Scott Peppet serves as the President of Chai Trust Company LLC, the private trust company that serves as the family office for Sam Zell and his family. Equity Group Investments , a division of Chai trust, provides investment management services on its behalf. From 2000 to 2018, Scott was a professor of Law at the University of Chicago where he focused on Bargaining, Dispute Resolution, Translational Law, and the complexities of multigenerational family enterprises. Scott speaks regularly on Fami...
Jun 20, 2022•1 hr 8 min
Peter Evans is an advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises all around the world. Peter creates the opportunities where affluent families have the greatest chance of flourishing. Peter is also part of a legacy family himself; he is a 5th generation member of a 7th generation American enterprise established in 1885. Peter married into this family and was astounded by the welcoming and inclusive nature of his wife's large family. The fam...
Apr 24, 2022•54 min
Srinath Rajam is a Director at TVS & Sons, Chairman at Kwik Patch, and one of the four sons of the high profile TVS group of companies. The TVS Group is a long-standing family business, running for over 110 years, which has interests in everything from auto components through to finance. Now after over a century in business, the TVS group has decided to amicably separate. Srinath talks about this historical event and how by keeping it amicable, it sets the stage for the next phase of growth....
Apr 03, 2022•57 min
Chris Powers is the Founder and Executive Chairman of Fort Capital and the host of The FORT podcast . Chris is a serial entrepreneur with more than 16 years of real estate development and investment experience. Since founding Fort Capital, the company has invested over $1.4B in Class B industrial, commercial, multifamily, student housing, and residential and land development projects. His drive to always remain curious, desire to connect with and learn from others led Chris to start his podcast,...
Mar 20, 2022•1 hr
Anthony Contrucci is a proud 5th Generation member of the Schrage Family. He serves in many roles within his broader family enterprise including his role as President and Board of Director of First Bancshares, Inc. (FBS) a bank holding company located in Merrillville, Indiana. FBS’s primary operating asset is Centier Bank . Founded in 1895, the Schrage family has owned and operated the financial institution for 126 years. From humble beginnings, today they are the largest private, family-owned b...
Mar 06, 2022•1 hr 13 min
Mr. Hughes , a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family , and of Family – The Compact Among Generations , both published by Bloomberg Press, and is the co–author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom , The Voice of the Rising Generation, and Complete Faith Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees...
Feb 13, 2022•1 hr 20 min
Joe is the owner of Cardinal Senior Management , an operator of assisted living communities in the Untied States. Joe started the company with his business partner in 2015 and hopes to continue their growth in the coming decade with a focus on affordability and decentralized leadership. Joe lives in Grand Rapids, MI with his wife and 4 year old son. Standout Quotes: "Unless someone's livelihood and their family’s livelihood depends on what you're doing, you're not an entrepreneur" - [Joe] "Unfor...
Dec 12, 2021•41 min
Bradly J. Franc (“Brad”), is the creator and author of the Amazon best-selling book entitled The Succession Solution : The Strategic Guide to Business Transition. His firm The Succession Coach LLC, works with business owners to create as well as execute on their succession plans. Brad is an attorney, entrepreneur, and business strategist who specializes in the transfer of family and closely-held businesses. He is also a former board member of Catalyst Connection. Brad began his professional care...
Nov 28, 2021•44 min
Dave Specht is the Director of the Global Family Business Institute at The Drucker School of Management . Dave is the author of, " The Family Business Whisperer ." Prior to joining the Drucker School Dave helped lead a Family Dynamics team at one of the largest Private Banks in the United States where he trained over 2,500 advisors. Dave is married and he and his wife have 6 children. His personal mission is to, "Preserve Families and Perpetuate Businesses." Standout Quotes: "The path to helping...
Nov 14, 2021•54 min
Matina Agio is a personal inheritance consultant. Her work inspires a deeper perspective into inheritance - beyond the legal and financial. She provides niche counselling, facilitating her clients- often in midlife, to resolve inheritance-related dilemmas, manage their possessions and create a meaningful legacy. Through her signature method - THE INHERITANCE MUSE METHOD™ , she addresses both the tangible and intangible aspects of their inheritance, heritage & wealth. Matina’s clients include...
