of the most powerful choices they make.

Jennifer shares grounded insight shaped by lived experience across cultures and decades of work with rising generations. We talk about leadership development, intergenerational collaboration, and the quiet courage it takes to name what’s true before the next chapter can begin.

About Jennifer East

Jennifer East is the Founder of ONIDA Family Advisors, where she empowers affluent, enterprising global families to transition their wealth, businesses, and the values that drive their success. With nearly two decades of experience, Jennifer brings a strategic, people-centered approach to helping families strengthen intergenerational collaboration, improve family dynamics, and build governance practices that support long-term continuity and meaningful impact.

Having lived, worked, and raised her children across North America, Europe, and the Middle East, Jennifer offers invaluable insight into cross-cultural advising. She supports rising generations, particularly women and sibling/cousin teams, through personal and leadership development, and helps families integrate diverse perspectives into stronger governance. A Fellow of the Family Firm Institute (FFI), she holds the FFI GEN Advanced Certificate in Family Business Advising (ACFBA) and has served as faculty with FFI’s Global Education Network for the past nine years. Influenced by the Wealth 3.0 paradigm, Jennifer brings a strengths-based ethos that centers the human dynamics within families. She lives in Malta with her husband and two children.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jennifer East | ONIDA Family Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Becoming Who You Are: Reclaiming Choice in Enterprising Families Legacy Builders, Assante, Jennifer East, Family Firm Institute, Cory Gagnon, Beacon Family Office, ONIDA Family Advisors 00:45:44 In this episode, we’re joined by Jennifer East, Founder of ONIDA Family Advisors. With nearly 20 years of experience guiding affluent and enterprising global families, Jennifer brings a cross-cultural lens to the inner dynamics of continuity, especially when individual identity and family legacy quietly collide. We explore why it’s so common for next-gen leaders to inherit expectations before they’ve defined their own path, and how intentional mentorship, emotionally aware leadership, and thoughtful facilitation can begin to shift that pattern. Together, we consider how families move from unspoken assumptions to shared clarity and why making space for reflection may be one of the most powerful choices they make. In this episode, we’re joined by Jennifer East, Founder of ONIDA Family Advisors. With nearly 20 years of experience guiding affluent and enterprising global families, Jennifer brings a cross-cultural lens to the inner dynamics of continuity, especially when individual identity and family legacy quietly collide. We explore why it’s so common for next-gen leaders to inherit expectations before they’ve defined their own path, and how intentional mentorship, emotionally aware leadership, and thoughtful facilitation can begin to shift that pattern. Together, we consider how families move from unspoken assumptions to shared clarity and why making space for reflection may be one of the most powerful choices they make. family business, financial podcast, canada, family firm institute, onida family advisors, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, stories, family office, jennifer east, business advisors, assante, storytelling, beacon family office, legacy builders false full 62 fba33e30-f613-44b9-bf9b-161070dbd1ee Still Yours to Shape: Reclaiming Identity in Times of Transition In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s fourth-generation business, Henry’s, and experience launching its mental health foundation, Amy brings a rare perspective on legacy, leadership, and impact. Our conversation focuses on what transition really feels like, how identity shifts, how clarity emerges through change, and how purpose can take on new meaning when familiar roles evolve. It’s a personal, layered look at the emotional side of stepping into what’s next.

Amy shares reflections shaped by lived experience and thoughtful observation. We talk about resilience, voice, and the quiet work of preparing for change even when you don’t yet know what the next chapter will hold.

About Amy Stein

Amy Stein is the Chief Impact Officer at Generations Trusted Family Business Advisors, where she helps family enterprises and their family offices develop values-aligned philanthropic strategies that engage rising generations and create measurable impact. With a strategic, people-centred approach, she supports families in looking beyond financial metrics to integrate business, employees, customers, and community in meaningful ways. Her work focuses on designing initiatives that scale with intention, reflect legacy, and build lasting social capital.

For over two decades, Amy was a key leader in her family’s fourth-generation business, Henry’s, Canada’s largest independent imaging retailer. She later spearheaded the launch of the Foundation for Henry’s, a creative mental health initiative rooted in community impact. Drawing on deep experience in governance, strategy, and operations as a family member, executive, board member, and shareholder, Amy brings insight into the complex dynamics of family enterprise. She is especially skilled at bridging generational perspectives and helping families align purpose with action.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Amy Stein | Generations Trusted Family Business Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 23 Jan 2026 12:00:00 +0000 beaconfamilyoffice@assante.com (Generations Trusted Family Business Advisors, Amy Stein, Pixel Foundation, Cory Gagnon, legacy builders, Assante, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s fourth-generation business, Henry’s, and experience launching its mental health foundation, Amy brings a rare perspective on legacy, leadership, and impact. Our conversation focuses on what transition really feels like, how identity shifts, how clarity emerges through change, and how purpose can take on new meaning when familiar roles evolve. It’s a personal, layered look at the emotional side of stepping into what’s next.

Amy shares reflections shaped by lived experience and thoughtful observation. We talk about resilience, voice, and the quiet work of preparing for change even when you don’t yet know what the next chapter will hold.

About Amy Stein

Amy Stein is the Chief Impact Officer at Generations Trusted Family Business Advisors, where she helps family enterprises and their family offices develop values-aligned philanthropic strategies that engage rising generations and create measurable impact. With a strategic, people-centred approach, she supports families in looking beyond financial metrics to integrate business, employees, customers, and community in meaningful ways. Her work focuses on designing initiatives that scale with intention, reflect legacy, and build lasting social capital.

For over two decades, Amy was a key leader in her family’s fourth-generation business, Henry’s, Canada’s largest independent imaging retailer. She later spearheaded the launch of the Foundation for Henry’s, a creative mental health initiative rooted in community impact. Drawing on deep experience in governance, strategy, and operations as a family member, executive, board member, and shareholder, Amy brings insight into the complex dynamics of family enterprise. She is especially skilled at bridging generational perspectives and helping families align purpose with action.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Amy Stein | Generations Trusted Family Business Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Still Yours to Shape: Reclaiming Identity in Times of Transition Generations Trusted Family Business Advisors, Amy Stein, Pixel Foundation, Cory Gagnon, legacy builders, Assante, Beacon Family Office 00:42:55 In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s fourth-generation business, Henry’s, and experience launching its mental health foundation, Amy brings a rare perspective on legacy, leadership, and impact. Our conversation focuses on what transition really feels like, how identity shifts, how clarity emerges through change, and how purpose can take on new meaning when familiar roles evolve. It’s a personal, layered look at the emotional side of stepping into what’s next. In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s fourth-generation business, Henry’s, and experience launching its mental health foundation, Amy brings a rare perspective on legacy, leadership, and impact. Our conversation focuses on what transition really feels like, how identity shifts, how clarity emerges through change, and how purpose can take on new meaning when familiar roles evolve. It’s a personal, layered look at the emotional side of stepping into what’s next. amy stein, family business, financial podcast, canada, podcastlife, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, stories, family office, generations trusted family business advisors, assante, podcasts, storytelling, beacon family office, legacy builders false full 61 29e20c18-7453-4f0c-b211-908fbd89cedf Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next

In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection.

You’ll hear how Susan supports people in rediscovering dormant interests, building new social circles, and navigating the identity shifts that often accompany retirement. Whether you’re advising clients through a transition or preparing for one yourself, this conversation offers grounded, practical insight into making the most of what’s next.

About Susan Latremoille

Susan spent over 35 years as a wealth advisor, helping clients plan financially for retirement. Over time, she saw that financial readiness was just one part of the equation. The emotional and lifestyle aspects often had the greatest impact on whether clients thrived. This insight led her to co-found Next Chapter Lifestyle Advisors, where she now works as a certified Retirement Coach (CPRC), guiding individuals through meaningful, purpose-driven transitions.

She is a Certified Expert Level Practitioner of SuccessFinder, a CEPA, a Family Enterprise Advisor (FEA), and holds an Executive MBA. A former board member of Richardson Financial Group, she also holds the ICD.D designation from the Institute of Corporate Directors. Alongside her partner, Marianne Oehser, Susan teaches at the Exit Planning Institute. She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just About the Money, and co-author of On the Shoulders of Atlas and Thriving Throughout Your Retirement Transition. Her newest book, 9 Steps to a RichLife Retirement, offers a practical roadmap for living well, giving back, and leaving a legacy.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact Susan Latremoille | Next Chapter Lifestyle Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 9 Jan 2026 12:00:00 +0000 beaconfamilyoffice@assante.com (Susan Latremoille, Next Chapter Lifestyle Advisors, Beacon Family Office, Assante, Cory Gagnon, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection.

You’ll hear how Susan supports people in rediscovering dormant interests, building new social circles, and navigating the identity shifts that often accompany retirement. Whether you’re advising clients through a transition or preparing for one yourself, this conversation offers grounded, practical insight into making the most of what’s next.

About Susan Latremoille

Susan spent over 35 years as a wealth advisor, helping clients plan financially for retirement. Over time, she saw that financial readiness was just one part of the equation. The emotional and lifestyle aspects often had the greatest impact on whether clients thrived. This insight led her to co-found Next Chapter Lifestyle Advisors, where she now works as a certified Retirement Coach (CPRC), guiding individuals through meaningful, purpose-driven transitions.

She is a Certified Expert Level Practitioner of SuccessFinder, a CEPA, a Family Enterprise Advisor (FEA), and holds an Executive MBA. A former board member of Richardson Financial Group, she also holds the ICD.D designation from the Institute of Corporate Directors. Alongside her partner, Marianne Oehser, Susan teaches at the Exit Planning Institute. She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just About the Money, and co-author of On the Shoulders of Atlas and Thriving Throughout Your Retirement Transition. Her newest book, 9 Steps to a RichLife Retirement, offers a practical roadmap for living well, giving back, and leaving a legacy.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. 

Contact Susan Latremoille | Next Chapter Lifestyle Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next Susan Latremoille, Next Chapter Lifestyle Advisors, Beacon Family Office, Assante, Cory Gagnon, Legacy Builders 00:52:55 In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection. In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection. family business, financial podcast, canada, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, stories, family office, book, russel baskin, podcasts, storytelling, beacon family office, #podcastlife, legacy builders false full 60 fe51ed86-9fee-457b-9a04-31a20fa71704 Finding Yourself After Leadership: The Missing Chapter in Succession In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession. 

Her approach emphasises empathy, shared understanding, and space for each generation to grow into their role with intention. If you're supporting a family in transition or navigating your own, this conversation offers language, perspective, and encouragement for moving forward with both steadiness and care.

About Russel Baskin

Russel Baskin is a Consultant and Certified Executive Coach with Trella Advisory Group. She brings a human development background and a passion for family business to her consulting

work with families and advisors. Over the past 20 years Russel’s career has included advising business families, coaching professionals in transition, as well as leadership roles in marketing, business development and the not-for-profit sector. Before joining the Trella Advisory Group, she was the National Director of Education and Programming for Family Enterprise Canada a national member-driven organization supporting business families and family enterprise advisors.

As a consultant with Trella, Russel specializes in relationship dynamics, governance, family continuity and individual development and growth. She brings grace and compassion to her work with clients understanding the interconnected relationship between the needs of the individual and the well-being of the family. A creative thinker and direct communicator Russel is committed to the success and excellence of all her clients.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Russel Baskin | Trella Advisory Group: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 28 Nov 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Trella Advisory Group, Legacy Builders, Beacon Family Office, Cory Gagnon, Assante) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession. 

Her approach emphasises empathy, shared understanding, and space for each generation to grow into their role with intention. If you're supporting a family in transition or navigating your own, this conversation offers language, perspective, and encouragement for moving forward with both steadiness and care.

About Russel Baskin

Russel Baskin is a Consultant and Certified Executive Coach with Trella Advisory Group. She brings a human development background and a passion for family business to her consulting

work with families and advisors. Over the past 20 years Russel’s career has included advising business families, coaching professionals in transition, as well as leadership roles in marketing, business development and the not-for-profit sector. Before joining the Trella Advisory Group, she was the National Director of Education and Programming for Family Enterprise Canada a national member-driven organization supporting business families and family enterprise advisors.

As a consultant with Trella, Russel specializes in relationship dynamics, governance, family continuity and individual development and growth. She brings grace and compassion to her work with clients understanding the interconnected relationship between the needs of the individual and the well-being of the family. A creative thinker and direct communicator Russel is committed to the success and excellence of all her clients.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Russel Baskin | Trella Advisory Group: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Finding Yourself After Leadership: The Missing Chapter in Succession Trella Advisory Group, Legacy Builders, Beacon Family Office, Cory Gagnon, Assante 00:47:00 In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession. In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession. family business, financial podcast, canada, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, stories, family office, book, russel baskin, assante, podcasts, trella advisory group, storytelling, beacon family office, legacy builders false full 59 394fa2d1-9ae0-4f73-9558-0928186da0ad Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike.

Together, we examine how menopause, often unspoken and misunderstood, can shape communication, influence decision-making, and affect readiness for leadership transitions. You’ll hear how silence around these experiences can erode trust and how clarity and conversation can restore it. Dr. Edelman reflects on how far women’s health has come, what still needs to change, and why addressing this hidden dynamic is essential to building legacies that truly last. Whether you’re navigating this season yourself or walking alongside someone who is, this is a conversation that brings science, story, and strategy into one essential dialogue.

About  Dr. Julia Edelman

Dr. Julia Edelman is a nationally recognized menopause expert, board-certified gynecologist, and Menopause Society Certified Practitioner (MSCP) with over 40 years of experience in women’s health. A graduate of Yale University and Columbia University College of Physicians and Surgeons, she completed her residency at Harvard and has since built a reputation for delivering evidence-based, compassionate care. She is the founder of Women’s Health and Gynecology of New England and has mentored physicians and students at both Harvard and Brown medical schools.

Her contributions to the field have been honoured by the North American Menopause Society, which named her “Menopause Practitioner of the Year” following the release of her first book, Menopause Matters: Your Guide to a Long and Healthy Life. She also authored Successful Sleep Strategies for Women through Harvard Health Publications. Her latest book, The Savvy Woman’s Guide to Menopause: Before, During, and Beyond (Johns Hopkins University Press, October 2025), offers clear, practical guidance to help individuals navigate midlife transitions with confidence.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dr. Julia Edelman | Women's Health and Gynecology of New England: The New England Center for Body Sculpting

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 14 Nov 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Julia Edelman, Women's Health and Gynecology of New England, Legacy Builders, Cory Gagnon, Beacon Family Office, Assante) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike.

Together, we examine how menopause, often unspoken and misunderstood, can shape communication, influence decision-making, and affect readiness for leadership transitions. You’ll hear how silence around these experiences can erode trust and how clarity and conversation can restore it. Dr. Edelman reflects on how far women’s health has come, what still needs to change, and why addressing this hidden dynamic is essential to building legacies that truly last. Whether you’re navigating this season yourself or walking alongside someone who is, this is a conversation that brings science, story, and strategy into one essential dialogue.

About  Dr. Julia Edelman

Dr. Julia Edelman is a nationally recognized menopause expert, board-certified gynecologist, and Menopause Society Certified Practitioner (MSCP) with over 40 years of experience in women’s health. A graduate of Yale University and Columbia University College of Physicians and Surgeons, she completed her residency at Harvard and has since built a reputation for delivering evidence-based, compassionate care. She is the founder of Women’s Health and Gynecology of New England and has mentored physicians and students at both Harvard and Brown medical schools.

Her contributions to the field have been honoured by the North American Menopause Society, which named her “Menopause Practitioner of the Year” following the release of her first book, Menopause Matters: Your Guide to a Long and Healthy Life. She also authored Successful Sleep Strategies for Women through Harvard Health Publications. Her latest book, The Savvy Woman’s Guide to Menopause: Before, During, and Beyond (Johns Hopkins University Press, October 2025), offers clear, practical guidance to help individuals navigate midlife transitions with confidence.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dr. Julia Edelman | Women's Health and Gynecology of New England: The New England Center for Body Sculpting

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations Julia Edelman, Women's Health and Gynecology of New England, Legacy Builders, Cory Gagnon, Beacon Family Office, Assante 00:50:53 In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike. In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike. family business, medical, menopause, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, stories, family office, book, assante, podcasts, julia edelman, storytelling, beacon family office, legacy builders false full 58 7f529472-1283-4565-a7af-915ed243a6a3 Who You’re Becoming: How Strategy, Leadership, and Legacy Start Within In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy, design, and innovation. We explore how strategy becomes a lived practice through intentional behaviour, personal development, and the quality of our conversations. Keita shares his approach to coaching leaders through conflict avoidance, curating effective inner circles, and aligning day-to-day actions with long-term vision. He introduces a powerful shift in thinking from chasing outcomes to asking better questions and what it means to lead with clarity and courage.

We talk about what strategy really looks like when it's practiced daily, why organizations often struggle to face hard truths, and how self-awareness, team dynamics, and sector alignment can either accelerate or stall transformation. Keita brings practical insight and honest reflection on what it takes to build something meaningful, starting with the conversations we choose to have. Whether you're growing a business, refining your leadership, or rethinking your goals, this episode offers a grounded framework for becoming the kind of leader your future needs.

About Keita Demming

Keita is an award-winning author, educator, and coach focused on transforming companies into idea-driven, people-centred environments. His book Strategy to Action offers a practical approach for turning bold ideas into tangible results, helping close the often-frustrating gap between strategy and execution.

As a trusted advisor in design, strategy, and innovation, Keita also hosts the podcast Conversations with Keita Demming, where he explores insights from leaders across disciplines. He believes learning from others lightens our own journey. Among his proudest achievements is building the TEDxPortofSpain community, one of the most successful TEDx events globally.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Keita Demming | The Covenant Group 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 31 Oct 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Keita Demming, Assante, The Covenant Group, Beacon Family Office, Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy, design, and innovation. We explore how strategy becomes a lived practice through intentional behaviour, personal development, and the quality of our conversations. Keita shares his approach to coaching leaders through conflict avoidance, curating effective inner circles, and aligning day-to-day actions with long-term vision. He introduces a powerful shift in thinking from chasing outcomes to asking better questions and what it means to lead with clarity and courage.

We talk about what strategy really looks like when it's practiced daily, why organizations often struggle to face hard truths, and how self-awareness, team dynamics, and sector alignment can either accelerate or stall transformation. Keita brings practical insight and honest reflection on what it takes to build something meaningful, starting with the conversations we choose to have. Whether you're growing a business, refining your leadership, or rethinking your goals, this episode offers a grounded framework for becoming the kind of leader your future needs.

About Keita Demming

Keita is an award-winning author, educator, and coach focused on transforming companies into idea-driven, people-centred environments. His book Strategy to Action offers a practical approach for turning bold ideas into tangible results, helping close the often-frustrating gap between strategy and execution.

As a trusted advisor in design, strategy, and innovation, Keita also hosts the podcast Conversations with Keita Demming, where he explores insights from leaders across disciplines. He believes learning from others lightens our own journey. Among his proudest achievements is building the TEDxPortofSpain community, one of the most successful TEDx events globally.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Keita Demming | The Covenant Group 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Who You’re Becoming: How Strategy, Leadership, and Legacy Start Within Keita Demming, Assante, The Covenant Group, Beacon Family Office, Cory Gagnon 00:50:44 In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy, design, and innovation. We explore how strategy becomes a lived practice through intentional behavior, personal development, and the quality of our conversations. Keita shares his approach to coaching leaders through conflict avoidance, curating effective inner circles, and aligning day-to-day actions with long-term vision. He introduces a powerful shift in thinking from chasing outcomes to asking better questions and what it means to lead with clarity and courage. In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy, design, and innovation. We explore how strategy becomes a lived practice through intentional behavior, personal development, and the quality of our conversations. Keita shares his approach to coaching leaders through conflict avoidance, curating effective inner circles, and aligning day-to-day actions with long-term vision. He introduces a powerful shift in thinking from chasing outcomes to asking better questions and what it means to lead with clarity and courage. family business, financial podcast, canada, ebook, strategy to action, cory gagnon, wealth management, the selfish gene by richard dawkins, podcastproduction, documentary, new podcast, family business advisor, stories, family office, brene brown, book, assante, podcasts, conversations with keita demming, the covenant group, enterprise, storytelling, keita demming, uhnw, beacon family office, legacy builders false full 57 2ae8ba05-3b11-49f6-a17f-454eb5929ec6 Before It’s Written Down: Why Estate Planning Is About More Than the Plan In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight?

Jenna brings both experience and candour to a conversation that explores more than just documents and directives. She shares real stories that reveal how family dynamics, unclear expectations, and misaligned roles can create lasting consequences or be transformed through thoughtful planning and early dialogue. Whether you're choosing your executor or are the executor, this episode offers insight into what stewardship really looks like before, during, and after the will is read.

About Jenna Carvalho

Jenna Carvalho is the Founder and Principal of Guardian Estate Company, where she helps successful Canadian families navigate the complexity of estate planning, administration, and legacy stewardship. With over 15 years of experience, including a decade at BMO Private Wealth, Jenna has directly managed more than 100 estates and acted as trustee for dozens of trusts, foundations, and powers of attorney. She holds an MBA from Queen’s University, along with the Trust and Estate Practitioner (TEP) and Member of Trust Institute (MTI) designations, credentials that underscore both her technical expertise and commitment to excellence.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jenna Carvalho | Guardian Estate Company: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 17 Oct 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Jenna Carvalho, Guardian Estate Company, Legacy Builders, Cory Gagnon, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight?

Jenna brings both experience and candour to a conversation that explores more than just documents and directives. She shares real stories that reveal how family dynamics, unclear expectations, and misaligned roles can create lasting consequences or be transformed through thoughtful planning and early dialogue. Whether you're choosing your executor or are the executor, this episode offers insight into what stewardship really looks like before, during, and after the will is read.

About Jenna Carvalho

Jenna Carvalho is the Founder and Principal of Guardian Estate Company, where she helps successful Canadian families navigate the complexity of estate planning, administration, and legacy stewardship. With over 15 years of experience, including a decade at BMO Private Wealth, Jenna has directly managed more than 100 estates and acted as trustee for dozens of trusts, foundations, and powers of attorney. She holds an MBA from Queen’s University, along with the Trust and Estate Practitioner (TEP) and Member of Trust Institute (MTI) designations, credentials that underscore both her technical expertise and commitment to excellence.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jenna Carvalho | Guardian Estate Company: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Before It’s Written Down: Why Estate Planning Is About More Than the Plan Jenna Carvalho, Guardian Estate Company, Legacy Builders, Cory Gagnon, Beacon Family Office 00:44:29 In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight? In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight? family business, jenna carvalho, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, stories, family office, guardian estate company, book, assante, podcasts, enterprise, storytelling, uhnw, beacon family office, legacy builders false full 56 3ff4f3f9-f863-43fd-aa01-342b51233d4b The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honour legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision?

Andrea shares how stories of struggle, resilience, and values often told too late can become guiding touchstones for successors, executive teams, and even entire organizations. Whether the audience is your grandchildren or your boardroom, this conversation invites a fresh look at legacy not just as something you leave, but something you live.

About Andrea Lekushoff

Andrea Lekushoff is the founder and CEO of CONTEXT Studios, the premier creator of high-end, episodic documentaries that immortalize the lives, entrepreneurial journeys, and multigenerational family legacies of distinguished individuals and families for generations to come. CONTEXT Studios is also proud to serve as an Alliance Partner of Family Enterprise Canada.

With more than three decades of experience as a PR executive and founder of the award-winning agency Broad Reach, Andrea has been a trusted advisor to C-Suite leaders and global brands, designing bespoke strategies and amplifying their stories and influence on the world stage. Andrea’s credentials include an MBA from the Ivey Business School, a BA (Honours) from Western University, and two executive education programs at Harvard Business School through YPO. She is an affiliate partner of Women Get On Board Inc., where she elevates top board candidates through their ELEVATE program, and she serves on the board development committee for the Luminato Festival in Toronto.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Andrea Lekushoff | CONTEXT Studios: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 3 Oct 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Andrea Lekushoff, context studios, Family Enterprise Canada, Harvard Business School, Cory Gagnon, beacon family office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honour legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision?

Andrea shares how stories of struggle, resilience, and values often told too late can become guiding touchstones for successors, executive teams, and even entire organizations. Whether the audience is your grandchildren or your boardroom, this conversation invites a fresh look at legacy not just as something you leave, but something you live.

About Andrea Lekushoff

Andrea Lekushoff is the founder and CEO of CONTEXT Studios, the premier creator of high-end, episodic documentaries that immortalize the lives, entrepreneurial journeys, and multigenerational family legacies of distinguished individuals and families for generations to come. CONTEXT Studios is also proud to serve as an Alliance Partner of Family Enterprise Canada.

With more than three decades of experience as a PR executive and founder of the award-winning agency Broad Reach, Andrea has been a trusted advisor to C-Suite leaders and global brands, designing bespoke strategies and amplifying their stories and influence on the world stage. Andrea’s credentials include an MBA from the Ivey Business School, a BA (Honours) from Western University, and two executive education programs at Harvard Business School through YPO. She is an affiliate partner of Women Get On Board Inc., where she elevates top board candidates through their ELEVATE program, and she serves on the board development committee for the Luminato Festival in Toronto.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Andrea Lekushoff | CONTEXT Studios: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care Andrea Lekushoff, context studios, Family Enterprise Canada, Harvard Business School, Cory Gagnon, beacon family office 00:46:46 In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honor legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision? In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honor legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision? family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, documentary, new podcast, family business advisor, andrea lekushoff, stories, family office, book, assante, podcasts, enterprise, storytelling, uhnw, context studios, legacy builders false full 55 15d2824c-94af-47a9-8544-0fe958c5a75d Developmental Crises: Helping Leaders and Families Grow Through Defining Moments In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more, looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations.

Paul brings a grounded perspective to the kinds of moments many of us try to avoid when roles are shifting, plans feel uncertain, or emotions run high. Instead of rushing to resolution, he invites us to stay curious and present. If you’re wondering how to lead or support others through change without losing yourself along the way, this conversation offers a thoughtful place to begin.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Paul Edelman | Edelman & Associates: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 19 Sep 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Paul Edelman, Edelman and Associates, The UHNW Institute, Legacy Buillders, Cory Gagnon, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more, looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations.

Paul brings a grounded perspective to the kinds of moments many of us try to avoid when roles are shifting, plans feel uncertain, or emotions run high. Instead of rushing to resolution, he invites us to stay curious and present. If you’re wondering how to lead or support others through change without losing yourself along the way, this conversation offers a thoughtful place to begin.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Paul Edelman | Edelman & Associates: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Developmental Crises: Helping Leaders and Families Grow Through Defining Moments Paul Edelman, Edelman and Associates, The UHNW Institute, Legacy Buillders, Cory Gagnon, Beacon Family Office 00:44:27 In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix, but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations. In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix, but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations. family business, rising generation, stewardship in your family enterprise, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, paul edelman, harvard university, new podcast, family business advisor, family office, book, enterprises, assante, podcasts, edelman & associates, uhnw, legacy builders false full 54 9a9c7d6b-4b16-4141-8b31-a512dae79cb2 When Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter.

Together, we look at the role of values in decision-making, the shift from inheritance to stewardship, and the everyday work of preparing the next generation. With a calm and grounded perspective, Dennis invites us to rethink not just how families lead, but how they learn, change, and grow together. If you’re asking what helps families stay connected while moving forward, this conversation offers a thoughtful place to begin.

About Dennis T. Jaffe

Dennis T. Jaffe, Ph.D., is Senior Research Fellow at BanyanGlobal Family Business Advisors and a San Francisco-based adviser to multigenerational families navigating the complexities of business, governance, wealth, and philanthropy. With a background in sociology and organisational systems, he helps families align values with long-term decision-making and supports the evolution of family enterprises across generations and geographies. His advisory and teaching work has taken him to Asia, Europe, the Middle East, and Latin America, reflecting a lifelong commitment to practical insight and cultural fluency.

A leading voice in the field, Dennis is the author of several influential books, including Wealth 3.0: The Future of Family Wealth Advising, Borrowed from Your Grandchildren, and Cross Cultures. He has received multiple honours from the Family Firm Institute and Family Wealth Report for his contributions to family enterprise advising. A Yale-trained sociologist and professor emeritus at Saybrook University, Dennis blends academic depth with practical experience to guide families in building legacies rooted in purpose, resilience, and shared understanding.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dennis T. Jaffe | BanyanGlobal Family Business Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 5 Sep 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Beacon Family Office at Assante Financial Management Ltd.) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter.

Together, we look at the role of values in decision-making, the shift from inheritance to stewardship, and the everyday work of preparing the next generation. With a calm and grounded perspective, Dennis invites us to rethink not just how families lead, but how they learn, change, and grow together. If you’re asking what helps families stay connected while moving forward, this conversation offers a thoughtful place to begin.

About Dennis T. Jaffe

Dennis T. Jaffe, Ph.D., is Senior Research Fellow at BanyanGlobal Family Business Advisors and a San Francisco-based adviser to multigenerational families navigating the complexities of business, governance, wealth, and philanthropy. With a background in sociology and organisational systems, he helps families align values with long-term decision-making and supports the evolution of family enterprises across generations and geographies. His advisory and teaching work has taken him to Asia, Europe, the Middle East, and Latin America, reflecting a lifelong commitment to practical insight and cultural fluency.

A leading voice in the field, Dennis is the author of several influential books, including Wealth 3.0: The Future of Family Wealth Advising, Borrowed from Your Grandchildren, and Cross Cultures. He has received multiple honours from the Family Firm Institute and Family Wealth Report for his contributions to family enterprise advising. A Yale-trained sociologist and professor emeritus at Saybrook University, Dennis blends academic depth with practical experience to guide families in building legacies rooted in purpose, resilience, and shared understanding.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dennis T. Jaffe | BanyanGlobal Family Business Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> When Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth Beacon Family Office at Assante Financial Management Ltd. 00:46:59 In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter. In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter. working with the ones you love, family business, wealth 3.0: the future of family wealth advising, stewardship in your family enterprise, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, asking for what you need, new podcast, family business advisor, finding her voice and leaving a legacy, family office, book, borrowed from your grandchildren: the evolution of 100-year family enterprises, assante, podcasts, cross cultures: how global families negotiate change across generations, uhnw, legacy builders false full 53 3c54522b-9d81-434c-ade5-881aa99cecbb Past, Present, and Possibility: Reimagining Legacy Through Story

In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed.

You’ll hear how imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility. Along the way, Julia challenges us to rethink status, belonging, and what it means to contribute something uniquely our own. If you’ve ever wondered how to align your next decision with values that will stand the test of time, this conversation is one you won’t want to miss.

About Julia Chung

Julia is CEO of Spring Planning, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada. With expertise in personal, business, and cross-border finance, governance, family enterprise, and conflict resolution, she empowers clients through values-based decision-making frameworks. A prolific author, she has co-authored Women & Money, The Art of Delegation, and The Entrepreneur’s Survival Guide, served as Business Editor for Gazette and PowHerHouse magazines, and was Technical Editor for the 2024 release of Funding a New Business for Dummies.

Julia has helped shape the future of financial advice in Canada, founding and leading multiple organizations. Known for her entrepreneurial spirit and her ability to “Manifest the Improbable,” she draws from a lifetime in a family that is both entrepreneurial and academic, and thrives on challenges—especially those beginning with, “You can’t do that.”

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Julia Chung | Spring Planning: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 22 Aug 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Julia Chung, Spring Plans, Spring Planning, Beacon Family Office, Beacon Family Enterprise, Cory Gagnon, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed.

You’ll hear how imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility. Along the way, Julia challenges us to rethink status, belonging, and what it means to contribute something uniquely our own. If you’ve ever wondered how to align your next decision with values that will stand the test of time, this conversation is one you won’t want to miss.

About Julia Chung

Julia is CEO of Spring Planning, Board Director at Family Enterprise Canada, and Board Chair of the Financial Planning Association of Canada. With expertise in personal, business, and cross-border finance, governance, family enterprise, and conflict resolution, she empowers clients through values-based decision-making frameworks. A prolific author, she has co-authored Women & Money, The Art of Delegation, and The Entrepreneur’s Survival Guide, served as Business Editor for Gazette and PowHerHouse magazines, and was Technical Editor for the 2024 release of Funding a New Business for Dummies.

