36: Portraits of Pioneering Women Leading Wealthy Families
Release Date: 06/14/2022
72: Navigating Complexity in Enterprising Families
Let's Talk Family Enterprise
Host Steve Legler speaks with Michelle Osry about how families need to deal with both complicated issues that require specific solutions, as well as complex challenges that require different skills to navigate to help the family make progress. They discuss the challenges in getting both advisors and families to understand these distinctions and find ways to work on having each family's best outcome emerge from co-creation. Guest bio Michelle Osry works with family enterprises and offices on governance and generational transition. She draws from a broad experience and range of disciplines and...
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71: Parenting Adult Children in Family Business
Let's Talk Family Enterprise
Aileen Miziolek hosts an in-depth conversation with Alyson Schafer, an acclaimed author and Adlerian family counsellor. In this thoughtful 30-minute episode, they touch on issues around over- and under-functioning children, why the notion of fair vs. equal in childhood can impact long-term family business dynamics, and how tackling the unique challenges of enterprising families requires maturity, open-mindedness and an understanding that sometimes personal responsibility is the only path forward. All views, information, and opinions expressed during this podcast are solely those of the...
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70: How to NOT Ruin Your Kids With Money
Let's Talk Family Enterprise
Steve Legler speaks with U.S. estate planning attorney Mark Shiller about his book, How to NOT Ruin Your Kids With Money: Navigating the Challenges of Transitioning Wealth in Families. Together, they discuss issues around character, competence, and capacity, the maturation process, and the uniqueness of each family member, with lots of useful tidbits for parents and rising generation family members along the way. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of . Guest bio...
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69: The Skilled Facilitator
Let's Talk Family Enterprise
In this episode, Aileen Miziolek speaks with renowned facilitator and author Roger Schwarz about the critical roles facilitators and consultants play—especially in complex systems like family enterprises. Roger explores how mutual learning, clear boundaries and transparency can elevate the value professionals bring to their clients, offering practical insights and tools for navigating advisory roles with compassion and clarity. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of ....
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68: Stop Frankensteining It
Let's Talk Family Enterprise
Join host Steve Legler for a video episode with guest Cindy Radu, recorded at the 2025 Family Business Symposium right after Cindy's session, which she conducted for a room full of attendees. Together, they discuss the challenges of professional collaboration when working with families, and highlight just how important it is for the families we serve so they don’t end up having to deal with a “scary monster.” All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of . Guest bio Cindy...
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67: Wealth, Continuity & the Long Game: Insights from Philip Marcovici
Let's Talk Family Enterprise
Host Aileen Miziolek sits down with Philip Marcovici to explore long-term wealth continuity, the pitfalls of tax policy and how enterprising families can avoid common traps while building meaningful legacies. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of . Guest bio Philip Marcovici is retired from the practice of law and consults with governments, financial institutions, and global families in relation to tax, wealth management, and other matters. An area of focus for Philip...
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66: Fatherhood Unlocked
Let's Talk Family Enterprise
Host Steve Legler speaks with Dan Doty, an executive and wilderness guide, about his upcoming session at Family Enterprise Canada's Symposium in Halifax. Together, they discuss the challenges that fathers face when leading a business and a family, and how the roles and expectations of fathers are rapidly evolving. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of . Guest bio Dan Doty is a writer, wilderness guide, men’s work leader, and somatic meditation teacher, and has...
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65: "Owning" Ownership with Barbara Dartt
Let's Talk Family Enterprise
In our 65th episode, Aileen Miziolek sits down with ownership expert and co-author of Own It!: How to Develop a Family Enterprise Owner's Mindset at Every Age, Barbara Dartt, to ask her how she started and grew her career in the family business consulting world, what being an owner of a family enterprise can mean and the different roles that owners often have to navigate in their ownership journey. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of . Guest bio Barbara Dartt has...
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64: Getting Beyond Addiction in Enterprising Families
Let's Talk Family Enterprise
Host Steve Legler speaks with Dr. Jeffrey Foote, one of the authors of Beyond Addiction: How Science and Kindness Help People Change. Together, they discuss how family members and FEAs can become important catalysts in helping people with addiction issues overcome them, for the benefit of the entire family. 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...
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63: The Best of 2024 (A Retrospective)
Let's Talk Family Enterprise
Regular hosts Steve Legler and Aileen Miziolek discuss some of their favourite guests and insights from the 2024 episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways to bring back good memories and encourage listeners to subscribe for more! 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...
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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 Ruth Steverlynck sits down with Amy Hart Clyne, co-author of Finding Her Voice And Creating A Legacy, to learn more about the genesis of this research and delve into the stories of these amazing women. Amongst what is shared are some key takeaways for advisors working with or seeking to work with women in family enterprises and women leading wealthy families.
Guest bio
Amy Hart Clyne, CFP® is Chief Knowledge & Learning Officer at Pitcairn. She has dedicated more than 30 years of her financial services career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum. As an expert in private wealth management, Amy has spent her career translating the needs and desires of ultra-wealthy families and their advisors into practical insights and solutions-based experiences that educate, excite, and engage.
Amy has an MBA in Marketing from Columbia Business School, Columbia University, and a BA in International Relations from Colgate University. She has earned the Certified Financial Planner™ (CFP®) designation as well as the Family Business Advisor certification from the Family Firm Institute.
You can find out more about Amy Hart Clyne on her LinkedIn.
Key Takeaways
[0:26] Ruth Steverlynck welcomes today’s guest, Amy Hart Clyne — Chief Knowledge and Learning Officer with Pitcairn in New York — and asks her to share a little bit about the genesis of her latest book: Finding Her Voice And Creating A Legacy.
[4:59] Amy shares the methodology she and David Jaffe used to select the women to be interviewed in the context of the book. She also talks about some surprising findings they made along the way.
[6:36] Amy talks about how the title is reflective of the two most important themes distilled from the interviews with these women of wealth both in the inherited and new wealth categories.
[9:47] Roles and outdated stereotypes are beginning to fade in society at large, but Amy shares how this phenomenon is strangely slower to reach families of wealth.
[12:08] Widowhood is rarely talked about, but Amy’s book dedicates an entire chapter to the subject and its ramifications. She shares some specifics as well as a story that she heard from women of wealth on this quasi-taboo subject.
[17:38] Amy shares two distinct stories from the book that illustrate the importance of relationship building. One woman called herself the force multiplier in a blended family and the other became the driving force in fostering unity in her family.
[24:17] An entire chapter is dedicated to the role of advisors, Amy shares her perspective on how advisors can better serve women of wealth as well as some pitfalls to avoid. She also touches on what she means by legacy mindset when it comes to widowhood.
[29:19] Amy shares her advice for advisors as well as her reading recommendations.
[34:30] Ruth thanks Amy for joining us and sharing these nuggets from her research!
If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts or any 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.
Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families, by Amy Hart Clyne and Dennis T. Jaffe
Amy’s reading recommendation: Think Again: The Power of Knowing What You don’t Know, by Adam Grant
More about Family Enterprise Canada