Oct 31, 2021•51 min
Moses Kagan has been buying, renovating and managing apartment buildings in Los Angeles since 2008. His company, Adaptive Realty , along with its investor-partners, owns approximately $200MM worth of high-quality buildings in interesting neighborhoods. Unusually for a real estate private equity firm, Adaptive and its partners do not fix and flip; instead, they act as permanent holders and stewards of the assets under their control. Standout Quotes: "Rich families that own good assets generally d...
Oct 17, 2021•1 hr 4 min
The Lang family recruited Jeff Watters as the first outside CEO to lead Ainsworth Pet Nutrition in it's 5 generations. Sean Lang and Jeff Watters worked together, partnering with a private equity firm to scale the $100m per year business into a $2 billion dollar exit over the space of a decade. This story covers not only leadership succession within a family business but also ownership succession and how the family have stayed together and united around a family office in the absence of an opera...
Sep 19, 2021•1 hr 9 min
Frazer Rice is a Regional Director for Pendleton Square Trust Company . In that capacity, he focuses on trustee, fiduciary and family governance issues for wealthy families. He is the author and podcast host of " Wealth, Actually " which centers on decision-making for wealthy families The podcast interviews wealth experts and entrepreneurial families and individuals. Standout Quotes: "Something that's happening industry-wide or at least in the US is the concept that being a corporate trustee is ...
Apr 19, 2021•51 min
Grossman Marketing Group was founded as Massachusetts Envelope Company in 1910 by Maxwell Grossman , whose lifelong dream was to own his own business. Now, 111 years since its founding, Ben Grossman, along with his brother, David, are the 4th generation of family leadership. Today, the company is a full-service resource helping clients with a broad range of traditional and digital marketing needs. Ben Grossman holds a BA from Princeton University and an MBA from Columbia Business School. Prior t...
Apr 12, 2021•51 min
With one of the most recognisable family names in Australian business circles Berry Liberman is using her financial capital to make a positive impact in the world. Her family office, Small Giants, is 100% invested in Impact ventures - challenging the traditional notion of "do anything to make it and then give it all away" philanthropy. Berry Liberman is the co-founder and Creative Director of Small Giants and the Publisher and Editor of Dumbo Feather magazine. Small Giants was founded in 2007 to...
Apr 05, 2021•1 hr 1 min
An award-winning professional speaker and author of The Seller’s Journey : A Business Fable about Navigating the Emotional Obstacles to Selling Your Business, Denise Logan has addressed audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go. Known as The Seller Whisperer, she draws upon a twenty year body of work focused on the intersection of work, money, and meaning and how it is reflected in the legacies of today’s busines...
Mar 29, 2021•1 hr 3 min
Julie Charlestein is a fourth-generation CEO and president of Premier Dental , a global dental development and manufacturing company serving the worldwide oral health professional market since 1913. Julie is the first woman and the fourth generation of the Charlestein family to lead the company. Since accepting the position as CEO, Julie has implemented changes to adapt to the times, and advanced its product line to advance Premier's market impact. The Charlestein family have adopted an interest...
Mar 22, 2021•38 min
Carl Bates is Africa's leading educator, appointer and guide of High-Performance boards. As the Founding Partner of Sirdar , he is world renowned for his practical understanding of governance and is constantly invited to share his knowledge and insight on the subject - in Africa, Sirdar is the largest provider of independent non-executive directors to private companies and family businesses. As a G2 entrepreneur, Carl works closely with his Mother and spouse in his family property business in Ne...
Mar 15, 2021•52 min
Juan Carlos Salame’s family business began in Guayaquil in 1944. Domingo Salame, his grandfather, began selling at the local market prepaid vouchers so his customers could buy products at different local stores and, then, pay Mr. Salame in installments. A revolutionary idea that many decades later evolved to what we know today as credit cards. He later put in place a retail shop to sell the products himself. This business was transitioned to his son in the late 70s. A couple of stores have grown...
Mar 08, 2021•46 min
Nike is the founder and CEO of Nike Anani Practice, Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region. No more than 2% of African family businesses successfully transition power to the second generation , and Nike has made it her mission to facilitate this generational merge. With over a decade of experience working with select business families in Africa, ...
