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The Human Side of Family Business with Angela Ross

Safe Space with Francesco Lombardo

Release Date: 04/17/2019

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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Continuing and Growing Family Business with Ron Shon show art Continuing and Growing Family Business with Ron Shon

Safe Space with Francesco Lombardo

The Shon Group of Companies is a family office with investments in real estate, technology, venture capital and natural resources. Ron Is also Founding Managing partner of REDDS Venture Investment Partners, a venture capital group which empowers disruptive start-ups that scale world wide and have billion dollar plus potential through team building, global business development, financing and mentoring. He serves as Chairman of Healthchain Inc., one of the REDDS portfolio companies which has developed Canada's first electronic prescribing (e-prescribing) software and other medication management...

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Getting Clear on Your Purpose in Family Business with Carlos Arbesú show art Getting Clear on Your Purpose in Family Business with Carlos Arbesú

Safe Space with Francesco Lombardo

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...

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Changing the Culture and Face of Asset Management with James Benedict show art Changing the Culture and Face of Asset Management with James Benedict

Safe Space with Francesco Lombardo

James is a Co-Founder of Left Tackle Capital. Left Tackle Capital’s (LTC) mission is to change the demographics and culture of asset management.   Prior to co-founding Left Tackle Capital, James was a partner with Kidd & Company (KCO), a family office direct investment firm which consistently generated world-class investment returns. James serves on the NextPhase Medical Devices & Colerain Family RV board of directors and is an observer on the Logistyx Technologies board of directors. Prior to joining KCO, he was Senior Managing Director and Chief Talent Officer at Spencer...

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Building a Trusted Family with Edouard Thijssen show art Building a Trusted Family with Edouard Thijssen

Safe Space with Francesco Lombardo

Edouard Thijssen is a next generation member from a multigenerational business family from Belgium, and co-founder and CEO of Trusted Family. Edouard developed a mobile app and online platform to improve Board, Shareholder and Family governance for his family business & office. He then turned his idea into a business called Trusted Family, and his platform is now used every month by over 5000 family business and family office members around the world.  Edouard is a 2007 graduate of the Solvay Business School. He has also completed the Leading the Family Business program at IMD,...

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How to Engage Family Before It's Too Late with Matthew Andrade show art How to Engage Family Before It's Too Late with Matthew Andrade

Safe Space with Francesco Lombardo

Matthew Andrade is the Managing Director, Public Investments at the Werklund Family Office, the family office for David Werklund. He is primarily responsible for the public equities, tradable debt and derivatives portfolio with additional responsibilities for various private equity files and new venture evaluation. Prior to joining Werklund Capital Matthew was the Chief Investment Officer for a multi-family office based in Calgary. In this role, Matthew was responsible for investment oversight of the various families’ holdings on both a public and private basis. He also...

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The Awesome Music Project with Terry Stuart show art The Awesome Music Project with Terry Stuart

Safe Space with Francesco Lombardo

Terry Stuart is the Chief Innovation Officer at Deloitte with a keen personal interest in mental health and the healing power of music. Growing up on a dairy farm in Simcoe, Ontario, Stuart’s love for music was kindled by his mother, Cynthia, whose encouragement through piano lessons, playing in bands and choirs, and trips to the symphony sparked the musical fire within. An inspiring music teacher, Hugh McArthur, helped build on his passion. Two years DJing in Wales at the United World College of the Atlantic fanned the flames as Stuart gained an appreciation for global music from his...

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The Importance of Physical, Mental, and Emotional Health with Dr. Bryn Hyndman show art The Importance of Physical, Mental, and Emotional Health with Dr. Bryn Hyndman

Safe Space with Francesco Lombardo

Dr. Bryn became a wellness enthusiast at age 23 and enrolled in naturopathic school. Soon after graduating as a naturopathic doctor Dr. Bryn felt a calling to become a holistic medical doctor and entered medical school. She completed her residency in family medicine in 2014 and has been practising in Vancouver, Canada ever since. As the parent of 7 year old twin boys, the inspiration to be at her best physically, mentally and emotionally was quickly realized. The purpose behind this realization was so that she could fulfill her purpose and nurture the health of individuals and their families....

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The Evolution of Women in Family Business with Susanne Bransgrove. show art The Evolution of Women in Family Business with Susanne Bransgrove.

Safe Space with Francesco Lombardo

Susanne Bransgrove, one of the directors of Liquidgold Consultants, is known for her passion for supporting Families in Business manage the complexities of balancing multiple generations and for encouraging female founders and future leaders to be the best they can be. Growing up in Germany as part of a third-generation family business has provided her with a sound foundation for understanding the range of issues that arise when family members work together. Susanne puts her heart into the businesses and individuals she spends time with and believes in a strong foundation of love and...

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Stop Assuming and Start Asking with Brian Thompson show art Stop Assuming and Start Asking with Brian Thompson

Safe Space with Francesco Lombardo

Based in the Scottish Borders, Brian is Chairman of his Family Education Committee.  It is a sixth-generation family owned International Food Distributor. The committee is responsible for educating the family and nurturing younger family members as they become part of the next generation and to help the transition out of active participation for the older generation.   Brian is also a life coach and Veritage trained family business coach.  Through his firm Ducere Advisory Brian helps other family businesses to develop programs to maintain successful family cohesion for...

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Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in estate planning, she is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts.

Angela has over 15 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. She practiced for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association and Law Society of Upper Canada.

Angela has co-presented a session on tax issues for shareholders’ agreements at the 2010 National STEP Conference, and in 2013 on donation planning for trusts and estates. She has spoken at conferences sponsored by the Senior Estates and Trusts Practitioner Forum, the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written and delivered a paper for the 2013 Canadian Tax Foundation Annual Report on the new non-resident trust rules as they apply to personal trust and has authored several articles for the Canadian Tax Foundation. In addition, Angela is a regular contributor to the PricewaterhouseCoopers publication, Wealth and Tax Matters; a publication consisting of articles directed to owners of businesses and other high net worth individuals.