When Families face Echoes of the Past with Steve Legler
The Enlightened Family Business Podcast
Release Date: 12/15/2025
Preparing the Rising Generation for Succession with Jeremy Lurey
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 166: Preparing the Rising Generation for Succession with Jeremy Lurey In this episode of the Enlightened Family Business Podcast, host Chris Yonker is joined by Dr. Jeremy Lurey of Family Legacy First for a candid, wide-ranging conversation on one of the most underserved dimensions of family business succession — preparing the people, not just the plan. Recorded as part of the Family Business Executive Forum, this episode moves beyond the mechanics of who gets what and digs into the real work: the relational ecosystem, the communication...
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Rethinking Succession in Family Business with Josh Baron
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 165: Rethinking Succession in Family Business with Josh Baron In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Josh Baron — Harvard Business School faculty member, co-founder of Banyan Global, and co-author of multiple Harvard Business Review works on family enterprise — for a rich, deeply practical conversation on the topic that never gets old: succession. Josh has spent 20 years advising family businesses and teaching at Columbia and Harvard, and what he keeps finding is that families...
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Unlocking Inner Potential: Tools for Sustainable Leadership with Shalin Desai
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 164: Unlocking Inner Potential: Tools for Sustainable Leadership with Shalin Desai In the Enlightened Family Business Podcast, host Chris Yonker welcomes Shailendra (Shalin) Desai, an engineer and longtime Art of Living teacher who has spent 20 years teaching breathing techniques and meditation in 64 U.S. cities, including Fortune 500 companies. They discuss shifting leadership needs, employee disengagement, and generational differences, emphasizing that calm, regulated nervous systems support trust, connection, and better...
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Wealth Is Wellbeing: Helping Families Flourish with Susan Weingartner
The Enlightened Family Business Podcast
Susan Weingartner has spent more than 25 years working at the intersection of capital and human behavior. Although she grew up as the daughter of a wealth advisor, Susan initially chose a different path. Her career led her through philanthropy, impact investing, sustainable real estate, and capital markets, where she came to understand a powerful truth: wealth is never just financial. It carries responsibility, and when that responsibility remains unspoken, it shapes families in ways they don't expect. As a founder of a family enterprise, former CEO, investor, and leader in philanthropy and...
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You May be Making Decisions in the Dark - Jacques Santucci on Financially Preparing your Business for the Future
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 162: You May Be Making Decisions in the Dark — Jacques Santucci on Financially Preparing Your Business for the Future In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Jacques Santucci, President of Opus Consulting, for a grounded, practical conversation about one of the most underutilized levers in family business: financial leadership. Jacques brings a rare combination of international business experience — from Ernst & Young in France to CFO roles in the US — and 17 years of...
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AI Is Coming Fast — What Family Businesses Should Do Now with Jack Potvin
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 161: AI Is Coming Fast — What Family Businesses Should Do Now with Jack Potvin In this episode of the Enlightened Family Business Podcast, host Chris Yonker is joined by AI product builder Jack Potvin for a fast-moving, practical conversation about artificial intelligence and what privately held and family businesses need to do — right now — to stay competitive. Jack built his AI foundation working on one of the world’s first computer vision models for sports before the rise of large language models, and now dedicates his work to...
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The Family Factor: Why Some Families Survive Conflict and Others Don’t with Doug Baumoel
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 160: The Family Factor: Why Some Families Survive Conflict and Others Don’t with Doug Baumoel In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Doug Baumoel, Founding Partner of Continuity Family Business Consulting and co-author of Deconstructing Conflict, for a deeply honest conversation about what actually tears family businesses apart — and what it takes to hold them together. Doug’s path into this work is personal: he grew up as heir apparent in a thriving multi-generational family...
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The Story Only Your Family Can Tell
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 159: The Story Only Your Family Can Tell with Roy Moëd & Yvette Conn In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Roy Moëd and Yvette Conn, co-founders of Lifebook Memoirs, for a rich conversation about why documenting the stories of family business founders may be one of the most underutilized tools in the entire legacy planning space. Roy’s journey into this work began with a deeply personal moment — repeatedly shutting down his blind father’s stories until it was almost too...
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You Can’t Lead the Next Generation If You’re Not Around For It — Dr. Mark Su on Longevity
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 158: You Can’t Lead the Next Generation If You’re Not Around For It — Dr. Mark Su on Longevity In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Dr. Mark Su, functional and longevity medicine physician, founder of RootSeek Health and True Wellness Clinic in New England, for a wide-ranging conversation on what it actually means to take authority over your own biology. Dr. Su breaks down the three-category framework he uses in his longevity practice — age-related diseases, cellular root...
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The Conversation Your Family Needs to Have Before You Die — with Attorney Don Ford
The Enlightened Family Business Podcast
The Enlightened Family Business Podcast Ep. 157: The Conversation Your Family Needs to Have Before You Die — with Attorney Don Ford In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Don Don Ford III, estate planning attorney and founding partner at Ford Bergner in Texas, for a candid conversation about the estate planning conversations most families are actively avoiding — and what it costs them when they do. Drawing on over 30 years of working with high-net-worth families and business owners, Don shares the real-world consequences of...
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Ep. 149. When Families face Echoes of the Past with Steve Legler
In this episode of the Enlightened Family Business Podcast, host Chris Yonker is joined by Steven Legler, an experienced family business advisor. Together, they delve into the complexities of family business dynamics, focusing on the impact of past events such as divorces, lawsuits, and separations on current relationships and decision-making processes. Chris and Steven discuss the essential components for creating sustainable continuity, including clear communication, inner awareness, family alignment, and evolving governance. They emphasize the necessity of addressing deep-rooted issues through awareness and professional guidance, highlighting the importance of conflict management, personal development, and the role of external advisors in facilitating effective family meetings. The episode serves as a comprehensive guide for families looking to build a cohesive and thriving multi-generational business.
· 02:44 The Importance of Awareness in Family Systems
· 05:07 Steven Legler's Background and Expertise
· 08:46 Echoes of the Past: Family Blowups and Their Impact
· 10:33 Identifying and Addressing Family System Symptoms
· 18:50 The Role of Advisors in Family Dynamics
· 22:06 Building Family Councils for Future Decision Making
· 25:42 Creating Awareness and Addressing Artificial Harmony
· 32:22 Handling Addiction in Families
· 39:01 Creating Safe Spaces for Dialogue
· 41:07 Challenges in Family Meetings
· 42:27 Generational Trauma and Stress
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