The Family Office and Managing Family Dynamics
Safe Space with Francesco Lombardo
On this episode of Safe Space, Francesco is joined by Brad Scott, Founder and Managing Director of EWM Group in Brisbane, Australia, and a pioneer of the Australian Multi-Family Office industry. The conversation begins with a retrospective on the Family Office field in Australia over the past 20 years, examining how it has changed and what to expect with the next generation. The discussion then delves into the critical role of family offices in managing family dynamics and emotional challenges, emphasizing that while investment strategies are important, the emotional aspect is paramount for...
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The Power of Generational Perspectives
Safe Space with Francesco Lombardo
In this episode of Safe Space, Francesco sits down with Dr. Megan Gerhardt to explore the power—and complexity—of leading across generations. Megan shares why embracing diverse expertise is essential for building high-performing teams, especially within family businesses where generational dynamics often run deep. While it may feel easier to work with people who think like we do, she explains that true productivity and innovation emerge when families intentionally leverage their unique perspectives, experiences, and strengths. Connect with me here: • • • •
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Setting Boundaries and Embracing Communication
Safe Space with Francesco Lombardo
In this episode of Safe Space with Francesco Lombardo, Amanda Challen, CEO of Advance Civil Engineering, shares her journey as a next-generation leader in Australia’s construction industry. She opens up about navigating gender dynamics, building self-worth, and the importance of clear boundaries in family business. Amanda’s story highlights courage, authenticity, and the power of open communication in leading with integrity and purpose. 🎧 Tune in to hear Amanda’s insights on leading with integrity, empowering others, and redefining what it means to be a next-generation leader. Connect...
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When the Family Business Calls
Safe Space with Francesco Lombardo
In this episode of Safe Space with Francesco Lombardo, Brandi Harleaux, award-winning entrepreneur and second-generation CEO of South Post Oak Recycling Center, shares her journey from leading teams at Fortune 100 companies — including Target, Northrop Grumman, and Disney — to stepping into her family business. Brandi reflects on her decision to pursue an MBA while working full-time at Disney, and how education and real-world experience gave her the tools to navigate the complexities of joining a family enterprise. She also discusses the importance of preparation, financial literacy, and...
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Navigating Wealth and Relationships
Safe Space with Francesco Lombardo
In this episode of Safe Space, host Francesco Lombardo speaks with wealth coach Kelly Willis Green about the emotional and psychological aspects of money. They explore Kelly's journey into wealth coaching, the dynamics of marrying into wealth, and the importance of understanding one's relationship with money. The conversation delves into the impact of childhood beliefs on financial behaviors, the connection between money and relationships, and the significance of curiosity in fostering innovation and personal growth. Kelly shares insights on transforming money history into intentional money...
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The Importance of Intentionality in Relationships
Safe Space with Francesco Lombardo
In this episode, Francesco Lombardo speaks with Robert and Kaylee Fukui about their journey as business consultants who help family businesses thrive while maintaining healthy marriages. They discuss the importance of balancing work and family life, overcoming guilt in parenting, and creating intentional relationships. The Fukuis share personal stories and practical advice on how to foster communication and connection within families, emphasizing the need for emotional security alongside financial stability. Connect with Robert & Kaylee: https://marriedentrepreneur.co/safespace Connect...
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The Legacy of Leadership: Insights from James Kerr
Safe Space with Francesco Lombardo
In this episode, Franco interviews James Kerr, author of 'Legacy', exploring the profound lessons on leadership derived from the New Zealand All Blacks rugby team. They discuss the importance of character, culture, and values in leadership, the concept of leaving a legacy, and the intergenerational aspects of family businesses. Kerr emphasizes the significance of vulnerability, the role of external coaching, and the power of language in teams. The conversation also delves into the essential role of love in creating a nurturing environment for growth and performance. Connect with me here: • ...
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Transforming Trauma into Triumph
Safe Space with Francesco Lombardo
In our second episode with Dr. Sandra Primiano, we discuss the nuances of trauma, emphasizing that it is not solely defined by major life events but can also stem from repeated minor experiences. The conversation explores how these traumas shape behaviors and relationships, the importance of self-awareness, and the journey towards transforming learned behaviors. Dr. Primiano highlights the significance of neuroplasticity in changing emotional pathways, the necessity of embracing all emotions, and the power of self-compassion and gratitude in personal development. Connect with me here: • ...
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The Emotional Landscape of Family Wealth and Navigating Burnout
Safe Space with Francesco Lombardo
In this episode of Safe Space, Dr. Sandra Primiano discusses the complexities of mental health, particularly focusing on burnout within the context of family businesses. She explores the various forms of burnout, its causes, and its impact on individuals and systems. The conversation delves into the importance of emotional awareness, the influence of ancestral traditions, and the necessity of mindfulness in daily life. Dr. Primiano emphasizes the power of choice in emotional responses and the significance of understanding one's values for personal transformation. Connect with me here: • ...
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Navigating New Wealth and Identity
Safe Space with Francesco Lombardo
In this episode, Jen Risher shares her journey from a middle-class background to sudden wealth due to unimaginable success for her and her husband early in their careers. She discusses the emotional complexities that come with newfound wealth, including feelings of shame and guilt, and the importance of understanding one's money story. Jen emphasizes the need for open conversations about money to foster connection and purpose, and she advocates for using wealth to create equity and support others. The discussion highlights the significance of vulnerability and listening across generations in...
info_outlineIn this episode of Safe Space, the Fidanza siblings—Paolo, Adrian, and Carmen—share their journey of navigating the complexities of family dynamics after the sale of their family business, Salerno Dairy. They discuss the identity crisis they faced, the importance of self-discovery, and how they transformed their relationships through trust and emotional intelligence. The siblings emphasize the significance of changing their mindsets about money and the value of investing in themselves as individuals and as a family unit. They offer insights and advice for others in similar situations, highlighting the importance of open communication and personal growth within family businesses.
Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca