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Family Business/Business Family

Latest episodes

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Jul 8, 2025 • 37min

Episode 21: How to Know It’s Time for a Non-Family CEO | Preparing for Another 100 Years of Travel | Balancing a New Venture With a Legacy Business

This episode features part 1 of our interview with Bryce Lundberg, Emily Griffin and Craig Stevenson of Lundberg Family Farms. They discuss how family involvement has evolved and why hiring a non-family CEO was key to future growth. We also continue our conversation with Tauck CEO Jennifer Tombaugh and Chairman Dan Mahar as they look ahead to the travel company’s second century. Plus, Brian Birdy of PMI Birdy Properties in San Antonio shares more about how he’s balancing running his third-generation family enterprise with building a new potential legacy business: managing indoor pickleball courts. Hosted on Acast. See acast.com/privacy for more information.
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Jun 24, 2025 • 40min

Episode 20: Tauck’s Leaders Talk Legacy and Longevity | Two 5th-Gen Family Businesses Team Up | Embracing Your Family’s Evolution

This episode features interviews with Tauck Chairman Dan Mahar and CEO Jennifer Tombaugh, who discuss their careers and the keys to Tauck’s 100 years of success as a family-owned business. Also, Family Business Contributing Editor Dennis Jaffe talks embracing your family’s evolution and NIX Companies President & CEO Matthew Nix discusses its recent, uniquely structured acquisition of a fellow fifth-generation family business.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.
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Jun 10, 2025 • 42min

Episode 19: Where Succession Planning and Career Development Meet | Property Management and Pickleball | Finding Purpose After Selling the Business

In this episode, Tony Brausen, a veteran former executive and current board director for several major companies (including 2025 Private Company Board of Year honoree Adolfson & Peterson Construction), discusses how family businesses can marry career development and succession planning — and how the board can help. This episode also features an interview with Brian Birdy, leader of third-generation PMI Birdy Properties in San Antonio, Texas, who discusses balancing his family business with his new gig as the southern regional developer of indoor pickleball court franchise Dill Dinkers. This episode also features more of our conversation with previous guests Olivia and Brad Mountz, who recently sold their family business, torque tool manufacturer Mountz Inc., to Snap-On but stayed on as executives at the company.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.
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May 27, 2025 • 39min

Episode 18: Rebranding the Family Business | A NextGen in a New Industry | Discussing Wealth’s Impact

In this episode, brothers Tom Cingari Jr. and John Cingari of Cingari Family Markets talk about the fourth generation’s efforts to spearhead a major rebranding of the 82-year-old family business that is aimed at reaching the modern customer while honoring their family’s legacy.This episode also features part 2 of our conversation with Brandi Harleaux, second-generation CEO of South Post Oak Recycling Center. In part 1, she described her journey from L.A.-based Disney executive to leader of her family’s Houston-based recycling business. In part 2, she discusses what it was like to be a NextGen entering an unfamiliar industry and the support system she leaned on as she grew into her new career in the family business. And Family Business Magazine Contributing Editor Dennis Jaffe rejoins the podcast to discuss his latest column on how advisors can help families maximize the positive impact of their wealth on the world.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.Don’t miss an episode! Follow Family Business/Business Family on Apple Podcasts, Spotify, Amazon Music or wherever you listen to podcasts. Hosted on Acast. See acast.com/privacy for more information.
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May 13, 2025 • 41min

Episode 17: Welcoming a Non-Family Leader After 80 Years | Adding Value to the Family Business | A Report From Capitol Hill

In this episode, we sit down with John Darby and Dan Doyle of the Beach Company, a Charleston, S.C.-based residential and commercial real estate company celebrating its 80th anniversary this year. Along with that milestone, the company has announced a leadership change: Dan Doyle is taking over the role of president from John Darby, who held the position for 33 years. Doyle is the first non-family leader of the business. In this interview they discuss that transitions process, as well as the history and future of the business.We also chat with Pat Soldano, the president of Family Enterprise USA and the Policy Taxation Group, about the results of FEUSA’s annual survey of family businesses, as well as the tax issues that are top of mind for many family business owners.And Jo LaBorde, corporate concierge at Wekiva Island, an environmentally friendly recreation destination in Longwood, Fla., discusses the skill set she brought to add value to the business her brother founded.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.
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Apr 29, 2025 • 45min

Episode 16: Asking for Forgiveness Rather Than Permission | Restarting the Family Business as a G2 | Why Self-Care Is Good for Business

