Family Business Audiocast
R. Adam Smith
The Family Business Audiocast series is a premier podcast that brings together the foremost experts from the global family office and business ecosystem. The series has quickly become one of the leading global podcasts in its field, reaching hundreds of thousands of listeners and subscribers worldwide.Each episode offers an exclusive deep dive into the inner workings of family businesses and single-family offices, exploring key topics such as governance, culture, corporate strategy, growth, and mission alignment.Our conversation covers the experiences with, and the importance of, high-quality advisors, investors, partners, governance, and essential resources and vendors for family boards and owners. Founded 2022™Created, Produced, and Owned by R. Adam Smith
Episodes
Mentioned books
Nov 8, 2023 • 33min
Episode 10: Exploring Family Enterprise Governance and Continuity with Angelo Robles
R. Adam Smith welcomes Angelo Robles, founder and chairman of Angelo Robles Enterprises, which includes Family Office TV and SFO Continuity. Drawing from decades of experience advising the world's most successful families, Angelo shares critical insights on family investment office sustainability. He emphasizes that while most family offices focus 60% on money, 30% on legal matters, and just 10% on family dynamics, it's precisely these human elements that determine long-term success. Angelo discusses how proper governance structures, competent personnel, and clear purpose drive family enterprise continuity across generations, while highlighting the importance of character development and adaptability in creating anti-fragile family systems.
Oct 27, 2023 • 33min
Episode 9: Building Meaningful Relationships in Family Enterprise with Bruce Kasanoff
R. Adam Smith welcomes Bruce Kasanoff, a Wharton MBA graduate with over 800,000 LinkedIn followers and founder of Bend Reality. Bruce shares insights on how family enterprise leaders can elevate their personal and business presence through consistent communication about what matters most. He explores how privately-held businesses can utilize LinkedIn to strengthen targeted relationships while maintaining authenticity. Bruce emphasizes the importance of values-driven leadership, self-awareness, and focusing on relationships for long-term fulfillment. Drawing from his experience in Marshall Goldsmith's 100 Coaches program, he offers practical approaches to balancing individual growth with family investment office legacy.
Sep 21, 2023 • 38min
Episode 8: Academic Insights on Family Enterprise Innovation with Professor Matt Hughes
R. Adam Smith welcomes Professor Matt Hughes, Schultz Distinguished Professor of Family Business and Professor of Innovation and Entrepreneurship at the University of Leicester. Drawing from both academic research and practical insights, Matt discusses how family enterprise systems balance tradition with innovation. He explores the crucial role of corporate governance in unlocking entrepreneurial potential, the challenges of next-generation integration, and why emotional attachment can lead family firms to overestimate their financial performance. Matt also addresses philanthropic initiatives as mechanisms for engaging younger generations and cautions against rapid pivots that can trigger what he terms "entrepreneurial entropy."
Sep 19, 2023 • 34min
Episode 7: John Bailey Explores Family Financial Planning in the AI Era
Host R. Adam Smith welcomes John Bailey, founder and managing partner of Lumenai Investments. Drawing from his extensive experience in the family investment office sector, John discusses how his firm revolutionizes portfolio management using artificial intelligence and data science. He explains the evolution of his approach from traditional asset management to AI-driven strategies, highlighting how family wealth office structures are adapting to technological advancements. John offers insights into the advantages of man-machine collaboration, personalized portfolio construction, and how AI can enhance risk-adjusted returns during challenging market conditions.
Jul 24, 2023 • 34min
Episode 6: Building Strategic Family Enterprise Systems with Richard Wolkowitz
R. Adam Smith welcomes Richard Wolkowitz, founder of Xylogenesis, a family advisory company. Drawing from decades of experience serving hundreds of families, Richard shares insights on filling the integration gap between family wealth office operations and family dynamics. He explores post-COVID shifts in next-generation engagement, emphasizing governance as the "heartbeat" of successful family enterprise systems. Richard addresses differences between US and European family office services, examines multi-family office advantages, and discusses how compensation structures can align family and executive interests. The conversation concludes with perspectives on legacy planning and emerging collaboration trends.
Jul 11, 2023 • 34min
Episode 5: Navigating Family Office Management with Harvard's Christina Wing
In this episode, host R. Adam Smith welcomes Christina Wing, founder of Wingspan Legacy Partners and Harvard Business School faculty member. Christina shares her expertise on family enterprise legacies, drawing from her experience as a former CEO of a family wealth office and her work at Harvard. She explores how families can design meaningful legacies through effective communication, succession planning, and philanthropy. Christina emphasizes the importance of distinguishing between individual and joint family legacies while highlighting how family office services can create societal impact through philanthropic initiatives and long-term planning horizons.
Jun 20, 2023 • 35min
Family Business | Episode no. 4 - Ruby Hugueny
Download the transcript as a PDF here!: https://www.dropbox.com/scl/fi/nddvqisqf8t34aajkvmip/4-Post-Podcast-Ruby-Hugueny-June-2023.pdf?rlkey=7co0gxceerh6gw2jf66rvfqvm&st=5ksvoc3e&dl=0Download the episode here!: https://www.dropbox.com/scl/fi/1n731fvd9kxupvfqorahv/Audiocast-Ruby-Hugueny-With-Intro-Outro-2023-06-19.mp3?rlkey=87y3lui96jk4irhh0n7wnntu1&st=rqphyc9v&dl=0
