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Recent Episodes
Episode 65: Stephan Gerwert on Family Wealth Succession Planning, Cybersecurity, and the German Family Enterprise Ecosystem
Stephan Gerwert, Head of Family Office Services at PwC Deutschland, joins R. Adam Smith for a wide-ranging conversation on what it takes to build and sustain a modern family office — particularly…
Episode 64: Luke Jernagan on Building Family Office Services That Go Beyond the Balance Sheet
Luke Jernagan, Director of Family Learning and Culture at Matter Family Office, joins R. Adam Smith for a conversation about the relational and human dimensions of managing multi-generational wealth.…
Episode 63: Amy Griman on Trust, Governance, and Human Readiness in Family Office Services
Amy Griman — founder of Delta Creative Group and former global president of the BMO Family Office — joins R. Adam Smith to explore what she calls the readiness gap: the distance between technically…
Episode 62: Long-Term Stewardship Within Family Enterprise Kelly Pollock and Betsy Cohen
Kelly Pollock, CEO of the Burgess Family Foundation, and Betsy Cohen, philanthropic futurist and founder of FutureGood, join R. Adam Smith for a wide-ranging conversation on strategic philanthropy,…
Episode 61: Philip Marcovici on Why Family Enterprise Fails Across Generations
Philip Marcovici — international tax lawyer, author, and advisor to ultra-high-net-worth families — joins R. Adam Smith to explore what it takes for a family enterprise to endure across generations.…
Episode 60: The Leadership Principles Behind Enduring Institutions and Family Enterprise with James Rosebush
James Rosebush — Reagan White House veteran, author, and family office advisor — draws direct lines between presidential leadership and multigenerational stewardship. Having worked alongside Reagan…
Episode 59: Emily Balentine Barbour on Multi-Generational Wealth and Family Legacy at Balentine
Emily Balentine Barbour, Partner and Head of Client Engagement and Family Legacy at Balentine, shares her unique perspective as a third-generation member of an Atlanta-based wealth management firm.…
Episode 58: Building Learning Systems for Family Enterprise Continuity with Jeremy Cheng
Jeremy Cheng, Principal at Lansberg Gersick Advisors, shares his approach to building learning capacity for enterprise families across Asia and beyond. Broadcasting from Hong Kong, Jeremy discusses…
Episode 57: David Werdiger on the Power of Pause in Family Enterprise Leadership
David Werdiger returns to discuss his Power of Pause Institute and the concept of time as a critical leadership asset. Drawing from his experience as a second-generation family business enterprise…
Episode 56: Dr. Jan-Philipp Ahrens on AI, Big Data, and Family Enterprise Research
Dr. Jan-Philipp Ahrens, leading scholar at the University of Mannheim, discusses his groundbreaking research at the intersection of family enterprise, artificial intelligence, and sustainability. As…
Episode 55: Suzanne Gyorgy on Leveraging Art Collections in Family Wealth Management
Suzanne Gyorgy, Partner at Emigrant Bank Fine Art Finance, shares her expertise on the intersection of art and wealth management. With over 35 years of experience advising collectors and…
Episode 54: John Koeppel on the Evolution of Family Business Enterprise Transactions Through Independent Sponsors
John Koeppel, partner at Lippes Mathias LLP and leader of their private equity and independent sponsor practice, joins host R. Adam Smith to explore how independent sponsors are transforming direct…
Episode 53: Henry Brandts-Giesen on Asia's Rising Wealth and the Future of Family Office Services
Henry Brandts-Giesen, global co-chair of Dentons' high net worth group, explores the rapid evolution of private wealth in Asia and the professionalization of family office services. The conversation…
Episode 52: Karen McNeill on Using Family Stories to Strengthen the Multi-Generational Family Business
Dr. Karen McNeill brings her unique expertise in history and culture to the world of multi-generational wealth advising. As founder of Verdandi and Associates and Dean of Family Stories at the…
Episode 51: Rick Holton on Leading Family Businesses and Building Communities of Like-Minded Entrepreneurs
On Episode 51 of the Family Business Audiocast, R. Adam Smith welcomes Rick Holton, a seasoned family business leader, investor, and advisor whose career spans operating companies, venture capital,…
Episode 50: Jennifer East on Aligning Family Business Generations and Building Governance for Lasting Family Unity
On Episode 50 of the Family Business Audiocast, R. Adam Smith welcomes Jennifer East, Founder of ONIDA Family Advisors and a globally recognized advisor to family enterprises and family offices. With…
Episode 49: Kimberly Eddleston on Driving Innovation Across Generations and Families Navigating Legacy
On Episode 49 of the Family Business Audiocast, R. Adam Smith sits down with Dr. Kimberly Eddleston, Schulze Distinguished Professor of Entrepreneurship and Montoni Research Fellow at Northeastern…
Episode 48: Roger Vincent on Partnership-Driven Private Equity and Building Long-Term Alignment
On Episode 48 of the Family Business Audiocast, R. Adam Smith welcomes Roger Vincent, founder and Chief Investment Officer of Summation Capital, a new investment firm delivering endowment-style…
Episode 47: David Burleigh on Aligning Capital, Interests, and Mission in the Family Business
On Episode 47 of the Family Business Audiocast, R. Adam Smith welcomes David W. Burleigh, esteemed family business expert, fiduciary, and author of Take Ownership of What You Own: Build Your…
Episode 46: Laura Gambineri on Governance, Global Planning & Legacy in the Family Enterprise
On Episode 46 of the Family Business Audiocast, R. Adam Smith welcomes Laura Nanette Gambineri-Giese, LL.M. TEP, founder of Trusted Governance and expert in cross-border family estate planning,…
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Family Business Audiocast has published 62 episodes since June 2023, covering topics in Business, Careers.
Family Business Audiocast is currently highly active with new episodes every 2 weeks. Average episode length is 35m.
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