In this episode, we talk with Matthew Nix, president & CEO of 5th-generation NIX Companies, which started as a blacksmith shop in Indiana in the late 1800s and has since grown into a family holding company focused on service oriented businesses, real-estate, and other supporting services. Much of that expansion has taken place within the past two decades, under the guidance of the current generation. In this interview, Matthew talks about how that incredible growth was achieved and offers some advice on how NextGens can make their mark. He also discusses his company’s recent acquisition of another 5th-generation family business, taking an innovative approach to combining two storied legacies. To dive deeper into NIX Companies’ incredible story, check out the book, “Forging Ahead: How Five Generations of Small-Town Values Collided with Big Ambitions to Spark One of America's Fastest-Growing Companies."We also chat with Randy Carr, president & CEO of South Florida-based World Emblem, the world’s largest producer of emblems and patches for sports headwear, footwear, garments and other apparel. Randy talks about being a second-generation leader who had to think like a founder when he and his brother took over their father’s fledgling business in 1990. He also discusses the challenges and rewards of bringing the third generation into the business.And Dr. Michael Silverberg, a Board-certified concierge psychiatrist who specializes in advising executives, managers and family business stakeholders, as well as the treatment of individuals. He talks about the importance of boundaries and self-care for family business owners.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.
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Apr 15, 2025 • 48min

Episode 15: Grief and Giving Back in a Family Business | Staying On After Selling the Company | Finding the Right Family Office

In the latest episode of the Family Business/Business Family podcast, we sit down with Marshall Klein, president of 100-year-old Klein’s Family Markets, based in Maryland. He discusses the sudden death of his father in a 2019 auto accident, which necessitated Marshall immediately stepping into the president role and trying to keep the family business together while attempting to process his grief. He also talks about keeping his father’s legacy alive through the Klein family’s philanthropy. Also in this episode, we chat with Olivia Reilly-Mountz and her father, Brad Mountz, about the recent sale of their family business, Mountz Inc., to Snap-On Incorporated. They explain what led to their decision to sell and what it’s been like to continue working as executives in a company they no longer own. In addition, we talk with David Savir and Kris Martin of Element Pointe about the many different definitions of “family office” and how families can begin deciding which configuration is best for their needs.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy. Hosted on Acast. See acast.com/privacy for more information.
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Apr 1, 2025 • 48min

Episode 14: A Second Chance at Success | Preparing to Sell Your Family Business | The Importance of Staying Nimble

David Savir, co-founder of Element Pointe Family Office, shares critical insights on preparing family businesses for sale, emphasizing emotional readiness and legacy-building. Peter Blommer, former CEO of Blommer Chocolate Company, recounts his family's near-takeover experience and the governance improvements that followed. He discusses the tough decision to sell to Fuji Oil, shedding light on navigating transitions. The conversation also touches on the importance of staying nimble in changing markets and enhancing communication within family-owned enterprises.
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Mar 18, 2025 • 41min

Episode 13: How a Family Business Bond Thwarted a Buyout | Running a Family Business the ‘Toyota Way’ | Giving Thanks for 100 Years

Join Peter Blommer, former CEO of Blommer Chocolate Company, as he shares how a heartfelt appeal from one family business to another helped thwart a major takeover attempt. Discover Andrew Koenig's insights on utilizing Toyota's management philosophy to revamp CITY Furniture. They also celebrate Bergey's 100 years of community impact, highlighting the significance of teamwork and gratitude in family businesses. This lively discussion emphasizes legacy, innovation, and the power of family values in the competitive market.
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Mar 4, 2025 • 36min

Episode 12: Departing Disney for the Family Business | Inheriting an Island | Keeping Your Family Council Fresh

In the latest episode of the Family Business/Business Family podcast, Brandi Harleaux, second-generation CEO of South Post Oak Recycling Center in Houston, Texas, discusses her journey from Disney executive to CEO of her family’s recycling business — or, as she likes to say, “from pixie dust to real dust.”We also sit down with Ashley Weinaug, director of marketing for Wekiva Island in Longwood, Florida. A few episodes back, we spoke with Ashley’s dad, Bill, the founder of Wekiva Island, about his decidedly laid-back attitude toward succession planning and preserving his legacy. In this interview, Ashley gives her perspective on one day succeeding her father in running the environmentally friendly island resort alongside her brother and several other family members.In addition, Family Business Magazine Contributing Editor Dennis Jaffe joins the podcast to explain how family councils can prevent stagnation and embrace a cycle of renewal. For more on this topic, check out Dennis' latest column.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.Don’t miss an episode! Follow Family Business/Business Family on Apple Podcasts, Spotify, Amazon Music or wherever you listen to podcasts. Hosted on Acast. See acast.com/privacy for more information.

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