Julia has helped shape the future of financial advice in Canada, founding and leading multiple organizations. Known for her entrepreneurial spirit and her ability to “Manifest the Improbable,” she draws from a lifetime in a family that is both entrepreneurial and academic, and thrives on challenges—especially those beginning with, “You can’t do that.”

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Julia Chung | Spring Planning: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Past, Present, and Possibility: Reimagining Legacy Through Story Julia Chung, Spring Plans, Spring Planning, Beacon Family Office, Beacon Family Enterprise, Cory Gagnon, Legacy Builders 00:46:37 In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed. In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Julia brings a depth of experience that turns difficult conversations into turning points. Together, we venture into the spaces where legacy is defined, identity is examined, and agency is reclaimed. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, asking for what you need, new podcast, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 52 30e5e0f9-cf1c-4d45-803a-f86f928c08b6 The Quiet Fix: Why Better Family Communication Starts Before the Meeting Begins

In this episode, Shauna Trainor, Principal at A&O Partners, invites us into the often overlooked spaces where clarity, courage, and connection shape the future of enterprising families. Drawing from her background in business, psychology, and systems thinking, Shauna helps us reframe how family conversations become the foundation for shared decision-making across generations.

Shauna shares why many answers already exist within families if we're willing to slow down, ask the right questions, and listen beyond the surface. We explore how unspoken complaints often sound like blame or shame, and how reframing them into requests opens doors to empathy, understanding, and real change. Whether you’re wrestling with readiness, managing expectations, or inviting the next generation to the table, this episode offers grounding questions and practical ways to begin at your own pace, and with your values leading the way.

About Shauna Trainor

Shauna Trainor works with enterprising families across North America to navigate the complexities of ownership, wealth, and family dynamics. Through a collaborative planning process, she helps families identify, clarify, and articulate their multigenerational vision and strategy. Her work supports the development of effective governance structures, strengthens communication, and fosters shared decision-making. Drawing on her background in business and psychology as well as her broad educational and travel experiences Shauna brings a well-rounded perspective that helps families and individual members move toward their desired outcomes with clarity and confidence.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Shauna Trainor | A&O Partners LLP: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 8 Aug 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Shauna Trainor, A&O Partners LLP, Beacon Family Enterprise, Cory Gagnon, Legacy Builders, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Shauna Trainor, Principal at A&O Partners, invites us into the often overlooked spaces where clarity, courage, and connection shape the future of enterprising families. Drawing from her background in business, psychology, and systems thinking, Shauna helps us reframe how family conversations become the foundation for shared decision-making across generations.

Shauna shares why many answers already exist within families if we're willing to slow down, ask the right questions, and listen beyond the surface. We explore how unspoken complaints often sound like blame or shame, and how reframing them into requests opens doors to empathy, understanding, and real change. Whether you’re wrestling with readiness, managing expectations, or inviting the next generation to the table, this episode offers grounding questions and practical ways to begin at your own pace, and with your values leading the way.

About Shauna Trainor

Shauna Trainor works with enterprising families across North America to navigate the complexities of ownership, wealth, and family dynamics. Through a collaborative planning process, she helps families identify, clarify, and articulate their multigenerational vision and strategy. Her work supports the development of effective governance structures, strengthens communication, and fosters shared decision-making. Drawing on her background in business and psychology as well as her broad educational and travel experiences Shauna brings a well-rounded perspective that helps families and individual members move toward their desired outcomes with clarity and confidence.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Shauna Trainor | A&O Partners LLP: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Quiet Fix: Why Better Family Communication Starts Before the Meeting Begins Shauna Trainor, A&O Partners LLP, Beacon Family Enterprise, Cory Gagnon, Legacy Builders, Beacon Family Office 00:45:26 In this episode, Shauna Trainor, Principal at A&O Partners, invites us into the often overlooked spaces where clarity, courage, and connection shape the future of enterprising families. Drawing from her background in business, psychology, and systems thinking, Shauna helps us reframe how family conversations become the foundation for shared decision-making across generations. In this episode, Shauna Trainor, Principal at A&O Partners, invites us into the often overlooked spaces where clarity, courage, and connection shape the future of enterprising families. Drawing from her background in business, psychology, and systems thinking, Shauna helps us reframe how family conversations become the foundation for shared decision-making across generations. family business, brené brown, the wealth money can't buy, financial podcast, canada, ebook, all in all: mulliez family triumphs, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family enterprise canada, family business advisor, family office, book, life is in the transitions: mastering change at any age, assante, podcasts, uhnw, legacy builders false full 51 a9c32b36-eb6b-48ef-a6b0-45ed2d339ff9 The Fear of Ugly: Reframing Conflict in Family Enterprise Communication In this episode, Jane Beddall, founder of Dovetail Resolutions, helps us reframe how conflict shows up in family enterprises. Drawing on her experience as a mediator, consultant, and conflict coach, Jane shares why not all conflict is the same—and how the fear of escalation often prevents families from addressing tension early. We explore the distinction between healthy disagreement and deeper dysfunction, and why timing, environment, and tone matter more than we often realize.

Jane offers a fresh lens on how families can turn conflict into connection. From the “ugly kind” of conflict to the kind that builds trust, she shares insights that might shift how you approach tough conversations. Whether you're navigating legacy, leadership, or long-held patterns, this conversation opens up practical, surprising ways to move forward—without losing what matters most.

About Jane Beddall

Jane Beddall, M.A., J.D., is the founder and principal of Dovetail Resolutions, LLC. She is a seasoned mediator, consultant, and certified CINERGY® Conflict Management Coach. Jane works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Her expertise in using conflict coaching with transformative mediation is especially effective in these circumstances.

In January 2019, Jane launched the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. She graduated from Trinity College (Hartford, CT) with a B.A. in Economics. She earned her law degree, cum laude, and her M.A. in Public Policy Analysis, with a concentration in Conflict Resolution, from the University of Pennsylvania. Jane is a Conflict Dynamics Profile® Certified Practitioner and holds Family Firm Institute Certificates in Family Business Advising and Family Wealth Advising. She lives in Naples, Florida.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jane Beddall | Dovetail Resolutions, LLC

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 25 Jul 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Jane Beddall, Dovetail Resolutions, Beacon Family Enterprise, Beacon Family Office, Legacy Builders, Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Jane Beddall, founder of Dovetail Resolutions, helps us reframe how conflict shows up in family enterprises. Drawing on her experience as a mediator, consultant, and conflict coach, Jane shares why not all conflict is the same—and how the fear of escalation often prevents families from addressing tension early. We explore the distinction between healthy disagreement and deeper dysfunction, and why timing, environment, and tone matter more than we often realize.

Jane offers a fresh lens on how families can turn conflict into connection. From the “ugly kind” of conflict to the kind that builds trust, she shares insights that might shift how you approach tough conversations. Whether you're navigating legacy, leadership, or long-held patterns, this conversation opens up practical, surprising ways to move forward—without losing what matters most.

About Jane Beddall

Jane Beddall, M.A., J.D., is the founder and principal of Dovetail Resolutions, LLC. She is a seasoned mediator, consultant, and certified CINERGY® Conflict Management Coach. Jane works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Her expertise in using conflict coaching with transformative mediation is especially effective in these circumstances.

In January 2019, Jane launched the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. She graduated from Trinity College (Hartford, CT) with a B.A. in Economics. She earned her law degree, cum laude, and her M.A. in Public Policy Analysis, with a concentration in Conflict Resolution, from the University of Pennsylvania. Jane is a Conflict Dynamics Profile® Certified Practitioner and holds Family Firm Institute Certificates in Family Business Advising and Family Wealth Advising. She lives in Naples, Florida.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jane Beddall | Dovetail Resolutions, LLC

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Fear of Ugly: Reframing Conflict in Family Enterprise Communication Jane Beddall, Dovetail Resolutions, Beacon Family Enterprise, Beacon Family Office, Legacy Builders, Cory Gagnon 00:46:05 In this episode, Jane Beddall, founder of Dovetail Resolutions, helps us reframe how conflict shows up in family enterprises. Drawing on her experience as a mediator, consultant, and conflict coach, Jane shares why not all conflict is the same—and how the fear of escalation often prevents families from addressing tension early. We explore the distinction between healthy disagreement and deeper dysfunction, and why timing, environment, and tone matter more than we often realize. In this episode, Jane Beddall, founder of Dovetail Resolutions, helps us reframe how conflict shows up in family enterprises. Drawing on her experience as a mediator, consultant, and conflict coach, Jane shares why not all conflict is the same—and how the fear of escalation often prevents families from addressing tension early. We explore the distinction between healthy disagreement and deeper dysfunction, and why timing, environment, and tone matter more than we often realize. family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family enterprise canada, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 50 454fc631-85ef-455c-8efc-2e83d7d0de11 The Courage to Continue: Why Emotional Readiness Shapes Enterprise Legacy In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition, generational readiness, and the emotional complexity of family enterprise. With over two decades of experience in U.S.-Canada cross-border tax planning and deep involvement in the family enterprise space, Krista shares how clarity, adaptability, and inclusive governance can help families move forward, especially when navigating uncertainty or change.

Together, Cory and Krista explore what it takes to prepare rising generation leaders not just in theory, but in real-world ownership. They discuss how families can foster resilience through shared learning, how emotional awareness influences decision-making, and why slowing down is often the smartest move in times of complexity. Tune in to hear how intentional structure, open dialogue, and a willingness to evolve can help families build a legacy with both strength and care.

About Krista Rabidoux

With over 24 years of experience in U.S.-Canada cross-border tax planning, Krista Rabidoux offers more than technical expertise, she brings a holistic perspective to family enterprise strategy. As both a tax professional and certified executive coach, her work focuses on the intersection of financial clarity and leadership development, helping families navigate transitions with confidence.

Her approach goes beyond compliance. Krista partners with clients to support rising generation leadership, strengthen team dynamics, and align business goals with family values. Whether guiding succession planning or evolving enterprise governance, she brings both the precision of a tax advisor and the insight of a coach.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Krista Rabidoux | Andersen in Canada: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 11 Jul 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Krista Rabidoux, Andersen in Canada, Beacon Family Office, Beacon Family Enterprise, Cory Gagnon, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition, generational readiness, and the emotional complexity of family enterprise. With over two decades of experience in U.S.-Canada cross-border tax planning and deep involvement in the family enterprise space, Krista shares how clarity, adaptability, and inclusive governance can help families move forward, especially when navigating uncertainty or change.

Together, Cory and Krista explore what it takes to prepare rising generation leaders not just in theory, but in real-world ownership. They discuss how families can foster resilience through shared learning, how emotional awareness influences decision-making, and why slowing down is often the smartest move in times of complexity. Tune in to hear how intentional structure, open dialogue, and a willingness to evolve can help families build a legacy with both strength and care.

About Krista Rabidoux

With over 24 years of experience in U.S.-Canada cross-border tax planning, Krista Rabidoux offers more than technical expertise, she brings a holistic perspective to family enterprise strategy. As both a tax professional and certified executive coach, her work focuses on the intersection of financial clarity and leadership development, helping families navigate transitions with confidence.

Her approach goes beyond compliance. Krista partners with clients to support rising generation leadership, strengthen team dynamics, and align business goals with family values. Whether guiding succession planning or evolving enterprise governance, she brings both the precision of a tax advisor and the insight of a coach.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Krista Rabidoux | Andersen in Canada: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Courage to Continue: Why Emotional Readiness Shapes Enterprise Legacy Krista Rabidoux, Andersen in Canada, Beacon Family Office, Beacon Family Enterprise, Cory Gagnon, Legacy Builders 00:45:34 In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition, generational readiness, and the emotional complexity of family enterprise. With over two decades of experience in U.S.-Canada cross-border tax planning and deep involvement in the family enterprise space, Krista shares how clarity, adaptability, and inclusive governance can help families move forward, especially when navigating uncertainty or change. In this episode of Legacy Builders, we welcome Krista Rabidoux, Partner at Andersen in Canada, for a thoughtful conversation on leadership transition, generational readiness, and the emotional complexity of family enterprise. With over two decades of experience in U.S.-Canada cross-border tax planning and deep involvement in the family enterprise space, Krista shares how clarity, adaptability, and inclusive governance can help families move forward, especially when navigating uncertainty or change. family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family enterprise canada, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 49 d6ee661f-7293-4247-90bc-0f28abcaa247 Breaking the Log Jam: Clearing Complexity to Build Sustainable Family Wealth

In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations.

Throughout the conversation, Don discusses how to recognize intuitive signals, untangle personal and business challenges, and build capacity in the rising generation. He highlights the importance of collaborative advisory teams, intentional mentorship, and developing an ownership mindset. Tune in to hear Don’s practical insights on strengthening family capital, aligning purpose with action, and creating legacies that last.

About Don Steele

A trusted advisor, financial executive, and investor passionate about helping entrepreneurs unlock the potential in their families and businesses. A valued partner and skilled collaborator, providing support and accountability to enterprising families and their advisors to preserve and nurture each family’s unique mix of financial and non-financial capital.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Don Steele | Sterling Family Capital: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 27 Jun 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Don Steele, Sterling Family Capital, Beacon Family Office, Beacon Family Enterprise, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations.

Throughout the conversation, Don discusses how to recognize intuitive signals, untangle personal and business challenges, and build capacity in the rising generation. He highlights the importance of collaborative advisory teams, intentional mentorship, and developing an ownership mindset. Tune in to hear Don’s practical insights on strengthening family capital, aligning purpose with action, and creating legacies that last.

About Don Steele

A trusted advisor, financial executive, and investor passionate about helping entrepreneurs unlock the potential in their families and businesses. A valued partner and skilled collaborator, providing support and accountability to enterprising families and their advisors to preserve and nurture each family’s unique mix of financial and non-financial capital.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Don Steele | Sterling Family Capital: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Breaking the Log Jam: Clearing Complexity to Build Sustainable Family Wealth Cory Gagnon, Don Steele, Sterling Family Capital, Beacon Family Office, Beacon Family Enterprise, Legacy Builders 00:48:15 In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations. In this episode, Don Steele, CEO and Founder of Sterling Family Capital, shares his perspective on guiding family enterprises through complex transitions with clarity and collaboration. With deep roots in finance and advisory, Don helps families navigate the emotional and strategic layers of ownership, succession, and legacy-building across generations. family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family enterprise canada, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 48 dbd375e7-2a81-4c2f-8199-3c710b26b19b Breaking the Pattern: How Self-Awareness and Choice Transform Family Wealth Dynamics In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life.

Throughout our conversation, Kristen challenges the belief that everyone must follow the same path to success within wealthy families. She shares why lasting fulfillment requires breaking free from unwritten rules and self-imposed pressures, emphasizing the courage to move beyond patterns of expectation that keep families stuck in cycles of obligation rather than authentic connection.

Tune in to discover how intentional family governance, role clarity, and balanced frameworks can unlock your family's potential to honor collective purpose while preserving personal autonomy across generations.

About Kristen Heaney 

Kristen Heaney, Founder & Coach of In Three Generations, LLC, is a Coach and Consultant to financially successful families and individuals who guides clients through the complex landscape of wealth and its associated challenges. Having lost her business-owning father to cancer at 21, she brings profound understanding to helping clients thrive amidst their success while managing the unique burdens that arise.

As both an "unprepared inheritor in recovery" and Consultant and Instructor to professional advisors serving wealthy families, Kristen specializes in authentic connection and understanding unique family needs. Her proven approach helps clients implement effective strategies for managing wealth challenges while maintaining deep relationships across generations.

Author of "In Three Generations: A Story about Family, Wealth, and Beating the Odds" and the children's book "The Super Special, Altogether Ordinary Day," Kristen creates inspirational content for those navigating unique struggles and intense celebrations. Her passion centers on helping successful individuals discover gratitude and purpose in their awesome work and relationships.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Kristen Heaney | In Three Generations LLC: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 13 Jun 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Kristen Heaney, Beacon Family Office, Beacon Family Enterprise Consulting, In Three Generations LLC, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life.

Throughout our conversation, Kristen challenges the belief that everyone must follow the same path to success within wealthy families. She shares why lasting fulfillment requires breaking free from unwritten rules and self-imposed pressures, emphasizing the courage to move beyond patterns of expectation that keep families stuck in cycles of obligation rather than authentic connection.

Tune in to discover how intentional family governance, role clarity, and balanced frameworks can unlock your family's potential to honor collective purpose while preserving personal autonomy across generations.

About Kristen Heaney 

Kristen Heaney, Founder & Coach of In Three Generations, LLC, is a Coach and Consultant to financially successful families and individuals who guides clients through the complex landscape of wealth and its associated challenges. Having lost her business-owning father to cancer at 21, she brings profound understanding to helping clients thrive amidst their success while managing the unique burdens that arise.

As both an "unprepared inheritor in recovery" and Consultant and Instructor to professional advisors serving wealthy families, Kristen specializes in authentic connection and understanding unique family needs. Her proven approach helps clients implement effective strategies for managing wealth challenges while maintaining deep relationships across generations.

Author of "In Three Generations: A Story about Family, Wealth, and Beating the Odds" and the children's book "The Super Special, Altogether Ordinary Day," Kristen creates inspirational content for those navigating unique struggles and intense celebrations. Her passion centers on helping successful individuals discover gratitude and purpose in their awesome work and relationships.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Kristen Heaney | In Three Generations LLC: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Breaking the Pattern: How Self-Awareness and Choice Transform Family Wealth Dynamics Cory Gagnon, Kristen Heaney, Beacon Family Office, Beacon Family Enterprise Consulting, In Three Generations LLC, Legacy Builders 00:49:33 In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life. In this episode, we welcome Kristen Heaney, Founder & Coach of In Three Generations, LLC, a trusted coach to financially successful families, and an authentic voice in the wealth management space. Known for her unique perspective as an "unprepared inheritor in recovery," Kristen brings a deep understanding of family wealth challenges, bridging the gap between gratitude and burden while helping families navigate the complexities of wealth preservation and transition. Together, we explore what it takes to honour legacy while fostering individual expression, touching on unconscious behaviors, stewardship responsibilities, and what it means to redefine success across generations in wealth, family, and life. family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family enterprise canada, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 47 0a9a9705-71c2-465a-abd9-d9aafe565fe9 Unlocking Full Potential: The Intersection of Peak Performance and Personal Harmony In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintaining personal harmony, touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life.

Throughout our conversation, Purdeep challenges the belief that professional excellence alone defines success. He shares why lasting fulfillment requires internal alignment, emotional resilience, and the willingness to face uncomfortable truths that often limit our growth.

Tune in to discover how intentional self-work, courageous leadership, and personal alignment can unlock your full potential in business and life.

About Purdeep Sangha 

Purdeep Sangha is a North American leader in business and human performance who advises top Board Members, CEOs, and Entrepreneurs around the globe as their business strategist and personal performance advisor. He has a proven track record for helping business heavyweights master the game of business and life simultaneously. He co-hosts the newest TV series, "Mind Your Own Business," an eight-part series where each entrepreneur faces both an accessibility challenge and a business challenge, taking viewers deep into the lives of various business owners from the disability community.

Purdeep is well known for his unique expertise in scaling businesses through effective business strategy, execution, innovation, leadership, marketing, customer experience, and operations. He is also the foremost leader in ULTRA performance, helping professionals optimize their performance using neuroscience, performance psychology, and ancient teachings kept secret by the elite. His passion involves helping men discover their power in becoming The Complete Man—achieving ultimate performance, fulfillment, and victory in both business and personal life as the best possible business leader, husband, father, and man they can be.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Purdeep Sangha | Sangha Worldwide 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 30 May 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Purdeep Sangha, Beacon Family Office, Beacon Family Enterprise Consulting, sangha worldwide) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintaining personal harmony, touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life.

Throughout our conversation, Purdeep challenges the belief that professional excellence alone defines success. He shares why lasting fulfillment requires internal alignment, emotional resilience, and the willingness to face uncomfortable truths that often limit our growth.

Tune in to discover how intentional self-work, courageous leadership, and personal alignment can unlock your full potential in business and life.

About Purdeep Sangha 

Purdeep Sangha is a North American leader in business and human performance who advises top Board Members, CEOs, and Entrepreneurs around the globe as their business strategist and personal performance advisor. He has a proven track record for helping business heavyweights master the game of business and life simultaneously. He co-hosts the newest TV series, "Mind Your Own Business," an eight-part series where each entrepreneur faces both an accessibility challenge and a business challenge, taking viewers deep into the lives of various business owners from the disability community.

Purdeep is well known for his unique expertise in scaling businesses through effective business strategy, execution, innovation, leadership, marketing, customer experience, and operations. He is also the foremost leader in ULTRA performance, helping professionals optimize their performance using neuroscience, performance psychology, and ancient teachings kept secret by the elite. His passion involves helping men discover their power in becoming The Complete Man—achieving ultimate performance, fulfillment, and victory in both business and personal life as the best possible business leader, husband, father, and man they can be.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Purdeep Sangha | Sangha Worldwide 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Unlocking Full Potential: The Intersection of Peak Performance and Personal Harmony Cory Gagnon, Purdeep Sangha, Beacon Family Office, Beacon Family Enterprise Consulting, sangha worldwide 00:50:39 In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintaining personal harmony—touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life. In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintaining personal harmony—touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life. family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family enterprise canada, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 46 4b9875ba-5c33-4f7f-9151-4baea1e6ea99 Strategic Participation Models: Optimizing Multi-Generational Philanthropic Engagement In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations.

Throughout our discussion, Dr. Hale examines how intentional giving structures transform both individuals and family enterprises, challenging conventional wisdom about philanthropic engagement. She shares practical strategies for improving multi-generational participation, from creating voluntary on-ramps to developing diverse roles beyond board membership. Listen to our latest episode for valuable insights on building resilient family philanthropy systems that harmonize personal values with meaningful social impact—perspectives beneficial for family enterprise members and their advisors alike.

About Dr. Sharilyn Hale

Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. Her highly customized engagements result in clients having greater confidence and clarity in their giving and governance. Sharilyn is an advisor with 2164 in support of multi-generational family philanthropy, a faculty member of the Ultra High Net Worth Institute, and an Instructor at Carleton University. A Chartered Director (C.Dir), Sharilyn blends the best of corporate and family governance in her work with private foundations and nonprofit boards, and her doctoral research produced a governance model that helps families give in a way that works. With more than 25 years of experience working in philanthropy and charitable communities, she was recently recognized with a 2025 Family Wealth Report Award for her work advancing philanthropy with UHNW families.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dr. Sharilyn Hale | Watermark Philanthropic Counsel: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 16 May 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Sharilyn Hale, Beacon Family Office, Legacy Builders, Watermark Philanthropic Counsel) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations.

Throughout our discussion, Dr. Hale examines how intentional giving structures transform both individuals and family enterprises, challenging conventional wisdom about philanthropic engagement. She shares practical strategies for improving multi-generational participation, from creating voluntary on-ramps to developing diverse roles beyond board membership. Listen to our latest episode for valuable insights on building resilient family philanthropy systems that harmonize personal values with meaningful social impact—perspectives beneficial for family enterprise members and their advisors alike.

About Dr. Sharilyn Hale

Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. Her highly customized engagements result in clients having greater confidence and clarity in their giving and governance. Sharilyn is an advisor with 2164 in support of multi-generational family philanthropy, a faculty member of the Ultra High Net Worth Institute, and an Instructor at Carleton University. A Chartered Director (C.Dir), Sharilyn blends the best of corporate and family governance in her work with private foundations and nonprofit boards, and her doctoral research produced a governance model that helps families give in a way that works. With more than 25 years of experience working in philanthropy and charitable communities, she was recently recognized with a 2025 Family Wealth Report Award for her work advancing philanthropy with UHNW families.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dr. Sharilyn Hale | Watermark Philanthropic Counsel: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Strategic Participation Models: Optimizing Multi-Generational Philanthropic Engagement Cory Gagnon, Sharilyn Hale, Beacon Family Office, Legacy Builders, Watermark Philanthropic Counsel 00:58:13 In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations. In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations. family business, unknown cosmic time machine, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family business advisor, parker palmer, family office, book, let your life speak, assante, podcasts, tamarind learning, family philanthropy navigator, uhnw, legacy builders false full 45 bbab0bbd-d80a-4f0e-a484-1e70c0c6d7c0 The Family Mirror: Why Self-Improvement Creates Systemic Change in Business Families In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritage

During our discussion, listeners can look forward to exploring the balance between personal boundaries and shared vision within family businesses. Holly will introduce her philosophy of "walking beside" others with genuine curiosity rather than simply directing them, and preview how daily intentional actions can transform into powerful long-term outcomes. 

About Holly Simmons

Holly Simmons is a Family Enterprise Advisor (FEA™) who provides leadership coaching, facilitation, and training to growth-minded family businesses. She uses a strategic approach to align values and purpose, develop people and roles, and strengthen communication throughout the business and family system. 

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Holly Simmons | Golden Lasso Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 2 May 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Holly Simmons, Golden Lasso Consulting, Beacon Family Office, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritage

During our discussion, listeners can look forward to exploring the balance between personal boundaries and shared vision within family businesses. Holly will introduce her philosophy of "walking beside" others with genuine curiosity rather than simply directing them, and preview how daily intentional actions can transform into powerful long-term outcomes. 

About Holly Simmons

Holly Simmons is a Family Enterprise Advisor (FEA™) who provides leadership coaching, facilitation, and training to growth-minded family businesses. She uses a strategic approach to align values and purpose, develop people and roles, and strengthen communication throughout the business and family system. 

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Holly Simmons | Golden Lasso Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Family Mirror: Why Self-Improvement Creates Systemic Change in Business Families Cory Gagnon, Holly Simmons, Golden Lasso Consulting, Beacon Family Office, Legacy Builders 00:47:48 In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritage In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritage family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, tamarind learning, uhnw, legacy builders false full 44 6a9999ce-c2a3-454f-823c-40952b845b92 Wealth Beyond Money: Cultivating Trust, Identity, and Connection in Family Enterprises In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping wealthy families navigate the complexities of multigenerational wealth, relationships, and leadership. With over 20 years of experience coaching families, Emily offers valuable insights on developing healthy identities for family members regardless of their relationship to family wealth.

Throughout the conversation, Emily explores crucial concepts such as the unique challenges faced by young people in affluent families, the importance of operationalizing family values, and creating purposeful prenuptial agreements that strengthen relationships rather than undermining them. She emphasizes the value of authentic trust, collaborative decision-making, and balancing "fair versus equal" approaches when integrating new family members. Listen to our latest episode to hear Emily's perspectives on fostering healthy family communication around wealth, establishing meaningful family traditions like regular dinners, and implementing practical solutions that honor both individual identities and shared family legacies.

About Emily Bouchard

Emily Bouchard is dedicated to unlocking the full potential of individuals and families, by guiding them through the complexities of wealth, relationships, and leadership. She is an author and speaker with over 20 years of experience coaching multigenerational families. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen. She lives on a 10-acre ranch with 9 horses, where she facilitates transformative retreats.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Emily Bouchard | Bouchard Bespoke Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Thu, 17 Apr 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Emily Bouchard, Bouchard Bespoke Consulting, 10x10 Learning Roadmap, Beacon Family Office, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping wealthy families navigate the complexities of multigenerational wealth, relationships, and leadership. With over 20 years of experience coaching families, Emily offers valuable insights on developing healthy identities for family members regardless of their relationship to family wealth.

Throughout the conversation, Emily explores crucial concepts such as the unique challenges faced by young people in affluent families, the importance of operationalizing family values, and creating purposeful prenuptial agreements that strengthen relationships rather than undermining them. She emphasizes the value of authentic trust, collaborative decision-making, and balancing "fair versus equal" approaches when integrating new family members. Listen to our latest episode to hear Emily's perspectives on fostering healthy family communication around wealth, establishing meaningful family traditions like regular dinners, and implementing practical solutions that honor both individual identities and shared family legacies.

About Emily Bouchard

Emily Bouchard is dedicated to unlocking the full potential of individuals and families, by guiding them through the complexities of wealth, relationships, and leadership. She is an author and speaker with over 20 years of experience coaching multigenerational families. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen. She lives on a 10-acre ranch with 9 horses, where she facilitates transformative retreats.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Emily Bouchard | Bouchard Bespoke Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Wealth Beyond Money: Cultivating Trust, Identity, and Connection in Family Enterprises Cory Gagnon, Emily Bouchard, Bouchard Bespoke Consulting, 10x10 Learning Roadmap, Beacon Family Office, Legacy Builders 00:48:08 In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping wealthy families navigate the complexities of multigenerational wealth, relationships, and leadership. With over 20 years of experience coaching families, Emily offers valuable insights on developing healthy identities for family members regardless of their relationship to family wealth. In this episode, Emily Bouchard, Chief Learning Officer at 10x10 Roadmap and Founder of Bouchard Bespoke Consulting, shares her extensive expertise on helping wealthy families navigate the complexities of multigenerational wealth, relationships, and leadership. With over 20 years of experience coaching families, Emily offers valuable insights on developing healthy identities for family members regardless of their relationship to family wealth. family business, financial podcast, canada, ebook, cory gagnon, wealth management, preparing heirs, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, tamarind learning, the thin book of trust, james hughes, build an enterprise family to last: proven strategies to thrive across generations, uhnw, jane flanagan research, legacy builders false full 43 65c33563-2229-4ce2-80b3-62861e9d1b55 Hardwired for Value: How Strategic Capital Structure Shapes the Future of Your Family Enterprise In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimize their approach to value creation while navigating succession planning and intergenerational transitions.

Throughout the conversation, Gerard delves into essential concepts like the three types of business leaders, capital structure optimization, and practical approaches to strategic planning that drive sustainable value. He emphasizes the importance of staying current with emerging technologies, building resilient management teams, and balancing risk management with growth opportunities. Listen to our latest episode to hear Gerard's insights on creating lasting business value, implementing strategic governance frameworks, and developing capital structures that help family enterprises thrive while securing their financial legacy.

About Gerard McInnis

Gerard McInnis is a Senior Partner with Kalos in the Valuation & Financial Modelling practice, contributing across the full transactions lifecycle with over 30 years of experience in business valuations, strategy, governance, and operations. As an active private company board Chair & Director, including Chair of the Board for Cashco Financial Services Inc. and a MacKay CEO Forum Chair, he remains immersed in current business challenges, risks, and opportunities while bringing valuable perspective from his previous role as a partner at a Big 4 accounting firm where he led their regional valuations practice and national power & utilities industry team.

Beyond his professional achievements, Gerard demonstrates strong commitment to community service, having recently chaired Finance & Risk committees for both the Alberta Ballet and Junior Achievement of Canada, and currently serving as a member of the Institute of Corporate Directors Calgary Chapter Executive. His comprehensive background spanning financial advisory, corporate governance, and community leadership positions him as a well-rounded business leader who effectively bridges technical expertise with strategic vision across multiple sectors.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Gerard McInnis | Kalos Transactions Advisory: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 4 Apr 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Gerard McInnis, Beacon Family Office, Legacy Builders, Cashco Financial, Kalos Transactions Advisory, MacKay CEO Forums) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimize their approach to value creation while navigating succession planning and intergenerational transitions.

Throughout the conversation, Gerard delves into essential concepts like the three types of business leaders, capital structure optimization, and practical approaches to strategic planning that drive sustainable value. He emphasizes the importance of staying current with emerging technologies, building resilient management teams, and balancing risk management with growth opportunities. Listen to our latest episode to hear Gerard's insights on creating lasting business value, implementing strategic governance frameworks, and developing capital structures that help family enterprises thrive while securing their financial legacy.

About Gerard McInnis

Gerard McInnis is a Senior Partner with Kalos in the Valuation & Financial Modelling practice, contributing across the full transactions lifecycle with over 30 years of experience in business valuations, strategy, governance, and operations. As an active private company board Chair & Director, including Chair of the Board for Cashco Financial Services Inc. and a MacKay CEO Forum Chair, he remains immersed in current business challenges, risks, and opportunities while bringing valuable perspective from his previous role as a partner at a Big 4 accounting firm where he led their regional valuations practice and national power & utilities industry team.

