Beyond the Trust: Holistic Planning for Generational Wealth
Safe Space with Francesco Lombardo
Release Date: 05/26/2026
Fostering Family Connection Through Storytelling
Safe Space with Francesco Lombardo
How do you protect a family legacy across generations? Val Montagnana-Wallace reveals how authentic storytelling and shared family narratives solve deep succession challenges and foster connection. Building a multi-generational legacy requires more than a flawless estate plan—it requires a shared identity. When family businesses transition to the next generation, facts and figures are easily forgotten, but the emotional narratives and foundational stories endure. Without a clear internal narrative, successors often struggle with their place in the family history, leading to succession...
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Finding Your Inner Superpower with Scott Feld
Safe Space with Francesco Lombardo
How do we prepare the next generation to handle family legacy? Scott Feld reveals how to reprogram default beliefs and build inner confidence in future family business stewards. Building a lasting multi-generational legacy isn't just about financial inheritance or structural governance—it starts with the emotional health of the children who will one day carry it. Without genuine self-worth and resilience, even the most pristine estate plan can collapse under the weight of self-doubt, fear of failure, and the intense anxiety of stepping into big shoes. In this episode of Safe Space,...
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Beyond the Trust: Holistic Planning for Generational Wealth
Safe Space with Francesco Lombardo
Protect your generational wealth by building a stronger foundation. Author Buddy Thomas shares his 50-year roadmap for holistic planning and active family estate planning that unites your legacy. Leaving an inheritance is easy. Passing on a sustainable, thriving legacy is incredibly difficult. Most wealthy and aspirational families spend millions on legal structures and tax loopholes, yet completely neglect the emotional and relational capital required to keep that wealth from dissolving across generations. In this episode of Safe Space, we are joined by veteran wealth strategist and author of...
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Leading Family Business Succession with Self-Compassion
Safe Space with Francesco Lombardo
Stop letting self-criticism ruin your family business dynamics. Leadership coach Massimo Backus explains how self-compassion and emotional intelligence create a more resilient succession plan. Why do so many family business leaders feel like they have to choose between being a "strong boss" and a "loving family member"? Often, the pressure to maintain a multi-generational legacy leads to a culture of overcontrol and self-pressure that actually stifles growth. In this episode of Safe Space, we sit down with leadership strategist and author of Human First, Leader Second, Massimo Backus. With a...
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Unlocking Procrastination: Emotional Roots and Family Strategies
Safe Space with Francesco Lombardo
Stop letting procrastination stall your family business succession. Dr. Moira Somers explains the neuroscience of avoidance and how to master emotional regulation for better family governance. Why do the smartest families avoid the most important conversations? Whether it’s succession planning, wealth transition, or conflict resolution, the "fault lines" in a family business usually aren't financial—they’re neurological. In this episode of Safe Space, we sit down with neuropsychologist and family wealth consultant Dr. Moira Somers. As the author of Advice that Sticks, Moira has spent her...
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Inheriting a 70-Year-Old Family Business: Embracing Change with 3rd Gen Leadership
Safe Space with Francesco Lombardo
How do you modernize a 70-year-old family brand without losing its soul? Marshall Rabil, CEO of Hubs Peanut Company, joins Safe Space to discuss family business succession, co-create a family legacy and innovation strategy. Connect with me here: • • • •
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Stewardship, Values, and Reconciliation
Safe Space with Francesco Lombardo
In this episode, Francesco Lombardo sits down with Karen Alko, a fourth-generation steward of ABC Recycling and her role as a "family champion" for governance and legacy. As a 2025 Transformational Women in Family Business Award recipient, Karen discusses how she integrates core family values into long-term strategy and the importance of next-generation planning. The conversation explores her efforts in fostering community relations and social impact, including her leadership in Indigenous reconciliation and staff education. Connect with me here: • • • • https://veritage.ca
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The Relentless Family Champion
Safe Space with Francesco Lombardo
In this episode, Francesco Lombardo interviews Anthony Contrucci, a fifth-generation member of a family business, Centier Bank. They discuss the concept of a 'family champion'—a person who plays a crucial role in preserving family legacy and navigating the complexities of family dynamics. Anthony shares his personal journey, the challenges he faced, and the importance of emotional cohesion and governance in family enterprises. He emphasizes the need for passion, support, and continuous learning for those stepping into the role of a family champion. Connect with me here: • • • •...
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The Emotional Landscape of Parenting
Safe Space with Francesco Lombardo
In this episode, Francesco Lombardo speaks with parenting expert Manu Brune about the complexities of parenting, especially in wealthy families. They discuss the challenges of navigating emotional intelligence, entitlement, and the importance of compassion in parenting. Manu emphasizes the need for parents to teach their children how to handle uncomfortable emotions and the role of grandparents in fostering emotional development. The conversation also touches on reframing guilt and shame in parenting, highlighting that relationships can heal through presence and awareness. Connect with me...
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Intentionally Investing in Family Closeness
Safe Space with Francesco Lombardo
In this episode of Safe Space, Kunal Amalean shares insights on the dynamics of family businesses, emphasizing the importance of closeness among family members. He discusses how his family maintained strong relationships despite geographical distances and the intentional efforts made to ensure emotional intimacy across generations. Kunal highlights the return on investment of fostering closeness, not only in terms of family harmony but also in business success. He concludes with advice for future generations on the significance of understanding oneself and others within the family context....
info_outlineProtect your generational wealth by building a stronger foundation. Author Buddy Thomas shares his 50-year roadmap for holistic planning and active family estate planning that unites your legacy.
Leaving an inheritance is easy. Passing on a sustainable, thriving legacy is incredibly difficult. Most wealthy and aspirational families spend millions on legal structures and tax loopholes, yet completely neglect the emotional and relational capital required to keep that wealth from dissolving across generations.
In this episode of Safe Space, we are joined by veteran wealth strategist and author of Love Wisdom Money, Buddy Thomas. With over five decades of hands-on experience working directly with trustors, trustees, and beneficiaries, Buddy has witnessed firsthand why traditional financial planning fails. He reveals why placing love and wisdom ahead of the actual currency is the only way to meet both your legal and moral responsibilities as a family fiduciary.
In this conversation, we solve for:
The Currency Disconnect: Why passing down money without passing down the family values that gave it meaning creates a destructive legacy.
The Power of Holistic Planning: How to engage in deep financial and estate planning that actively protects your family's relational health.
Continuous Family Engagement: Practical frameworks to keep the next generation involved in ongoing conversations about wealth, fostering true alignment and cohesion.
If you are a "Family Champion" or a leader managing a family office, Buddy’s grounded, story-driven guidance provides a blueprint for true succession planning. It's time to stop looking at your legacy as a math problem and start building a generative ecosystem that safeguards your family's true wealth for decades to come.
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