Safe Space with Francesco Lombardo

In this engaging conversation, Kelly Willis Green—a certified money coach and host of Serious Coin—shares her journey from private wealth marketing to transforming relationships with money. She discusses the emotional impact of money, including childhood beliefs that influence financial behavior. Kelly highlights how money reflects one’s self-relationship and introduces the concept of money archetypes, exploring their significance in shaping financial habits. She emphasizes curiosity as a driver for personal growth and effective money management.

In this episode, Francesco Lombardo speaks with Robert and Kaylee Fukui about their journey as business consultants who help family businesses thrive while maintaining healthy marriages. They discuss the importance of balancing work and family life, overcoming guilt in parenting, and creating intentional relationships. The Fukuis share personal stories and practical advice on how to foster communication and connection within families, emphasizing the need for emotional security alongside financial stability. Connect with Robert & Kaylee: https://marriedentrepreneur.co/safespace Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca  

In this episode, Franco interviews James Kerr, author of 'Legacy', exploring the profound lessons on leadership derived from the New Zealand All Blacks rugby team. They discuss the importance of character, culture, and values in leadership, the concept of leaving a legacy, and the intergenerational aspects of family businesses. Kerr emphasizes the significance of vulnerability, the role of external coaching, and the power of language in teams. The conversation also delves into the essential role of love in creating a nurturing environment for growth and performance. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca  

In this insightful conversation, Dr. Sandra Primiano, a psychologist and mental health leader specializing in trauma and anxiety, sheds light on how small, repeated experiences can be just as impactful as major life events. She delves into neuroplasticity and the importance of emotional awareness, encouraging listeners to embrace all emotions, even shame. The discussion also includes practical strategies for managing emotional triggers, transforming default identities, and the life-changing power of self-compassion and gratitude in personal growth.

Dr. Sandra Primiano, a seasoned clinical psychologist, dives into mental health complexities, focusing on burnout in family businesses. She discusses how burnout manifests in unique forms, driven by familial pressures. The conversation highlights the importance of emotional awareness and mindfulness in a tech-saturated world. Dr. Primiano emphasizes the transformative power of understanding personal values and offers insights on self-awareness to foster healthier relationships and navigate life's emotional landscape.

Jen Risher, a speaker, philanthropist, and investor, shares her transformative journey from middle-class to sudden wealth. She reveals the emotional complexities of new wealth, including feelings of guilt and isolation. Jen emphasizes the necessity of understanding one's money story and advocates for open dialogues around financial issues to foster connection. The conversation highlights the importance of vulnerability in achieving authenticity and bridging generational gaps in family businesses through mutual understanding and communication.

In this discussion, Dave Specht, a Senior Fellow at the Drucker School Global Family Business Institute, sheds light on the intricate dynamics of family businesses. He emphasizes the necessity of empathy and open communication during wealth transfers. The conversation highlights how the rising generation must carve their own identities amidst family expectations. Additionally, they explore the evolving financial advisory landscape, advocating for services tailored to the values of younger clients, and the importance of storytelling in bridging generational gaps.

Ana Maria Guerrero Carvajal, a sixth-generation leader of the Carvajal family business in Colombia, explores the rich legacy of her family's enterprise. She highlights how family values, innovation, and social responsibility are crucial for multi-generational success. They discuss the evolution from printing to diverse sectors, the establishment of an entrepreneurship lab called Carvalab, and the importance of embodying ethical principles in business. Ana Maria shares insights on living by their values and the vital role of integrity and community engagement.

In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca    

Vicki Furnish from Wellspring Family Group shares her expertise on navigating family dynamics in business. She highlights the importance of educating future generations about wealth and fostering open communication to build responsible attitudes. Vicki discusses creating emotional safe spaces for honest dialogue, emphasizing that true wealth comes from nurturing connections, not just financial success. The conversation also reflects on the need for curiosity and accountability in family decision-making, aiming to leave a lasting legacy.