Beyond his professional achievements, Gerard demonstrates strong commitment to community service, having recently chaired Finance & Risk committees for both the Alberta Ballet and Junior Achievement of Canada, and currently serving as a member of the Institute of Corporate Directors Calgary Chapter Executive. His comprehensive background spanning financial advisory, corporate governance, and community leadership positions him as a well-rounded business leader who effectively bridges technical expertise with strategic vision across multiple sectors.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Gerard McInnis | Kalos Transactions Advisory: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Hardwired for Value: How Strategic Capital Structure Shapes the Future of Your Family Enterprise Cory Gagnon, Gerard McInnis, Beacon Family Office, Legacy Builders, Cashco Financial, Kalos Transactions Advisory, MacKay CEO Forums 00:50:18 In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimize their approach to value creation while navigating succession planning and intergenerational transitions. In this episode, Gerard McInnis, Senior Partner at Kalos Transactions Advisory, MacKay CEO Forum Chair, and Chair of the Board at Cashco Financial Services Inc., shares his expertise on valuation principles and strategic capital structure for family enterprises. With over 30 years of experience in business valuations, strategy, governance, and operations, Gerard explores how businesses can optimize their approach to value creation while navigating succession planning and intergenerational transitions. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 42 f9ad715e-33d2-4d38-b77e-6661a68c2d74 The Decision Catalyst: Examining Keep-or-Sell Frameworks in Family Enterprise In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family business decision-making and succession planning. With decades of experience as a tax attorney, educator, and trusted advisor featured in Forbes, USA TODAY, and The Wall Street Journal, Paul reveals what truly matters when families face their most critical crossroads: whether to keep or sell their business.

Throughout the conversation, Paul explores essential concepts like creating psychologically safe environments for authentic family discussions, why including all voices—even those of children as young as eight—can transform outcomes, and how "dreaming sessions" unlock possibilities rather than limitations. He emphasizes the importance of listening over talking, transparency over secrecy, and the profound difference between working "in" versus "on" your business. Listen to our latest episode to hear Paul's insights on facilitating meaningful family business meetings, balancing emotional intelligence with strategic thinking, and implementing succession approaches that honor both legacy and future potential.

About Paul Hood

A “recovering tax lawyer,” Paul Hood’s often quoted in publications that include Forbes magazine, USA TODAY, and The Wall Street Journal, and he’s been a frequent contributor to Leimberg Information Services, Inc. since its inception, Paul is a highly sought-after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language with his insightful and biting sense of humor, and he minces no words in doing so. Along the way, Paul’s been a father, husband, uncle, Godfather, lawyer, coach, mentor, trustee, member, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror, respondent, and a defendant, and he uses his experience in these myriad roles to guide others. 

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Paul Hood | Paul Hood Services & Purposeful Planning Institute: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 21 Mar 2025 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Paul Hood, Beacon Family Office, Legacy Builders, Paul Hood Services, Purposeful Planning Institute) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family business decision-making and succession planning. With decades of experience as a tax attorney, educator, and trusted advisor featured in Forbes, USA TODAY, and The Wall Street Journal, Paul reveals what truly matters when families face their most critical crossroads: whether to keep or sell their business.

Throughout the conversation, Paul explores essential concepts like creating psychologically safe environments for authentic family discussions, why including all voices—even those of children as young as eight—can transform outcomes, and how "dreaming sessions" unlock possibilities rather than limitations. He emphasizes the importance of listening over talking, transparency over secrecy, and the profound difference between working "in" versus "on" your business. Listen to our latest episode to hear Paul's insights on facilitating meaningful family business meetings, balancing emotional intelligence with strategic thinking, and implementing succession approaches that honor both legacy and future potential.

About Paul Hood

A “recovering tax lawyer,” Paul Hood’s often quoted in publications that include Forbes magazine, USA TODAY, and The Wall Street Journal, and he’s been a frequent contributor to Leimberg Information Services, Inc. since its inception, Paul is a highly sought-after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language with his insightful and biting sense of humor, and he minces no words in doing so. Along the way, Paul’s been a father, husband, uncle, Godfather, lawyer, coach, mentor, trustee, member, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror, respondent, and a defendant, and he uses his experience in these myriad roles to guide others. 

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Paul Hood | Paul Hood Services & Purposeful Planning Institute: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Decision Catalyst: Examining Keep-or-Sell Frameworks in Family Enterprise Cory Gagnon, Paul Hood, Beacon Family Office, Legacy Builders, Paul Hood Services, Purposeful Planning Institute 00:46:09 In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family business decision-making and succession planning. With decades of experience as a tax attorney, educator, and trusted advisor featured in Forbes, USA TODAY, and The Wall Street Journal, Paul reveals what truly matters when families face their most critical crossroads: whether to keep or sell their business In this episode, Paul Hood, one of the most influential voices in purposeful planning and family business governance, navigates the complex terrain of family business decision-making and succession planning. With decades of experience as a tax attorney, educator, and trusted advisor featured in Forbes, USA TODAY, and The Wall Street Journal, Paul reveals what truly matters when families face their most critical crossroads: whether to keep or sell their business family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 41 95165410-6f7a-46a4-b843-3729b8424e21 Rethinking Governance: Modern Strategies for Stronger Boards & Better Decisions In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what truly makes them effective. With over two decades of experience in more than 300 boardrooms, Matt challenges conventional wisdom about what it means to be "skilled" and how boards can function at their highest potential despite uncertainty.

Throughout the conversation, Matt delves into essential concepts like redefining success in the boardroom, the difference between technical expertise and genuine contribution, and why board composition goes far beyond professional credentials. He emphasizes the importance of treating connections as community rather than competition, creating shared understanding of decision-making processes, and balancing the complex relationship between management and governance. Listen to our latest episode to hear Matt's insights on navigating boardroom dynamics, fostering meaningful collaboration, and implementing governance approaches that help organizations thrive in times of change and complexity

About Matt Fullbrook

Matt Fullbrook, one of North America's most recognizable and respected corporate governance experts, has shared his 23 years of experience with over 300 boardrooms ranging from local nonprofits to global corporations. As the creator of the One Minute Governance podcast and Ground-Up Governance platform, he has developed an extensive library of practical insights for mastering boardroom challenges. Currently serving as an Executive in Residence at the University of Toronto's Rotman School of Management, where he has influenced governance practices for more than two decades, Matt previously directed the David & Sharon Johnston Centre for Corporate Governance Innovation and now serves as Academic Director of the Rotman/ICD program "Working Effectively With Your Board: A Program for Senior Executives.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Matt Fullbrook | Rotman/ICD Board Dynamics Program: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 7 Mar 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Matt Fullbrook, Beacon Family Office, Legacy Builders, Ground Up Governance, One Minute Governance, Fullbrook Board Effectiveness) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what truly makes them effective. With over two decades of experience in more than 300 boardrooms, Matt challenges conventional wisdom about what it means to be "skilled" and how boards can function at their highest potential despite uncertainty.

Throughout the conversation, Matt delves into essential concepts like redefining success in the boardroom, the difference between technical expertise and genuine contribution, and why board composition goes far beyond professional credentials. He emphasizes the importance of treating connections as community rather than competition, creating shared understanding of decision-making processes, and balancing the complex relationship between management and governance. Listen to our latest episode to hear Matt's insights on navigating boardroom dynamics, fostering meaningful collaboration, and implementing governance approaches that help organizations thrive in times of change and complexity

About Matt Fullbrook

Matt Fullbrook, one of North America's most recognizable and respected corporate governance experts, has shared his 23 years of experience with over 300 boardrooms ranging from local nonprofits to global corporations. As the creator of the One Minute Governance podcast and Ground-Up Governance platform, he has developed an extensive library of practical insights for mastering boardroom challenges. Currently serving as an Executive in Residence at the University of Toronto's Rotman School of Management, where he has influenced governance practices for more than two decades, Matt previously directed the David & Sharon Johnston Centre for Corporate Governance Innovation and now serves as Academic Director of the Rotman/ICD program "Working Effectively With Your Board: A Program for Senior Executives.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Matt Fullbrook | Rotman/ICD Board Dynamics Program: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Rethinking Governance: Modern Strategies for Stronger Boards & Better Decisions Cory Gagnon, Matt Fullbrook, Beacon Family Office, Legacy Builders, Ground Up Governance, One Minute Governance, Fullbrook Board Effectiveness 00:50:37 In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what truly makes them effective. With over two decades of experience in more than 300 boardrooms, Matt challenges conventional wisdom about what it means to be "skilled" and how boards can function at their highest potential despite uncertainty. In this episode, Matt Fullbrook, one of North America's most recognizable voices in corporate governance, explores the nuanced world of boardrooms and what truly makes them effective. With over two decades of experience in more than 300 boardrooms, Matt challenges conventional wisdom about what it means to be "skilled" and how boards can function at their highest potential despite uncertainty. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 40 2ebbf9d3-a9fe-43f7-8555-0dba8aecd59d Shaping Next-Generation Owners: Lessons in Resilience, Responsibility, and Leadership In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his insights on developing ownership mindsets across generations. With an expansive career that includes training over 2,500 advisors and bankers on family dynamics, founding Advising Generations, and establishing the Family Business Management program at the University of Nebraska, Dave brings a powerful blend of academic wisdom and practical experience to help families navigate the intricate path of generational continuity.

Throughout the conversation, Dave illuminates the delicate balance between protecting and empowering rising generations in family enterprises. He explores compelling perspectives on creating environments where future owners can authentically experience both success and failure, while emphasizing how transparency and shared challenges strengthen family bonds. His framework for developing true owners, not merely inheritors, provides valuable insights for families seeking to build enduring legacies that preserve relationships while fostering business resilience across generations.

About Dave Specht

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of family-owned businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Prior to his work at the bank, he founded Advising Generations, a consulting rm and established the Family Business Management program at the University of Nebraska. Dave lives in Washington state with his wife and 6 children.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dave Specht | The Drucker School of Management: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 21 Feb 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Dave Specht, Beacon Family Office, Legacy Builders, Drucker School of Management) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his insights on developing ownership mindsets across generations. With an expansive career that includes training over 2,500 advisors and bankers on family dynamics, founding Advising Generations, and establishing the Family Business Management program at the University of Nebraska, Dave brings a powerful blend of academic wisdom and practical experience to help families navigate the intricate path of generational continuity.

Throughout the conversation, Dave illuminates the delicate balance between protecting and empowering rising generations in family enterprises. He explores compelling perspectives on creating environments where future owners can authentically experience both success and failure, while emphasizing how transparency and shared challenges strengthen family bonds. His framework for developing true owners, not merely inheritors, provides valuable insights for families seeking to build enduring legacies that preserve relationships while fostering business resilience across generations.

About Dave Specht

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of family-owned businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Prior to his work at the bank, he founded Advising Generations, a consulting rm and established the Family Business Management program at the University of Nebraska. Dave lives in Washington state with his wife and 6 children.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Dave Specht | The Drucker School of Management: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Shaping Next-Generation Owners: Lessons in Resilience, Responsibility, and Leadership Cory Gagnon, Dave Specht, Beacon Family Office, Legacy Builders, Drucker School of Management 00:45:19 In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his insights on developing ownership mindsets across generations. With an expansive career that includes training over 2,500 advisors and bankers on family dynamics, founding Advising Generations, and establishing the Family Business Management program at the University of Nebraska, Dave brings a powerful blend of academic wisdom and practical experience to help families navigate the intricate path of generational continuity. In our latest episode, Dave Specht, Director of the Drucker School Global Family Business Institute and author of "The Family Business Whisperer," shares his insights on developing ownership mindsets across generations. With an expansive career that includes training over 2,500 advisors and bankers on family dynamics, founding Advising Generations, and establishing the Family Business Management program at the University of Nebraska, Dave brings a powerful blend of academic wisdom and practical experience to help families navigate the intricate path of generational continuity. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 39 69f46cc8-6586-4e67-84fe-1f47a616fbcd The HERO in Family Enterprise: The Mindset to Guide the Rising Generation In this episode, Doug Gray, Ph.D., Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, shares his expertise on fostering psychological capital (PsyCap) and intergenerational understanding within family enterprises. With over 25 years of experience and a deep background in leadership development, Doug explores how families can build stronger connections across generations while managing wealth and legacy dynamics.

Throughout the conversation, Doug delves into essential concepts like the HERO framework (Hope, Efficacy, Resilience, and Optimism) and practical approaches to family storytelling and legacy preservation. He emphasizes the importance of creating safe spaces for authentic communication, developing leadership skills in rising generations, and balancing family privacy with meaningful connection. Listen to our latest episode to hear Doug's insights on building psychological capital, fostering intergenerational dialogue, and implementing strategies that help families flourish while preserving their legacy.

About Doug Gray

Doug Gray, Ph.D., is the Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, bringing over 25 years of executive coaching and leadership consulting experience to family enterprises and organizations. With a doctorate in Leadership and Professional Practice from Trevecca Nazarene University, Doug has established himself as a pioneer in developing psychological capital (PsyCap) within family businesses and nurturing next-generation leadership talent. His innovative HERO framework (Hope, Efficacy, Resilience, and Optimism) has become instrumental in helping families navigate complex wealth and legacy dynamics.

As a champion for leadership excellence and intergenerational understanding, Doug's expertise spans across healthcare, finance, manufacturing, and education sectors. His approach combines rigorous academic research with practical, actionable strategies that help families create safe spaces for authentic communication and legacy preservation. Through his work at Action Learning Associates and Assess Next Gen, Doug remains dedicated to helping leaders and teams achieve measurable business outcomes while fostering the development of future organizational leaders.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Doug Gray | Action Learning Associates, LLC

Websites

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 7 Feb 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Doug Gray, Beacon Family Office, Legacy Builders, Action Learning Associates, Assess Next Gen) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Doug Gray, Ph.D., Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, shares his expertise on fostering psychological capital (PsyCap) and intergenerational understanding within family enterprises. With over 25 years of experience and a deep background in leadership development, Doug explores how families can build stronger connections across generations while managing wealth and legacy dynamics.

Throughout the conversation, Doug delves into essential concepts like the HERO framework (Hope, Efficacy, Resilience, and Optimism) and practical approaches to family storytelling and legacy preservation. He emphasizes the importance of creating safe spaces for authentic communication, developing leadership skills in rising generations, and balancing family privacy with meaningful connection. Listen to our latest episode to hear Doug's insights on building psychological capital, fostering intergenerational dialogue, and implementing strategies that help families flourish while preserving their legacy.

About Doug Gray

Doug Gray, Ph.D., is the Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, bringing over 25 years of executive coaching and leadership consulting experience to family enterprises and organizations. With a doctorate in Leadership and Professional Practice from Trevecca Nazarene University, Doug has established himself as a pioneer in developing psychological capital (PsyCap) within family businesses and nurturing next-generation leadership talent. His innovative HERO framework (Hope, Efficacy, Resilience, and Optimism) has become instrumental in helping families navigate complex wealth and legacy dynamics.

As a champion for leadership excellence and intergenerational understanding, Doug's expertise spans across healthcare, finance, manufacturing, and education sectors. His approach combines rigorous academic research with practical, actionable strategies that help families create safe spaces for authentic communication and legacy preservation. Through his work at Action Learning Associates and Assess Next Gen, Doug remains dedicated to helping leaders and teams achieve measurable business outcomes while fostering the development of future organizational leaders.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Doug Gray | Action Learning Associates, LLC

Websites

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The HERO in Family Enterprise: The Mindset to Guide the Rising Generation Cory Gagnon, Doug Gray, Beacon Family Office, Legacy Builders, Action Learning Associates, Assess Next Gen 00:42:13 In this episode, Doug Gray, Ph.D., Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, shares his expertise on fostering psychological capital (PsyCap) and intergenerational understanding within family enterprises. With over 25 years of experience and a deep background in leadership development, Doug explores how families can build stronger connections across generations while managing wealth and legacy dynamics. In this episode, Doug Gray, Ph.D., Founder and CEO of Action Learning Associates, LLC and co-Founder of Assess Next Gen, LLC, shares his expertise on fostering psychological capital (PsyCap) and intergenerational understanding within family enterprises. With over 25 years of experience and a deep background in leadership development, Doug explores how families can build stronger connections across generations while managing wealth and legacy dynamics. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, podcasts, uhnw, legacy builders false full 38 abb6efb5-1fc3-47aa-9369-7d17e598bb48 Crossing The Line of Confidence: Transforming Family Inertia into Collective Action In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance.

Throughout the conversation, Daphne delves into the relationship between personal development and collective growth in family businesses, particularly through her innovative "Positive Outcome Model." She illuminates how families can overcome historical patterns and conflicting work styles by understanding conative instincts and building socio-emotional wealth. Her approach emphasizes the importance of creating structured yet flexible learning environments where different generations can align their values while honouring individual differences, providing a roadmap for families seeking to build lasting legacies that bridge both personal fulfillment and business success.

About Daphne McGuffin

Daphne McGuffin is a seasoned Learning and Development Consultant and Family Business Facilitator at D3 Learning Solutions, bringing over two decades of experience in family enterprise advising. After directing the Learning Centre and Thought Leadership divisions at The BDO / SuccessCare Program for nearly 20 years, she established D3 Learning Solutions to help business families transition both tangible and intangible assets through practical approaches, focusing on multi-generational communication, governance, successor development, and leadership planning.

As a Kolbe Certified Consultant for more than 15 years and a Fellow of the Family Firm Institute (FFI), Daphne leverages her expertise to identify core instincts of family members and management teams, enhancing their productivity and relationships. Her distinguished role as a faculty member for FFI's Global Education Network, the world's most trusted provider of family enterprise professional education, further cements her position as a leading expert in the field of family enterprise consulting.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Daphne McGuffin | D3 Learning Solutions: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 24 Jan 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Daphne McGuffin, Beacon Family Office, Legacy Builders, D3 Learning Solutions) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance.

Throughout the conversation, Daphne delves into the relationship between personal development and collective growth in family businesses, particularly through her innovative "Positive Outcome Model." She illuminates how families can overcome historical patterns and conflicting work styles by understanding conative instincts and building socio-emotional wealth. Her approach emphasizes the importance of creating structured yet flexible learning environments where different generations can align their values while honouring individual differences, providing a roadmap for families seeking to build lasting legacies that bridge both personal fulfillment and business success.

About Daphne McGuffin

Daphne McGuffin is a seasoned Learning and Development Consultant and Family Business Facilitator at D3 Learning Solutions, bringing over two decades of experience in family enterprise advising. After directing the Learning Centre and Thought Leadership divisions at The BDO / SuccessCare Program for nearly 20 years, she established D3 Learning Solutions to help business families transition both tangible and intangible assets through practical approaches, focusing on multi-generational communication, governance, successor development, and leadership planning.

As a Kolbe Certified Consultant for more than 15 years and a Fellow of the Family Firm Institute (FFI), Daphne leverages her expertise to identify core instincts of family members and management teams, enhancing their productivity and relationships. Her distinguished role as a faculty member for FFI's Global Education Network, the world's most trusted provider of family enterprise professional education, further cements her position as a leading expert in the field of family enterprise consulting.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Daphne McGuffin | D3 Learning Solutions: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Crossing The Line of Confidence: Transforming Family Inertia into Collective Action Cory Gagnon, Daphne McGuffin, Beacon Family Office, Legacy Builders, D3 Learning Solutions 00:54:45 In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance. In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, tamarind learning, learning, uhnw, legacy builders false full 37 1ef06ce1-bfdc-48be-8ebf-9ca35f56f38a Finding Your Fit: Designing Custom Roles Across Generations In our latest episode, Bill Brushett, Advisor, Director, and TEC Canada Chair, shares his insights on intentional leadership development and succession planning in family enterprises. With over 40 years of experience spanning roles from President & CEO of Family Enterprise Canada to National Clients & Services Partner at Grant Thornton LLP, Bill brings a powerful combination of financial acumen and executive wisdom to help families navigate generational transitions and strategic growth.

Throughout the conversation, Bill illuminates the interplay between emotional connection and strategic foresight in family business success. He explores compelling perspectives on mentorship and peer learning while offering practical guidance for developing next-generation leaders. His framework for creating meaningful transitions emphasizes the importance of intentional design and external influence, providing valuable insights for families seeking to build lasting legacies that honor both individual aspirations and collective purpose.

About Bill Brushett

Bill Brushett is a highly accomplished leader, advisor, and mentor with over 40 years of experience in financial management, executive leadership, and governance. Currently working closely with family enterprise boards, he offers strategic guidance on governance, leadership transitions, and sustainable growth. As a TEC Canada Chair, he mentors emerging executives and business leaders, creating transformative growth opportunities. His previous role as President & CEO of Family Enterprise Canada saw him championing family-owned businesses, helping them navigate succession planning, governance, and wealth stewardship. During his distinguished career at Grant Thornton LLP, he rose to become National Clients & Services Partner, providing oversight for multiple service lines and steering client strategies.

A Chartered Professional Accountant with ICD.D and FEA certifications, Bill's credentials reflect his commitment to excellence and diverse expertise. He holds a Bachelor of Commerce from Memorial University and is a Fellow of the Institute of Chartered Accountants of Newfoundland & Labrador. His community engagement includes contributions to the Arthritis Society, St. John's Board of Trade, and Memorial University's School of Business Advisory Board. Beyond his professional life, Bill is a dedicated family man who values time with his wife, children, and grandchildren, and continues to empower leaders, strengthen businesses, and foster meaningful legacies through his various roles and initiatives.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Bill Brushett | TEC Canada Chair: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 10 Jan 2025 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Bill Brushett, Beacon Family Office, Legacy Builders, TEC Canada Chair) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, Bill Brushett, Advisor, Director, and TEC Canada Chair, shares his insights on intentional leadership development and succession planning in family enterprises. With over 40 years of experience spanning roles from President & CEO of Family Enterprise Canada to National Clients & Services Partner at Grant Thornton LLP, Bill brings a powerful combination of financial acumen and executive wisdom to help families navigate generational transitions and strategic growth.

Throughout the conversation, Bill illuminates the interplay between emotional connection and strategic foresight in family business success. He explores compelling perspectives on mentorship and peer learning while offering practical guidance for developing next-generation leaders. His framework for creating meaningful transitions emphasizes the importance of intentional design and external influence, providing valuable insights for families seeking to build lasting legacies that honor both individual aspirations and collective purpose.

About Bill Brushett

Bill Brushett is a highly accomplished leader, advisor, and mentor with over 40 years of experience in financial management, executive leadership, and governance. Currently working closely with family enterprise boards, he offers strategic guidance on governance, leadership transitions, and sustainable growth. As a TEC Canada Chair, he mentors emerging executives and business leaders, creating transformative growth opportunities. His previous role as President & CEO of Family Enterprise Canada saw him championing family-owned businesses, helping them navigate succession planning, governance, and wealth stewardship. During his distinguished career at Grant Thornton LLP, he rose to become National Clients & Services Partner, providing oversight for multiple service lines and steering client strategies.

A Chartered Professional Accountant with ICD.D and FEA certifications, Bill's credentials reflect his commitment to excellence and diverse expertise. He holds a Bachelor of Commerce from Memorial University and is a Fellow of the Institute of Chartered Accountants of Newfoundland & Labrador. His community engagement includes contributions to the Arthritis Society, St. John's Board of Trade, and Memorial University's School of Business Advisory Board. Beyond his professional life, Bill is a dedicated family man who values time with his wife, children, and grandchildren, and continues to empower leaders, strengthen businesses, and foster meaningful legacies through his various roles and initiatives.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Bill Brushett | TEC Canada Chair: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Finding Your Fit: Designing Custom Roles Across Generations Cory Gagnon, Bill Brushett, Beacon Family Office, Legacy Builders, TEC Canada Chair 00:47:52 In our latest episode, Bill Brushett, Advisor, Director, and TEC Canada Chair, shares his insights on intentional leadership development and succession planning in family enterprises. With over 40 years of experience spanning roles from President & CEO of Family Enterprise Canada to National Clients & Services Partner at Grant Thornton LLP, Bill brings a powerful combination of financial acumen and executive wisdom to help families navigate generational transitions and strategic growth. In our latest episode, Bill Brushett, Advisor, Director, and TEC Canada Chair, shares his insights on intentional leadership development and succession planning in family enterprises. With over 40 years of experience spanning roles from President & CEO of Family Enterprise Canada to National Clients & Services Partner at Grant Thornton LLP, Bill brings a powerful combination of financial acumen and executive wisdom to help families navigate generational transitions and strategic growth. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, tamarind learning, learning, uhnw, legacy builders false full 36 fc1a4656-333e-4c68-993f-c681038f7475 The Curiosity Advantage: Transforming Family Wealth Through Strategic Learning In our latest episode, we sit down with Torri Hawley, a dynamic voice in family enterprise education who brings both professional expertise and lived experience to her role as Director of Client Learning Experience at Tamarind Learning. Drawing from her journey as a seventh-generation member of a 150-year-old family enterprise, Torri shares insights about finding one's place within a family business legacy. Named among Family Business Magazine's "25 Under 35: Next-Gen Members to Watch," she embodies the bridge between traditional family enterprise values and next-generation perspectives.

In this conversation, Torri explores the importance of patience, relationship building, and the unexpected ways our early career experiences shape our journey. Through personal stories and professional observations, she offers fresh perspectives on developing next-gen leadership and navigating the complexities of family enterprise dynamics. Her unique vantage point – as both a next-gen family member and an educator – brings depth and authenticity to discussions about growth, learning, and intergenerational collaboration.

About Torri Hawley

Torri Hawley serves as the Director of Client Learning Experience for Tamarind Learning, bringing a decade of experience working with enterprising families. As a seventh-generation member of a family with a 150-year-old operating company, she has been actively involved in governance from an early age, helping establish a family council and promoting next-gen education. She currently serves on her family office and operating companies' boards and her personal experience drives her passion for helping next-generation members build confidence and credibility.

With a BBA in Family Enterprise Management from Stetson University and a master's in strategic human resources from the University of Denver, Torri has earned certificates in family business and wealth advising from the Family Firm Institute. She has spoken at numerous prestigious conferences and was named one of Family Business Magazine's "25 Under 35: Next-Gen Members to Watch." Based in the Philadelphia suburbs with her husband Charlie and dog Murray, she remains committed to community service, particularly focusing on addressing childhood hunger locally.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Torri Hawley | Tamarind Learning 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 6 Dec 2024 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Torri Hawley, Beacon Family Office, Legacy Builders, Tamarind Learning) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, we sit down with Torri Hawley, a dynamic voice in family enterprise education who brings both professional expertise and lived experience to her role as Director of Client Learning Experience at Tamarind Learning. Drawing from her journey as a seventh-generation member of a 150-year-old family enterprise, Torri shares insights about finding one's place within a family business legacy. Named among Family Business Magazine's "25 Under 35: Next-Gen Members to Watch," she embodies the bridge between traditional family enterprise values and next-generation perspectives.

In this conversation, Torri explores the importance of patience, relationship building, and the unexpected ways our early career experiences shape our journey. Through personal stories and professional observations, she offers fresh perspectives on developing next-gen leadership and navigating the complexities of family enterprise dynamics. Her unique vantage point – as both a next-gen family member and an educator – brings depth and authenticity to discussions about growth, learning, and intergenerational collaboration.

About Torri Hawley

Torri Hawley serves as the Director of Client Learning Experience for Tamarind Learning, bringing a decade of experience working with enterprising families. As a seventh-generation member of a family with a 150-year-old operating company, she has been actively involved in governance from an early age, helping establish a family council and promoting next-gen education. She currently serves on her family office and operating companies' boards and her personal experience drives her passion for helping next-generation members build confidence and credibility.

With a BBA in Family Enterprise Management from Stetson University and a master's in strategic human resources from the University of Denver, Torri has earned certificates in family business and wealth advising from the Family Firm Institute. She has spoken at numerous prestigious conferences and was named one of Family Business Magazine's "25 Under 35: Next-Gen Members to Watch." Based in the Philadelphia suburbs with her husband Charlie and dog Murray, she remains committed to community service, particularly focusing on addressing childhood hunger locally.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Torri Hawley | Tamarind Learning 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Curiosity Advantage: Transforming Family Wealth Through Strategic Learning Cory Gagnon, Torri Hawley, Beacon Family Office, Legacy Builders, Tamarind Learning 00:42:47 In our latest episode, we sit down with Torri Hawley, a dynamic voice in family enterprise education who brings both professional expertise and lived experience to her role as Director of Client Learning Experience at Tamarind Learning. Drawing from her journey as a seventh-generation member of a 150-year-old family enterprise, Torri shares insights about finding one's place within a family business legacy. Named among Family Business Magazine's "25 Under 35: Next-Gen Members to Watch," she embodies the bridge between traditional family enterprise values and next-generation perspectives. In our latest episode, we sit down with Torri Hawley, a dynamic voice in family enterprise education who brings both professional expertise and lived experience to her role as Director of Client Learning Experience at Tamarind Learning. Drawing from her journey as a seventh-generation member of a 150-year-old family enterprise, Torri shares insights about finding one's place within a family business legacy. Named among Family Business Magazine's "25 Under 35: Next-Gen Members to Watch," she embodies the bridge between traditional family enterprise values and next-generation perspectives. family business, financial podcast, canada, ebook, cory gagnon, wealth management, podcastproduction, new podcast, family business advisor, family office, book, assante, tamarind learning, learning, torri hawley, uhnw, legacy builders false full 35 c09c92f3-9927-419f-9e5e-7d9e4274ef27 Beyond Inheritance: Building Authentic Paths in Wealth Stewardship In this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding enterprising families through the delicate balance of wealth stewardship and personal authenticity. With extensive experience working with some of the wealthiest families in the country, Vincent brings a unique perspective that emphasizes the importance of individual self-actualization within the context of family wealth. His approach focuses on helping next-generation family members discover their own path while navigating the complex dynamics of inherited privilege.

Throughout the conversation, Vincent illuminates the critical balance between honouring the family legacy and fostering individual growth, particularly emphasizing the value of "walking your path." He addresses the often-overlooked challenges of choice abundance in wealthy families and stresses the importance of creating safe spaces for honest dialogue between generations. Vincent also highlights the transformative power of peer communities and intentional mentorship, advocating for an approach that acknowledges both the unique blessings and burdens that come with family wealth.

About Vincent Valeri 

Growing up in a multinational family enterprise, Vincent gained firsthand experience of the dynamics families face when working in business and managing wealth together. Like many who grew up in a family business, he learned from the bottom up from a very young age, which solidified his commitment to supporting families in wealth management and entrepreneurship. His professional background includes a Master of Management degree, experience as a management/marketing consultant for major North American companies, and five years in wealth management at one of Canada's largest banks, where he focused on family enterprises and generational wealth transfer.

As a Family Enterprise Advisor (FEA) and certified Family Legacy and Executive Leadership Coach, Vincent works as a trusted advisor helping family members develop legacy and enterprise continuity strategies, resolve conflicts, and align their values and vision for wealth and relationships. His experience in wealth management revealed a significant gap between financial management and familial dynamics, leading him to focus on bridging this divide. A recognized speaker on wealth transition and behavioural risk in family enterprises, Vincent lives in Hamilton, Ontario with his wife and two sons.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Vincent Valeri | Vincent Valeri & Associates and CMG: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 22 Nov 2024 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Vincent Valeri, Beacon Family Office, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding enterprising families through the delicate balance of wealth stewardship and personal authenticity. With extensive experience working with some of the wealthiest families in the country, Vincent brings a unique perspective that emphasizes the importance of individual self-actualization within the context of family wealth. His approach focuses on helping next-generation family members discover their own path while navigating the complex dynamics of inherited privilege.

Throughout the conversation, Vincent illuminates the critical balance between honouring the family legacy and fostering individual growth, particularly emphasizing the value of "walking your path." He addresses the often-overlooked challenges of choice abundance in wealthy families and stresses the importance of creating safe spaces for honest dialogue between generations. Vincent also highlights the transformative power of peer communities and intentional mentorship, advocating for an approach that acknowledges both the unique blessings and burdens that come with family wealth.

About Vincent Valeri 

Growing up in a multinational family enterprise, Vincent gained firsthand experience of the dynamics families face when working in business and managing wealth together. Like many who grew up in a family business, he learned from the bottom up from a very young age, which solidified his commitment to supporting families in wealth management and entrepreneurship. His professional background includes a Master of Management degree, experience as a management/marketing consultant for major North American companies, and five years in wealth management at one of Canada's largest banks, where he focused on family enterprises and generational wealth transfer.

