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Humanizing Family Business with Angela Ross

Safe Space with Francesco Lombardo

Release Date: 06/05/2019

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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Connect with Nature to Find Your Safe Space with Stef Van Dongen show art Connect with Nature to Find Your Safe Space with Stef Van Dongen

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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Accounting & Wealth Management for Family Business with Krista Han show art Accounting & Wealth Management for 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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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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Leadership in Uncertain Times with Dov Baron show art Leadership in Uncertain Times with Dov Baron

Safe Space with Francesco Lombardo

Dov Baron returns to the show for a Third Time. On top of being Franco's personal mentor and friend, Dov is also one of the worlds leading speakers and teachers of Leadership. Including what he is now referring to Dragon Leadership. Dov Baron is a leadership and corporate cultural strategist who has been named by Inc. magazine as one of the Top 100 Leadership Speakers. He is the host and producer of the “Full Monty Leadership” radio show and a bestselling author. In June 1990 while free rock climbing, Dõv Baron fell approximately 120 feet and landed on his face. The impact shattered most...

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Finding Calm in the Chaos of a Pandemic with Elizabeth Bagger show art Finding Calm in the Chaos of a Pandemic with Elizabeth Bagger

Safe Space with Francesco Lombardo

Elizabeth Bagger is a passionate advocate for family businesses and the Director General at the Institute for Family Business (IFB) in the UK, a membership organization she’s been proud to serve for close to a decade. The IFB works to support and promote the UK family business community by providing members with unique learning and networking opportunities and by lobbying Government as the voice of the family business sector. Prior to joining the IFB, Elizabeth spent almost a decade working for her own family business.

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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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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.