Let's Talk Family Enterprise
In this episode, host Aileen Miziolek speaks with Celina Caesar-Chavannes about why ‘change’ can feel so difficult in family businesses. Celina explains, in simple terms, how our brains get used to certain ways of thinking and reacting—and how that affects family relationships and decision-making. She also offers practical advice and resources to help families and professionals better navigate change and work together more effectively. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent...
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Regular hosts Aileen Miziolek and Steve Legler discuss some of their favourite episodes and insights from 2025's episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways and bring back good memories while encouraging listeners to subscribe for more! All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of . Key Takeaways [0:26] Steve Legler and Aileen Miziolek come together for a year-end review for the Let’s Talk Family Enterprise podcast....
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Host Aileen Miziolek speaks with Dr. Tamara Rosier about how ADHD can show up in adults and the common misconceptions that can shape family enterprise dynamics. They explore how traits such as emotional dysregulation, risk-taking and divergent thinking influence communication, trust and generational roles within enterprising families. Dr. Rosier also shares practical ways to design systems that support neurodivergent minds, and highlights the value of coaching and self-awareness in helping families work more effectively together. All views, information, and opinions expressed during this...
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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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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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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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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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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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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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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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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.
Host Steve Legler speaks with Kristin Keffeler about her recent book, The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. They discuss how advisors to enterprising families and families of wealth can become resources to the rising generation of these families as they face challenges that are typically overlooked by society.
If you enjoy this episode and want to hear more from Kristin, don’t miss out on her presentation at Symposium 2023 in Ottawa, May 29 – 31.
Guest bio
Kristin Keffeler, MSM, MAPP
Kristin is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.”
You can learn more about Kristin Keffeler on LinkedIn and the Illumination360 website.
Key Takeaways
[:26] Steve Legler welcomes today’s guest Kristin Keffeler and asks her to talk a little bit about the impact her peak human performance and positive psychology background have had on her new book.
[9:08] Kristin shares her perspective on the myth of the silver spoon.
[12:20] Clearing the clutter is an analogy Kristin uses to give perspective to the rising generation. She breaks down the four kinds of clutter.
[15:30] Budgeting is empowering, even in a situation of plenty, Kristin explains why.
[18:37] The identity factors that made some rising gens systematically thrive.
[20:45] Kristin shares her tips for advisors to help families lay good foundations.
[25:15] Having some “skin the game” in their own life is a critical part of skill building for younger generations.
[26:50] Being born into wealth shouldn’t mean you are forced into any specific path in life.
[30:36] Kristin shares her book recommendation and a piece of advice for advisors.
[34:27] Steve thanks Kristin for sharing so much of her learnings 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 Myth Of The Silver Spoon: Navigating Family Wealth & Creating an Impactful Life, by Kristin Keffeler
Good Inside: Become The Parent You Want To Be, by Dr. Becky Kennedy
More about Family Enterprise Canada