As a Family Enterprise Advisor (FEA) and certified Family Legacy and Executive Leadership Coach, Vincent works as a trusted advisor helping family members develop legacy and enterprise continuity strategies, resolve conflicts, and align their values and vision for wealth and relationships. His experience in wealth management revealed a significant gap between financial management and familial dynamics, leading him to focus on bridging this divide. A recognized speaker on wealth transition and behavioural risk in family enterprises, Vincent lives in Hamilton, Ontario with his wife and two sons.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Vincent Valeri | Vincent Valeri & Associates and CMG: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Beyond Inheritance: Building Authentic Paths in Wealth Stewardship Cory Gagnon, Vincent Valeri, Beacon Family Office, Legacy Builders 00:49:02 In this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding enterprising families through the delicate balance of wealth stewardship and personal authenticity. With extensive experience working with some of the wealthiest families in the country, Vincent brings a unique perspective that emphasizes the importance of individual self-actualization within the context of family wealth. His approach focuses on helping next-generation family members discover their own path while navigating the complex dynamics of inherited privilege. In this episode, Vincent Valeri, Managing Director of Vincent Valeri & Associates and Principal, Family Capital Services at CMG, shares his insights on guiding enterprising families through the delicate balance of wealth stewardship and personal authenticity. With extensive experience working with some of the wealthiest families in the country, Vincent brings a unique perspective that emphasizes the importance of individual self-actualization within the context of family wealth. His approach focuses on helping next-generation family members discover their own path while navigating the complex dynamics of inherited privilege. family business, financial podcast, canada, vincent valeri, cory gagnon, wealth management, cmg, new podcast, family business advisor, family office, father, book, assante, uhnw, legacy builders false full 34 0a807800-9a14-4144-9345-520f4230b173 Collective Growth: Nurturing Innovation Within Family Enterprises In this episode, Thomas Clark, Chief Operating Officer of Veritage International, shares his distinctive approach to nurturing family enterprises through education and intergenerational development. With over a decade of experience from the Business Families Foundation to Family Enterprise Canada, Thomas brings a unique blend of educational expertise and practical business acumen to help families develop shared language and cultivate intrapreneurial mindsets across generations.

Throughout the conversation, Thomas draws compelling parallels between sports team dynamics and family enterprises, illuminating insights about legacy building and sustainable growth. He introduces innovative concepts like the family learning budget and emphasizes the vital role of emotional governance in business success. His practical framework for developing good ownership and fostering collective learning experiences provides valuable guidance for families navigating generational transitions.

About Thomas Clark

Thomas, the current COO of Veritage International, has dedicated his career to advancing family business education since 2010. His journey began at Business Families Foundation (BFF) in Montreal, where he spent eight years developing innovative educational tools and interactive content to support intrapreneurial initiatives within family businesses. Following BFF's merger with Family Enterprise Canada (FEC) in 2020, he took on the role of National Director of Content Development, where he conducted vital research on Canadian family business transitions and their associated challenges.

Driven by his passion for preparing and integrating the next generation of family business leaders, Thomas has consistently worked to create resources that help successors thrive in their roles. Based in Ottawa, he maintains an active lifestyle outside of work, pursuing interests in scuba diving, sailing, hockey, and rugby, while continuing to explore new destinations through his love of travel.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Thomas Clark | Veritage International: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 8 Nov 2024 12:00:00 +0000 beaconfamilyoffice@assante.com (Thomas Clark, Cory Gagnon, Beacon Family Office, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Thomas Clark, Chief Operating Officer of Veritage International, shares his distinctive approach to nurturing family enterprises through education and intergenerational development. With over a decade of experience from the Business Families Foundation to Family Enterprise Canada, Thomas brings a unique blend of educational expertise and practical business acumen to help families develop shared language and cultivate intrapreneurial mindsets across generations.

Throughout the conversation, Thomas draws compelling parallels between sports team dynamics and family enterprises, illuminating insights about legacy building and sustainable growth. He introduces innovative concepts like the family learning budget and emphasizes the vital role of emotional governance in business success. His practical framework for developing good ownership and fostering collective learning experiences provides valuable guidance for families navigating generational transitions.

About Thomas Clark

Thomas, the current COO of Veritage International, has dedicated his career to advancing family business education since 2010. His journey began at Business Families Foundation (BFF) in Montreal, where he spent eight years developing innovative educational tools and interactive content to support intrapreneurial initiatives within family businesses. Following BFF's merger with Family Enterprise Canada (FEC) in 2020, he took on the role of National Director of Content Development, where he conducted vital research on Canadian family business transitions and their associated challenges.

Driven by his passion for preparing and integrating the next generation of family business leaders, Thomas has consistently worked to create resources that help successors thrive in their roles. Based in Ottawa, he maintains an active lifestyle outside of work, pursuing interests in scuba diving, sailing, hockey, and rugby, while continuing to explore new destinations through his love of travel.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Thomas Clark | Veritage International: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Collective Growth: Nurturing Innovation Within Family Enterprises Thomas Clark, Cory Gagnon, Beacon Family Office, Legacy Builders 00:55:16 In this episode, Thomas Clark, Chief Operating Officer of Veritage International, shares his distinctive approach to nurturing family enterprises through education and intergenerational development. With over a decade of experience from the Business Families Foundation to Family Enterprise Canada, Thomas brings a unique blend of educational expertise and practical business acumen to help families develop shared language and cultivate intrapreneurial mindsets across generations. In this episode, Thomas Clark, Chief Operating Officer of Veritage International, shares his distinctive approach to nurturing family enterprises through education and intergenerational development. With over a decade of experience from the Business Families Foundation to Family Enterprise Canada, Thomas brings a unique blend of educational expertise and practical business acumen to help families develop shared language and cultivate intrapreneurial mindsets across generations. family business, financial podcast, cory gagnon, wealth management, new podcast, family business advisor, #wealthacrosscanada, family office, father, assante, uhnw, legacy builders false full 33 ee67f4bb-c39d-4b8d-944c-4f189ff9bf1f Removing the Mask: Empowering Family Enterprise Leaders to Thrive In our latest episode, we welcome Danielle Saputo, President and Owner of Danielle Saputo Legacy Coach & Family Enterprise Advisor. With a distinguished academic background and certifications from prestigious institutions, Danielle shares her expertise as a Family Enterprise Advisor Designate and Certified Coach. Throughout our conversation, she emphasizes the critical importance of recognizing opportunities, finding one's voice, and balancing individual development with family unity in the context of family enterprises. 

Danielle delves into key topics such as the multifaceted nature of courage within family businesses, the delicate balance between respecting traditions and personal growth, and the unique challenges faced by large, multigenerational families. Listeners will gain valuable insights into navigating the complex landscape of personal development, family dynamics, and wealth management. Danielle offers practical approaches for seizing opportunities, fostering resilience, and promoting understanding across generations. 

About Danielle Saputo

Danielle is a multifaceted professional passionate about personal growth and empowering others. Armed with a Business degree from Concordia University and wealth management certifications from prestigious institutions like the University of Toronto's Rotman School of Management, she brings a wealth of knowledge to her roles. As a Certified Coach recognized by the International Coaching Federation, specializing in Emotional Intelligence and Resilience, Danielle excels at fostering positive change in individuals and organizations.

Drawing from her experience as a prominent Canadian Family Business member, Danielle applies her expertise as a Family Enterprise Advisor Designate and Education Facilitator to enhance overall wealth, emphasizing harmony and legacy. As the Owner of RiverTay Facilitation and a Trustee for Lakefield College School, she champions financial literacy and family legacy. Danielle's commitment extends beyond her professional life; she's an author, arts enthusiast, nature lover, and active community volunteer dedicated to balancing her family life with an impactful career.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Danielle Saputo | Danielle Saputo Legacy Coach & Family Enterprise Advisor: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 25 Oct 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Danielle Saputo, Danielle Saputo Legacy Coach & Family Enterprise Advisor, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, we welcome Danielle Saputo, President and Owner of Danielle Saputo Legacy Coach & Family Enterprise Advisor. With a distinguished academic background and certifications from prestigious institutions, Danielle shares her expertise as a Family Enterprise Advisor Designate and Certified Coach. Throughout our conversation, she emphasizes the critical importance of recognizing opportunities, finding one's voice, and balancing individual development with family unity in the context of family enterprises. 

Danielle delves into key topics such as the multifaceted nature of courage within family businesses, the delicate balance between respecting traditions and personal growth, and the unique challenges faced by large, multigenerational families. Listeners will gain valuable insights into navigating the complex landscape of personal development, family dynamics, and wealth management. Danielle offers practical approaches for seizing opportunities, fostering resilience, and promoting understanding across generations. 

About Danielle Saputo

Danielle is a multifaceted professional passionate about personal growth and empowering others. Armed with a Business degree from Concordia University and wealth management certifications from prestigious institutions like the University of Toronto's Rotman School of Management, she brings a wealth of knowledge to her roles. As a Certified Coach recognized by the International Coaching Federation, specializing in Emotional Intelligence and Resilience, Danielle excels at fostering positive change in individuals and organizations.

Drawing from her experience as a prominent Canadian Family Business member, Danielle applies her expertise as a Family Enterprise Advisor Designate and Education Facilitator to enhance overall wealth, emphasizing harmony and legacy. As the Owner of RiverTay Facilitation and a Trustee for Lakefield College School, she champions financial literacy and family legacy. Danielle's commitment extends beyond her professional life; she's an author, arts enthusiast, nature lover, and active community volunteer dedicated to balancing her family life with an impactful career.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Danielle Saputo | Danielle Saputo Legacy Coach & Family Enterprise Advisor: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Removing the Mask: Empowering Family Enterprise Leaders to Thrive Cory Gagnon, Danielle Saputo, Danielle Saputo Legacy Coach & Family Enterprise Advisor, Legacy Builders 00:52:04 In our latest episode, we welcome Danielle Saputo, President and Owner of Danielle Saputo Legacy Coach & Family Enterprise Advisor. With a distinguished academic background and certifications from prestigious institutions, Danielle shares her expertise as a Family Enterprise Advisor Designate and Certified Coach. Throughout our conversation, she emphasizes the critical importance of recognizing opportunities, finding one's voice, and balancing individual development with family unity in the context of family enterprises. In our latest episode, we welcome Danielle Saputo, President and Owner of Danielle Saputo Legacy Coach & Family Enterprise Advisor. With a distinguished academic background and certifications from prestigious institutions, Danielle shares her expertise as a Family Enterprise Advisor Designate and Certified Coach. Throughout our conversation, she emphasizes the critical importance of recognizing opportunities, finding one's voice, and balancing individual development with family unity in the context of family enterprises. broadcast, i am enough: emerging from the shadows into the sunlight of my true self, danielle saputo, cory gagnon, podcastproduction, new podcast, financial planning, financial wellbeing, the cycle of the gift: family wealth and wisdom, ultra high net worth family, partnership, assante, podcasts false full 32 ecb9bd7a-f1d1-44cc-aa43-14a6474ffc0e Decision Alignment: Connecting Family Values to Business Strategy In this episode, Joshua Nacht, a senior consultant with The Family Business Consulting Group, shares his insights on helping business families create structured plans for continuity and success across generations. Joshua has extensively researched family business leadership and discusses the importance of developing effective governance, communication, strategies and managing transitions within family enterprises.

Throughout the conversation, Joshua explores key concepts such as creating a shared family vision, balancing tradition with innovation, and the role of family champions in driving positive change. He emphasizes the value of collaborative goal-setting, effective governance structures, and aligning family values with business decisions. Listen to our latest episode to hear Joshua's perspectives on crafting enduring family business legacies, fostering intergenerational cooperation, and implementing practical governance solutions that bridge family dynamics with business success.

About Joshua Nacht

Joshua Nacht, Ph.D., is a senior consultant at The Family Business Consulting Group, specializing in creating structured continuity plans for business families. His expertise lies in effective governance, communication, and transitions, focusing on integrating diverse perspectives from multigenerational families into successful strategies. Known for his ability to connect with people, Joshua values the collaborative relationships and trust he builds with his clients. His work spans various critical issues, including next-generation leadership development, role management, and facilitating effective family meetings.

As a thought leader in his field, Joshua has co-authored the book "Family Champions and Champion Families," which explores the crucial role of family leaders in sustaining business family success. His groundbreaking research on "The Role of the Family Champion" earned him the prestigious 'Best Dissertation Award' from the Family Firm Institute in 2016. This work has contributed to understanding leadership dynamics within business family ownership groups. Joshua's unique background, which includes leading wilderness skills trips and counselling individuals and families, enhances his holistic approach to family business consulting.

Resources: 

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Joshua Nacht | The Family Business Consulting Group, Inc.: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 11 Oct 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Joshua Nacht, The Family Business Consulting Group, Beacon Family Office at Assante Ltd., Cory Gagnon, Legacy Builders Team) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Joshua Nacht, a senior consultant with The Family Business Consulting Group, shares his insights on helping business families create structured plans for continuity and success across generations. Joshua has extensively researched family business leadership and discusses the importance of developing effective governance, communication, strategies and managing transitions within family enterprises.

Throughout the conversation, Joshua explores key concepts such as creating a shared family vision, balancing tradition with innovation, and the role of family champions in driving positive change. He emphasizes the value of collaborative goal-setting, effective governance structures, and aligning family values with business decisions. Listen to our latest episode to hear Joshua's perspectives on crafting enduring family business legacies, fostering intergenerational cooperation, and implementing practical governance solutions that bridge family dynamics with business success.

About Joshua Nacht

Joshua Nacht, Ph.D., is a senior consultant at The Family Business Consulting Group, specializing in creating structured continuity plans for business families. His expertise lies in effective governance, communication, and transitions, focusing on integrating diverse perspectives from multigenerational families into successful strategies. Known for his ability to connect with people, Joshua values the collaborative relationships and trust he builds with his clients. His work spans various critical issues, including next-generation leadership development, role management, and facilitating effective family meetings.

As a thought leader in his field, Joshua has co-authored the book "Family Champions and Champion Families," which explores the crucial role of family leaders in sustaining business family success. His groundbreaking research on "The Role of the Family Champion" earned him the prestigious 'Best Dissertation Award' from the Family Firm Institute in 2016. This work has contributed to understanding leadership dynamics within business family ownership groups. Joshua's unique background, which includes leading wilderness skills trips and counselling individuals and families, enhances his holistic approach to family business consulting.

Resources: 

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Joshua Nacht | The Family Business Consulting Group, Inc.: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Decision Alignment: Connecting Family Values to Business Strategy Joshua Nacht, The Family Business Consulting Group, Beacon Family Office at Assante Ltd., Cory Gagnon, Legacy Builders Team 00:52:20 In this episode, Joshua Nacht, a senior consultant with The Family Business Consulting Group, shares his insights on helping business families create structured plans for continuity and success across generations. Joshua has extensively researched family business leadership and discusses the importance of developing effective governance, communication, strategies and managing transitions within family enterprises. In this episode, Joshua Nacht, a senior consultant with The Family Business Consulting Group, shares his insights on helping business families create structured plans for continuity and success across generations. Joshua has extensively researched family business leadership and discusses the importance of developing effective governance, communication, strategies and managing transitions within family enterprises. broadcast, family champions and champion families: developing family leaders to sustain the family enterprise, family business consulting group, family firm institute, cory gagnon, podcastproduction, new podcast, financial planning, financial wellbeing, the family business, ultra high net worth family, partnership, assante, podcasts, joshua nacht false full 31 074a697e-2bdb-4dc9-9824-4aba81a45458 Reframing the Family Story: From Inherited Trauma to Generational Triumph In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises.

Throughout the conversation, Ruschelle highlights the significant impact of uncovering and transforming inherited patterns on both individual well-being and family business performance. She stresses the value of integrating health psychology principles into wealth management strategies, ensuring all family members feel empowered. Ruschelle also touches on the need for families to approach wealth-related issues with a balance of pragmatism and emotional intelligence, seeking outcomes that preserve financial legacy while promoting personal fulfillment across generations.

About Ruschelle Khanna

Ruschelle Khanna has spent over 20 years working at the intersection of family therapy, health psychology, and wealth. A licensed therapist, family advisor and executive coach for women, she brings decades of experience to helping people seize the power of their own ability to heal. 

She has guided successful families and high-performing individuals in overcoming the challenges of chronic illness, preserving a legacy, and passing on generational wealth. Ruschelle currently hosts masterminds for women focused on stewardship, mindfulness, and overcoming ancestral trauma.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Ruschelle Khanna | Ruschelle Khanna, LCSW PLLC: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 27 Sep 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Ruschelle Khanna, Beacon Family Office, Legacy Builders, Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises.

Throughout the conversation, Ruschelle highlights the significant impact of uncovering and transforming inherited patterns on both individual well-being and family business performance. She stresses the value of integrating health psychology principles into wealth management strategies, ensuring all family members feel empowered. Ruschelle also touches on the need for families to approach wealth-related issues with a balance of pragmatism and emotional intelligence, seeking outcomes that preserve financial legacy while promoting personal fulfillment across generations.

About Ruschelle Khanna

Ruschelle Khanna has spent over 20 years working at the intersection of family therapy, health psychology, and wealth. A licensed therapist, family advisor and executive coach for women, she brings decades of experience to helping people seize the power of their own ability to heal. 

She has guided successful families and high-performing individuals in overcoming the challenges of chronic illness, preserving a legacy, and passing on generational wealth. Ruschelle currently hosts masterminds for women focused on stewardship, mindfulness, and overcoming ancestral trauma.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Ruschelle Khanna | Ruschelle Khanna, LCSW PLLC: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Reframing the Family Story: From Inherited Trauma to Generational Triumph Ruschelle Khanna, Beacon Family Office, Legacy Builders, Cory Gagnon 00:46:24 In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises. In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises. broadcast, ruschelle khanna, cory gagnon, podcastproduction, new podcast, financial planning, financial wellbeing, the family business, ultra high net worth family, partnership, assante, podcasts false full 30 e31cee0b-e25f-4b6b-912e-55dcd26dae23 Strategic Growth of the Family Enterprise: Cultivating Acumen Early for Sustained Success In our latest episode, we welcome Anna Giampà, Chief Learning & Development Officer at Crysalia, for an in-depth discussion on family enterprises. Anna, a certified Family Enterprise Advisor with over two decades of experience, shares her unique insights on navigating the complex interplay between family dynamics and business strategy.

Throughout our conversation, Anna emphasizes the critical importance of open communication and diverse perspectives across all family circles. She delves into key topics such as strategic planning for family businesses, the benefits of engaging younger generations early, and the vital role of maintaining family alignment alongside enterprise development. Anna offers practical approaches for creating harmony within family enterprises, building a strong family identity, and addressing the unique challenges of sustaining a business across generations. 

Listeners will gain valuable insights into balancing tradition with innovation, effectively managing succession planning, and fostering a collaborative environment that supports long-term sustainability and legacy building in family enterprises.

About Anna Giampà

Anna Giampà is a certified Family Enterprise Advisor (FEA) with over 20 years of consulting experience. As the Chief Learning & Development Officer at Crysalia, she leverages her personal family business background, diverse career path, and varied educational expertise to support clients' complex needs. Anna's experience spans business planning, communications, and strategy, having worked with entrepreneurs, organizational leaders, and in academia.

With an MBA in Strategy and Entrepreneurship, Anna brings hands-on experience in strategic, financial, and operations management to her role. She is known for her integrity, collaborative style, and approach grounded in compassion, curiosity, and creativity. Beyond her professional life, Anna is a lifelong learner, foodie, and avid traveller who values quality time with her family and volunteer work for causes close to her heart.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Anna Giampà | Crysalia:

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 13 Sep 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Anna Giampà, Cory Gagnon, Legacy Builders, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, we welcome Anna Giampà, Chief Learning & Development Officer at Crysalia, for an in-depth discussion on family enterprises. Anna, a certified Family Enterprise Advisor with over two decades of experience, shares her unique insights on navigating the complex interplay between family dynamics and business strategy.

Throughout our conversation, Anna emphasizes the critical importance of open communication and diverse perspectives across all family circles. She delves into key topics such as strategic planning for family businesses, the benefits of engaging younger generations early, and the vital role of maintaining family alignment alongside enterprise development. Anna offers practical approaches for creating harmony within family enterprises, building a strong family identity, and addressing the unique challenges of sustaining a business across generations. 

Listeners will gain valuable insights into balancing tradition with innovation, effectively managing succession planning, and fostering a collaborative environment that supports long-term sustainability and legacy building in family enterprises.

About Anna Giampà

Anna Giampà is a certified Family Enterprise Advisor (FEA) with over 20 years of consulting experience. As the Chief Learning & Development Officer at Crysalia, she leverages her personal family business background, diverse career path, and varied educational expertise to support clients' complex needs. Anna's experience spans business planning, communications, and strategy, having worked with entrepreneurs, organizational leaders, and in academia.

With an MBA in Strategy and Entrepreneurship, Anna brings hands-on experience in strategic, financial, and operations management to her role. She is known for her integrity, collaborative style, and approach grounded in compassion, curiosity, and creativity. Beyond her professional life, Anna is a lifelong learner, foodie, and avid traveller who values quality time with her family and volunteer work for causes close to her heart.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Anna Giampà | Crysalia:

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Strategic Growth of the Family Enterprise: Cultivating Acumen Early for Sustained Success Anna Giampà, Cory Gagnon, Legacy Builders, Beacon Family Office 00:47:18 In our latest episode, we welcome Anna Giampà, Chief Learning & Development Officer at Crysalia, for an in-depth discussion on family enterprises. Anna, a certified Family Enterprise Advisor with over two decades of experience, shares her unique insights on navigating the complex interplay between family dynamics and business strategy. In our latest episode, we welcome Anna Giampà, Chief Learning & Development Officer at Crysalia, for an in-depth discussion on family enterprises. Anna, a certified Family Enterprise Advisor with over two decades of experience, shares her unique insights on navigating the complex interplay between family dynamics and business strategy. family business, podcasting, podcast, financial podcast, finance, wealth management, fea, assante, crysalia, family dynamics, anna giampà, family legacy, legacy builders false full 29 b3574f1f-17a1-4812-80b0-6527ba2b7084 Unmasking Narratives: Converting Emotional Currency into Generational Wealth In this episode, Franco Lombardo, Founder and CEO of Veritage International, offers a fresh perspective on the symbiosis between personal growth and family business success. Franco uncovers how confronting entrenched narratives and building emotionally secure environments can reshape family business operations. He delves into practical strategies for nurturing genuine relationships and refining decision-making processes, illuminating how transparency and shared values can harmonize individual aspirations with broader business goals.

The conversation explores crucial themes such as the ripple effects of emotional safety in business settings, the convergence of individual development and collective family enterprise achievements, and the catalytic role of open dialogue in driving positive change. Franco dissects the unique challenges and opportunities in fostering a culture of authenticity within family businesses, underscoring the significant impact of blending self-awareness with a unified vision. His approach provides family enterprises with an innovative blueprint for cultivating lasting success across generations while making meaningful community contributions.

Listen to the episode to learn more about Franco's groundbreaking insights, discover how his strategies can transform your family business dynamics, and help build a legacy that truly matters.

About Franco Lombardo

Francesco Lombardo is a renowned family business advisor and the founder of Veritage, a global advisory firm specializing in emotional governance. With over twenty years of experience, Franco has worked with some of the world's wealthiest families, helping them achieve emotional safety and healthy family dynamics through his Safe Space™ model. His direct yet compassionate approach has made him a sought-after expert, committed to fostering positive and emotionally connected environments for families worldwide.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Franco Lombardo | Veritage International - Family Business Facilitation and Coaching: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 30 Aug 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Franco Lombardo, Beacon Family Office, Legacy Builders, Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Franco Lombardo, Founder and CEO of Veritage International, offers a fresh perspective on the symbiosis between personal growth and family business success. Franco uncovers how confronting entrenched narratives and building emotionally secure environments can reshape family business operations. He delves into practical strategies for nurturing genuine relationships and refining decision-making processes, illuminating how transparency and shared values can harmonize individual aspirations with broader business goals.

The conversation explores crucial themes such as the ripple effects of emotional safety in business settings, the convergence of individual development and collective family enterprise achievements, and the catalytic role of open dialogue in driving positive change. Franco dissects the unique challenges and opportunities in fostering a culture of authenticity within family businesses, underscoring the significant impact of blending self-awareness with a unified vision. His approach provides family enterprises with an innovative blueprint for cultivating lasting success across generations while making meaningful community contributions.

Listen to the episode to learn more about Franco's groundbreaking insights, discover how his strategies can transform your family business dynamics, and help build a legacy that truly matters.

About Franco Lombardo

Francesco Lombardo is a renowned family business advisor and the founder of Veritage, a global advisory firm specializing in emotional governance. With over twenty years of experience, Franco has worked with some of the world's wealthiest families, helping them achieve emotional safety and healthy family dynamics through his Safe Space™ model. His direct yet compassionate approach has made him a sought-after expert, committed to fostering positive and emotionally connected environments for families worldwide.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Franco Lombardo | Veritage International - Family Business Facilitation and Coaching: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Unmasking Narratives: Converting Emotional Currency into Generational Wealth Franco Lombardo, Beacon Family Office, Legacy Builders, Cory Gagnon 00:42:11 In this episode, Franco Lombardo, Founder and CEO of Veritage International, offers a fresh perspective on the symbiosis between personal growth and family business success. Franco uncovers how confronting entrenched narratives and building emotionally secure environments can reshape family business operations. He delves into practical strategies for nurturing genuine relationships and refining decision-making processes, illuminating how transparency and shared values can harmonize individual aspirations with broader business goals. In this episode, Franco Lombardo, Founder and CEO of Veritage International, offers a fresh perspective on the symbiosis between personal growth and family business success. Franco uncovers how confronting entrenched narratives and building emotionally secure environments can reshape family business operations. He delves into practical strategies for nurturing genuine relationships and refining decision-making processes, illuminating how transparency and shared values can harmonize individual aspirations with broader business goals. financial podcast, cory gagnon, new podcast, #familyoffice, #familybusinessadvisor, #legacybuilders, assante, #wealthandwellbeing, #familylegacy false full 28 a25533e1-0af3-4c3f-9b0a-95067dad3d06 From Within Outward: Embracing Advisors and Peer Insights for Family Enterprise Growth In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time.

Throughout the conversation, Steve touches on important ideas like getting advice from people who don't have a hidden agenda, finding family members who can champion positive change, and why it's crucial for families to meet regularly and talk openly. He explains how these practices can help families stay strong and adapt, especially when facing big changes or unexpected events. Listen to our latest episode to hear Steve's insights on balancing family harmony with business success, the importance of unconflicted advice, how to be a family champion, and more. 

About Steve Legler

Steve Legler, MBA, FEA, CPCC, is an independent Family Legacy Coach based in Montreal. Growing up in a business family, he was expected to take over his father's company. However, an unexpected liquidity event in his 20s led him to manage their family office instead. In 2013, Legler discovered the Family Enterprise Advisor (FEA) program, which became a career-changing calling. He now works with family clients as a facilitator and mediator, coaching family members across generations.

Steve is the author of two books: "SHIFT your Family Business" (2014) and "Interdependent Wealth" (2019). He is a faculty member of the Family Firm Institute's global education network program, a member of the Wisdom Expedition for the Purposeful Planning Institute, and co-hosts Family Enterprise Canada's "Let's Talk Family Enterprise" podcast.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Steve Legler | Blackwood Family Enterprise Services: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 16 Aug 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Steve Legler, Legacy Builders, Cory Gagnon, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time.

Throughout the conversation, Steve touches on important ideas like getting advice from people who don't have a hidden agenda, finding family members who can champion positive change, and why it's crucial for families to meet regularly and talk openly. He explains how these practices can help families stay strong and adapt, especially when facing big changes or unexpected events. Listen to our latest episode to hear Steve's insights on balancing family harmony with business success, the importance of unconflicted advice, how to be a family champion, and more. 

About Steve Legler

Steve Legler, MBA, FEA, CPCC, is an independent Family Legacy Coach based in Montreal. Growing up in a business family, he was expected to take over his father's company. However, an unexpected liquidity event in his 20s led him to manage their family office instead. In 2013, Legler discovered the Family Enterprise Advisor (FEA) program, which became a career-changing calling. He now works with family clients as a facilitator and mediator, coaching family members across generations.

Steve is the author of two books: "SHIFT your Family Business" (2014) and "Interdependent Wealth" (2019). He is a faculty member of the Family Firm Institute's global education network program, a member of the Wisdom Expedition for the Purposeful Planning Institute, and co-hosts Family Enterprise Canada's "Let's Talk Family Enterprise" podcast.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Steve Legler | Blackwood Family Enterprise Services: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> From Within Outward: Embracing Advisors and Peer Insights for Family Enterprise Growth Steve Legler, Legacy Builders, Cory Gagnon, Beacon Family Office 00:51:52 In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time. In this episode, Steve Legler a Senior Consultant at Blackwood Family Enterprise Services, talks about his experiences helping wealthy families make tough decisions and work through challenges that span generations. Steve, who grew up in a business family himself, shares what he's learned about keeping families and their businesses healthy over time. the family business partnership, cory gagnon, new podcast, financial planning, financial wellbeing, ultra high net worth family, assante, steve legler, podcasts false full 27 705f78b6-3859-41c9-ad26-26e9dfc7ca40 Running the Family Business Marathon: Crossing the Finish Line of Generational Transitions In this episode, Russ Haworth, Family Business Advisor at The Family Business Partnership, shares his extensive expertise in guiding families of wealth through complex decisions and multi-generational challenges. Russ delves into the critical aspects of effective governance frameworks and personal accountability, introducing his innovative approach to reimagining the role of the family advisor. He emphasizes the importance of balancing individual responsibility with collective support, particularly when fostering the grit and resilience needed for successful wealth preservation and legacy planning across generations.

Throughout the conversation, Russ explores key topics such as the power of storytelling in family businesses, the intersection of personal endurance and shared family journeys, and the role of open dialogue in inspiring future generations. He discusses the unique challenges and opportunities inherent in cultivating a culture of growth and adaptability within family enterprises, highlighting the immense value of combining personal grit with collective accountability in safeguarding legacies for the future.

About Russ Haworth

Russ is a UK based family business adviser and has been working with families for nearly 20 years, initially through financial planning and wealth management, and more recently as a specialist family business consultant. 

He has been awarded the Advanced Certificate in Family Business advising from the FFI. He is the Co-Director of The Quest for Legitimacy, a global research and program focusing on helping the Rising Generation reduce their isolation, achieve agency, and discover the true contribution they can make in the world. He is the host of the widely acclaimed The Family Business Podcast and is a member of the advisory board and faculty for The Ultra High Net Worth Institute, a US based non-profit think tank.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Russ Haworth | The Family Business Partnership : 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 2 Aug 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Russ Haworth, Legacy Builders, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Russ Haworth, Family Business Advisor at The Family Business Partnership, shares his extensive expertise in guiding families of wealth through complex decisions and multi-generational challenges. Russ delves into the critical aspects of effective governance frameworks and personal accountability, introducing his innovative approach to reimagining the role of the family advisor. He emphasizes the importance of balancing individual responsibility with collective support, particularly when fostering the grit and resilience needed for successful wealth preservation and legacy planning across generations.

Throughout the conversation, Russ explores key topics such as the power of storytelling in family businesses, the intersection of personal endurance and shared family journeys, and the role of open dialogue in inspiring future generations. He discusses the unique challenges and opportunities inherent in cultivating a culture of growth and adaptability within family enterprises, highlighting the immense value of combining personal grit with collective accountability in safeguarding legacies for the future.

About Russ Haworth

Russ is a UK based family business adviser and has been working with families for nearly 20 years, initially through financial planning and wealth management, and more recently as a specialist family business consultant. 

