Let's Talk Family Enterprise

In this special episode, guest host Lianne Ulin speaks with Richa Arora, Executive Director of KPMG Family Office about the latest continuity research report by Family Enterprise Foundation, Preparing the Next Generation: A Family Business Roadmap, made available in English and French.   Host bio Lianne Ulin joined M Bacal Group in 1998 as she wanted to learn the family business. Over the past 21 years she has learned how to marry the client’s needs with the best in class innovative insurance solutions available. As the VP Finance and Administration, Lianne manages the office and our clients have come to rely on her as the go to person for all their customer service needs. She is a certified living benefits specialist (CHS) and FEA (Family Enterprise Advisor). You can learn more about Lianne Ulin on the M Bacal website and on LinkedIn.   Guest bio Richa Arora leads the Dynamics and Governance Practice in the Greater Toronto Area (GTA) and serves as a Lead Relationship Manager for Multi Family Office clients. She has been with KPMG for over a decade and brings over 19 years of diverse global experience to the Family Office team. Richa works with family enterprises, and large private and public corporations in a variety of industries. Richa’s deep experience in management consulting, human resources, and leadership development allows her to work with multi-generational families in developing custom roadmaps to suit their unique circumstances. As a Senior Family Advisor, she serves as a primary relationship link between Family Office clients, internal and external subject matter experts, and financial institutions. You can learn more about Richa Arora on the KPMG website and on LinkedIn.   Key Takeaways [0:29] Lianne Ulin is your host for this special episode, she welcomes Richa Arora of KPMG to discuss the results of the latest research released by Family Enterprise Canada. [1:30] Richa explains what families can do to introduce children to and prepare them for the family business. [3:56] The functional differences between formal education, mentorship, similarly-minded peers and external advisors as it relates to guiding children within the family business. Richa also offers which might provide more value. [6:59] Planning “with” versus planning “for”: Richa shares a canoe metaphor to illustrate the importance of working together. She talks about how to better engage and integrate the next generation family members into long term planning. [9:22] The latest report indicates that families aren’t quite ready for AI. Richa explains the position largely held by family business leaders when it comes to the role of nextgens and emerging tech. [11:51] With the report results in hand, Richa shares her advice for current family leaders on communicating effectively with the next generation to leave them feeling prepared, as well as tips for the upcoming gen to respectfully find their path. [14:10] Richa speaks of her own experience on the importance of creating a feeling of safety when it comes to succession planning, as well as the pivotal role of storytelling in effective communication. [17:11] Lianne thanks Richa for coming on to the podcast and sharing the results of this report. If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts and other podcast apps. Please remember to share this episode with family, friends and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. Family Enterprise Foundation KPMG Family Office Ready, Willing and Interested — Or Not? Who are the Guardians of Family Legacy?   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Dans cet épisode spécial, l'animatrice invitée Lianne Ulin s'entretient avec Olivier de Richoufftz, secrétaire général de la Fondation des familles entrepreneuriales, du dernier rapport de recherche sur la continuité par Fondation des familles entrepreneuriales, Préparer la prochaine génération : feuille de route pour les entreprises familiales, disponible en anglais et en français.   Hôte Lianne Ulin a rejoint le groupe M Bacal en 1998 car elle voulait apprendre l'entreprise familiale. Lianne possède les connaissances et l'expérience qui assureront la continuité des principales valeurs de M Bacal à l'avenir. En tant que vice-présidente des finances et de l'administration, Lianne gère le bureau et nos clients en sont venus à la considérer comme la personne à contacter pour tous leurs besoins en matière de service à la clientèle. Elle est spécialiste certifiée des prestations du vivant (CHS) et FEA (Family Enterprise Advisor). Pour plus d’informations au sujet de Lianne Ulin visitez le site web de M Bacal et LinkedIn.   