Libsyn Directory

Episode 91: Intergenerational Wealth and Transition Planning, with Thomasina Williams

Release Date: 04/01/2020

Episode 99: Recognizing Patterns and Adapting to Crisis, with Dr. Sharon Spano

The Other Side Of Potential

Sharon Spano, Ph.D. helps thriving family business owners overcome challenges when life and business collide. As a business strategist, author, and Professional Integral Coach, she leads her clients through specific research-based practices that empower them to realign their business strategy with a life of meaning, accelerated performance, and increased profitability.

Episode 98: Developing a Healthier Relationship with Money, with Michelle Arpin Begina

The Other Side Of Potential

Michelle’s earliest memories from childhood all relate to money. And yet, the stories and lessons learned from different branches of her family tree couldn’t be more dichotomous!

Episode 97: Overcoming the Relationship Strains of Shelter-In-Place, with Ken Blackman

The Other Side Of Potential

Ken Blackman is a connection and intimacy expert who has coached couples from San Francisco to Paris to Sydney and trained thousands of students in his workshops on intimacy and relationships. His work has garnered mentions everywhere from Cosmopolitan to Business Insider to Playboy to Tim Ferriss’s 4-Hour series. With nearly two decades of experience, Ken’s powerful, unapologetic break from conventional advice is shifting the global conversation around sex, love, and committed coupledom.

Episode 96: Stronger Relationships During Social Distancing, with Randy Parks

The Other Side Of Potential

Randy Parks is the founder, owner, and CEO of Parks Motor Group, a family of car dealerships with locations throughout Central Florida. Randy obtained his bachelor’s degree from the University of Miami School of Business and received his MBA in business management from Rollins College, before going on to purchase his first auto dealership, Longwood Lincoln Mercury, in 1979. Randy then began the hard work of growing his business, and now Parks Motor Group encompasses eleven dealerships within the region.

Episode 95: Managing Your Life and Health in Times of Stress, with Dr. Sangeeta Pati

The Other Side Of Potential

Sangeeta Pati graduated at the top of her medical class at the University Of Maryland School Of Medicine, Baltimore, and completed her residency at Georgetown University School of Medicine, Washington, D.C. She has worked extensively internationally as Medical Director for a 350-employee non-profit organization, Engenderhealth, on maternal mortality reduction programs funded by the Gates Foundation.

Episode 94: Crisis Communications for Small Businesses, with Bill Coletti

The Other Side Of Potential

Bill Coletti is a reputation management, crisis communications and professional development expert, keynote speaker, Wall Street Journal Risk & Compliance panelist, and best-selling author of Critical Moments: The New Mindset of Reputation Management. He has more than 25 years of global experience managing high-stakes crises, issues management, and media relations challenges for both Fortune 500 companies and winning global political campaigns.

Episode 93: Finding Inner Calm and Moving Forward, with Tricia Brouk and Rob Dube

The Other Side Of Potential

During the challenging times of today’s business reality, it can be difficult to find the calmness and clarity you need to lead. On this episode of the Other Side of Potential podcast, encore guests Tricia Brouk and Rob Dube explain why necessity truly is the mother of invention, and Rob Dube offers his thoughts on using meditation practice to help you find calm in the chaos.

Episode 92: Preparing Your Family-Owned Business to Survive the Crisis, with Craig Cody

The Other Side Of Potential

Craig Cody is a Certified Public Accountant, Certified Tax Coach, Business Owner and Former New York City Police Officer with 17 years of experience on the Force. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain certified.

Episode 91: Intergenerational Wealth and Transition Planning, with Thomasina Williams

The Other Side Of Potential

Thomasina H. Williams serves as a Strategic Thought Partner, Consultant, and Coach to Enterprising Families. She works with clients to advance generational success as their family legacy, by being as intentional in developing their family’s human capital as they are in growing their financial capital.

Episode 90: Survival Decoded for the Family Owned Business: How to Move Beyond Survival to Thriving in a Crisis, with Dr. Sharon Spano

The Other Side Of Potential

More Episodes

Thomasina was the first in-house consultant hired by one of the nation’s largest private banks to play a leadership role in developing its offering to help ultra-high net worth clients navigate issues of family dynamics. She has also served as a family business consultant with a leading consulting firm, published articles, presented to international audiences and conducted training addressing issues of legacy family planning.

She worked for more than 20 years as a lawyer, during which time she became a partner in one of Florida’s leading full-service law firms in three years, and then co-founded the first Black-owned law firm in Miami with a primarily corporate clientele. Thomasina was recognized as one of the Top 250 Lawyers in South Florida, and the Miami-Dade County Commission named a day in her honor to acknowledge her pro bono public interest legal work.

Thomasina earned a Bachelor of Arts degree from Mount Holyoke College and a Juris Doctor degree from the University of Michigan Law School. She holds certificates in Advanced Family Business Advising and Family Wealth Advising from the Family Firm Institute. She is also a member of the Purposeful Planning Institute, the Galliard Family Business Advisor Institute, the Independent Trustee Alliance and The Florida Bar. Additionally, Thomasina serves on the Advisory Board of Enterprising Women magazine.

What you will learn in this episode:

Why Thomasina chose to move into the field of family dynamics and legacies after moving to New York to pursue her passion in philanthropic work
Why there is a global phenomenon where a generation builds wealth, the next generation adapts to the wealth, and then the third generation loses it and has to rebuild
Why a lack of communication within a family often leads to a loss of wealth, and how Thomasina’s own family is an example of this trend
Why society needs leadership right now, and how family businesses can step into that role and demonstrate leadership for their communities
Why the information we take in has a drastic impact on our mindset, and why it is important to practice self-care before trying to take care of others
Why business owners should be proactive in having important conversations about money and finances with their children to help maintain intergenerational wealth
What key steps family business owners can take to help second- and third-generation business leaders prepare themselves to take over the family business
Why bringing family members into a family-owned business who are underqualified for their role is a widespread problem
Why setting up a “family governance” plan is a good step to take, and why business founders sometimes have trouble letting go of their control
Why transition planning is the responsibility of both the outgoing and incoming generational leaders, and why planning should address the needs of both groups

Resources:

Website: www.sankofalegacyadvisors.com
LinkedIn: www.linkedin.com/in/thomasina-h-williams/

Additional Resources:

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