He has been awarded the Advanced Certificate in Family Business advising from the FFI. He is the Co-Director of The Quest for Legitimacy, a global research and program focusing on helping the Rising Generation reduce their isolation, achieve agency, and discover the true contribution they can make in the world. He is the host of the widely acclaimed The Family Business Podcast and is a member of the advisory board and faculty for The Ultra High Net Worth Institute, a US based non-profit think tank.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Russ Haworth | The Family Business Partnership : 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Running the Family Business Marathon: Crossing the Finish Line of Generational Transitions Cory Gagnon, Russ Haworth, Legacy Builders, Beacon Family Office 00:44:04 In this episode, Russ Haworth, Family Business Advisor at The Family Business Partnership, shares his extensive expertise in guiding families of wealth through complex decisions and multi-generational challenges. Russ delves into the critical aspects of effective governance frameworks and personal accountability, introducing his innovative approach to reimagining the role of the family advisor. He emphasizes the importance of balancing individual responsibility with collective support, particularly when fostering the grit and resilience needed for successful wealth preservation and legacy planning across generations. In this episode, Russ Haworth, Family Business Advisor at The Family Business Partnership, shares his extensive expertise in guiding families of wealth through complex decisions and multi-generational challenges. Russ delves into the critical aspects of effective governance frameworks and personal accountability, introducing his innovative approach to reimagining the role of the family advisor. He emphasizes the importance of balancing individual responsibility with collective support, particularly when fostering the grit and resilience needed for successful wealth preservation and legacy planning across generations. russ haworth, podcast, the family business partnership, cory gagnon, new podcast, financial planning, financial wellbeing, northwood family offices, family office, ultra high net worth family, assante, fatherhood, listening, legacy builders podcast, beacon family office false full 26 f385c2e7-6fc4-44ba-80a8-da33096fd060 Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel

In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with evolving needs, particularly when approaching succession planning with a forward-looking mindset.

Throughout the conversation, Tom explores key topics such as long-term sustainability of family enterprises, the intersection of personal passions and societal needs in the Ikigai concept, and the role of professional guidance in navigating family dynamics. He discusses the unique challenges and opportunities inherent in family-owned businesses, highlighting the immense value of open dialogue and experienced counsel in safeguarding legacies for future generations.

About Tom McCullough 

Tom McCullough is Chairman and CEO of Northwood Family Office, the leading Canadian multi-family office. He has spent over 35 years in the wealth management/family office field.

Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He was recently awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry’ by the 2020 Family Wealth Report Awards.

 Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Tom McCullough | Northwood Family Office

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 19 Jul 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (cory gagnon, tom mccullough, legacy builders, beacon family office) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with evolving needs, particularly when approaching succession planning with a forward-looking mindset.

Throughout the conversation, Tom explores key topics such as long-term sustainability of family enterprises, the intersection of personal passions and societal needs in the Ikigai concept, and the role of professional guidance in navigating family dynamics. He discusses the unique challenges and opportunities inherent in family-owned businesses, highlighting the immense value of open dialogue and experienced counsel in safeguarding legacies for future generations.

About Tom McCullough 

Tom McCullough is Chairman and CEO of Northwood Family Office, the leading Canadian multi-family office. He has spent over 35 years in the wealth management/family office field.

Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He was recently awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry’ by the 2020 Family Wealth Report Awards.

 Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Tom McCullough | Northwood Family Office

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel cory gagnon, tom mccullough, legacy builders, beacon family office 01:02:20 In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with evolving needs, particularly when approaching succession planning with a forward-looking mindset. In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with evolving needs, particularly when approaching succession planning with a forward-looking mindset. podcast, cory gagnon, new podcast, financial planning, financial wellbeing, northwood family offices, family office, ultra high net worth family, assante, fatherhood, tom mccullough, listening, legacy builders podcast, beacon family office false full 25 1b463611-6fdf-4453-879a-5bd3289d7d0e Beyond the Vision: Leveraging a Thinking Partner to Identify Blind Spots In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions. 

James stresses the power of a strong strategic foundation, effective change management, and the vital role of the community in enabling leaders to leave a lasting legacy. James' approach to developing purposeful strategies and managing change underscores the importance of having a trusted thinking partner to navigate the unique challenges and opportunities faced by family enterprises.

By showing up, being present, and giving his all, James provides effective guidance and support to his clients. He encourages an innate curiosity and the ability to pull together the right people and resources to deliver the best outcomes. 

About James Grieve

James Grieve is a Certified Management Consultant and Past President of the Institute of Certified Management Consultants of British Columbia (CMC-BC). He is passionate about strategy and has a keen understanding of working with organizations of all sizes, in a variety of industries, including clean technology, bioenergy, renewable energy, natural resources management, agriculture, manufacturing, and professional services. He has extensive experience in working with First Nations communities on economic development and empowerment initiatives in a variety of geographical regions and business models, including co-operatives. James is also a Certified Customer Experience Professional (CCXP), a Certified Sales Professional (CSP), Certified Exit Planning Advisor (CEPA), and a Professional Farm Advisor (CAFA), and a Qualified Business Consultant - Agri-Foods Business Development Program - Agri-Business and Indigenous Agriculture. He brings a creative and customer-first approach to working with clients. He also holds an ISO 20700:2017 certification for management consultancy services. His Kelowna-based boutique consulting firm Catalyst Strategies Consulting specializes in strategy, succession planning, customer experience, and organizational transformation, and together with his team of consultants, he works with clients to analyze their operations, diagnose challenges, uncover blind spots, and mitigate risks in their businesses. James is also the co-creator of SuccessionReady, a simple, effective, and real-world approach to creating tailored Succession Plans for your founder and family led businesses.

Providing trusted advice, Catalyst Strategies Consulting and SuccessionReady help clients plan effectively, create processes to reach peak performance, and reach impactful, and sustainable outcomes. James holds an MBA, a Graduate Certificate in Organizational Design and Development, and a Bachelor of Commerce from Royal Roads University, and a Bachelor of Business Administration from the University of Winnipeg. He holds Graduate Certificates in Circular Economy and Sustainable Strategies from Cambridge University, Digital Innovation and Leadership (DIAL) program from Simon Fraser University, and Employee Ownership as a Wealth Sharing Tool from Rutgers University. He is currently enrolled to become a Family Enterprise Advisor with Family Enterprise Canada. James resides in Kelowna and loves all that the Okanagan has to offer. He gives back to his community by mentoring business students at UBCO, Okanagan College, and female and aspiring entrepreneurs at We BC, Futurepreneur Canada, and Salmon Arm Economic Development Society.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact James Grieve | Catalyst Strategies Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 5 Jul 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, James Grieve, Beacon Family Office, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions. 

James stresses the power of a strong strategic foundation, effective change management, and the vital role of the community in enabling leaders to leave a lasting legacy. James' approach to developing purposeful strategies and managing change underscores the importance of having a trusted thinking partner to navigate the unique challenges and opportunities faced by family enterprises.

By showing up, being present, and giving his all, James provides effective guidance and support to his clients. He encourages an innate curiosity and the ability to pull together the right people and resources to deliver the best outcomes. 

About James Grieve

James Grieve is a Certified Management Consultant and Past President of the Institute of Certified Management Consultants of British Columbia (CMC-BC). He is passionate about strategy and has a keen understanding of working with organizations of all sizes, in a variety of industries, including clean technology, bioenergy, renewable energy, natural resources management, agriculture, manufacturing, and professional services. He has extensive experience in working with First Nations communities on economic development and empowerment initiatives in a variety of geographical regions and business models, including co-operatives. James is also a Certified Customer Experience Professional (CCXP), a Certified Sales Professional (CSP), Certified Exit Planning Advisor (CEPA), and a Professional Farm Advisor (CAFA), and a Qualified Business Consultant - Agri-Foods Business Development Program - Agri-Business and Indigenous Agriculture. He brings a creative and customer-first approach to working with clients. He also holds an ISO 20700:2017 certification for management consultancy services. His Kelowna-based boutique consulting firm Catalyst Strategies Consulting specializes in strategy, succession planning, customer experience, and organizational transformation, and together with his team of consultants, he works with clients to analyze their operations, diagnose challenges, uncover blind spots, and mitigate risks in their businesses. James is also the co-creator of SuccessionReady, a simple, effective, and real-world approach to creating tailored Succession Plans for your founder and family led businesses.

Providing trusted advice, Catalyst Strategies Consulting and SuccessionReady help clients plan effectively, create processes to reach peak performance, and reach impactful, and sustainable outcomes. James holds an MBA, a Graduate Certificate in Organizational Design and Development, and a Bachelor of Commerce from Royal Roads University, and a Bachelor of Business Administration from the University of Winnipeg. He holds Graduate Certificates in Circular Economy and Sustainable Strategies from Cambridge University, Digital Innovation and Leadership (DIAL) program from Simon Fraser University, and Employee Ownership as a Wealth Sharing Tool from Rutgers University. He is currently enrolled to become a Family Enterprise Advisor with Family Enterprise Canada. James resides in Kelowna and loves all that the Okanagan has to offer. He gives back to his community by mentoring business students at UBCO, Okanagan College, and female and aspiring entrepreneurs at We BC, Futurepreneur Canada, and Salmon Arm Economic Development Society.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact James Grieve | Catalyst Strategies Consulting: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Beyond the Vision: Leveraging a Thinking Partner to Identify Blind Spots Cory Gagnon, James Grieve, Beacon Family Office, Legacy Builders 00:43:38 In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions. In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions. james grieve, podcast, cory gagnon, new podcast, financial planning, financial wellbeing, family office, ultra high net worth family, assante, fatherhood, listening, legacy builders podcast, catalyst strategies consulting, beacon family office false full 24 456462ab-6763-4147-940f-52758b04650a Sowing the Seeds of Success: Balancing Tradition and Innovation in Multigenerational Farms In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as well as her firsthand experience working on her family farm, Melanie brings a unique and practical perspective to her clients. She emphasizes the importance of clear communication, aligned visions between generations, and thoughtful decision-making in ensuring family businesses' long-term success and harmony.

Throughout the conversation, Melanie highlights the significance of adaptability, realistic expectations, and inclusive discussions in preserving a legacy for future generations. She stresses the value of open communication and flexibility when navigating the complexities of family businesses, ensuring that all family members feel included in the decision-making process. Melanie also touches on the need for families to approach these conversations with curiosity and realism, seeking mutually beneficial outcomes that honour past generations while empowering future ones.

About Melanie Harty

Melanie Harty, a CPA, certified Family Enterprise Advisor, and Partner at Grant Thornton LLP, specializes in helping business owners build their family legacy and successfully transition their businesses to the next generation. With her expertise in specialty tax work, farm succession, corporate reorganizations, and amalgamations, Melanie guides clients through the intricacies of estate and succession planning, accounting, auditing, and financial management. Her diverse client base spans various industries, including agriculture, construction, oil and gas, retail, and family businesses.

Before joining Grant Thornton, Melanie was a managing partner at BVA LLP and gained valuable firsthand experience working on her family farm. This unique background allows her to provide clients with a practical, real-world perspective on their businesses, ensuring that her advice is tailored to their needs and goals. Melanie's comprehensive understanding of the challenges and opportunities faced by family enterprises positions her as a trusted advisor in helping clients navigate the complexities of building and preserving a lasting legacy.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Melanie Harty CPA, CA, FEA Partner | Grant Thornton LLP (Canada): 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 21 Jun 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Legacy Builders, Melany Harty) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as well as her firsthand experience working on her family farm, Melanie brings a unique and practical perspective to her clients. She emphasizes the importance of clear communication, aligned visions between generations, and thoughtful decision-making in ensuring family businesses' long-term success and harmony.

Throughout the conversation, Melanie highlights the significance of adaptability, realistic expectations, and inclusive discussions in preserving a legacy for future generations. She stresses the value of open communication and flexibility when navigating the complexities of family businesses, ensuring that all family members feel included in the decision-making process. Melanie also touches on the need for families to approach these conversations with curiosity and realism, seeking mutually beneficial outcomes that honour past generations while empowering future ones.

About Melanie Harty

Melanie Harty, a CPA, certified Family Enterprise Advisor, and Partner at Grant Thornton LLP, specializes in helping business owners build their family legacy and successfully transition their businesses to the next generation. With her expertise in specialty tax work, farm succession, corporate reorganizations, and amalgamations, Melanie guides clients through the intricacies of estate and succession planning, accounting, auditing, and financial management. Her diverse client base spans various industries, including agriculture, construction, oil and gas, retail, and family businesses.

Before joining Grant Thornton, Melanie was a managing partner at BVA LLP and gained valuable firsthand experience working on her family farm. This unique background allows her to provide clients with a practical, real-world perspective on their businesses, ensuring that her advice is tailored to their needs and goals. Melanie's comprehensive understanding of the challenges and opportunities faced by family enterprises positions her as a trusted advisor in helping clients navigate the complexities of building and preserving a lasting legacy.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Melanie Harty CPA, CA, FEA Partner | Grant Thornton LLP (Canada): 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Sowing the Seeds of Success: Balancing Tradition and Innovation in Multigenerational Farms Cory Gagnon, Legacy Builders, Melany Harty 00:46:08 In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as well as her firsthand experience working on her family farm, Melanie brings a unique and practical perspective to her clients. She emphasizes the importance of clear communication, aligned visions between generations, and thoughtful decision-making in ensuring family businesses' long-term success and harmony. In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as well as her firsthand experience working on her family farm, Melanie brings a unique and practical perspective to her clients. She emphasizes the importance of clear communication, aligned visions between generations, and thoughtful decision-making in ensuring family businesses' long-term success and harmony. podcast, melanie harty, cory gagnon, new podcast, financial planning, financial wellbeing, family office, grant thornton, gavin brauer, ultra high net worth family, assante, fatherhood, listening, legacy builders podcast, beacon family office false full 23 97e66add-b70e-4960-9de5-cb0b3f6c4a53 The Rhythm of Success: Aligning People, Priorities, and Passion in Family Business In this episode, Gavin Brauer, a Professional EOS Implementer, shares his insights on the vital role of confidence in an entrepreneur's journey and the challenges of staying true to oneself and one's vision in the face of obstacles. With diverse experience in industries such as health tech, manufacturing, consumer brands, professional services, and non-profits, Gavin has successfully guided his clients to achieve their full potential. He is also the co-founder of Pearl Interactives, which develops innovative video games that enable kids with disabilities to access wellness through play and owns and operates KindHuman Bicycles, crafting high-performance bikes, running a bike shop, and distributing custom cycling apparel.

Gavin discusses the importance of defining success on one's own terms and the significance of having the right people in the right roles within an organization. He highlights the concept of GWC (Gets it, wants it, Capacity to do it), emphasizing the importance of ensuring that team members are not only capable of performing their roles but also have a genuine passion for their work. Gavin also delves into the importance of patience and perseverance in pursuing one's dreams while setting clear goals and priorities to guide progress.

About Gavin Brauer

Gavin is a versatile entrepreneur and Professional EOS Implementer who helps organizations across various industries, including health tech, manufacturing, consumer brands, professional services, and non-profits, to dream big and execute using a proven system for running a successful business. He has owned and operated three unique ventures: KindHuman Bicycles, which crafts high-performance bikes, runs a bike shop, and distributes custom cycling apparel; Pearl Interactives, a health-tech start-up co-founded with a children's hospital to develop video games that enable kids with disabilities to access wellness through play; and a turnaround business that ultimately did not succeed. Alongside his entrepreneurial pursuits and EOS implementation, Gavin collaborates with his father in managing their family office.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Gavin Brauer | EOS® Implementer | KindHuman Bicycles: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 7 Jun 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Legacy Builders, Beacon Family Office, Gavin Brauer) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Gavin Brauer, a Professional EOS Implementer, shares his insights on the vital role of confidence in an entrepreneur's journey and the challenges of staying true to oneself and one's vision in the face of obstacles. With diverse experience in industries such as health tech, manufacturing, consumer brands, professional services, and non-profits, Gavin has successfully guided his clients to achieve their full potential. He is also the co-founder of Pearl Interactives, which develops innovative video games that enable kids with disabilities to access wellness through play and owns and operates KindHuman Bicycles, crafting high-performance bikes, running a bike shop, and distributing custom cycling apparel.

Gavin discusses the importance of defining success on one's own terms and the significance of having the right people in the right roles within an organization. He highlights the concept of GWC (Gets it, wants it, Capacity to do it), emphasizing the importance of ensuring that team members are not only capable of performing their roles but also have a genuine passion for their work. Gavin also delves into the importance of patience and perseverance in pursuing one's dreams while setting clear goals and priorities to guide progress.

About Gavin Brauer

Gavin is a versatile entrepreneur and Professional EOS Implementer who helps organizations across various industries, including health tech, manufacturing, consumer brands, professional services, and non-profits, to dream big and execute using a proven system for running a successful business. He has owned and operated three unique ventures: KindHuman Bicycles, which crafts high-performance bikes, runs a bike shop, and distributes custom cycling apparel; Pearl Interactives, a health-tech start-up co-founded with a children's hospital to develop video games that enable kids with disabilities to access wellness through play; and a turnaround business that ultimately did not succeed. Alongside his entrepreneurial pursuits and EOS implementation, Gavin collaborates with his father in managing their family office.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Gavin Brauer | EOS® Implementer | KindHuman Bicycles: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Rhythm of Success: Aligning People, Priorities, and Passion in Family Business Cory Gagnon, Legacy Builders, Beacon Family Office, Gavin Brauer 00:52:12 In this episode, our discussion revolves around the vital role of confidence and staying true to oneself in an entrepreneur's journey. Gavin Brauer, a Professional EOS Implementer with diverse industry experience, shares his insights on defining success on one's own terms, having the right people in the right roles within an organization, and ensuring that team members have a genuine passion for their work. He emphasizes the significance of patience, perseverance, and setting clear goals and priorities in pursuing one's dreams while navigating obstacles. In this episode, our discussion revolves around the vital role of confidence and staying true to oneself in an entrepreneur's journey. Gavin Brauer, a Professional EOS Implementer with diverse industry experience, shares his insights on defining success on one's own terms, having the right people in the right roles within an organization, and ensuring that team members have a genuine passion for their work. He emphasizes the significance of patience, perseverance, and setting clear goals and priorities in pursuing one's dreams while navigating obstacles. podcast, cory gagnon, new podcast, financial planning, financial wellbeing, family office, gavin brauer, ultra high net worth family, assante, fatherhood, listening, eos worldwide, beacon family office, legacy builders false full 22 4ef7a6a9-8931-4b32-a089-a978d96637a0 Rewriting the Script: Revitalizing Stalled Family Enterprise Relationships In this episode, Darrin Hotte, a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation, shares insights from his 35 years of experience in conflict resolution, family business dynamics, and complex relationships. Darrin emphasizes the importance of curiosity, empathy, and clarity in navigating difficult conversations and decision-making processes within families. He highlights the therapeutic value of mediation, which enables participants to discover their true interests and desires while fostering understanding and collaboration.

Darrin discusses the role of generational patterns in family conflicts and the significance of preparing for important conversations with a focus on personal growth and effective communication. He also touches on the catalysts that motivate families to seek mediation, such as financial or legal pressures, and the stress that arises from a lack of clarity about the future. Darrin concludes by expressing his gratitude for the opportunity to help families find order amidst chaos and move forward with their businesses and relationships.

About Darrin Hotte

Darrin Hotte is a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation with over 35 years of experience and specialized training in the areas of conflict, family business, leadership, de-escalation, complex family systems, and relationships. He has used this background to mediate, coach, or facilitate over 900 disputes in private practice since 2010. He teaches at Simon Fraser University's Beedie School of Business, the Justice Institute of BC, and coaches and trains lawyers at Continuing Legal Education BC. Partnering as an Associate with David Bentall and Next Step Advisors, Darrin supports families in making the crucial transitions that accelerate growth and prosperity.

Darrin also specializes in de-escalating hostile interactions and trains organizations to become safer and more skilled in this area. He has become increasingly known for his work defusing emotional intensity in family meetings. In his spare time, Darrin is a paid-on-call firefighter and brings this experience of managing high emotion and trauma to his work with people in conflict. He enjoys running/weight training, cycling, and photography and is also an occasional jazz drummer. However, his greatest joy is found in his wife and two children.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Darrin Hotte | New Solution Mediation: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 24 May 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Darrin Hotte, Beacon Family Office, New Mediation Solutions) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Darrin Hotte, a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation, shares insights from his 35 years of experience in conflict resolution, family business dynamics, and complex relationships. Darrin emphasizes the importance of curiosity, empathy, and clarity in navigating difficult conversations and decision-making processes within families. He highlights the therapeutic value of mediation, which enables participants to discover their true interests and desires while fostering understanding and collaboration.

Darrin discusses the role of generational patterns in family conflicts and the significance of preparing for important conversations with a focus on personal growth and effective communication. He also touches on the catalysts that motivate families to seek mediation, such as financial or legal pressures, and the stress that arises from a lack of clarity about the future. Darrin concludes by expressing his gratitude for the opportunity to help families find order amidst chaos and move forward with their businesses and relationships.

About Darrin Hotte

Darrin Hotte is a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation with over 35 years of experience and specialized training in the areas of conflict, family business, leadership, de-escalation, complex family systems, and relationships. He has used this background to mediate, coach, or facilitate over 900 disputes in private practice since 2010. He teaches at Simon Fraser University's Beedie School of Business, the Justice Institute of BC, and coaches and trains lawyers at Continuing Legal Education BC. Partnering as an Associate with David Bentall and Next Step Advisors, Darrin supports families in making the crucial transitions that accelerate growth and prosperity.

Darrin also specializes in de-escalating hostile interactions and trains organizations to become safer and more skilled in this area. He has become increasingly known for his work defusing emotional intensity in family meetings. In his spare time, Darrin is a paid-on-call firefighter and brings this experience of managing high emotion and trauma to his work with people in conflict. He enjoys running/weight training, cycling, and photography and is also an occasional jazz drummer. However, his greatest joy is found in his wife and two children.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Darrin Hotte | New Solution Mediation: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Rewriting the Script: Revitalizing Stalled Family Enterprise Relationships Cory Gagnon, Darrin Hotte, Beacon Family Office, New Mediation Solutions 00:56:32 In this episode, Darrin Hotte, a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation, shares insights from his 35 years of experience in conflict resolution, family business dynamics, and complex relationships. Darrin emphasizes the importance of curiosity, empathy, and clarity in navigating difficult conversations and decision-making processes within families. He highlights the therapeutic value of mediation, which enables participants to discover their true interests and desires while fostering understanding and collaboration. In this episode, Darrin Hotte, a certified Family Mediator and Family Enterprise Advisor at New Solution Mediation, shares insights from his 35 years of experience in conflict resolution, family business dynamics, and complex relationships. Darrin emphasizes the importance of curiosity, empathy, and clarity in navigating difficult conversations and decision-making processes within families. He highlights the therapeutic value of mediation, which enables participants to discover their true interests and desires while fostering understanding and collaboration. podcast, cory gagnon, new podcast, financial planning, financial wellbeing, family office, ultra high net worth family, assante, fatherhood, listening, darrin hotte, beacon family office, legacy builders false full 21 dd66e0b1-aa2a-4449-b11a-e86ec41c90da Foresight and Adaptability: Navigating the Complexities of Exit Planning In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics and succession planning. She highlights the value of understanding one's strengths and having the right advisors to guide families through the complexities of continuity and value creation.

Throughout the conversation, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics. She stresses the value of understanding one's strengths and being aware of the dynamic environment in which entrepreneurs operate. By embracing intentionality and foresight, entrepreneurs can navigate the complexities of succession planning and create a path that aligns with their goals and the well-being of their families. Anne also highlights the significance of having the right advisors to support families on their journey and encourages those seeking guidance to reach out to her directly for a chat or to discuss their specific situation.

About Anne Evamy:

Anne Evamy is a seasoned entrepreneur and trusted advisor in the realm of family businesses and succession planning. With a remarkable 16-year tenure as the owner of a successful marketing company, which she sold eight years ago, Anne has firsthand experience in the challenges and triumphs of entrepreneurship. Since then, she has been honing her skills as a Family Enterprise Advisor and specialist in Exit/Transition Planning, Preparation, Strategy & Value Acceleration for small to medium-sized businesses with revenues ranging from $1 million to $10 million.

Driven by a deep interest in legacy, continuity, and succession, Anne is passionate about supporting multi-generational families and their businesses. She collaborates with other trusted advisors to guide families in understanding how to build and grow valuable companies that can be transitioned when the time is right. Anne's approach encompasses not only financial success but also the creation of human and intellectual capital, drawing from her lived experience, education, and training to provide holistic support to the families she serves.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Anne Evamy, CVB, FEA | Junction Point Inc.: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 10 May 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Anne Evamy, Beacon Family Office, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics and succession planning. She highlights the value of understanding one's strengths and having the right advisors to guide families through the complexities of continuity and value creation.

Throughout the conversation, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics. She stresses the value of understanding one's strengths and being aware of the dynamic environment in which entrepreneurs operate. By embracing intentionality and foresight, entrepreneurs can navigate the complexities of succession planning and create a path that aligns with their goals and the well-being of their families. Anne also highlights the significance of having the right advisors to support families on their journey and encourages those seeking guidance to reach out to her directly for a chat or to discuss their specific situation.

About Anne Evamy:

Anne Evamy is a seasoned entrepreneur and trusted advisor in the realm of family businesses and succession planning. With a remarkable 16-year tenure as the owner of a successful marketing company, which she sold eight years ago, Anne has firsthand experience in the challenges and triumphs of entrepreneurship. Since then, she has been honing her skills as a Family Enterprise Advisor and specialist in Exit/Transition Planning, Preparation, Strategy & Value Acceleration for small to medium-sized businesses with revenues ranging from $1 million to $10 million.

Driven by a deep interest in legacy, continuity, and succession, Anne is passionate about supporting multi-generational families and their businesses. She collaborates with other trusted advisors to guide families in understanding how to build and grow valuable companies that can be transitioned when the time is right. Anne's approach encompasses not only financial success but also the creation of human and intellectual capital, drawing from her lived experience, education, and training to provide holistic support to the families she serves.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Anne Evamy, CVB, FEA | Junction Point Inc.: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Foresight and Adaptability: Navigating the Complexities of Exit Planning Cory Gagnon, Anne Evamy, Beacon Family Office, Legacy Builders 00:45:17 In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics and succession planning. She highlights the value of understanding one's strengths and having the right advisors to guide families through the complexities of continuity and value creation. In our latest Legacy Builders episode, Anne Evamy, Owner and Advisor at Junction Point Inc., shares her journey and insights as a Certified Value Builder and Family Enterprise Advisor. Drawing from her experience as a successful entrepreneur, Anne emphasizes the importance of intentionality, adaptability, and open communication when navigating family business dynamics and succession planning. She highlights the value of understanding one's strengths and having the right advisors to guide families through the complexities of continuity and value creation. anne evamy, podcast, cory gagnon, new podcast, financial planning, financial wellbeing, family office, ultra high net worth family, assante, fatherhood, listening, beacon family office, legacy builders false full 20 4639d4b3-1c3f-4b16-bdaa-e5cbe974cf3d From Accounting to Advising: A Veteran's Journey in Developing a Coaching Mindset

In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his mentors encouraged him to explore tax planning, even if it meant making errors, as they provided a safety net for growth.

A pivotal moment in 2009 led Jas to realize that family businesses required more than technical expertise; they needed guidance on family dynamics and continuity planning. He emphasizes the significance of asking probing questions to understand clients' true goals and visions, challenging their assumptions, and educating them on the broader definition of value beyond financial metrics. Jas also touches on the evolving roles of patriarchs and matriarchs in family enterprises and the importance of coaching rather than advising to empower families in their decision-making processes.

About Jas Butalia:

Jas Butalia, a Partner at WBM Partners LLP, is a seasoned Chartered Accountant and tax practitioner with over 50 years of experience. His impressive career includes serving as a Tax Partner in western Canada with one of the largest national and international accounting firms, where he honed his expertise in navigating complex tax landscapes. Jas' versatility is further demonstrated by his experience as a CFO for a private family farm corporation with over 54,000 acres in cultivation, showcasing his ability to apply his knowledge to diverse industries.

As a Chartered Professional Accountant, Trust and Estate Practitioner, Family Enterprise Advisor, and Professional Coach, Jas brings a multifaceted approach to his clients' needs. His extensive background, both within Canada and internationally, allows him to provide comprehensive solutions tailored to the unique challenges faced by a wide-ranging clientele. With his wealth of knowledge and dedication to delivering exceptional results, Jas is an invaluable resource for individuals and businesses seeking expert guidance in accounting, tax planning, and family enterprise advisory.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jas Butalia | WBM Partners LLP: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 26 Apr 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Jas Butalia, Beacon Family Office, Legacy Builders Team) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his mentors encouraged him to explore tax planning, even if it meant making errors, as they provided a safety net for growth.

A pivotal moment in 2009 led Jas to realize that family businesses required more than technical expertise; they needed guidance on family dynamics and continuity planning. He emphasizes the significance of asking probing questions to understand clients' true goals and visions, challenging their assumptions, and educating them on the broader definition of value beyond financial metrics. Jas also touches on the evolving roles of patriarchs and matriarchs in family enterprises and the importance of coaching rather than advising to empower families in their decision-making processes.

About Jas Butalia:

Jas Butalia, a Partner at WBM Partners LLP, is a seasoned Chartered Accountant and tax practitioner with over 50 years of experience. His impressive career includes serving as a Tax Partner in western Canada with one of the largest national and international accounting firms, where he honed his expertise in navigating complex tax landscapes. Jas' versatility is further demonstrated by his experience as a CFO for a private family farm corporation with over 54,000 acres in cultivation, showcasing his ability to apply his knowledge to diverse industries.

As a Chartered Professional Accountant, Trust and Estate Practitioner, Family Enterprise Advisor, and Professional Coach, Jas brings a multifaceted approach to his clients' needs. His extensive background, both within Canada and internationally, allows him to provide comprehensive solutions tailored to the unique challenges faced by a wide-ranging clientele. With his wealth of knowledge and dedication to delivering exceptional results, Jas is an invaluable resource for individuals and businesses seeking expert guidance in accounting, tax planning, and family enterprise advisory.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Jas Butalia | WBM Partners LLP: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> From Accounting to Advising: A Veteran's Journey in Developing a Coaching Mindset Cory Gagnon, Jas Butalia, Beacon Family Office, Legacy Builders Team 00:53:40 In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his mentors encouraged him to explore tax planning, even if it meant making errors, as they provided a safety net for growth. He emphasizes the significance of asking probing questions to understand clients' true goals and visions, challenging their assumptions, and educating them on the broader definition of value beyond financial metrics. In this engaging episode, Jas Butalia shares his journey from a traditional CA to a family business advisor, highlighting the importance of mentorship, learning from mistakes, and adapting to meet clients' evolving needs. Jas discusses how his mentors encouraged him to explore tax planning, even if it meant making errors, as they provided a safety net for growth. He emphasizes the significance of asking probing questions to understand clients' true goals and visions, challenging their assumptions, and educating them on the broader definition of value beyond financial metrics. podcast, cory gagnon, new podcast, financial planning, financial wellbeing, family office, ultra high net worth family, jas butalia, assante, fatherhood, listening, beacon family office, legacy builders false full 19 45a37bf7-8ff9-4144-9b46-2bc7bdb78731 Valuation Insights: Aligning Business and Personal Investment in Enterprise Transitions

In this episode, Sharon Gray, CPA CA CBV, shares her expertise in navigating the complexities present in family business assignments. We explore the importance of proactive planning, education, and clear communication among parties involved in business transactions to ensure better outcomes for both the family and the business.

Hear Sharon's perspective on the need for shareholders to have a clear understanding of their roles, responsibilities, and expectations in an open forum to reduce conflicts and minimize costly legal intervention. She discusses the challenges of transitioning ownership, the fight between personal financial needs and business investments, and the consequences of making tax-driven decisions without considering long-term implications.

Throughout our discussion, Sharon offers valuable insights on the importance of understanding value drivers, organizing your business for optimal profitability, and seeking expert advice for a comprehensive understanding of your business's worth. She emphasizes the need for a cohesive plan between personal finances and business growth, as well as the significance of managing expectations and creating a fair and equitable transition process for all parties involved.

About Sharon Gray

Sharon Gray, CPA CA CBV, is the founder and partner at RDT Valuations Group Inc., bringing extensive experience as a CA and business valuation consultant to her clients. Throughout her career, Sharon has worked with a diverse range of corporate and private business clients across various industries, assisting them with business valuations, transition transactions, and the sale of their businesses. She has also been retained in dispute situations, providing expert testimony in court for cases involving shareholder disputes or matrimonial matters. Her experience has exposed her to the complex ecosystem and dynamics that exist between family and business.