Invité Olivier de Richoufftz compte plus d'une décennie d’expérience auprès d’organisations soutenant les familles d’affaires ainsi que dans la croissance et la consolidation de leurs réseaux. Sa connaissance des enjeux importants auxquels les familles d’affaires sont confrontées de génération en génération se combine à un MBA d’HEC Paris et à sa vaste expérience en marketing, vente et développement. Il a travaillé pour des organisations telles qu’Euro Disney Resort et France Tourisme, et ainsi apporte une perspective stratégique et innovante à la Fondation des Familles Entrepreneuriales. Pour plus d’informations au sujet d’Olivier de Richoufftz, visitez le site web de la Fondation des Familles Entrepreneuriales et LinkedIn.   Notes [0:29] Lianne Ulin est vôtre hôte pour cet épisode spécial, elle reçoit Olivier de Richoufftz pour discuter des résultats de la plus récente étude menée par Family Enterprise Canada. [1:59] Olivier explique quelles différences existent entre l’éducation formelle, les groupes de pairs et le mentorat pour préarer la relève à intégrer une entreprise familiale ainsi qu’à quel moment cette éducation devrait débuter. [5:21] Planifier ‘avec’ ou planifier ‘pour’, Olivier met en lumière l’importance de mitiger nos biais et d’éviter la transactionalité dans l’intégration de la prochaine génération à l’entreprise familiale. [7:38] Le futur appartient aux prochaines générations, et les technologies qui en sont issues aussi. Olivier partage l’importance des questionnements éthiques dans l’éducation de la relève en ce qui à trait aux technologies.  [11:40] Sans vouloir conseiller des généralités, Olivier offre qu’il existe des constantes pour communiquer plus efficacement avec les générations à venir. [13:28] Olivier explique ce qu’il entend par ‘le futur se rétrécit’ pour la génération montante, il offre aussi ce que la génération actuelle aime entendre d’eux. [16:00] Lianne remercie Olivier d’avoir accordé son temps et ses connaissances pour cette discussion. Si vous avez apprécié cet épisode, abonnez-vous à Let’s Talk Family Enterprise sur Spotify, Apple Podcasts ou tout autre application qui diffuse des balados. N’oubliez-pas de partager avec votre famille, vos amis et vos collègues. Partagez vos idées avec nous au fea@familyenterprise.ca   Mentionné durant l’épisode Le balado Let’s Talk Family Enterprise est présenté par Family Enterprise Canada. Fondation des familles entrepreneuriales KPMG Bureau de gestion familiale Ready, Willing and Interested — Or Not? Who are the Guardians of Family Legacy?   Family Enterprise Canada Family Enterprise Canada (FEC) FEC Facebook FEC Twitter FEC LinkedIn

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Description In this episode, host Steve Legler speaks with Dr. Paul Hokemeyer, a renowned psychotherapist who works with individuals and families all around the world. Together, they discuss Paul’s book, Fragile Power, and venture into the challenges of working with exceptional clients from minority populations of the ultra-wealthy, including the narcissistic and the addicted, and how FEAs can try to better serve such family clients.   Guest bio Dr. Paul Hokemeyer (J.D., Ph.D.) believes mental health matters for everyone, everywhere. He is the founding principal of Drayson Mews and the author of seminal resources for UHNW individuals, couples, and families seeking culturally respectful and clinically effective mental and relational health services. Prior to graduating from the Harvard Medical School’s Global Leaders in Healthcare program, Dr. Paul explored the use of digital technologies to improve the delivery of behavioral health services to disenfranchised global communities at the Yale School of Management. Dr. Paul’s research in the realm of UHNW identity and behavioral health has been peer-reviewed and published by the Journal of Wealth Management, the International Family Offices Journal, Globe Law and Business, and Lambert Academic Press.   You can learn more about Dr. Paul Hokemeyer on LinkedIn.   Key Takeaways [0:26] Steve Legler introduces Dr. Paul Hokemeyer and asks him to talk about his book, and more specifically its subtitle: Fragile Power: Why Having Everything Is Never Enough; Lessons from Treating the Wealthy and Famous.   [3:36] Qualitative wealth tends to be non-linear and messy and will affect quantitative wealth. Dr. Hokemeyer shares how he thinks advisors and advisory firms might best navigate issues in this realm.   [6:40] Recognizing, understanding and networking in order to better support families.   [8:38] Challenging self-reinforcing traits as they relate to minorities in positions of power: isolation, suspiciousness of outsiders, and hyper-agency.   [14:23] Earning trust for a clinician is a tall order, Dr. Hokemeyer shares an example that explains the luxury rehab culture and how to avoid the biggest pitfalls.   [21:20] The handshake business of finding humanistic care.   [22:37] Dr. Hokemeyer explains how narcissism develops and why this trait may be more frequent in UHNW. He also abounds in the way of relying on empirical data and credentialed professionals.   [28:21] The two extremes of powerful and powerless minorities harbour stark internal similarities, despite their ever-growing divide.   [31:44] Dr. Hokemeyer shares his reading recommendations as well as his piece of advice for advisors.   [32:44] Steve thanks Dr. Hokemeyer for joining the podcast and sharing so much of his expertise, and signs off until next month.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts and other podcast apps. Please remember to share this episode with family, friends and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. Fragile Power: Why Having Everything Is Never Enough; Lessons from Treating the Wealthy and Famous The Alchemist, by Paolo Coelho   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Ruth Steverlynck sits down with industry giant James E. Hughes, author of several seminal works in the family enterprise space, to find out more about his new Foundation: The James E. Hughes, Jr. Foundation and the important role it will play in ensuring FEAs and family business leaders can benefit from all the Foundation is doing in support of their work with business families.   Guest bio James E. “Jay” Hughes, Jr. is a sixth-generation counselor-at-law, now retired, author and co-author of multiple books and influential articles on family governance and wealth preservation. He is renowned for facilitating multigenerational family meetings, with an emphasis on governance issues. Hughes is frequently called on to address international and domestic symposia on helping families to flourish through the growth of their human, intellectual, spiritual, social, and financial capital.   You can learn more about Jay on his website and the James E. Hughes Foundation website.   Key Takeaways [0:26] Ruth Steverlynck introduces and welcomes a very special guest — the man who revolutionized the field of wealth management — James “Jay” E. Hughes.   [4:03] The James E. Hughes Jr. Foundation was launched without his knowing! James shares the story of how it came to be, and the two things he asked to be changed at its inception.   [7:29] Supporting families flourishing is an endeavour that traces its roots to ancient times. The foundation hopes to disseminate and propel those thought lineages into the future through publishing previously impossible-to-access works.   [12:24] Jay shares his hopes for what impacts the foundation will have in the future: alleviating unnecessary suffering without battling entropy.   [17:04] Jay shares two seminal works that the foundation has disseminated.   [21:16] Jay shares his thoughts on the most valuable thing on earth as well as what people can do to support the foundation’s work.   [25:10] Jay talks about the foundation’s latest work on translation in the 4th economy and shares the website for people to go dig a little deeper.   [28:42] Jay shares two books that have influenced him and his advice for advisors.   [34:02] Ruth thanks Jay for joining the podcast, but also for the immeasurable contributions he has made to the field and signs off until next month.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. The James E. Hughes Foundation   Books by James “Jay” E. Hughes Jr. Family Wealth: Keeping it in the Family Complete Family Wealth: Wealth as Well-Being Family: The Compact Among Generations The Cycle of the Gift: Family Wealth and Wisdom The Voice of the Rising Generation: Family Wealth and Wisdom Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors & Trust Creators   Book recommendations from Jay Nicomachean Ethics, by Aristotle Politics, by Aristotle Second Treatise of Government, by John Locke   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

In this insightful discussion, guest Kristin Keffeler, a thought leader in Wealth 3.0 and author of The Myth of the Silver Spoon, delves into the misconceptions surrounding inherited wealth and identity. She highlights the struggle for fulfillment among those from affluent backgrounds and emphasizes the importance of personal growth. Kristin also discusses the 'clutter' that hampers familial connections and the value of positive psychology in navigating the complexities of wealth. Advisors play a key role in fostering meaningful legacies and empowering families.

