Unlocking Family Business Potential Through Advisory Teams with Dr. Jeremy Lurey
The Enlightened Family Business Podcast
Release Date: 03/24/2025
The Hollow Win: What a $30M Exit Taught One CEO About Money, Purpose, and What Actually Matters with Nate Collins
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 156: The Hollow Win: What a $30M Exit Taught One CEO About Money, Purpose, and What Actually Matters with Nate collins In this episode of the Enlightened Family Business Podcast, host Chris Yonker, interviews Nate Collins, of Raymond James on why family businesses should prepare for a potential sale even if they have no intention to sell. Collins shares his experience taking over a 170–180-year-old New York City licensing company owned by 16 families, receiving an unsolicited offer, and completing a financially strong but imperfect...
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Stop Reacting, Start Strategizing with Patrick Thean
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The Enlightened Family Business Podcast Ep. 155 - Stop Reacting, Start Strategizing with Patrick Thean Host Chris Yonker introduces the Enlightened Family Business Podcast and interviews Patrick Thean, a bestselling author and early contributor to scaling-up methodologies, on practical planning and execution for small to mid-sized (especially family) businesses facing succession or sale. Patrick shares his journey from Singapore to the U.S., training as an electrical engineer, working at Oracle, founding and selling a transportation logistics software company, and discovering a calling to...
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How a Family Turned a Passion Project into a Resilient Brand With Jodi Scott
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A Family Built Startup Story From The Kitchen Table with Mehmet Tascioglu
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Preparing Next Gen Family Leaders for 2030 and Beyond with Amit Egan Datwani
The Enlightened Family Business Podcast
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From Daughter to CEO - Navigating Family Business Transitions with Amanda Osmer
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 151 - From Daughter to CEO - Navigating Family Business Transitions with Amanda Osmer In this episode of the Enlightened Family Business Podcast, host Chris Yonker talks with Amanda Osmer of Grappone Automotive, a New Hampshire-based family business rooted back to 1924. Amanda shares her journey growing up in a family business, how she eventually decided to be part of it, and the challenges she faced during the transition phase. The conversation touches on the significance of clear communication, inner awareness, and flexible governance....
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Fragile Power: Wealth, Identity, and Mental Health with Dr. Paul Hokemeyer
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 150 - Fragile Power: Wealth, Identity, and Mental Health with Dr. Paul Hokemeyer In this episode of the Enlightened Family Business Podcast, host Chris Yonker talks with Dr. Paul Hokemeyer, an expert in family business governance and mental health, about the complexities of wealth and psychological well-being. They delve into how societal perceptions of wealth impact individuals and families, leading to feelings of isolation, mistrust, and hyper-agency. Dr. Hokemeyer shares his journey from law to clinical psychology and discusses the...
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When Families face Echoes of the Past with Steve Legler
The Enlightened Family Business Podcast
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Managing Stress and Anxiety for Optimal Performance with Elle Ingalls
The Enlightened Family Business Podcast
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The Inner Work of Leadership in a Family Business with Kevin Hancock
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The Enlightened Family Business Podcast Ep. 147: The Inner Work of Leadership in a Family Business with Kevin Hancock In this episode of the Enlightened Family Business Podcast, host Chris Yonker interviews Kevin Hancock, Chair of Hancock Lumber, about his journey and transformation in leadership. Kevin shares his personal and professional challenges, including losing his father to cancer, navigating a significant economic recession, and coping with a rare voice disorder. Kevin's experiences led him to initiate major cultural changes at Hancock Lumber, focusing on putting employees first...
info_outlineUnlocking Family Business Potential Through Advisory Teams with Dr. Jeremy Lurey
In this episode of the 'Secret Thoughts of CEOs and Business Leaders' podcast, host Chris Yonker discusses the complexities of managing family business transitions with Dr. Jeremy Lurey. The episode covers key topics such as building effective advisory teams, succession planning, and the nuances of family dynamics in business settings. Chris and Jeremy explore the importance of external advisors, the challenges of sibling rivalries, and how to prepare for pivotal moments like selling a business. They also offer insights into identifying the right advisors and emphasize the importance of continuous learning and personal development for effective leadership.
What You’ll Learn
· Why it’s important to have an independent advisor
· The necessity of being a continuous learner to belong in the field.
Timestamps
03:07 Introduction to Dr. Jeremy Lurey
05:20 The Role of Family Business Advisors
20:06 Navigating Family Business Relationships
32:46 The Importance of Independent Advisors
38:42 Generational Transitions and Family Harmony
44:47 The Importance of Personal Connection
Memorable Quotes
· “Common sense is not that common. Right. People just don't stop and think about how I'm interacting with my partner, my child, my cousin, my uncle, my whomever it is. And so we get to shine the flashlight in places where people typically don't look..” [11:16]
· ”for my dad, I will always be the 16 year old who wrapped a car around the tree. I always will be because I did. I did stupid things when I was 16 and 17 year old when I got my driver's license..” [17:34]
· ”We could all get hit by the buff. I prefer the metaphor of when the lottery and move to Fiji myself. But regardless life happens when we least expect it. So having a plan is critical.” [23:01]
Websites:
LinkedIn: @jeremylurey
Jeremy Lurey PhD Bio:
Family Advisor & Leadership Coach
Dr. Lurey is a talented family advisor, executive coach, and business consultant with more than 25 years of experience helping clients—from families of significant wealth to Fortune 500 corporations—achieve their strategic objectives and build sustainable futures. He specializes in leadership development, succession planning, governance, and strategic planning, guiding family offices and family businesses through critical transitions and long-term planning. A PhD in Organizational Psychology, Dr. Lurey is a US Ambassador for the Global Family Office Community and frequently speaks at industry events. Recognized as a “40 Under 40” executive, he is known for his compassionate approach, enabling clients to unlock their leadership potential and focus on what matters most.