Through her work, Sharon has identified a need for proactive planning, education, and clear communication among parties involved in business transactions to ensure better outcomes for both the family and the business. She believes that by providing shareholders with a clear understanding of their roles, responsibilities, and expectations in an open forum, conflicts can be reduced, and the need for costly legal intervention can be minimized. Driven by a desire to apply her expertise proactively and positively, Sharon has transitioned her practice to focus on navigating the complexities present in family business assignments. The knowledge gained through the FEA educational program has equipped her with the tools and frameworks necessary to be an effective process expert, helping to strengthen families, and institutions, and prepare them for the future.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Sharon Gray | Founder and Partner at RDT Valuations Group Inc

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 12 Apr 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Sharon Gray, Legacy Builders, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Sharon Gray, CPA CA CBV, shares her expertise in navigating the complexities present in family business assignments. We explore the importance of proactive planning, education, and clear communication among parties involved in business transactions to ensure better outcomes for both the family and the business.

Hear Sharon's perspective on the need for shareholders to have a clear understanding of their roles, responsibilities, and expectations in an open forum to reduce conflicts and minimize costly legal intervention. She discusses the challenges of transitioning ownership, the fight between personal financial needs and business investments, and the consequences of making tax-driven decisions without considering long-term implications.

Throughout our discussion, Sharon offers valuable insights on the importance of understanding value drivers, organizing your business for optimal profitability, and seeking expert advice for a comprehensive understanding of your business's worth. She emphasizes the need for a cohesive plan between personal finances and business growth, as well as the significance of managing expectations and creating a fair and equitable transition process for all parties involved.

About Sharon Gray

Sharon Gray, CPA CA CBV, is the founder and partner at RDT Valuations Group Inc., bringing extensive experience as a CA and business valuation consultant to her clients. Throughout her career, Sharon has worked with a diverse range of corporate and private business clients across various industries, assisting them with business valuations, transition transactions, and the sale of their businesses. She has also been retained in dispute situations, providing expert testimony in court for cases involving shareholder disputes or matrimonial matters. Her experience has exposed her to the complex ecosystem and dynamics that exist between family and business.

Through her work, Sharon has identified a need for proactive planning, education, and clear communication among parties involved in business transactions to ensure better outcomes for both the family and the business. She believes that by providing shareholders with a clear understanding of their roles, responsibilities, and expectations in an open forum, conflicts can be reduced, and the need for costly legal intervention can be minimized. Driven by a desire to apply her expertise proactively and positively, Sharon has transitioned her practice to focus on navigating the complexities present in family business assignments. The knowledge gained through the FEA educational program has equipped her with the tools and frameworks necessary to be an effective process expert, helping to strengthen families, and institutions, and prepare them for the future.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Sharon Gray | Founder and Partner at RDT Valuations Group Inc

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Valuation Insights: Aligning Business and Personal Investment in Enterprise Transitions Cory Gagnon, Sharon Gray, Legacy Builders, Beacon Family Office 00:47:23 In this episode, Sharon Gray, CPA CA CBV, shares her expertise in navigating the complexities present in family business assignments. We explore the importance of proactive planning, education, and clear communication among parties involved in business transactions to ensure better outcomes for both the family and the business. In this episode, Sharon Gray, CPA CA CBV, shares her expertise in navigating the complexities present in family business assignments. We explore the importance of proactive planning, education, and clear communication among parties involved in business transactions to ensure better outcomes for both the family and the business. podcast, cory gagnon, new podcast, financial planning, financial wellbeing, family office, ultra high net worth family, sharon gray, assante, fatherhood, listening, beacon family office, legacy builders false full 18 5edaf59c-d791-4108-89f0-5d5664dceaa2 Prioritizing for Impact: Identifying and Aligning Key Family Objectives

In this episode, Spencer Mellace shares his journey from his early days as a financial advisor to his current role as a trusted guide for families seeking alignment and prosperity. As a fee-only adviser specializing in estate and succession planning, Spencer emphasizes the importance of a personalized, client-centric approach that focuses on understanding each family's unique dynamics, values, and aspirations. He highlights the significance of prioritizing objectives, tailoring strategies to meet specific needs, and guiding families through the decision-making process with clarity and purpose.

Throughout the conversation, Spencer discusses the evolution of his career and the key lessons he has learned along the way. He highlights the significance of prioritizing objectives, tailoring strategies to meet specific needs, and guiding families through the decision-making process with clarity and purpose. Spencer also delves into the importance of creating a safe space for open dialogue, empowering quiet voices, and fostering a sense of belonging within the family system.

About Spencer Mellace

Spencer Mellace is an advice-only advisor who specializes in helping families and family businesses navigate the complex landscape of estate and succession planning. With a keen focus on understanding each family's unique dynamics, Spencer works closely with his clients to define their family values and wealth philosophy. By gaining a deep understanding of their specific needs and goals, he develops comprehensive plans that align tax, legal, and financial strategies with the family's objectives, ultimately creating a solid foundation for maintaining family harmony.

As a highly qualified professional, Spencer holds several prestigious designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP). These certifications demonstrate his expertise and commitment to providing top-tier advice and guidance to his clients. Spencer's company, Experience Financial - Coaching and Consulting Inc., serves as a platform through which he delivers his personalized, client-centric approach to estate and succession planning, ensuring that each family receives the attention and support they need to achieve their long-term goals.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Spencer Mellace | Experience Financial - Coaching and Consulting Inc.: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 29 Mar 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Spencer Mellace, Legacy Builders, Beacon Family Office) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Spencer Mellace shares his journey from his early days as a financial advisor to his current role as a trusted guide for families seeking alignment and prosperity. As a fee-only adviser specializing in estate and succession planning, Spencer emphasizes the importance of a personalized, client-centric approach that focuses on understanding each family's unique dynamics, values, and aspirations. He highlights the significance of prioritizing objectives, tailoring strategies to meet specific needs, and guiding families through the decision-making process with clarity and purpose.

Throughout the conversation, Spencer discusses the evolution of his career and the key lessons he has learned along the way. He highlights the significance of prioritizing objectives, tailoring strategies to meet specific needs, and guiding families through the decision-making process with clarity and purpose. Spencer also delves into the importance of creating a safe space for open dialogue, empowering quiet voices, and fostering a sense of belonging within the family system.

About Spencer Mellace

Spencer Mellace is an advice-only advisor who specializes in helping families and family businesses navigate the complex landscape of estate and succession planning. With a keen focus on understanding each family's unique dynamics, Spencer works closely with his clients to define their family values and wealth philosophy. By gaining a deep understanding of their specific needs and goals, he develops comprehensive plans that align tax, legal, and financial strategies with the family's objectives, ultimately creating a solid foundation for maintaining family harmony.

As a highly qualified professional, Spencer holds several prestigious designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP). These certifications demonstrate his expertise and commitment to providing top-tier advice and guidance to his clients. Spencer's company, Experience Financial - Coaching and Consulting Inc., serves as a platform through which he delivers his personalized, client-centric approach to estate and succession planning, ensuring that each family receives the attention and support they need to achieve their long-term goals.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Spencer Mellace | Experience Financial - Coaching and Consulting Inc.: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Prioritizing for Impact: Identifying and Aligning Key Family Objectives Cory Gagnon, Spencer Mellace, Legacy Builders, Beacon Family Office 00:34:14 In this episode, Spencer Mellace shares his journey from his early days as a financial advisor to his current role as a trusted guide for families seeking alignment and prosperity. As a fee-only adviser specializing in estate and succession planning, Spencer emphasizes the importance of a personalized, client-centric approach that focuses on understanding each family's unique dynamics, values, and aspirations. He highlights the significance of prioritizing objectives, tailoring strategies to meet specific needs, and guiding families through the decision-making process with clarity and purpose. In this episode, Spencer Mellace shares his journey from his early days as a financial advisor to his current role as a trusted guide for families seeking alignment and prosperity. As a fee-only adviser specializing in estate and succession planning, Spencer emphasizes the importance of a personalized, client-centric approach that focuses on understanding each family's unique dynamics, values, and aspirations. He highlights the significance of prioritizing objectives, tailoring strategies to meet specific needs, and guiding families through the decision-making process with clarity and purpose. cory gagnon, new podcast, financial planning, financial wellbeing, family office, ultra high net worth family, assante, fatherhood, listening, beacon family office, legacy builders false full 17 308e4862-c8f9-4035-9c92-39b4c4977e0a Beyond the Founder's Shadow: Empowering Rising Generations to Reimagine Legacy In this episode, Tim Yeung shares his insights on navigating family businesses. As a family enterprise advisor, he emphasizes the importance of finding one's path, maintaining a growth mindset, and effectively communicating with others. Tim discusses the challenges of differentiation and creating an identity separate from the family business. He highlights the psychological barriers that next-generation family members often face when joining the business, such as the pressure to live up to the founder's legacy and the need to establish credibility.

Furthermore, Tim emphasizes the significance of a shared vision, core values and focuses on human capital for the long-term success and legacy of family enterprises. He stresses the importance of the older generation believing in and supporting the younger generation's choices. Tim also discusses the concept of a family bank as a mechanism to encourage entrepreneurship and support family members' endeavours. Finally, he underscores the value of co-creation and involving all family members in shaping the family's vision and legacy for future generations.

About Tim Yeung

Tim Yeung brings valuable knowledge from his ten years of experience working in his family's successful multi-generational commercial real estate business. His transition to a Family Enterprise Advisor role reflects his strong background in business and a deep understanding of family enterprise dynamics and governance structures. Tim is a Mechanical Engineer from the University of British Columbia who graduated with distinction. He is also a certified Family Enterprise Advisor (FEA) and a trained Certified Professional Co-Active Coach, preparing him to guide families toward prosperity.

Born and raised in Vancouver, Tim is a life-long learner. He is deeply devoted to his love of sports analytics, powerlifting, and personal development. His interest in fostering a growth mindset extends to competitive gaming. Tim is married and has two beautiful girls, and in their family's spare time, they love to go for picnics and ice cream.

Resources discussed in this episode:

  •  Designing Your Life: How to Build a Well-Lived, Joyful Life by Bill Burnett (Author), Dave Evans (Author)
  • The Courage to Be Disliked: How to Free Yourself, Change Your Life, and Achieve Real Happiness by Ichiro Kishimi, Fumitake Koga, et al.

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Tim Yeung | Family Business Advisor (LGA): 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 15 Mar 2024 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Beacon Family Office, Legacy Builders, Tim Yeung) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Tim Yeung shares his insights on navigating family businesses. As a family enterprise advisor, he emphasizes the importance of finding one's path, maintaining a growth mindset, and effectively communicating with others. Tim discusses the challenges of differentiation and creating an identity separate from the family business. He highlights the psychological barriers that next-generation family members often face when joining the business, such as the pressure to live up to the founder's legacy and the need to establish credibility.

Furthermore, Tim emphasizes the significance of a shared vision, core values and focuses on human capital for the long-term success and legacy of family enterprises. He stresses the importance of the older generation believing in and supporting the younger generation's choices. Tim also discusses the concept of a family bank as a mechanism to encourage entrepreneurship and support family members' endeavours. Finally, he underscores the value of co-creation and involving all family members in shaping the family's vision and legacy for future generations.

About Tim Yeung

Tim Yeung brings valuable knowledge from his ten years of experience working in his family's successful multi-generational commercial real estate business. His transition to a Family Enterprise Advisor role reflects his strong background in business and a deep understanding of family enterprise dynamics and governance structures. Tim is a Mechanical Engineer from the University of British Columbia who graduated with distinction. He is also a certified Family Enterprise Advisor (FEA) and a trained Certified Professional Co-Active Coach, preparing him to guide families toward prosperity.

Born and raised in Vancouver, Tim is a life-long learner. He is deeply devoted to his love of sports analytics, powerlifting, and personal development. His interest in fostering a growth mindset extends to competitive gaming. Tim is married and has two beautiful girls, and in their family's spare time, they love to go for picnics and ice cream.

Resources discussed in this episode:

  •  Designing Your Life: How to Build a Well-Lived, Joyful Life by Bill Burnett (Author), Dave Evans (Author)
  • The Courage to Be Disliked: How to Free Yourself, Change Your Life, and Achieve Real Happiness by Ichiro Kishimi, Fumitake Koga, et al.

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Tim Yeung | Family Business Advisor (LGA): 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Beyond the Founder's Shadow: Empowering Rising Generations to Reimagine Legacy Cory Gagnon, Beacon Family Office, Legacy Builders, Tim Yeung 00:53:30 In this episode, Tim Yeung shares his insights on navigating family businesses. As a family enterprise advisor, he emphasizes the importance of finding one's path, maintaining a growth mindset, and effectively communicating with others. Tim discusses the challenges of differentiation and creating an identity separate from the family business. He highlights the significance of a shared vision, and core values, and focuses on human capital for the long-term success and legacy of family enterprises. In this episode, Tim Yeung shares his insights on navigating family businesses. As a family enterprise advisor, he emphasizes the importance of finding one's path, maintaining a growth mindset, and effectively communicating with others. Tim discusses the challenges of differentiation and creating an identity separate from the family business. He highlights the significance of a shared vision, and core values, and focuses on human capital for the long-term success and legacy of family enterprises. podcast, cory gagnon, financial planning, financial wellbeing, family office, ultra high net worth family, assante, fatherhood, listening, beacon family office, legacy builders false full 16 0b40f0f7-f1e9-486c-a09e-70d8e7692362 Cultivating Resilience: From Resistance to Openness In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore the importance of facilitating open and curious dialogue to understand differing perspectives, giving family members agency in conversations, and assessing what's truly important to make clearer decisions.

Hear Judi's perspective on transforming unproductive communication into a constructive discussion over time, establishing clear family versus business roles to reduce confusion, and implementing information-sharing protocols as more households take ownership. She offers examples of leaning on wider communities or specialists like her Trella Advisory Group when alignment remains elusive internally.

Throughout our discussion, Judi offers insightful takeaways to put into action - make room for open dialogue even when uncomfortable, clearly delineate family versus business roles, implement structures around information flow and decisions as ownership broadens, and don't hesitate to access outside help when stuck.

About Judi Cunningham

Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. With a Master’s in Family Systems Counseling and over 25 years of experience, she excels in navigating complex family dynamics and business challenges. Judi’s strategic insight and facilitation skills help families find alignment and address tough decisions. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. In addition to her for-profit work, Judi volunteers her time to support multi-generational family success. She serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth and families in business.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Judi Cunningham | Family Enterprise Consultant and Educator: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 1 Mar 2024 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Judy Cunningham) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore the importance of facilitating open and curious dialogue to understand differing perspectives, giving family members agency in conversations, and assessing what's truly important to make clearer decisions.

Hear Judi's perspective on transforming unproductive communication into a constructive discussion over time, establishing clear family versus business roles to reduce confusion, and implementing information-sharing protocols as more households take ownership. She offers examples of leaning on wider communities or specialists like her Trella Advisory Group when alignment remains elusive internally.

Throughout our discussion, Judi offers insightful takeaways to put into action - make room for open dialogue even when uncomfortable, clearly delineate family versus business roles, implement structures around information flow and decisions as ownership broadens, and don't hesitate to access outside help when stuck.

About Judi Cunningham

Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. With a Master’s in Family Systems Counseling and over 25 years of experience, she excels in navigating complex family dynamics and business challenges. Judi’s strategic insight and facilitation skills help families find alignment and address tough decisions. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. In addition to her for-profit work, Judi volunteers her time to support multi-generational family success. She serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth and families in business.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Judi Cunningham | Family Enterprise Consultant and Educator: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Cultivating Resilience: From Resistance to Openness Cory Gagnon, Judy Cunningham 00:56:23 In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore the importance of facilitating open and curious dialogue to understand differing perspectives, giving family members agency in conversations, and assessing what's truly important to make clearer decisions. Hear Judi's perspective on establishing clear family versus business roles to reduce confusion, and implementing information-sharing protocols as more households take ownership. She offers resonant takeaways - open dialog allows learning even in discomfort, delineated roles and decision structures clarify amid broadening ownership, and access outside advisors when progress stalls. In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore the importance of facilitating open and curious dialogue to understand differing perspectives, giving family members agency in conversations, and assessing what's truly important to make clearer decisions. Hear Judi's perspective on establishing clear family versus business roles to reduce confusion, and implementing information-sharing protocols as more households take ownership. She offers resonant takeaways - open dialog allows learning even in discomfort, delineated roles and decision structures clarify amid broadening ownership, and access outside advisors when progress stalls. family business, legacy, podcast, cory gagnon, financial planning, financial wellbeing, family office, ultra high net worth family, assante, trella advisory group, fatherhood, listening, beacon family office, legacy builders false full 15 127c4421-d09e-4013-a11c-2f980104432e Perfectionism Paralysis: Crafting Adaptive Governance for Family Business Longevity In this episode, Leah Tolton shares insights on business governance and ownership transitions for family enterprises. We explore the importance of flexibility in shareholder agreements, setting clear expectations around participation to prevent disputes, formalizing information flow as more households get involved, and not letting perfect planning delay progress. Hear Leah's perspective on navigating fair vs equal dynamics, protecting assets in marriages, and bridging generational risk profiles.

How can transitioning from first to third-generation ownership be smooth? Leah offers examples of family and ownership meetings to align on goals. We also discuss prenuptial agreements, estate freezes, and special shares to balance liquidity needs across generations invested in the business.

About Leah Tolton

Leah has practiced corporate law for 30 years, with extensive experience advising family-owned businesses, lending clients, and real estate clients on a broad range of matters including business agreements, tax planning, equipment leasing, mergers and acquisitions, real estate joint ventures, business structuring, and reorganizations. Her practice emphasizes serving ultra-high-net-worth families and their companies across critical areas such as corporate governance, succession planning, reorganizations, strategic planning, risk management, and navigating mergers, acquisitions, and sales transactions.

Additionally, Leah negotiates and drafts commercial contracts advises on private financing and syndicated lending arrangements, earned the Family Enterprise Advisor designation in 2023, and sits on the Board of Advisors of the Alberta Business Family Institute. This wide-ranging expertise and dedication to serving family enterprises equips Leah to provide tailored legal advice and counsel to family businesses seeking to establish continuity across generations.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Leah Tolton | Partner at Bennett Jones: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 16 Feb 2024 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Leah Tolton, Legacy Builders, Bennett Jones) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode, Leah Tolton shares insights on business governance and ownership transitions for family enterprises. We explore the importance of flexibility in shareholder agreements, setting clear expectations around participation to prevent disputes, formalizing information flow as more households get involved, and not letting perfect planning delay progress. Hear Leah's perspective on navigating fair vs equal dynamics, protecting assets in marriages, and bridging generational risk profiles.

How can transitioning from first to third-generation ownership be smooth? Leah offers examples of family and ownership meetings to align on goals. We also discuss prenuptial agreements, estate freezes, and special shares to balance liquidity needs across generations invested in the business.

About Leah Tolton

Leah has practiced corporate law for 30 years, with extensive experience advising family-owned businesses, lending clients, and real estate clients on a broad range of matters including business agreements, tax planning, equipment leasing, mergers and acquisitions, real estate joint ventures, business structuring, and reorganizations. Her practice emphasizes serving ultra-high-net-worth families and their companies across critical areas such as corporate governance, succession planning, reorganizations, strategic planning, risk management, and navigating mergers, acquisitions, and sales transactions.

Additionally, Leah negotiates and drafts commercial contracts advises on private financing and syndicated lending arrangements, earned the Family Enterprise Advisor designation in 2023, and sits on the Board of Advisors of the Alberta Business Family Institute. This wide-ranging expertise and dedication to serving family enterprises equips Leah to provide tailored legal advice and counsel to family businesses seeking to establish continuity across generations.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

Contact Leah Tolton | Partner at Bennett Jones: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Perfectionism Paralysis: Crafting Adaptive Governance for Family Business Longevity Cory Gagnon, Leah Tolton, Legacy Builders, Bennett Jones 00:43:31 In this episode, Leah Tolton, partner at Bennett Jones shares insights on business governance and ownership transitions for family enterprises. We explore the importance of flexibility in shareholder agreements, setting clear expectations around participation to prevent disputes, formalizing information flow as more households get involved, and not letting perfect planning delay progress. In our discussion, you will have the opportunity to hear Leah's perspective on navigating fair vs equal dynamics, protecting assets in marriages, and bridging generational risk profiles. In this episode, Leah Tolton, partner at Bennett Jones shares insights on business governance and ownership transitions for family enterprises. We explore the importance of flexibility in shareholder agreements, setting clear expectations around participation to prevent disputes, formalizing information flow as more households get involved, and not letting perfect planning delay progress. In our discussion, you will have the opportunity to hear Leah's perspective on navigating fair vs equal dynamics, protecting assets in marriages, and bridging generational risk profiles. leah tolton, family business, succession, legacy, family governance, cory gagnon, wealth advisor, ultra high net worth family, family office canada, family dynamics, legacy builders false full 14 c59e7e01-e11a-405e-8072-52b935d1fdb5 Building Futures and Passing the Baton: Family Development for Seamless Successions We're honoured to tap pioneering succession advisor Gerry Meyer for the first 2024 episode of Legacy Builders. Guiding families and firms through leadership changeovers for over 30 years, Gerry unpacks the forward-thinking strategies that enable generational continuity.

He spotlights communication and accountability as the bedrocks for seamless transition planning. We discuss best practices for aligned expectations across generations, detailed timelines for readiness as well as Gerry's proven enterprise blueprint to future-proof any family company.

Gerry also provides invaluable perspective into the unique inclusion challenges facing non-family executives in navigating complex family dynamics. Tune in for critical lessons on the long view needed to enable both family and company to thrive across leadership eras now and for generations to come.

About Gerry Meyer

Gerry is the founder of Meyer Advisory Group. He is a highly experienced leader and enabler of organization effectiveness and transformation with 36+ years as an HR practitioner, consultant, and advisor. He provides trusted, authentic, and values-based leadership across a diverse range of business environments including public and private sectors, family enterprises, non-profit, real estate, high-tech, and professional services industries. He advises on a broad range of business issues including HR and business strategic planning, executive/leadership recruitment, next-generation development and succession planning, talent acquisition and retention, employee performance development and high potential programs, executive compensation and total rewards, and business and family governance. 

His experience encompasses multiple business cycles in different industries including upswings and downswings – seeing both growth and recessionary markets and addressing the realities of each. Gerry holds a CPHR (“Chartered Professional in Human Resources”) and FEA (“Family Enterprise Advisor”) designation as well as a Bachelor of Economics and Labour Relations from Carleton University. 

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Gerry Meyer | Founder & CEO Meyer Advisory Group: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 2 Feb 2024 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Gerry Meyer, Beacon Family Office, Meyer Advisory Group, Legacy Builders) https://beaconfamilyoffice.com/legacy-builders-podcast/ We're honoured to tap pioneering succession advisor Gerry Meyer for the first 2024 episode of Legacy Builders. Guiding families and firms through leadership changeovers for over 30 years, Gerry unpacks the forward-thinking strategies that enable generational continuity.

He spotlights communication and accountability as the bedrocks for seamless transition planning. We discuss best practices for aligned expectations across generations, detailed timelines for readiness as well as Gerry's proven enterprise blueprint to future-proof any family company.

Gerry also provides invaluable perspective into the unique inclusion challenges facing non-family executives in navigating complex family dynamics. Tune in for critical lessons on the long view needed to enable both family and company to thrive across leadership eras now and for generations to come.

About Gerry Meyer

Gerry is the founder of Meyer Advisory Group. He is a highly experienced leader and enabler of organization effectiveness and transformation with 36+ years as an HR practitioner, consultant, and advisor. He provides trusted, authentic, and values-based leadership across a diverse range of business environments including public and private sectors, family enterprises, non-profit, real estate, high-tech, and professional services industries. He advises on a broad range of business issues including HR and business strategic planning, executive/leadership recruitment, next-generation development and succession planning, talent acquisition and retention, employee performance development and high potential programs, executive compensation and total rewards, and business and family governance. 

His experience encompasses multiple business cycles in different industries including upswings and downswings – seeing both growth and recessionary markets and addressing the realities of each. Gerry holds a CPHR (“Chartered Professional in Human Resources”) and FEA (“Family Enterprise Advisor”) designation as well as a Bachelor of Economics and Labour Relations from Carleton University. 

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Gerry Meyer | Founder & CEO Meyer Advisory Group: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Building Futures and Passing the Baton: Family Development for Seamless Successions Cory Gagnon, Gerry Meyer, Beacon Family Office, Meyer Advisory Group, Legacy Builders 00:41:54 Join us in the first episode of the year 2024 with guest Gerry Meyer unpacking the continuity secrets underpinning generational success stories. Gerry's over three decades spearheading transitions offers a blueprint for companies seeking to future-proof their legacies. With an extensive background advising enterprises and guiding disruptors alike, his insights bridge communication gaps to activate succession opportunities. Packed with relatable stories, Gerry spotlights accountability measures to ready rising Wolfpacks and transfer wisdom across eras seamlessly. Whether bracing for impending change or advising families mid-transition, his pioneering playbook enriches legacy by overcoming succession sticking points. Join us in the first episode of the year 2024 with guest Gerry Meyer unpacking the continuity secrets underpinning generational success stories. Gerry's over three decades spearheading transitions offers a blueprint for companies seeking to future-proof their legacies. With an extensive background advising enterprises and guiding disruptors alike, his insights bridge communication gaps to activate succession opportunities. Packed with relatable stories, Gerry spotlights accountability measures to ready rising Wolfpacks and transfer wisdom across eras seamlessly. Whether bracing for impending change or advising families mid-transition, his pioneering playbook enriches legacy by overcoming succession sticking points. business owners, family business, succession, business, finance, cory gagnon, wealth management, family wealth, ultra high net worth family, family enterprise, legacy builders false full 13 8a5d86fe-d9c9-4537-bb07-220c00c644f5 Managing Family Enterprises: Succession & Board Dynamics with Barb Schimnowsky In this podcast, Cory engages in a conversation with Barb, unveiling the intricate dynamics of family enterprises through Barb's extensive experience. Throughout their discussion, Barb sheds light on the varied yet common threads among family-owned businesses, particularly emphasizing the pivotal areas of succession and continuity planning. She underscores the often-overlooked aspect of thoughtful preparation, stressing the need for timely succession planning and urging families to commence this process well in advance.

Barb's profound expertise shed light on the nuances of integrating external directors into family enterprises and the potential challenges that may arise during this process. The necessity for board evaluations, addressing potential dysfunctions, and aligning with family values emerged as key themes. Moreover, the conversation explored the role of the board chair, emphasizing the chair's responsibility to ensure everyone's voice is heard, thus fostering an environment of mutual respect and productivity.

Throughout the conversation, Barb offered practical insights, emphasizing the delicate balance between control and integrating external perspectives. Her suggestions included mentorship programs, tailored coaching, and the integration of external voices, all aimed at guiding the next generation and facilitating smooth transitions within family enterprises. Furthermore, her approach emphasized a thorough understanding of the organization's current state, bridging alignment gaps, and preparing for the seamless integration of high-powered management teams.

About Barb Schimnowsky

Barb Schimnowsky is a Partner and leader in WATSON’s Board Director and Executive Search practice, boasting a robust background of over 25 years in executive search and human resources. Renowned for her expertise as a Certified Management Consultant and Family Enterprise Advisor, Barb's reputation stems from her exceptional ability to identify and recruit senior executives. Her personalized approach ensures a tailored match for every Director, Chair, and executive search, establishing her as an unparalleled connector between clients and their ideal candidates. During her tenure at KPMG, spanning two decades, Barb honed the delicate art and science of executive search, mastering the nuanced balance required for success.

Throughout her career, Barb has triumphantly concluded numerous recruitment endeavors, placing adept candidates in diverse senior management and executive roles across various sectors and functions. Recognized for her commitment to understanding each client's needs and business, Barb is often perceived as an integral part of her teams. Outside her client engagements, she channels her passion for advancing the human resources domain by actively contributing to publications and groups within the executive search and HR sectors. Barb's affiliations include memberships in the Canadian Association of Management Consultants, Family Enterprise XChange, and the BC Human Resources Management Association. Her extensive community involvement also spans past Board positions in significant organizations like the Abbotsford Police Department, KidSport Abbotsford, 2004 BC Summer Games, Pacific Sport Fraser Valley, and the Surrey Library Board. Her contributions to the community have been recognized among Abbotsford's Top 100 Most Influential People, highlighting her multifaceted impact and commitment beyond her professional endeavors.

Resources discussed in this episode:

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Barb Schimnowsky | Watson Board Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 22 Dec 2023 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Barb Schimnowsky) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this podcast, Cory engages in a conversation with Barb, unveiling the intricate dynamics of family enterprises through Barb's extensive experience. Throughout their discussion, Barb sheds light on the varied yet common threads among family-owned businesses, particularly emphasizing the pivotal areas of succession and continuity planning. She underscores the often-overlooked aspect of thoughtful preparation, stressing the need for timely succession planning and urging families to commence this process well in advance.

Barb's profound expertise shed light on the nuances of integrating external directors into family enterprises and the potential challenges that may arise during this process. The necessity for board evaluations, addressing potential dysfunctions, and aligning with family values emerged as key themes. Moreover, the conversation explored the role of the board chair, emphasizing the chair's responsibility to ensure everyone's voice is heard, thus fostering an environment of mutual respect and productivity.

Throughout the conversation, Barb offered practical insights, emphasizing the delicate balance between control and integrating external perspectives. Her suggestions included mentorship programs, tailored coaching, and the integration of external voices, all aimed at guiding the next generation and facilitating smooth transitions within family enterprises. Furthermore, her approach emphasized a thorough understanding of the organization's current state, bridging alignment gaps, and preparing for the seamless integration of high-powered management teams.

About Barb Schimnowsky

Barb Schimnowsky is a Partner and leader in WATSON’s Board Director and Executive Search practice, boasting a robust background of over 25 years in executive search and human resources. Renowned for her expertise as a Certified Management Consultant and Family Enterprise Advisor, Barb's reputation stems from her exceptional ability to identify and recruit senior executives. Her personalized approach ensures a tailored match for every Director, Chair, and executive search, establishing her as an unparalleled connector between clients and their ideal candidates. During her tenure at KPMG, spanning two decades, Barb honed the delicate art and science of executive search, mastering the nuanced balance required for success.

Throughout her career, Barb has triumphantly concluded numerous recruitment endeavors, placing adept candidates in diverse senior management and executive roles across various sectors and functions. Recognized for her commitment to understanding each client's needs and business, Barb is often perceived as an integral part of her teams. Outside her client engagements, she channels her passion for advancing the human resources domain by actively contributing to publications and groups within the executive search and HR sectors. Barb's affiliations include memberships in the Canadian Association of Management Consultants, Family Enterprise XChange, and the BC Human Resources Management Association. Her extensive community involvement also spans past Board positions in significant organizations like the Abbotsford Police Department, KidSport Abbotsford, 2004 BC Summer Games, Pacific Sport Fraser Valley, and the Surrey Library Board. Her contributions to the community have been recognized among Abbotsford's Top 100 Most Influential People, highlighting her multifaceted impact and commitment beyond her professional endeavors.

Resources discussed in this episode:

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Barb Schimnowsky | Watson Board Advisors: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Managing Family Enterprises: Succession & Board Dynamics with Barb Schimnowsky Cory Gagnon, Barb Schimnowsky 00:50:43 In this podcast, Cory and Barb explore the complex landscape of family enterprises, with Barb offering insights derived from her extensive experience. She highlights critical elements such as succession and continuity planning, underlining the need for proactive preparation. Barb discusses the integration of external directors, advocating for comprehensive board evaluations, alignment with family values, and fostering an inclusive, productive board environment. Her expertise advocates for a delicate equilibrium between maintaining control and embracing external perspectives, utilizing mentorship initiatives, personalized coaching, and a comprehensive assessment of organizational needs to facilitate seamless transitions and the integration of high-caliber management teams. In this podcast, Cory and Barb explore the complex landscape of family enterprises, with Barb offering insights derived from her extensive experience. She highlights critical elements such as succession and continuity planning, underlining the need for proactive preparation. Barb discusses the integration of external directors, advocating for comprehensive board evaluations, alignment with family values, and fostering an inclusive, productive board environment. Her expertise advocates for a delicate equilibrium between maintaining control and embracing external perspectives, utilizing mentorship initiatives, personalized coaching, and a comprehensive assessment of organizational needs to facilitate seamless transitions and the integration of high-caliber management teams. podcast, finance, cory gagnon, succession planning, featured, watson board advisors, family wealth, family enterprise, business advice, barb schimnowsky, beacon family office, legacy builders false full 12 30c14846-5f01-44a4-b706-cdb7f1062b7d Generational Shifts: Shauna Feth's Guide to Family Succession

In this podcast episode, Cory engages with Shauna Feth, President and CEO of the Alberta Chambers of Commerce (ACC), delving into the pivotal value of family enterprises in communities. Shauna emphasizes embracing opportunities for growth and learning, drawing from her privileged experience within a multi-generational business family. She passionately highlights how family enterprises not only contribute financially but also socially and emotionally to communities. These businesses play a pivotal role, in giving back by supporting local economies, sponsoring events, and investing in various community projects.