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their family clients.   All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situations surrounding the prenuptial agreements they were asked to sign by the family’s well-meaning advisors.   Guest bio Coventry Edwards-Pitt   As a Partner and the Chief Creative Officer at Ballentine Partners, Covie is responsible for thought leadership for the firm and ensuring that the firm brings novel thinking to our clients. She specializes in helping her clients manage their wealth’s impact and ensure that their comprehensive wealth management strategy reflects their families’ values and goals.   You can learn more about Coventry Edwards-Pitt on LinkedIn and the Ballantine Partners website.   Key Takeaways [0:26] Steve Legler introduces today’s guest, Coventry Edwards-Pitt, and invites her to share a little bit about her third book, Engaged Healthy, Wealthy & Wise.   [1:46] Covie frames her latest book in the broader context of the first two: Healthy, Wealthy & Wise and Raised Healthy, Wealthy & Wise.   [3:48] Flipping the usual engagement-related questions on their heads!   [6:04] Covie talks about the pain she heard in the book interviews that led her to see what is broken in the way families of wealth and their advisors tackle the question of engagement and marriage.   [8:25] No one ever really broaches the subject of that process, sharing these stories is a way of alleviating the emotional burden while trying to find a better way.   [10:50] The David and Goliath issue facing young couples beyond losing their sense of agency, loyalty, equality, and unity with each other.   [12:36] Covie shares a story that she calls the gold standard.   [14:10] Covie explains the history of the prenup and how it’s evolved over time.   [16:22] If the strong majority of couples are made up of one inheritor and one not, how can we build a better prenup process so as not to generate discord in young couples?   [17:23] It isn’t about if to prenup, it’s about how. Coie speaks to how an advisor’s role could be modified to better tackle the “how” of prenups.   [19:45] Covie shares best practices and talks about sibling relationships and how they might present particular challenges when it comes to prenups.   [23:12] Agency and autonomy is a new generation goal, Covie shares an example.   [25:20] Covie shares her thoughts on how advisors can better support their families.   [30:28] Covie shares her reading recommendation as well as her advice for advisors.   [35:00] Steve thanks Coventry Edwards-Pitt for sharing so much of what she learned and signs off until next month.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada.   Engaged Healthy, Wealthy & Wise: Lessons from inheritors and their significant others on how they have navigated love and family wealth and forged their own joint path, by Coventry Edwards-Pitt   The Generous Prenup: How to Support Your Marriage and Avoid the Pitfalls, by Laurie Israel   In Three Generations: A Story About Family, Wealth, and Beating the Odds, by Kristin Heaney   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Regular hosts Ruth Steverlynck and Steve Legler discuss some of their favourite guests and topics from the 2022 episodes they each hosted. They once again share their greatest takeaways in the hopes of bringing back good memories and encouraging listeners to go check out episodes they may have missed along the way.   Key Takeaways [0:26] Steve Legler and Ruth Steverlynck are both your host — and guests! — for this special end-of-year episode.   [1:05] Steve welcomes Ruth to the podcast, they share how much they enjoy revisiting episodes and highlighting some of the more salient moments of 2022.   [2:38] Steve shares his take on the most recent episode “The Quest for Legitimacy” with Dr. Weiner.   [6:13] Ruth talks about what she took away from the episode with Dr. Weiner and how she has adapted her practice.   [7:07] Steve asks Ruth to share her highlights on the episode with Amy Hart Klyne and talks about the secret sauce and how to best use Amy’s book.   [10:29] Steve and Ruth each share how Amy’s advice should be part of all advisory work.   [12:07] “Family Champions and Champion Families” with Joshua Nacht was a memorable episode also; Ruth shares how this discussion on continuity had an impact on her.   [14:44] Steve talks about how Joshua’s research unfolded and how this one unpaid, unnamed role came to light.   [17:00] “Inheritance Styles, a Roadmap For Rising Generations” with Robin Catlin brought to light a category of inheritor type Steve wasn’t aware of before.   [17:40] Ruth explains what PPI and FFI are and shares how the extremely useful Robin Catlin episode shifted how she approaches her work with inheritors.   [23:30] Eighty-eight contributors participated in Peter Jaskiewicz’s book. The episode “Enabling Next Generation Legacies” distilled their perspectives.   [26:40] Ruth shares her surprise at how “uncomfortable” some of the rising gen questions can be as well as how surprised and delighted she was with Peter’s book recommendation.   [29:06] Ruth shares that relistening to “Balancing Leadership at Home and at Work” with Deena Chochinov kind of made her realise how much of a Deena fangirl she is!   [31:48] Steve shares the note he put in bold from this episode and why he thinks every advisor needs to do the same.   [33:14] People need to be heard, and leading with relationship will get you further than your expertise ever could.   [34:42] Ruth closes out the episode by giving a shout-out to the unsung hero of the podcast, Christopher Rogers! As well as the upcoming FEC symposiums in May 2023.   [36:10] Steve and Ruth share their reading recommendations and sign off on 2022.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. “The Quest For Legitimacy” — Dr. Weiner “Portraits Of Pioneering Women Leading Wealthy Families” — Amy Hart Klyne “Family Champions and Champion Families” — Joshua Nacht “Inheritance Styles: A Road Map for the Rising Generation” — Robin Catlin “Enabling Next Generation Legacies” — Peter Jaskiewicz “Balancing Leadership at Home and Work” — Deena Chochinov   Family Business Symposium 2023   Ruth and Steve’s reading recommendations: The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team, by Patrick M. Lencioni Making Questions Work: A Guide to How and What to Ask for Facilitators, Consultants, Managers, Coaches, and Educators, by Dorothy Strachan   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Host Steve Legler speaks with Dr. Jamie Weiner, author of the recent book, The Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World. They discuss the challenges faced by rising generation members of enterprising families and how we as FEAs can better support our family clients by shedding light on these challenges, which are often invisible to their parents.   Guest bio Dr. Jamie Weiner   Dr. Weiner is a clinical psychologist with over 40 years of experience. In addition to his work with individuals and families, he successfully designed structured programs and systems to address the broad range of challenges people face and is credited with delivering over 100 lectures and workshops. He also has a Certificate in Family Business Advising and Family Wealth Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning.   You can find out more about Dr. Jamie Weiner on LinkedIn and the Inheriting Wisdom website.   Key Takeaways [:26] Steve Legler, your host for this episode, welcomes Dr. Jamie Weiner and asks him to share a little bit about how he started working on the idea of legitimacy.   [5:17] Dr. Weiner shares how the interview process for his most recent book went and how his reputation enabled a long list of warm introductions.   [6:55] From a bunch of interviews to a university research project, Dr. Weiner shares how he met Frank Barbera in an elevator.   [8:00] An econ-sociological analysis of the data uncovered a four-phase journey — or Quest — that is universal to all rising gen members: awareness, tug-of-war, exploration, and taking ownership of your life.   [10:59] The non-linear nature of the phases, as explained by Dr. Weiner.   [12:51] How can advisors use the information in the book to better reach the rising gen? Dr. Weiner shares the two things the “now” generation doesn’t understand.   [16:33] Dr. Weiner shares a butterfly story as an allegory for harming while trying to help.   [18:43] Affluenza as a damaging concept.   [22:29] The true stories that populate the book find a way to speak to everyone, even J. Hughes!   [26:00] Creating opportunities to have discussions is a critical part of the advisory service — courage also!   [29:10] Dr. Jamie shares his book recommendation as well as his advice for advisors.   [30:58] Steve thanks Dr. Jamie Weiner for coming on the show to share so much insight with the audience.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast app. Please remember to share this episode with family, friends, and colleagues.Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. Inheriting Wisdom The Quest For Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World, by Jamie Weiner   Reading recommendations: Man’s Search For Meaning, by Viktor E. Frankl   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Host Steve Legler speaks with Professor Peter Jaskiewicz about the book, Enabling Next Generation Legacies: 35 Questions that Next Generation Members in Enterprising Families Ask.   They discuss the fact that the rising generation in many family enterprises gets neglected for too long, even though they are the ones who are the key to sustaining the family's legacy. They also talk about ways that FEAs can use the book when working with family clients to help initiate important family discussions.   