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54: 2023 Retrospective

Let's Talk Family Enterprise

Release Date: 01/09/2024

72: Navigating Complexity in Enterprising Families show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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: 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 show art 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) show art 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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More Episodes

In their traditional annual “retrospective” episode, hosts Steve Legler and Ruth Steverlynck discuss highlights from some of the episodes that debuted in 2023, hoping to stimulate listeners to re-listen for great content they may have missed the first time.

 

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.

 

Key Takeaways

[:26] Ruth Steverlynck guest-hosts this 2023 retrospective with host Steve Legler to discuss highlights from some of this year’s best episodes.

 

[1:23] Episode 50 featured video and guests Jim Grubman, Dennis Jaffe, and Kristin Keffeler, and makes Steve’s must-watch list, Ruth touches on the positive discovery process.

 

[6:50] Episode 46 was one where Ruth had the absolute pleasure of hosting Jay Hughes, discussing a wide range of topics, the Foundation named in his honor, and the wonderful things that it will be producing.

 

[11:36] Episode 44 set the stage for a discussion with Coventry Edwards-Pitt on the often-overlooked significance of the prenup. Steve shares his thoughts on what the episode revealed.

 

[15:40] Episode 47 dove into the work of Dr. Paul Hokemeyer on the unique type of isolation wealth brings along. Ruth shares some of the enlightening thoughts on growth she garnered from this episode.

 

[21:14] Episode 51 highlighted one of this year’s new guest hosts: Ambreen Bhaloo and her guest Mike Sergeant. Steve and Ruth send some flowers their way.

 

[24:23] Episode 52 was Aileen Miziolek’s turn to host her first guest Marita Fridjhon, Steve shares how he and Aileen met and why she was chosen as a female voice for the Let's Talk Family Enterprise podcast.

 

[26:40] Episode 49 was one of Ruth’s favorites; she shares which takeaways and nuggets she still thinks about from David York’s interview.

 

[30:35] Ruth and Steve share their current favorite resources for 2024.

 

[33:39] Steve takes a moment to thank Ruth for launching this podcast project, now that she is stepping into different roles, and signs off until 2024.

 

If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, and 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 Purposeful Planning Institute

The Wealth of Wisdom Podcast

The Wealth of Wisdom book

 

Episode 50: Wealth 3.0

Episode 46: In Conversation With Jay Hughes

Episode 44: Prenuptials: Engaged Healthy, Wealthy and Wise

Episode 47: Fragile Power: Why Having Everything Is Never Enough

Episode 51: Communication Dynamics in Business Families

Episode 52: Working With Systemic Change in Family Business

Episode 49: Stewardship for Enterprising Families

 

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