Shauna underscores the significance of support networks within family enterprises, advocating for open communication and shared experiences among members. She discusses the critical role of organizations like the Alberta Business Family Institute (ABFI) and Family Enterprise Canada in offering resources and guidance to family enterprises. These institutes facilitate learning opportunities and provide courses, webinars, and platforms for families to address vital topics like succession planning, leadership development, and estate planning.

Furthermore, Shauna navigates the complexities of transitioning family businesses across generations. She highlights the importance of structured communication channels, comprehensive succession plans, and recognizing individual talents within the family to foster a seamless transition. Shauna emphasizes the need for continual adaptation and planning in family enterprises, encouraging proactive approaches to business growth and operational changes while maintaining strong familial and community ties.

About Shauna Feth

Shauna Feth, currently serving as the President and CEO of the Alberta Chambers of Commerce (ACC) since June 2022, brings a wealth of experience in fostering entrepreneurship and supporting family businesses. Before her tenure at ACC, she spent over a decade as the Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business. With a strong foundation as a designated Family Enterprise Advisor™ and being part of a third-generation business family, Shauna has passionately promoted and advocated for entrepreneurs and business families for nearly 15 years.

Her impactful initiatives include managing the Creating Pathways for Entrepreneurial Families Initiative, a collaboration funded by the University of Alberta and Rural Alberta’s Development Fund. Throughout this endeavor, Shauna facilitated ABFI programs and services, reaching out to over 8,000 constituents across the province, significantly enhancing the sustainability of rural family businesses and communities. Additionally, she has a diverse professional background, having ventured successfully into oilfield/pipeline consulting, maintenance, and construction, co-establishing and selling two companies. Currently, she co-manages an apiary and is deeply committed to the welfare of a thriving community of honeybees.

Moreover, Shauna’s engagement extends to project and event management consulting, where she contributed to the success of notable Alberta events, including the Big Valley Jamboree, Alberta Hockey Hall of Fame's Grand Opening, and the Viking Cup International Hockey Tournament. A dedicated community volunteer, she has held various influential positions across multiple organizations, serving as Co-Chair of the Provincial Talent Development Task Force, Past Chair of the Alberta Chambers of Commerce, and holding positions in boards and advisory roles for initiatives supporting entrepreneurship and family enterprises.

Resources discussed in this episode:

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Shauna Feth | Alberta Chamber of Commerce: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 8 Dec 2023 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Shauna Feth, Beacon Family Office, Alberta Chambers of Commerce) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this podcast episode, Cory engages with Shauna Feth, President and CEO of the Alberta Chambers of Commerce (ACC), delving into the pivotal value of family enterprises in communities. Shauna emphasizes embracing opportunities for growth and learning, drawing from her privileged experience within a multi-generational business family. She passionately highlights how family enterprises not only contribute financially but also socially and emotionally to communities. These businesses play a pivotal role, in giving back by supporting local economies, sponsoring events, and investing in various community projects.

Shauna underscores the significance of support networks within family enterprises, advocating for open communication and shared experiences among members. She discusses the critical role of organizations like the Alberta Business Family Institute (ABFI) and Family Enterprise Canada in offering resources and guidance to family enterprises. These institutes facilitate learning opportunities and provide courses, webinars, and platforms for families to address vital topics like succession planning, leadership development, and estate planning.

Furthermore, Shauna navigates the complexities of transitioning family businesses across generations. She highlights the importance of structured communication channels, comprehensive succession plans, and recognizing individual talents within the family to foster a seamless transition. Shauna emphasizes the need for continual adaptation and planning in family enterprises, encouraging proactive approaches to business growth and operational changes while maintaining strong familial and community ties.

About Shauna Feth

Shauna Feth, currently serving as the President and CEO of the Alberta Chambers of Commerce (ACC) since June 2022, brings a wealth of experience in fostering entrepreneurship and supporting family businesses. Before her tenure at ACC, she spent over a decade as the Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business. With a strong foundation as a designated Family Enterprise Advisor™ and being part of a third-generation business family, Shauna has passionately promoted and advocated for entrepreneurs and business families for nearly 15 years.

Her impactful initiatives include managing the Creating Pathways for Entrepreneurial Families Initiative, a collaboration funded by the University of Alberta and Rural Alberta’s Development Fund. Throughout this endeavor, Shauna facilitated ABFI programs and services, reaching out to over 8,000 constituents across the province, significantly enhancing the sustainability of rural family businesses and communities. Additionally, she has a diverse professional background, having ventured successfully into oilfield/pipeline consulting, maintenance, and construction, co-establishing and selling two companies. Currently, she co-manages an apiary and is deeply committed to the welfare of a thriving community of honeybees.

Moreover, Shauna’s engagement extends to project and event management consulting, where she contributed to the success of notable Alberta events, including the Big Valley Jamboree, Alberta Hockey Hall of Fame's Grand Opening, and the Viking Cup International Hockey Tournament. A dedicated community volunteer, she has held various influential positions across multiple organizations, serving as Co-Chair of the Provincial Talent Development Task Force, Past Chair of the Alberta Chambers of Commerce, and holding positions in boards and advisory roles for initiatives supporting entrepreneurship and family enterprises.

Resources discussed in this episode:

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Shauna Feth | Alberta Chamber of Commerce: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Generational Shifts: Shauna Feth's Guide to Family Succession Cory Gagnon, Shauna Feth, Beacon Family Office, Alberta Chambers of Commerce 00:53:47 In an engaging podcast, Shauna Feth, President and CEO of the Alberta Chambers of Commerce, delves into the significance of family enterprises within communities. She emphasizes seizing growth opportunities and the societal value these businesses bring, emphasizing financial and social impacts. Shauna highlights the pivotal role of organizations like the Alberta Business Family Institute in supporting succession planning and leadership development. The conversation navigates the complexities of transitioning family businesses, stressing structured communication and recognizing individual strengths within the family unit. The focus remains on proactive planning while preserving strong family and community bonds. In an engaging podcast, Shauna Feth, President and CEO of the Alberta Chambers of Commerce, delves into the significance of family enterprises within communities. She emphasizes seizing growth opportunities and the societal value these businesses bring, emphasizing financial and social impacts. Shauna highlights the pivotal role of organizations like the Alberta Business Family Institute in supporting succession planning and leadership development. The conversation navigates the complexities of transitioning family businesses, stressing structured communication and recognizing individual strengths within the family unit. The focus remains on proactive planning while preserving strong family and community bonds. succession, business, podcast, finance, cory gagnon, financial advise, alberta chambers of commerce, shauna feth, family wealth, family enterprise, beacon family office, retirement false full 11 2db66bc5-1369-4a74-9c3d-330bdda1021d From Farm to Legacy: Building Family Enterprises with Trevor MacLean In this episode of the Legacy Builders Podcast, we sit down with Trevor MacLean, a Partner at MNP's Agriculture team in Lethbridge. With over two decades of experience, Trevor is dedicated to providing creative, customized, and practical solutions to agricultural producers and agribusinesses throughout Western Canada. Drawing on his extensive background in agribusiness and financial services, Trevor excels in identifying key issues and crafting tailored solutions to manage risk, improve performance, and capitalize on emerging opportunities.

Trevor shares his motto of "be aware, be curious, and be inspiring," emphasizing the importance of lifelong learning and leadership in both personal and professional life. The conversation delves into the challenges of family farm transitions, the complexities involved, and Trevor's unique approach to initiating a family chemistry meeting to navigate these sensitive discussions. He highlights the significance of finding alignment on the purpose of the enterprise, advocating for a strategy that involves planned, interdependent systems to protect family and ownership.

Trevor's wisdom extends beyond the professional realm; he discusses the changing landscape of agriculture, the impact of technology, and the delicate balance between harvesting and planting wealth for future generations. As families embark on the challenging journey of succession planning, Trevor's insights serve as a valuable guide, reminding listeners that successful transitions require teamwork, vulnerability, and a focus on the long-term legacy.

About Trevor MacLean

Trevor MacLean, MBA, BMgt, is a dedicated Partner at MNP's Agriculture team in Lethbridge, bringing over 20 years of experience to provide specialized business and advisory services across Western Canada. With a focus on creativity and customization, Trevor empowers agricultural producers and agribusinesses by delivering practical solutions that enhance overall success. His role involves leveraging his extensive background in agribusiness and financial services to offer clients a unique and balanced perspective, excelling in issue identification and tailored risk management, performance improvement, and capitalization on emerging opportunities. Trevor's academic achievements include an MBA from Royal Roads University and a BMgt from the University of Lethbridge, specializing in accounting and co-op education. Beyond his professional pursuits, Trevor actively contributes to the local and agricultural community through various volunteer roles, showcasing a deep commitment to community development.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Trevor MacLean | Partner at MNP 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 24 Nov 2023 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, Trevor MacLean, Beacon Family Office at Assante Ltd.) https://beaconfamilyoffice.com/legacy-builders-podcast/ In this episode of the Legacy Builders Podcast, we sit down with Trevor MacLean, a Partner at MNP's Agriculture team in Lethbridge. With over two decades of experience, Trevor is dedicated to providing creative, customized, and practical solutions to agricultural producers and agribusinesses throughout Western Canada. Drawing on his extensive background in agribusiness and financial services, Trevor excels in identifying key issues and crafting tailored solutions to manage risk, improve performance, and capitalize on emerging opportunities.

Trevor shares his motto of "be aware, be curious, and be inspiring," emphasizing the importance of lifelong learning and leadership in both personal and professional life. The conversation delves into the challenges of family farm transitions, the complexities involved, and Trevor's unique approach to initiating a family chemistry meeting to navigate these sensitive discussions. He highlights the significance of finding alignment on the purpose of the enterprise, advocating for a strategy that involves planned, interdependent systems to protect family and ownership.

Trevor's wisdom extends beyond the professional realm; he discusses the changing landscape of agriculture, the impact of technology, and the delicate balance between harvesting and planting wealth for future generations. As families embark on the challenging journey of succession planning, Trevor's insights serve as a valuable guide, reminding listeners that successful transitions require teamwork, vulnerability, and a focus on the long-term legacy.

About Trevor MacLean

Trevor MacLean, MBA, BMgt, is a dedicated Partner at MNP's Agriculture team in Lethbridge, bringing over 20 years of experience to provide specialized business and advisory services across Western Canada. With a focus on creativity and customization, Trevor empowers agricultural producers and agribusinesses by delivering practical solutions that enhance overall success. His role involves leveraging his extensive background in agribusiness and financial services to offer clients a unique and balanced perspective, excelling in issue identification and tailored risk management, performance improvement, and capitalization on emerging opportunities. Trevor's academic achievements include an MBA from Royal Roads University and a BMgt from the University of Lethbridge, specializing in accounting and co-op education. Beyond his professional pursuits, Trevor actively contributes to the local and agricultural community through various volunteer roles, showcasing a deep commitment to community development.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Trevor MacLean | Partner at MNP 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> From Farm to Legacy: Building Family Enterprises with Trevor MacLean Cory Gagnon, Trevor MacLean, Beacon Family Office at Assante Ltd. 00:54:22 Trevor MacLean, MBA, BMgt, a Partner at MNP's Agriculture team, brings over two decades of experience in providing creative solutions for agricultural businesses. With expertise in risk management and performance improvement, Trevor emphasizes the importance of family, business, and ownership systems alignment. His unique perspective and commitment to community development, reflected in various volunteer roles, make him a valuable asset. In this episode with Cory, Trevor advocates for a structured planning process, open communication, and a team approach in navigating the complexities of generational transitions, with a focus on the enterprise's purpose and the well-being of the next generation. Trevor MacLean, MBA, BMgt, a Partner at MNP's Agriculture team, brings over two decades of experience in providing creative solutions for agricultural businesses. With expertise in risk management and performance improvement, Trevor emphasizes the importance of family, business, and ownership systems alignment. His unique perspective and commitment to community development, reflected in various volunteer roles, make him a valuable asset. In this episode with Cory, Trevor advocates for a structured planning process, open communication, and a team approach in navigating the complexities of generational transitions, with a focus on the enterprise's purpose and the well-being of the next generation. cory gagnon, wealth management, financial advisor, wealth advisor, family office, family enterprise, trevor maclean, legacy builders false full 10 d4c24af9-68f5-4b13-a4bc-71ec5159fb34 Unlocking Family Business Legacies: A Conversation with David Blom

In this engaging episode of "Legacy Builders," Cory Gagnon, your host, deepens our understanding of family business legacies with the guidance of the esteemed David Blom from Black Blackwood Family Enterprise Services. Together, they unravel the intricate fabric of generational continuity and the imperative task of defining, protecting, and evolving these unique legacies.

David masterfully illustrates the need for family businesses to stay flexible, adapt to changing times, and spell out their legacy's essence. The story of a family constitution initially centered on entrepreneurship, then embracing excellence and accommodating diverse family visions, serves as a poignant example. Key themes include entrepreneurial spirit, pursuit of excellence, navigating conflicts, ever-evolving family narratives, and the delicate fusion of business and personal relationships. 

Amidst these discussions, David underlines the vital role of nurturing relationships and establishing shared family perspectives, ultimately ensuring the enduring prosperity of family enterprises. This episode is a goldmine of wisdom, offering invaluable insights for anyone interested in securing the future of family businesses across generations.

About David Blom

Passionate about helping enterprise families gain strategic advantages to increase performance. Senior Advisor

Inspired by working in his family’s glass construction company, David obtained a CA designation to help other enterprising families. Specializing in providing tax services, David has over 30 years of experience in providing estate and succession planning to enterprising families. Seeing how families and companies

were negatively impacted by inadequate succession planning motivated David to obtain his FEA designation and develop his own enterprise advisory practice. Competence and caring

A skilled family enterprise advisor, David wants Blackwood’s enterprising families to develop a clear picture of their purpose and long-term vision. 

He is excited by the sense of calm and focus that a family gets when they see clarity in their future direction. Building from the big picture and working on the vital, but sometimes non-urgent matters, David helps families make consistent and better strategic

decisions. His extensive experience in tax planning, governance, and business succession mean David can step back and look at all aspects of a problem or an opportunity and guide a plan that is specific to each family’s unique DNA. Passionate about conservation David is a passionate outdoorsperson and conversationist. Raised with the attitude that we all have a

responsibility to leave the land in a better state than we found it, David has a 30-year volunteer career with Ducks Unlimited Canada working to conserve wetlands and protect clean water. After serving as president, David retired as Chairman of the Board in 2022.

David especially enjoys his time with his wife Joann, children, and grandchildren in Calgary and Nova Scotia.
 

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact David Blom | Blackwood Family Enterprise Services: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 10 Nov 2023 12:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon, David Blom) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this engaging episode of "Legacy Builders," Cory Gagnon, your host, deepens our understanding of family business legacies with the guidance of the esteemed David Blom from Black Blackwood Family Enterprise Services. Together, they unravel the intricate fabric of generational continuity and the imperative task of defining, protecting, and evolving these unique legacies.

David masterfully illustrates the need for family businesses to stay flexible, adapt to changing times, and spell out their legacy's essence. The story of a family constitution initially centered on entrepreneurship, then embracing excellence and accommodating diverse family visions, serves as a poignant example. Key themes include entrepreneurial spirit, pursuit of excellence, navigating conflicts, ever-evolving family narratives, and the delicate fusion of business and personal relationships. 

Amidst these discussions, David underlines the vital role of nurturing relationships and establishing shared family perspectives, ultimately ensuring the enduring prosperity of family enterprises. This episode is a goldmine of wisdom, offering invaluable insights for anyone interested in securing the future of family businesses across generations.

About David Blom

Passionate about helping enterprise families gain strategic advantages to increase performance. Senior Advisor

Inspired by working in his family’s glass construction company, David obtained a CA designation to help other enterprising families. Specializing in providing tax services, David has over 30 years of experience in providing estate and succession planning to enterprising families. Seeing how families and companies

were negatively impacted by inadequate succession planning motivated David to obtain his FEA designation and develop his own enterprise advisory practice. Competence and caring

A skilled family enterprise advisor, David wants Blackwood’s enterprising families to develop a clear picture of their purpose and long-term vision. 

He is excited by the sense of calm and focus that a family gets when they see clarity in their future direction. Building from the big picture and working on the vital, but sometimes non-urgent matters, David helps families make consistent and better strategic

decisions. His extensive experience in tax planning, governance, and business succession mean David can step back and look at all aspects of a problem or an opportunity and guide a plan that is specific to each family’s unique DNA. Passionate about conservation David is a passionate outdoorsperson and conversationist. Raised with the attitude that we all have a

responsibility to leave the land in a better state than we found it, David has a 30-year volunteer career with Ducks Unlimited Canada working to conserve wetlands and protect clean water. After serving as president, David retired as Chairman of the Board in 2022.

David especially enjoys his time with his wife Joann, children, and grandchildren in Calgary and Nova Scotia.
 

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact David Blom | Blackwood Family Enterprise Services: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Unlocking Family Business Legacies: A Conversation with David Blom Cory Gagnon, David Blom 00:50:39 Join Cory Gagnon in another episode of Legacy Builders featuring David Blom, an experienced Senior Advisor from Blackwood Family Enterprise Services. Together, they dive into the intricate world of nurturing thriving legacies within family businesses. They discuss aligning family values, fostering open communication, and the ever-evolving journey of family legacies. With real-life scenarios, they emphasize the importance of clarifying family visions and values as generations change. Discover how professional advisory teams can guide families towards building lasting legacies. Join Cory Gagnon in another episode of Legacy Builders featuring David Blom, an experienced Senior Advisor from Blackwood Family Enterprise Services. Together, they dive into the intricate world of nurturing thriving legacies within family businesses. They discuss aligning family values, fostering open communication, and the ever-evolving journey of family legacies. With real-life scenarios, they emphasize the importance of clarifying family visions and values as generations change. Discover how professional advisory teams can guide families towards building lasting legacies. wealth, david blom, family governance, governance, legacy bulders, finance, cory gagnon, wealth management, fea, blackwood enterprise services, family enterprise, beacon family office false full 9 c84cd555-c9c2-4229-8c5b-eac72fcc0cf7 The Happiness Factor: Exploring the Intersection of Family and Business Well-Being  

In this episode of "Legacy Builders," Cory Gagnon navigates the intricacies of family and business well-being while unraveling the enigmatic "happiness factor." Happiness emerges as a pivotal component in the prosperity of family enterprises. It is shown that a content family, in which individuals find happiness, operates with enhanced effectiveness and communication, fostering commitment to both the business and one another. Notably, happiness also acts as a magnet for cultivating a positive company culture and attracting high-caliber employees and customers.

Illustrating these principles, the episode recounts the journey of the Trudel family, who manage an organic farm and transform their business dynamics by addressing concerns and implementing systems that promote recognition and connection. The episode emphasizes the significance of shared visions, formal governance structures, role clarity, and robust succession planning in balancing the intertwined needs of family and business. This insightful discussion underscores the indispensable role of happiness in family enterprises and offers strategies to harmonize familial relationships and mitigate the repercussions of ineffective family dynamics.

Resources discussed in this episode:

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 27 Oct 2023 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/  

In this episode of "Legacy Builders," Cory Gagnon navigates the intricacies of family and business well-being while unraveling the enigmatic "happiness factor." Happiness emerges as a pivotal component in the prosperity of family enterprises. It is shown that a content family, in which individuals find happiness, operates with enhanced effectiveness and communication, fostering commitment to both the business and one another. Notably, happiness also acts as a magnet for cultivating a positive company culture and attracting high-caliber employees and customers.

Illustrating these principles, the episode recounts the journey of the Trudel family, who manage an organic farm and transform their business dynamics by addressing concerns and implementing systems that promote recognition and connection. The episode emphasizes the significance of shared visions, formal governance structures, role clarity, and robust succession planning in balancing the intertwined needs of family and business. This insightful discussion underscores the indispensable role of happiness in family enterprises and offers strategies to harmonize familial relationships and mitigate the repercussions of ineffective family dynamics.

Resources discussed in this episode:

—

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Happiness Factor: Exploring the Intersection of Family and Business Well-Being Cory Gagnon 00:13:54 Today, we delve into the "happiness factor" at the intersection of family and business well-being. Discover how happiness enhances family cohesion, motivation, and business success. Explore effective strategies for maintaining a balance between family and business needs. Notably, strong family relationships underpin success, making happiness a vital component for navigating complex family enterprise dynamics. Don't miss insights and an engaging show recommendation. Join me in this pursuit of family wealth and enterprise success. Today, we delve into the "happiness factor" at the intersection of family and business well-being. Discover how happiness enhances family cohesion, motivation, and business success. Explore effective strategies for maintaining a balance between family and business needs. Notably, strong family relationships underpin success, making happiness a vital component for navigating complex family enterprise dynamics. Don't miss insights and an engaging show recommendation. Join me in this pursuit of family wealth and enterprise success. generational wealth, family business, family, finance, cory gagnon, family wealth, family enterprise, family legacy, legacy builders false full 8 a705d5b2-45ed-47af-b5ab-f7e8659dcbf9 The Advisor's Perspective: Guiding Family Enterprises to Prosperity with Shauna Frederick

In this episode, Shauna Frederick, a renowned expert in family enterprise advising, engages in a thought-provoking discussion with host Cory Gagnon. The conversation begins with Shauna emphasizing the value of acknowledging uncertainty and the power of saying "I don't know." She underscores how this humility can be a key strength, especially for individuals, including women, entering family enterprises.

The discussion then delves into the challenges faced by the rising generation in family enterprises. Shauna highlights the unrealistic expectation of immediate expertise and the importance of fostering a culture of learning and open communication within these businesses. The keywords here include "humility," "education," "communication," and "rising generation."

The episode also explores the role of advisors in family enterprises. Shauna advises a collaborative approach, emphasizing the significance of advisors understanding the multifaceted dynamics within these enterprises. The key concepts discussed here include "family community," "listening," "relationship-building," and "comprehensive advice."

About Shauna Frederick

As a skilled Chartered Professional Accountant and Family Enterprise Advisor, Shauna has experience not only as a female entrepreneur, but as an on-the-go CFO who helps take the frustration and anxiety out of the accounting unknowns. Working with entrepreneurs from across a variety of sectors, Shauna helps them navigate the financial and accounting challenges that come with running a business.

Shauna is passionate about entrepreneurship, diversity and advancing the rights of women and girls. She’s volunteered for various organizations in Treasury, Co-Chair and Chair roles. Shauna’s been able to connect with and learn from many female entrepreneurs, oversee committees across Canada, work with external partners and Government officials and co-lead the creation and delivery of a Girls’ Leadership Program, a

5-week program focused on building leadership skills in girls.

Resources discussed in this episode:

Contact: Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact: Shauna Frederick | The Finance Cafe: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 13 Oct 2023 11:00:00 +0000 beaconfamilyoffice@assante.com (Shauna Frederick, Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, Shauna Frederick, a renowned expert in family enterprise advising, engages in a thought-provoking discussion with host Cory Gagnon. The conversation begins with Shauna emphasizing the value of acknowledging uncertainty and the power of saying "I don't know." She underscores how this humility can be a key strength, especially for individuals, including women, entering family enterprises.

The discussion then delves into the challenges faced by the rising generation in family enterprises. Shauna highlights the unrealistic expectation of immediate expertise and the importance of fostering a culture of learning and open communication within these businesses. The keywords here include "humility," "education," "communication," and "rising generation."

The episode also explores the role of advisors in family enterprises. Shauna advises a collaborative approach, emphasizing the significance of advisors understanding the multifaceted dynamics within these enterprises. The key concepts discussed here include "family community," "listening," "relationship-building," and "comprehensive advice."

About Shauna Frederick

As a skilled Chartered Professional Accountant and Family Enterprise Advisor, Shauna has experience not only as a female entrepreneur, but as an on-the-go CFO who helps take the frustration and anxiety out of the accounting unknowns. Working with entrepreneurs from across a variety of sectors, Shauna helps them navigate the financial and accounting challenges that come with running a business.

Shauna is passionate about entrepreneurship, diversity and advancing the rights of women and girls. She’s volunteered for various organizations in Treasury, Co-Chair and Chair roles. Shauna’s been able to connect with and learn from many female entrepreneurs, oversee committees across Canada, work with external partners and Government officials and co-lead the creation and delivery of a Girls’ Leadership Program, a

5-week program focused on building leadership skills in girls.

Resources discussed in this episode:

Contact: Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact: Shauna Frederick | The Finance Cafe: 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> The Advisor's Perspective: Guiding Family Enterprises to Prosperity with Shauna Frederick Shauna Frederick, Cory Gagnon 00:45:53 In this conversation, Shauna Frederick, an expert family enterprise advisor, discusses the value of continuous learning. She highlights the challenges faced by the rising generation in family enterprises and the importance of open communication. Shauna emphasizes the significance of defining vision, mission, and values in family enterprises, which provide a roadmap for success. Her insights underscore the power of collaboration and external guidance in navigating complex family dynamics and preserving the legacy of these enterprises. In this conversation, Shauna Frederick, an expert family enterprise advisor, discusses the value of continuous learning. She highlights the challenges faced by the rising generation in family enterprises and the importance of open communication. Shauna emphasizes the significance of defining vision, mission, and values in family enterprises, which provide a roadmap for success. Her insights underscore the power of collaboration and external guidance in navigating complex family dynamics and preserving the legacy of these enterprises. shauna frederick, cepa, rising generation, cory gagnon, wealth management, family enterprise advisory, accounting, insurance, family enterprise, legacy builders false full 7 9c7af119-768b-47c8-b5c4-099a20008738 Generation to Generation: Education as a Wealth Transition Strategy Welcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies.  

In this episode, we delve into the art of aligning family values with astute financial strategies. I bring over a decade of experience advising family enterprises to the forefront, sharing real-life stories that highlight the transformative power of values-driven wealth transition.

Discover practical strategies such as tailored curriculum development and holistic financial literacy, and learn how experts like wealth advisors and estate planning lawyers can be your allies in achieving a seamless wealth transition.  

Resources discussed in this episode:

"Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values" (book by Roy Williams and Vic Preisser)

"Family Wealth Continuity: Building a Foundation for the Future" (book by Courtney Pullen)

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.  

Website: BeaconFamilyOffice.com

LinkedIn: Cory Gagnon

LinkedIn: Beacon Family Office

Email: beaconfamilyoffice@assante.com

 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 29 Sep 2023 11:00:00 +0000 beaconfamilyoffice@assante.com (Cory Gagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ Welcome to episode 6, where we unravel the intricacies of wealth transition and the vital role of family values in preserving legacies.  

In this episode, we delve into the art of aligning family values with astute financial strategies. I bring over a decade of experience advising family enterprises to the forefront, sharing real-life stories that highlight the transformative power of values-driven wealth transition.

Discover practical strategies such as tailored curriculum development and holistic financial literacy, and learn how experts like wealth advisors and estate planning lawyers can be your allies in achieving a seamless wealth transition.  

Resources discussed in this episode:

"Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values" (book by Roy Williams and Vic Preisser)

"Family Wealth Continuity: Building a Foundation for the Future" (book by Courtney Pullen)

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.  

Website: BeaconFamilyOffice.com

LinkedIn: Cory Gagnon

LinkedIn: Beacon Family Office

Email: beaconfamilyoffice@assante.com

 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Generation to Generation: Education as a Wealth Transition Strategy Cory Gagnon 00:23:13 In this episode, we embark on a captivating journey delving into wealth transition and the art of harmonizing family values with astute financial strategies. It highlights the vital role of open dialogue and the implementation of a comprehensive family education plan. Through an engaging narrative and actionable insights, the show vividly demonstrates the potent impact of aligning values with wealth transition. Moreover, it illuminates the significance of collaborative expert guidance and unwavering long-term vision in securing an enduring legacy. In this episode, we embark on a captivating journey delving into wealth transition and the art of harmonizing family values with astute financial strategies. It highlights the vital role of open dialogue and the implementation of a comprehensive family education plan. Through an engaging narrative and actionable insights, the show vividly demonstrates the potent impact of aligning values with wealth transition. Moreover, it illuminates the significance of collaborative expert guidance and unwavering long-term vision in securing an enduring legacy. familybusinessadvisor, familyenterprise, cory gagnon, wealth management, familygovernance, family wealth, family dynamics, legacy builders false full 6 8db73c11-5f29-47b1-a9ef-6648853aaff4 Generational Alignment for Effective Wealth Transition

In this episode, we're joined by Cindy Radu, a seasoned finance professional with 35+ years of experience. Her journey is a testament to seizing opportunities and overcoming challenges. Cindy's diverse career spans legal, fiduciary, trust, and governance realms, granting her a holistic grasp of wealth complexities. Her impressive credentials include B.Comm, FCPA, LL.B., LL.M, TEP, ICD.D, and Family Enterprise Advisor.

Cindy also believes education empowers individuals to be responsible stewards of their wealth. Advisors play a pivotal role in facilitating this process.

Aligning multiple generations within a family enterprise is critical for effective decision-making. Good governance requires creating conditions for sound decisions, with education being a vital factor.

We also discussed essential strategies for successful family enterprise leaders. Education, encompassing financial literacy, governance, and decision-making skills, is fundamental. She highlights the challenge of leaving estate planning and wealth transition too late, emphasizing the need for comprehensive planning.

Successful leaders exhibit qualities such as lifelong learning, active listening, and a collaborative mindset. They collaborate with advisors and family members to make informed decisions.

Cindy mentions resources available through Tamarind Learning, including an online platform and assessment tools. She's also contributing a chapter titled "Intellectual Capital: The Key to Good Governance in Family Enterprises" to the book "Rising the Boab," set to be released later this year. This chapter underscores the importance of intellectual capital and education in family governance.

Meanwhile, Cindy encourages families to proactively approach education and governance and seek advice from advisors to ensure a smooth transition of wealth. Thank you for joining us for this insightful conversation with Cindy Radu, where we hope you found her perspectives valuable and informative.

Join in us with Cindy Radu's remarkable journey in the world of finance and wealth transition, emphasizing the importance of education and lifelong learning in empowering individuals and families to navigate the complexities of wealth management and ensure successful family enterprises.

About [Cindy Radu]

Cindy Radu boasts a distinguished career spanning over 35 years, brimming with expertise in the intricate world of finance and wealth transition. Her professional journey has traversed diverse domains, including legal, fiduciary, trust, and governance matters, affording her an exhaustive understanding of the complexities inherent in wealth management. Armed with an impressive array of credentials, including B.Comm, FCPA, LL.B., LL.M, TEP, ICD.D, and Family Enterprise Advisor, Cindy stands as a dedicated member of esteemed organizations like TEC Canada, STEP, the Purposeful Planning Institute, and the Family Firm Institute. 

Marrying legal acumen with financial proficiency, she has solidified her reputation as a go-to specialist in tax and trusts, a trusted resource for high-net-worth and ultra-high-net-worth families seeking guidance in wealth transition. Her journey is a testament not just to seizing opportunities and surmounting challenges but also to the transformative influence of education and lifelong learning. These are principles she ardently champions in her mission to empower individuals and families to effectively manage their wealth.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Cindy  Radu

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 15 Sep 2023 11:00:00 +0000 beaconfamilyoffice@assante.com (Cindy Radu, Cory Cagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/

In this episode, we're joined by Cindy Radu, a seasoned finance professional with 35+ years of experience. Her journey is a testament to seizing opportunities and overcoming challenges. Cindy's diverse career spans legal, fiduciary, trust, and governance realms, granting her a holistic grasp of wealth complexities. Her impressive credentials include B.Comm, FCPA, LL.B., LL.M, TEP, ICD.D, and Family Enterprise Advisor.

Cindy also believes education empowers individuals to be responsible stewards of their wealth. Advisors play a pivotal role in facilitating this process.

Aligning multiple generations within a family enterprise is critical for effective decision-making. Good governance requires creating conditions for sound decisions, with education being a vital factor.

We also discussed essential strategies for successful family enterprise leaders. Education, encompassing financial literacy, governance, and decision-making skills, is fundamental. She highlights the challenge of leaving estate planning and wealth transition too late, emphasizing the need for comprehensive planning.

Successful leaders exhibit qualities such as lifelong learning, active listening, and a collaborative mindset. They collaborate with advisors and family members to make informed decisions.

Cindy mentions resources available through Tamarind Learning, including an online platform and assessment tools. She's also contributing a chapter titled "Intellectual Capital: The Key to Good Governance in Family Enterprises" to the book "Rising the Boab," set to be released later this year. This chapter underscores the importance of intellectual capital and education in family governance.

Meanwhile, Cindy encourages families to proactively approach education and governance and seek advice from advisors to ensure a smooth transition of wealth. Thank you for joining us for this insightful conversation with Cindy Radu, where we hope you found her perspectives valuable and informative.

Join in us with Cindy Radu's remarkable journey in the world of finance and wealth transition, emphasizing the importance of education and lifelong learning in empowering individuals and families to navigate the complexities of wealth management and ensure successful family enterprises.

About [Cindy Radu]

Cindy Radu boasts a distinguished career spanning over 35 years, brimming with expertise in the intricate world of finance and wealth transition. Her professional journey has traversed diverse domains, including legal, fiduciary, trust, and governance matters, affording her an exhaustive understanding of the complexities inherent in wealth management. Armed with an impressive array of credentials, including B.Comm, FCPA, LL.B., LL.M, TEP, ICD.D, and Family Enterprise Advisor, Cindy stands as a dedicated member of esteemed organizations like TEC Canada, STEP, the Purposeful Planning Institute, and the Family Firm Institute. 

Marrying legal acumen with financial proficiency, she has solidified her reputation as a go-to specialist in tax and trusts, a trusted resource for high-net-worth and ultra-high-net-worth families seeking guidance in wealth transition. Her journey is a testament not just to seizing opportunities and surmounting challenges but also to the transformative influence of education and lifelong learning. These are principles she ardently champions in her mission to empower individuals and families to effectively manage their wealth.

Resources discussed in this episode:

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

Contact Cindy  Radu

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Generational Alignment for Effective Wealth Transition Cindy Radu, Cory Cagnon 00:45:03 In this episode, we're joined by Cindy Radu, a seasoned finance professional with 35+ years of experience. Her journey is a testament to seizing opportunities and overcoming challenges. Cindy's diverse career spans legal, fiduciary, trust, and governance realms, granting her a holistic grasp of wealth complexities. Her impressive credentials include B.Comm, FCPA, LL.B., LL.M, TEP, ICD.D, and Family Enterprise Advisor. Cindy's foray into law school at UofC and a master's at UBC paved the way for her to clerk at the BC Court of Appeal and co-author a university textbook. This expertise made her a specialist in tax and trusts. A few years back, Cindy embarked on a journey to assist high-net-worth and ultra-high-net-worth families in their wealth transition goals. She emphasizes the value of education and lifelong learning, urging individuals to discover their motivation for learning. Financial literacy is vital, yet often overlooked. Cindy underlines the need for families to prioritize it. She also advocates for educating the rising generation within family enterprises, stressing the significance of understanding basic financial concepts. Cindy also believes education empowers individuals to be responsible stewards of their wealth. Advisors play a pivotal role in facilitating this process. Aligning multiple generations within a family enterprise is critical for effective decision-making. Good governance requires creating conditions for sound decisions, with education being a vital factor. We also discussed essential strategies for successful family enterprise leaders. Education, encompassing financial literacy, governance, and decision-making skills, is fundamental. She highlights the challenge of leaving estate planning and wealth transition too late, emphasizing the need for comprehensive planning. Successful leaders exhibit qualities such as lifelong learning, active listening, and a collaborative mindset. They collaborate with advisors and family members to make informed decisions. Meanwhile, Cindy encourages families to proactively approach education and governance and seek advice from advisors to ensure a smooth transition of wealth. Thank you for joining us for this insightful conversation with Cindy Radu, where we hope you found her perspectives valuable and informative. In this episode, we're joined by Cindy Radu, a seasoned finance professional with 35+ years of experience. Her journey is a testament to seizing opportunities and overcoming challenges. Cindy's diverse career spans legal, fiduciary, trust, and governance realms, granting her a holistic grasp of wealth complexities. Her impressive credentials include B.Comm, FCPA, LL.B., LL.M, TEP, ICD.D, and Family Enterprise Advisor. Cindy's foray into law school at UofC and a master's at UBC paved the way for her to clerk at the BC Court of Appeal and co-author a university textbook. This expertise made her a specialist in tax and trusts. A few years back, Cindy embarked on a journey to assist high-net-worth and ultra-high-net-worth families in their wealth transition goals. She emphasizes the value of education and lifelong learning, urging individuals to discover their motivation for learning. Financial literacy is vital, yet often overlooked. Cindy underlines the need for families to prioritize it. She also advocates for educating the rising generation within family enterprises, stressing the significance of understanding basic financial concepts. Cindy also believes education empowers individuals to be responsible stewards of their wealth. Advisors play a pivotal role in facilitating this process. Aligning multiple generations within a family enterprise is critical for effective decision-making. Good governance requires creating conditions for sound decisions, with education being a vital factor. We also discussed essential strategies for successful family enterprise leaders. Education, encompassing financial literacy, governance, and decision-making skills, is fundamental. She highlights the challenge of leaving estate planning and wealth transition too late, emphasizing the need for comprehensive planning. Successful leaders exhibit qualities such as lifelong learning, active listening, and a collaborative mindset. They collaborate with advisors and family members to make informed decisions. Meanwhile, Cindy encourages families to proactively approach education and governance and seek advice from advisors to ensure a smooth transition of wealth. Thank you for joining us for this insightful conversation with Cindy Radu, where we hope you found her perspectives valuable and informative. generational wealth, family governance, wealth management, wealth transition, family enterprise, legacy builders false full 5 31c684a0-3734-4549-8725-fde6356b43e2 Creating Positive Change Through Strategic Philanthropy Defining Philanthropy:

  • Philanthropy is introduced as a means of improving the world by utilizing available resources.
  • Melinda Gates' quote on philanthropy is shared to emphasize its significance.
  • Philanthropy's role in legacy planning is discussed, focusing on passing down shared values and making a positive impact on society.

Generational Wealth and Philanthropy:

  • Generational wealth is explained as a collection of assets built over time, providing financial stability and opportunities for future generations.
  • Incorporating philanthropy into wealth management allows individuals and families to align their values with their financial decisions.
  • Philanthropy goes beyond financial success, offering a sense of purpose and fulfillment.

Starting the Philanthropic Journey:

  • Recommendations are provided for those new to philanthropy, including starting small, identifying causes of interest, and seeking guidance from professionals.
  • The benefits of philanthropy in strengthening family bonds and instilling social responsibility are highlighted.

The Two Dimensions of Philanthropy:

  • Philanthropy's focus on creating lasting and sustainable change is discussed, emphasizing addressing root causes and filling gaps through innovation.
  • The example of a client, Jane, is used to illustrate the transformative power of integrating philanthropy into wealth management.

Engaging the Rising Generation:

  • The importance of uniting family members around a common philanthropic cause is emphasized.
  • Uniting generations fosters a sense of social responsibility and a culture of generosity.
  • Family philanthropy can work in collaboration with other organizations on a global scale.

Benefits of Philanthropy:

  • Philanthropy's influence, ability to bring about change, and role in advocating for social causes are highlighted.
  • Emotional and personal benefits for donors, including increased well-being, are discussed.
  • Philanthropy as a means of fulfilling social responsibility and leaving a positive legacy is explained.
  • Tax benefits and improved networking and reputation are additional benefits.

Timing for Philanthropy:

  • Considerations for determining the best time to start philanthropy are outlined, including ensuring financial stability and alignment of values.
  • The personal nature of the philanthropic journey and its adaptability over time are emphasized.

Not Giving Back and Its Impact:

  • The significant impact of not giving back on society is discussed.
  • Insufficient support for social causes, limited funding for research and innovation, and less progress in critical areas are consequences of reduced philanthropy.

Further Learning:

  • Recommendations for learning more about philanthropy, including book and Netflix series suggestions, are provided.

Conclusion:

  • The episode concludes by summarizing the potential for positive change through family philanthropy.
  • The significance of making a meaningful impact and shaping a better world for future generations is emphasized.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 1 Sep 2023 13:00:00 +0000 beaconfamilyoffice@assante.com (Cory Cagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ Defining Philanthropy:

  • Philanthropy is introduced as a means of improving the world by utilizing available resources.
  • Melinda Gates' quote on philanthropy is shared to emphasize its significance.
  • Philanthropy's role in legacy planning is discussed, focusing on passing down shared values and making a positive impact on society.

Generational Wealth and Philanthropy:

  • Generational wealth is explained as a collection of assets built over time, providing financial stability and opportunities for future generations.
  • Incorporating philanthropy into wealth management allows individuals and families to align their values with their financial decisions.
  • Philanthropy goes beyond financial success, offering a sense of purpose and fulfillment.

Starting the Philanthropic Journey:

  • Recommendations are provided for those new to philanthropy, including starting small, identifying causes of interest, and seeking guidance from professionals.
  • The benefits of philanthropy in strengthening family bonds and instilling social responsibility are highlighted.

The Two Dimensions of Philanthropy:

  • Philanthropy's focus on creating lasting and sustainable change is discussed, emphasizing addressing root causes and filling gaps through innovation.
  • The example of a client, Jane, is used to illustrate the transformative power of integrating philanthropy into wealth management.

Engaging the Rising Generation:

  • The importance of uniting family members around a common philanthropic cause is emphasized.
  • Uniting generations fosters a sense of social responsibility and a culture of generosity.
  • Family philanthropy can work in collaboration with other organizations on a global scale.

Benefits of Philanthropy:

  • Philanthropy's influence, ability to bring about change, and role in advocating for social causes are highlighted.
  • Emotional and personal benefits for donors, including increased well-being, are discussed.
  • Philanthropy as a means of fulfilling social responsibility and leaving a positive legacy is explained.
  • Tax benefits and improved networking and reputation are additional benefits.

Timing for Philanthropy:

  • Considerations for determining the best time to start philanthropy are outlined, including ensuring financial stability and alignment of values.
  • The personal nature of the philanthropic journey and its adaptability over time are emphasized.

Not Giving Back and Its Impact:

  • The significant impact of not giving back on society is discussed.
  • Insufficient support for social causes, limited funding for research and innovation, and less progress in critical areas are consequences of reduced philanthropy.

Further Learning:

  • Recommendations for learning more about philanthropy, including book and Netflix series suggestions, are provided.

Conclusion:

  • The episode concludes by summarizing the potential for positive change through family philanthropy.
  • The significance of making a meaningful impact and shaping a better world for future generations is emphasized.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Creating Positive Change Through Strategic Philanthropy Cory Cagnon 00:25:53 In this episode, I explored the world of philanthropy and its role in legacy planning. Having a discussion on generational wealth, which encompasses assets built over time, providing financial stability and opportunities for future generations. Incorporating philanthropy into wealth management allows individuals and families to align their financial decisions with their values, providing a sense of purpose and fulfillment. The episode underscores the influence and change-making power of philanthropy, as well as its emotional and personal benefits for donors. It also highlights the role of philanthropy in fulfilling social responsibility and leaving a positive legacy, with added benefits such as improved networking, and reputation. In this episode, I explored the world of philanthropy and its role in legacy planning. Having a discussion on generational wealth, which encompasses assets built over time, providing financial stability and opportunities for future generations. Incorporating philanthropy into wealth management allows individuals and families to align their financial decisions with their values, providing a sense of purpose and fulfillment. The episode underscores the influence and change-making power of philanthropy, as well as its emotional and personal benefits for donors. It also highlights the role of philanthropy in fulfilling social responsibility and leaving a positive legacy, with added benefits such as improved networking, and reputation. generationalwealth, philanthropy, philanthropicfamilies, familydynamics, familywealth false full 4 2c3c23f8-3cf9-42fc-85f2-60afa1a2990b Navigating Family Philanthropy: From Why to How Introduction:

● Host Cory introduces Gena Rotstein, a leading figure in Canada's social enterprise and philanthropy realm.

● Her unique journey and perspective promise a captivating conversation.

From Collaboration to Innovation: Karma & Cents:

● Cory sheds light on Gena's collaboration with Richard Ouellette,, which gave rise to Karma & Cents, an innovative social impact lab.

● This venture stands as a testament to Gena's dedication to driving positive change in society.

A Unique Perspective on Wealth's Purpose:

● Gena's journey is colored by her distinctive perspective as a member of the rising generation.

● This cohort redefines the purpose of wealth, moving beyond financial success to contribute to a greater societal impact.

Guidance to Ultra-High Net-Worth Families:

● Gena's insights extend to ultra-high net-worth families, where she weaves family values, financial success, and social change into a cohesive tapestry of guidance.

Learning Through Failure: A Path to Strength:

● Through personal experience, Gena highlights the transformative power of immersing oneself in failure.

● She encourages individuals to confront challenges head-on, emerging stronger and more resilient.

Challenges in Philanthropic Understanding:

● Gena delves into the complexities surrounding philanthropy and charitable giving.

● She highlights the need for donors to ask the right questions, aiming to truly understand the impact of their contributions.

Redefining Philanthropy: The Birth of Social Purpose Businesses:

● Gena's experience leads her to rethink the concept of philanthropy.

● She discusses the emergence of social purpose businesses and how these endeavors

contribute to solving social issues.

Starting with "Why" in Philanthropy:

● Gena shares her approach to advising families on setting up their foundations. Instead of focusing on a dollar amount, she helps them identify their "why" and create a roadmap for impactful philanthropy.

● She emphasizes the importance of curiosity and empathy in this process.

Family Enterprise and Multi-Generational Continuity:

● Exploring multi-generational continuity, Gena talks about the challenges and strategies

for passing down family values and stories.

● She discusses the use of visual tools and storytelling techniques to keep family legacies alive.

Qualities of Successful Family Enterprise Leaders:

● Gena identifies curiosity, empathy, and active listening as key qualities for successful family enterprise leaders.

● She elaborates on each quality and highlights their significance in navigating complex

philanthropic landscapes.

Event 1: "Funding Systems-Level Change" with Paul Born

Date: September 13th

Time: 10 AM Mountain Time

Description: Join us for a thought-provoking conversation with Paul Born, founder and past CEO

of the Tamarack Institute. Discover insights into funding systems-level change and gain valuable perspectives on philanthropic strategies.

Event 2: "Enabling the Next Generation of Leaders" with Peter Jaswick

Date: November 15th

Time: 10 AM Mountain Time

Description: Don't miss this engaging session with Peter Jaskiewicz, a professor at the Telfer School of Business at the University of Ottawa. Explore strategies for nurturing and empowering.

the next generation of leaders in philanthropy and social impact.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 1 Sep 2023 12:55:00 +0000 beaconfamilyoffice@assante.com (Gena Rotstein, Cory Cagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ Introduction:

● Host Cory introduces Gena Rotstein, a leading figure in Canada's social enterprise and philanthropy realm.

● Her unique journey and perspective promise a captivating conversation.

From Collaboration to Innovation: Karma & Cents:

● Cory sheds light on Gena's collaboration with Richard Ouellette,, which gave rise to Karma & Cents, an innovative social impact lab.

● This venture stands as a testament to Gena's dedication to driving positive change in society.

A Unique Perspective on Wealth's Purpose:

● Gena's journey is colored by her distinctive perspective as a member of the rising generation.

● This cohort redefines the purpose of wealth, moving beyond financial success to contribute to a greater societal impact.

Guidance to Ultra-High Net-Worth Families:

● Gena's insights extend to ultra-high net-worth families, where she weaves family values, financial success, and social change into a cohesive tapestry of guidance.

Learning Through Failure: A Path to Strength:

● Through personal experience, Gena highlights the transformative power of immersing oneself in failure.

● She encourages individuals to confront challenges head-on, emerging stronger and more resilient.

Challenges in Philanthropic Understanding:

● Gena delves into the complexities surrounding philanthropy and charitable giving.

● She highlights the need for donors to ask the right questions, aiming to truly understand the impact of their contributions.

Redefining Philanthropy: The Birth of Social Purpose Businesses:

● Gena's experience leads her to rethink the concept of philanthropy.

● She discusses the emergence of social purpose businesses and how these endeavors

contribute to solving social issues.

Starting with "Why" in Philanthropy:

● Gena shares her approach to advising families on setting up their foundations. Instead of focusing on a dollar amount, she helps them identify their "why" and create a roadmap for impactful philanthropy.

● She emphasizes the importance of curiosity and empathy in this process.

Family Enterprise and Multi-Generational Continuity:

● Exploring multi-generational continuity, Gena talks about the challenges and strategies

for passing down family values and stories.

● She discusses the use of visual tools and storytelling techniques to keep family legacies alive.

Qualities of Successful Family Enterprise Leaders:

● Gena identifies curiosity, empathy, and active listening as key qualities for successful family enterprise leaders.

● She elaborates on each quality and highlights their significance in navigating complex

philanthropic landscapes.

Event 1: "Funding Systems-Level Change" with Paul Born

Date: September 13th

Time: 10 AM Mountain Time

Description: Join us for a thought-provoking conversation with Paul Born, founder and past CEO

of the Tamarack Institute. Discover insights into funding systems-level change and gain valuable perspectives on philanthropic strategies.

Event 2: "Enabling the Next Generation of Leaders" with Peter Jaswick

Date: November 15th

Time: 10 AM Mountain Time

Description: Don't miss this engaging session with Peter Jaskiewicz, a professor at the Telfer School of Business at the University of Ottawa. Explore strategies for nurturing and empowering.

the next generation of leaders in philanthropy and social impact.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Navigating Family Philanthropy: From Why to How Gena Rotstein, Cory Cagnon 00:48:05 In this episode, Cory introduces Gena Rotstein, a prominent figure in Canada's social enterprise and philanthropy field. Gena's unique journey and perspective promise an engaging conversation. Gena shares valuable insights for ultra-high net-worth families, combining family values, financial success, and social change into a cohesive framework of guidance. She emphasizes the transformative power of learning through failure, encouraging individuals to confront challenges head-on. The complexities of philanthropy and charitable giving are discussed, with Gena stressing the importance of donors asking the right questions to understand the true impact of their contributions. She redefines philanthropy by discussing the rise of social purpose businesses and how they address social issues. The episode delves into multi-generational continuity in family enterprises, exploring challenges and strategies for passing down family values and stories. Visual tools and storytelling techniques are highlighted as ways to preserve family legacies. In this episode, Cory introduces Gena Rotstein, a prominent figure in Canada's social enterprise and philanthropy field. Gena's unique journey and perspective promise an engaging conversation. Gena shares valuable insights for ultra-high net-worth families, combining family values, financial success, and social change into a cohesive framework of guidance. She emphasizes the transformative power of learning through failure, encouraging individuals to confront challenges head-on. The complexities of philanthropy and charitable giving are discussed, with Gena stressing the importance of donors asking the right questions to understand the true impact of their contributions. She redefines philanthropy by discussing the rise of social purpose businesses and how they address social issues. The episode delves into multi-generational continuity in family enterprises, exploring challenges and strategies for passing down family values and stories. Visual tools and storytelling techniques are highlighted as ways to preserve family legacies. generationalwealth, philanthropy, philanthropicfamilies, familydynamics, familywealth false full 3 31c51253-4739-4a35-8ab4-6465c28149e1 Navigating the Path to Family Governance for Your Family Enterprise Summary: 

This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient and transparent family offices and businesses. The necessity of family governance is highlighted, particularly in the contexts of family offices, wealth management, succession planning, and estate planning. A practical scenario involving a family business also illustrating the benefits of structured family governance, including transparency, communication, and defined roles.

Importance of Governance in Family Enterprises:

  • The significance of a robust governance structure for family offices and businesses is discussed.
  • Governance is compared to the foundation of a successful family office, ensuring efficiency and transparency.
  • A quote by Friedrich Nietzsche is shared to emphasize the role of love and unity in family governance.

Love, Unity, and Governance:

  • Friedrich Nietzsche's words are used to illustrate the importance of trust and cooperation in family governance.
  • The analogy of love as "oil that eases friction" and "cement that binds" is extended to governance.
  • A well-crafted governance structure is shown to promote unity, trust, and shared values within a family.

Why Family Governance is Needed:

  • The necessity of a governance strategy for efficient, transparent, and ethical family enterprise operation is explained.
  • The relevance of family governance to family offices, wealth management, succession planning, and estate planning is noted.
  • Cory Gagnon's experience in wealth management and family governance is mentioned.

Practical Scenario: John's Family Business:

  • A scenario involving a family business led by John is presented.
  • The family's decision to establish a family council and hold individual discussions with family members is discussed.
  • The role of the family council in strategic decision-making is explained.

Benefits of Family Governance:

  • The benefits of structured family governance are highlighted, including transparency, communication, and defined roles.
  • The example of Craig E. Aronoff's quote on effective shareholders in family businesses is used to stress the importance of engagement, education, and collaboration.

Consequences of Not Implementing Governance:

  • The potential consequences of lacking family governance are outlined, including conflicts, communication breakdowns, and inefficiencies.
  • Decision-making challenges and accountability issues in the absence of governance are discussed.
  • The importance of clear governance structures is emphasized.

Identifying Family Governance Components:

  • The three components of family governance, periodic family assemblies, family council meetings, and a family constitution, are explained.
  • Their roles in promoting communication, decision-making, and shared values are discussed.
  • Reference is made to a Harvard Business School article on family governance.

Recommended Resources:

  • Book recommendations for further learning on family governance are provided, including "Family Business Governance" by Craig E. Aronoff and "Harvard Business Review's Family Business Handbook" by Josh Baron and Rob Lachenauer.
  • A TV show recommendation, "Succession," is suggested for those interested in fictional portrayals of family business dynamics.

Conclusion:

  • The episode concludes by emphasizing the importance of structured governance for successful family enterprises.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 1 Sep 2023 12:50:00 +0000 beaconfamilyoffice@assante.com (Cory Cagnon) https://beaconfamilyoffice.com/legacy-builders-podcast/ Summary: 

This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient and transparent family offices and businesses. The necessity of family governance is highlighted, particularly in the contexts of family offices, wealth management, succession planning, and estate planning. A practical scenario involving a family business also illustrating the benefits of structured family governance, including transparency, communication, and defined roles.

Importance of Governance in Family Enterprises:

  • The significance of a robust governance structure for family offices and businesses is discussed.
  • Governance is compared to the foundation of a successful family office, ensuring efficiency and transparency.
  • A quote by Friedrich Nietzsche is shared to emphasize the role of love and unity in family governance.

Love, Unity, and Governance:

  • Friedrich Nietzsche's words are used to illustrate the importance of trust and cooperation in family governance.
  • The analogy of love as "oil that eases friction" and "cement that binds" is extended to governance.
  • A well-crafted governance structure is shown to promote unity, trust, and shared values within a family.

Why Family Governance is Needed:

  • The necessity of a governance strategy for efficient, transparent, and ethical family enterprise operation is explained.
  • The relevance of family governance to family offices, wealth management, succession planning, and estate planning is noted.
  • Cory Gagnon's experience in wealth management and family governance is mentioned.

Practical Scenario: John's Family Business:

  • A scenario involving a family business led by John is presented.
  • The family's decision to establish a family council and hold individual discussions with family members is discussed.
  • The role of the family council in strategic decision-making is explained.

Benefits of Family Governance:

  • The benefits of structured family governance are highlighted, including transparency, communication, and defined roles.
  • The example of Craig E. Aronoff's quote on effective shareholders in family businesses is used to stress the importance of engagement, education, and collaboration.

Consequences of Not Implementing Governance:

  • The potential consequences of lacking family governance are outlined, including conflicts, communication breakdowns, and inefficiencies.
  • Decision-making challenges and accountability issues in the absence of governance are discussed.
  • The importance of clear governance structures is emphasized.

Identifying Family Governance Components:

  • The three components of family governance, periodic family assemblies, family council meetings, and a family constitution, are explained.
  • Their roles in promoting communication, decision-making, and shared values are discussed.
  • Reference is made to a Harvard Business School article on family governance.

Recommended Resources:

  • Book recommendations for further learning on family governance are provided, including "Family Business Governance" by Craig E. Aronoff and "Harvard Business Review's Family Business Handbook" by Josh Baron and Rob Lachenauer.
  • A TV show recommendation, "Succession," is suggested for those interested in fictional portrayals of family business dynamics.

Conclusion:

  • The episode concludes by emphasizing the importance of structured governance for successful family enterprises.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


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]]> Navigating the Path to Family Governance for Your Family Enterprise Cory Cagnon 00:17:53 This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient and transparent family offices and businesses. The necessity of family governance is highlighted, particularly in the contexts of family offices, wealth management, succession planning, and estate planning. A practical scenario involving a family business also illustrating the benefits of structured family governance, including transparency, communication, and defined roles. This episode delves into the critical role of governance in family enterprises. It emphasizes how governance serves as the foundation for efficient and transparent family offices and businesses. The necessity of family governance is highlighted, particularly in the contexts of family offices, wealth management, succession planning, and estate planning. A practical scenario involving a family business also illustrating the benefits of structured family governance, including transparency, communication, and defined roles. familybusinessadvisor, intergenerationalplanning, familygovernance, familydynamics, familywellbeing false full 2 5815f0e0-c715-4685-9dfc-5d4c3c27abb0 Communication and Governance Strategies for Family Enterprises Summary: 

In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life with purpose. She defines her role as facilitating difficult conversations within families and highlights the need for open communication, especially regarding money matters. Trudy also addresses handling resistance within families and discusses common challenges in wealth transition, including unresolved family history. She explains the initial steps in starting family conversations and strategies for overcoming biases and stories that hinder effective communication. Finally, Trudy identifies three key qualities of successful family enterprise leaders: purpose, acceptance, and curiosity.

Introduction:

  • Cory introduces the episode and guest, Trudy Pelletier, an expert in communication and governance for family enterprises.
  • Trudy's extensive background includes 14 years of experience in private and family enterprises, holding designations in family enterprise advising, certified exit planning, executive coaching, and mediation.

Trudy's Inspirational Journey:

  • Cory asks Trudy to share her inspiring journey and lessons learned.
  • Trudy recounts a pivotal childhood moment when she decided to help people communicate better, leading her to her current career.
  • She emphasizes the importance of understanding how childhood experiences shape our lives and the need to live life with purpose and self-regulation.

Facilitating Better Communication:

  • Trudy defines her role as facilitating difficult conversations within families, making them easier by promoting positive intent, compassion, and acceptance.
  • She highlights the necessity for families with wealth and businesses to engage in these conversations, especially regarding money matters.
  • Trudy emphasizes that improving communication within families is an inside-out process.

Addressing Resistance in Family Communication:

  • Cory asks about handling resistance from family members who avoid difficult conversations.
  • Trudy explains that resistance is natural and offers coaching to deal with it effectively.
  • She discusses how brain-driven behavior can hinder communication and progress.

Challenges in Wealth Transition:

  • Trudy discusses common challenges families face in wealth transition and continuity, including unresolved family history impacting communication and affinity.

Starting Family Conversations:

  • Trudy explains the initial steps in initiating these conversations, often starting with one family member.
  • She emphasizes the importance of meeting with the entire family to assess their needs and her suitability for the task.

Overcoming Biases and Stories:

  • Trudy addresses strategies for overcoming biases and stories that hinder effective communication, emphasizing the need for personal responsibility and building communication skills.

Qualities of a Successful Family Enterprise Leader:

  • Cory asks Trudy about the top three qualities she believes successful family enterprise leaders possess.
  • Trudy identifies purpose, acceptance, and curiosity as essential qualities for success in this role.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 1 Sep 2023 12:45:00 +0000 beaconfamilyoffice@assante.com (Cory Cagnon, Trudy Pelitier) https://beaconfamilyoffice.com/legacy-builders-podcast/ Summary: 

In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life with purpose. She defines her role as facilitating difficult conversations within families and highlights the need for open communication, especially regarding money matters. Trudy also addresses handling resistance within families and discusses common challenges in wealth transition, including unresolved family history. She explains the initial steps in starting family conversations and strategies for overcoming biases and stories that hinder effective communication. Finally, Trudy identifies three key qualities of successful family enterprise leaders: purpose, acceptance, and curiosity.

Introduction:

  • Cory introduces the episode and guest, Trudy Pelletier, an expert in communication and governance for family enterprises.
  • Trudy's extensive background includes 14 years of experience in private and family enterprises, holding designations in family enterprise advising, certified exit planning, executive coaching, and mediation.

Trudy's Inspirational Journey:

  • Cory asks Trudy to share her inspiring journey and lessons learned.
  • Trudy recounts a pivotal childhood moment when she decided to help people communicate better, leading her to her current career.
  • She emphasizes the importance of understanding how childhood experiences shape our lives and the need to live life with purpose and self-regulation.

Facilitating Better Communication:

  • Trudy defines her role as facilitating difficult conversations within families, making them easier by promoting positive intent, compassion, and acceptance.
  • She highlights the necessity for families with wealth and businesses to engage in these conversations, especially regarding money matters.
  • Trudy emphasizes that improving communication within families is an inside-out process.

Addressing Resistance in Family Communication:

  • Cory asks about handling resistance from family members who avoid difficult conversations.
  • Trudy explains that resistance is natural and offers coaching to deal with it effectively.
  • She discusses how brain-driven behavior can hinder communication and progress.

Challenges in Wealth Transition:

  • Trudy discusses common challenges families face in wealth transition and continuity, including unresolved family history impacting communication and affinity.

Starting Family Conversations:

  • Trudy explains the initial steps in initiating these conversations, often starting with one family member.
  • She emphasizes the importance of meeting with the entire family to assess their needs and her suitability for the task.

Overcoming Biases and Stories:

  • Trudy addresses strategies for overcoming biases and stories that hinder effective communication, emphasizing the need for personal responsibility and building communication skills.

Qualities of a Successful Family Enterprise Leader:

  • Cory asks Trudy about the top three qualities she believes successful family enterprise leaders possess.
  • Trudy identifies purpose, acceptance, and curiosity as essential qualities for success in this role.

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Communication and Governance Strategies for Family Enterprises Cory Cagnon, Trudy Pelitier 00:39:52 In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life with purpose. She defines her role as facilitating difficult conversations within families and highlights the need for open communication, especially regarding money matters. Trudy also addresses handling resistance within families and discusses common challenges in wealth transition, including unresolved family history. She explains the initial steps in starting family conversations and strategies for overcoming biases and stories that hinder effective communication. Finally, Trudy identifies three key qualities of successful family enterprise leaders: purpose, acceptance, and curiosity. In this episode, Cory introduces Trudy Pelletier, an expert in communication and governance for family enterprises. Trudy shares her inspiring journey, emphasizing the importance of understanding childhood experiences and living life with purpose. She defines her role as facilitating difficult conversations within families and highlights the need for open communication, especially regarding money matters. Trudy also addresses handling resistance within families and discusses common challenges in wealth transition, including unresolved family history. She explains the initial steps in starting family conversations and strategies for overcoming biases and stories that hinder effective communication. Finally, Trudy identifies three key qualities of successful family enterprise leaders: purpose, acceptance, and curiosity. family business, legacy, family, family governance, podcast, family well being, wealth and well being, family dynamics false full 1 25149af2-6517-448b-ba4a-1fbffa8a7e31 Trailer - Legacy Builders: Strategies for Building Successful Family Enterprises Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts and solo talks, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Fri, 14 Apr 2023 07:00:00 +0000 beaconfamilyoffice@assante.com (Beacon Family Office at Assante Financial Management Ltd.) https://beaconfamilyoffice.com/legacy-builders-podcast/ Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts and solo talks, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Trailer - Legacy Builders: Strategies for Building Successful Family Enterprises Beacon Family Office at Assante Financial Management Ltd. 00:01:24 Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts and solo talks, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today! Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts and solo talks, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today! false trailer