Guest bio Peter Jaskiewicz   Professor Peter Jaskiewicz is the University Research Chair in Enduring Entrepreneurship at the Telfer School of Management at the University of Ottawa. He conducts quantitative and qualitative research on entrepreneurship and family business. His current research focuses on antecedents of transgenerational entrepreneurship and corporate reputation in family and founder firms. He is also an Advisory Board member at Venture for Canada.   You can find out more about Peter on the Telfer School of Management at the University of Ottawa website and follow him on Twitter @peterjask.   Key Takeaways [0:26] Steve Legler, your host for this episode, welcomes Peter Jaskiewicz and asks him to share a little bit about how he constructed his latest book.   [4:08] Peter shares what four categories came to the fore when organizing the questions next-generation members had submitted for the book.   [7:30] From 35 questions to more than 35 answers, Peter shares the process of getting academics and Laypeople to participate in the book.   [9:58] Peter explains how this book can best be used by advisors and why it helps to normalize questions.   [16:05] The independent third party is one way of introducing and tackling tough subjects, Peter shares an anonymous example.   [19:44] Peter speaks on what legacy means and how his work touches on the relationships between founders and next generations and the process of rejuvenation.   [23:49] Peter touches on the primary focus of the Family Enterprise Legacy Institute.   [26:00] The feedback for the book is threefold. Peter explains how endorsements drive positive results. He shares what question from the book he found most interesting.   [30:24] Peter shares his book recommendations as well as his one piece of advice from an advisor to other advisors.   [33:30] Steve thanks Peter for coming on the show to share so much of his expertise with the audience.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast app. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. Enabling Next Generation Legacies: 35 Questions that Next Generation Members in Enterprising Families Ask, by Peter Jaskiewicz and Sabine Rau Family Enterprise Legacy Institute   Peter’s reading recommendations: Hector and the Search for Happiness, by François Lelord   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Ruth Steverlynck sits down with Deena Chochinov to talk about her new book, Home Work  How to be a Leader in the Boardroom and the Living Room. Deena shares insights and tools from her work that are particularly relevant to advisors working with family enterprises.   Guest bio Deena Chochinov is a Registered Clinical Counsellor with a private practice in Vancouver since 2000. She has a Master’s in Counselling Psychology from the University of Manitoba and a Post-Master’s in Family Therapy from the University of Pennsylvania and the Philadelphia Child Guidance Clinic. Deena is also a Family Enterprise Advisor, certified by the Institute of Family Enterprise Advisors, and a member of the BC-OD Network.   You can find out more about Deena on her website.   Key Takeaways [:26] Ruth Steverlynck welcomes Deena Chochinov and asks her to share a little about herself, even though she may need no introduction for most listeners!   [2:34] Deena shares how she decided to write the book HomeWork, despite already wearing three different hats, why add a fourth?   [4:25] What Deena has learned as a systems practitioner in family enterprise advising that she found imperative to share: a unifying antidote to divided business and personal identities.   [8:45] Integrated and whole leadership is a two-part subject to understand and master, Deena explains the “how” and the “what.”   [11:58] Leadership qualities Deena has identified to be essential over her 30-year career, through the lens of family advising.   [14:25] The “what” of leadership is well exemplified by a case study as shared by Deena in her book.   [16:31] Personal work and introspection can be scary, Deena explains why it is critical when working with families that have to navigate business and personal so intimately.   [21:16] Why is Deena sharing all of her secret tools and tips?   [23:24] We’re all in the relationship business. Deena touches on what this means to her as a family enterprise advisor.   [26:21] Where to get Deena’s book!   [27:13] Deena shares her book recommendations as well as her one piece of advice from an advisor to other advisors.   [32:25] Ruth thanks Deena for coming on the show to share her insight and wisdom with the audience.   If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast app. Please remember to share this episode with family, friends, and colleagues.Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode The Let’s Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. HomeWork: How to Be a Leader in the Boardroom and the Living Room, by Deena Chochinov   Deena’s reading recommendations: High Conflict: Why We Get Trapped and How We Get Out, by Amanda Ripley   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn