55: Rising Gen Innovation and Creativity in Family Business
Release Date: 02/13/2024
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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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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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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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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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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Join Aileen Miziolek as she sits down with Sandy Pollack, author of Don’t Leave a Mess and expert in values-based legacy planning, and Annie Stoneburgh, Death Doula and geriatric care specialist, to discuss the intersection of estate planning, family business transitions and end-of-life care. Discover how open, meaningful conversations can help families navigate these sensitive topics and create a lasting legacy. 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....
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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 . In our latest episode, Host Steve Legler speaks with recently arrived CEO of Family Enterprise Canada, Steve Beauchesne, to discuss the organization's evolution through the merger, COVID and what's ahead for our community. Guest bio Steve Beauchesne Steve is no stranger to...
info_outlineIn this episode, Host and Family Enterprise Advisor, Aileen Miziolek, talks with Purpose & Identity Coach Perry Gladstone about how family businesses benefit from NextGen innovation and creativity while sharing solutions that allow all parties involved to find the agency and support they need to make it happen.
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] Aileen Miziolek welcomes Perry Gladstone, purpose and identity coach, and asks him to share a little bit about his varied entrepreneurial background.
[4:58] Upcoming generations bring many new identities to family enterprises. Perry shares how this affects companies and how to integrate them best.
[7:51] Starting with values exercises is something Perry does not do; he explains his primary focus and why this technique can prevent conflict through trust-building.
[10:51] Perry speaks to the fear everyone carries in times of change and how facilitation fosters the safety of all participants.
[13:03] Individual work cannot be underestimated in strengthening the family enterprise structure.
[15:44] Perry shares what the dreaming together tool does that the value exercise doesn’t.
[17:37] New generations inevitably come with innovation; Perry shares where he has seen the most success in fostering innovative ideas.
[19:34] Tension between two factions can be mitigated by slowing down time and allowing for experimentation.
[21:59] Perry recaps how strength is built in a family system.
[23:13] Perry discusses the role of the third entity as it relates to ownership.
[24:40] Business owners vs. enterprising family; Perry shares how this might be the first thing to address.
[28:24] Perry shares his recommended resources.
[29:58] Aileen thanks Perry for sharing his knowledge and closes this episode by reminding listeners about the upcoming Family Business Symposium held from May 27th to 29th in Calgary.
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Mentioned in this episode
You can contact Perry on his website PerryGladstone.com.
FAST & HOT: How to Open Hearts, Win Minds and Create a Better Life in Business, by Perry Gladstone
Deconstructing conflict: Understanding Family Business Shared Wealth and Power, by Doug Baumoel and Blaire Trippe
The Family Business Symposium will take place on May 27‒29, 2024 in Calgary.
More about Family Enterprise Canada