Mar 01, 2021•1 hr 2 min
Tiho Brkan is back for a second conversation about family office investing, including a deep dive into real estate mezzanine finance investing, uncorrelated assets for downside protection, citizenship by investment, second passports, territorial tax systems and his global view of markets today. Tiho is a Global Citizen & Investor, and today runs the multifamily office, The Atlas Investor on behalf of his family and other ultra high net worth families and individuals. I've been fortunate to b...
Feb 22, 2021•1 hr 9 min
Aaron Chin is a second-generation business leader and CEO of Organika , a family-led Canadian company dedicated to providing innovative, premium health products to help inspire people to live healthier lives. Growing up in the business motivated Aaron to build on what his father started 30 years ago. Since assuming leadership of Organika, in partnership with his brother Jordan, they have increased business seven-fold and have grown the company into an award-winning, globally recognized brand, fo...
Feb 15, 2021•45 min
Adii Pienaar is the founder of three technology companies, two of which he’s exited so far to create first generation wealth for his family. A prolific reader, writer and maker, Adii brings a refreshing perspective to the way he views family, business and wealth. I was fortunate enough to preview his new book which was released last month, titled Life Profitability . In Life Profitability, Adii provides you with a new perspective for becoming self-aware, recognising your values, and understandin...
Feb 08, 2021•57 min
Mitzi Perdue is the daughter of one family business titan (her father founded the Sheraton Hotel Chain ) and the widow of another, (her late husband was the family business poultry magnate , Frank Perdue), and she is also a businesswoman in her own right. She started the family wine grape business, now one of the larger suppliers of wine grapes in California. Mitzi likes nothing better than to share insider tips for successful family businesses. Her family of origin (the one that started the She...
Feb 01, 2021•1 hr 2 min
Ginny Gilder, is an American former competitive rower and Olympic silver medalist. As a second generation entrepreneur, Ginny’s day job is running her family investment office, Gilder Office for Growth but her heart leads her to focus on expanding access to opportunity in the realms of sports and education, especially for youth. A serial social enterprise entrepreneur, co-owner of the WNBA Seattle Storm , and a writer, Ginny continues to look for ways to expand the footprint of women's professio...
Jan 25, 2021•1 hr 3 min
Khalid Muhmood is from the UK and through the family business holding company Dragonfly Education Group , is an operational investor in education. He has been active in the business of education since 1994 when he and his wife, Arabella Peters, co-founded Apollo English and then the British University Vietnam. Since then they have invested in a number of businesses all focused on education. Khalid and Arabella see themselves as the founding generation of their family enterprise and intend to nev...
Jan 18, 2021•50 min
Ashok Melwani started his career as a teenager, working in his family’s fashion retail stores during the school holidays. In 1982, he joined the business full-time, working his way up from brand manager to an executive director of the 4th generation Indian family business. He's a seasoned entrepreneur with decades of experience in retail, food & beverage and distribution, and now an executive coach. Ashok is a guide to the road less travelled. His story is a fascinating journey of a struggle...
Jan 11, 2021•51 min
George Isaac’s grandfather founded the first Isaac family businesses in 1899 in Bryan, Ohio, beginning a long history of serial entrepreneurship and the subsequent creation of several successful enterprises. A lot has changed since then, but the Isaac Group continues to thrive, now under board oversight and management by its third and fourth generation. George grew up as a child of family business owners and has run several Isaac multigenerational family businesses as a CEO and board member. Mor...
Jan 04, 2021•47 min
Gautam Goel is the fourth generation Managing Director of Dhampur International Pte Ltd , the parent company and Dhampur International Pte Ltd. Founded in India in 1933 by Gautam’s great grandfather, he along with fellow members of the current generation continue to steward the family and business legacy today. Listen on to hear how the business was intentionally split off from a wider family group to resolve in-fighting, how they’ve professionalised the business and what challenges they face wh...
Dec 28, 2020•50 min
It's not often we get to hear from a 7th generation American manufacturing family with a company that dates back to 1728 and in their family since 1793. The Hollingsworth & Vose Company is a technical manufacturer with a rich history of R&D and innovation. Here to share their story with us are Val & Annie Hollingsworth, first cousins and both members of the 6th generation, stewarding this incredible and impactful company to the next generation. Val Hollingsworth has served as Preside...
Dec 21, 2020•1 hr 3 min
