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Getting Clear on Your Purpose in Family Business with Carlos Arbesú

Safe Space with Francesco Lombardo

Release Date: 03/25/2020

Trials and Tribulations of Succession Planning with Steven Goodman show art Trials and Tribulations of Succession Planning with Steven Goodman

Safe Space with Francesco Lombardo

Steven Goodman is passionate about providing insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals. As a CPA and former VP of the Trust and Investment Division of JP Morgan Chase, he’s served hundreds of estate planning clients for over 30 years. He also holds an MBA from Fordham University and was a supervisor for KPMG Peat Marwick. Steve is also an accomplished speaker and has presented to major CPA Firms, Law Firms, Financial Planning & Trade...

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Structuring Family Business Reorganizations with Fred Cassano show art Structuring Family Business Reorganizations with Fred Cassano

Safe Space with Francesco Lombardo

Fred Cassano is a PwC partner and trusted business advisor to many owners of private companies located in Toronto, Ontario. As a PwC Private Company Services Partner that leads the National Real Estate Tax Practice, Fred provides strategic business and tax advice for the accumulation and preservation of wealth.

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How COVID-19 has Affected Family Business with Krista Han show art How COVID-19 has Affected Family Business with Krista Han

Safe Space with Francesco Lombardo

Krista Han leads Grant Thornton’s Canadian Family Business Services Practice and has been advising business families for more than 20 years in Canada and Australia.  She helps families maximize value and navigate complex issues across the family business system with a focus on family governance, communication and continuity planning.  Krista has developed and delivered content for many audiences, including the Wallace McCain Institute’s ‘ECHO’ program (created to support to the next generation of family business leaders to improve succession success), at the Family Enterprise...

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Women in Family Business with Nike Anani show art Women in Family Business with Nike Anani

Safe Space with Francesco Lombardo

Nike Anani did not plan on dedicating her life to the family business segment in Africa. Fate, it would seem, chose for her. Nike is the founder and CEO of , Ltd., in Lagos, Nigeria, where she helps second-generation family business members collaborate with the founding generation in an effort to build sustainable family enterprises in the region. No more than 2 per cent of African family businesses successfully transition power to the second generation, and Nike has made it her mission to facilitate this generational merge. Family business has always been central in Nike’s daily life. Her...

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How Can We Do More Things Together with Sonu Bhasin show art How Can We Do More Things Together with Sonu Bhasin

Safe Space with Francesco Lombardo

Sonu Bhasin is one of the early and senior woman professionals in the industry. In her career of over 30 years she has set up and managed large businesses, and diverse teams, across financial and non-financial sectors in India and overseas. She is an Independent Director on Boards. Her book - THE INHERITORS : Stories of Entrepreneurship and Success, is a bestseller in the Business Book category. https://www.amazon.in/Inheritors-Stories-Entrepreneurship-Success-ebook/dp/B0767JFKB4 She is also the Founder and Managing Partner of FAB - Families And Business, a platform for Family Business...

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Building Multigenerational Wealth with Tsitsi Mutendi show art Building Multigenerational Wealth with Tsitsi Mutendi

Safe Space with Francesco Lombardo

Tsitsi Mutendi is a Mom, Wife,  (focused on building multigenerational family wealth), , and a . Over her career, she has been a successful   1. Fashion Creative director - Mucha (Original African Couture) Independently owned fashion label to be stocked in Zimbabwe's biggest chain store. 2. Media Professional (Created Zimbabwe's first Glossy Women Empowerment Magazine - Jewel Magazine Zimbabwe), and 3. Magazine Publisher/Editor-In-Chief (Edgars Club Magazine Zimbabwe). And from the experience from growing in these roles in these roles, she is building the following...

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Let Your Children Fail: Key to Family Business Success with Laura Ribe show art Let Your Children Fail: Key to Family Business Success with Laura Ribe

Safe Space with Francesco Lombardo

Laura Ribe is a mother of 3 married into a family involved in a family business. She has lived in Europe and Canada and worked for an airline before becoming a stay at home Mom. She is part of a family set in deep European traditions. On today's podcast episode, Laura shares her eye-opening experience of marrying into a wealthy Family Business. During the conversation, Laura discusses how she has become better and stronger with the learning she has done with Veritage. Laura also shares the benefits and genuine honesty that accompanies operating from a place of Safe Space™.

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Safe Space with Francesco Lombardo

Stef van Dongen is an innovator and impact-driven entrepreneur. His lifework is focused on how humans can live in harmony with nature and each other. Stef has over 18 years of experience in the impact sector. In 2002 he founded the social enterprise group Enviu from the belief that entrepreneurs can play a major role in solving the world’s biggest challenges. Over the years Stef co-founded more than a dozen cutting edge social enterprises and innovation programs in the field of access to financial services, access to food and circular economy. Through his business Pioneers of Our Time, he...

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The Kaleidoscope of Family Business & Finance with Rupert Phelps show art The Kaleidoscope of Family Business & Finance with Rupert Phelps

Safe Space with Francesco Lombardo

Rupert joined Smith & Williamson in 2017 and leads the family office services group. Prior to this, he was the Director of Family Office Services at Savills PLC. Rupert also spent seven years as the Director of Family Office Services at BNY Mellon. Formerly he has been a board member of a single FO, Global Head of Private Banking & Wealth Management at Euromoney, with other senior roles at UBS Global Asset Management and Merrill Lynch. Rupert gives strategic advice on family governance, family constitutions and councils, succession planning, setting up single family offices and next...

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The Art and Science of Standing out with Jamie Mustard show art The Art and Science of Standing out with Jamie Mustard

Safe Space with Francesco Lombardo

Jamie Mustard is a strategic multimedia consultant and Iconist. His passion is to teach the science and “art of obviousness,” helping professionals, change agents, artists, and businesses confidently and at will make their messages, brands and ideas stand out to their desired audiences. A graduate of the London School of Economics, Jamie’s work is an explanation of the “economics of attention,” based on the primal laws of human perception called Blocks. His work has appeared in Thrive Global, Branding Strategy Insider, Psychology Today, and FLAUNT...

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Carlos Arbesú is a well established Professor and Advisor in the Family Enterprise space. Carlos has developed over 60 government systems and / or family protocols to Spanish and Latin American business families. He is a regular speaker and teacher in family institutes globally and a partner and collaborator of Prof. Miguel Angel Gallo at Family Business Consulting Spain.

Carlos has a long line of publications and experiences in government across the board. This episode is chock full of incredible family business information.

Make sure to connect with Carlos on Twitter: CarlosAbresu and LinkedIn: https://www.linkedin.com/in/carlos-arbesu-ph-d-8404853/