Safe Space with Francesco Lombardo
Safe Space is a podcast for Family Business Leaders and Next Gens exploring the financial, human and social capital of family businesses. In each episode, trusted advisor Francesco Lombardo, will share a conversation with a diverse range of guests, offering you practical tools and guidance to help you navigate the unique familial relationships within family businesses.
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Beyond the Trust: Holistic Planning for Generational Wealth
05/26/2026
Beyond the Trust: Holistic Planning for Generational Wealth
Protect your generational wealth by building a stronger foundation. Author Buddy Thomas shares his 50-year roadmap for holistic planning and active family estate planning that unites your legacy. Leaving an inheritance is easy. Passing on a sustainable, thriving legacy is incredibly difficult. Most wealthy and aspirational families spend millions on legal structures and tax loopholes, yet completely neglect the emotional and relational capital required to keep that wealth from dissolving across generations. In this episode of Safe Space, we are joined by veteran wealth strategist and author of Love Wisdom Money, Buddy Thomas. With over five decades of hands-on experience working directly with trustors, trustees, and beneficiaries, Buddy has witnessed firsthand why traditional financial planning fails. He reveals why placing love and wisdom ahead of the actual currency is the only way to meet both your legal and moral responsibilities as a family fiduciary. In this conversation, we solve for: The Currency Disconnect: Why passing down money without passing down the family values that gave it meaning creates a destructive legacy. The Power of Holistic Planning: How to engage in deep financial and estate planning that actively protects your family's relational health. Continuous Family Engagement: Practical frameworks to keep the next generation involved in ongoing conversations about wealth, fostering true alignment and cohesion. If you are a "Family Champion" or a leader managing a family office, Buddy’s grounded, story-driven guidance provides a blueprint for true succession planning. It's time to stop looking at your legacy as a math problem and start building a generative ecosystem that safeguards your family's true wealth for decades to come. Connect with me here: • • • •
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Leading Family Business Succession with Self-Compassion
05/12/2026
Leading Family Business Succession with Self-Compassion
Stop letting self-criticism ruin your family business dynamics. Leadership coach Massimo Backus explains how self-compassion and emotional intelligence create a more resilient succession plan. Why do so many family business leaders feel like they have to choose between being a "strong boss" and a "loving family member"? Often, the pressure to maintain a multi-generational legacy leads to a culture of overcontrol and self-pressure that actually stifles growth. In this episode of Safe Space, we sit down with leadership strategist and author of Human First, Leader Second, Massimo Backus. With a deep background in organizational psychology, Massimo helps us dismantle the internal narratives and inherited behaviors that often plague family enterprises. We move past the technical side of governance to look at the "inner work" required to sustain a healthy family office. In this conversation, we solve for: The "Overcontrol" Trap: Why founders struggle to delegate and how to shift from controlling the work to developing the people. Emotional Resilience: Using mindfulness and self-awareness to navigate high-stakes family dynamics without burning out. Building a Flourishing Culture: How replacing self-criticism with self-trust allows the next generation to step into their own leadership with confidence. Whether you are navigating a difficult succession or simply trying to improve family relationships within the business, Massimo’s story-driven approach offers a practical roadmap. It's time to stop doing the work for your people and start leading with the clarity and humanity that your legacy deserves. Connect with me here: • • • •
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Unlocking Procrastination: Emotional Roots and Family Strategies
04/28/2026
Unlocking Procrastination: Emotional Roots and Family Strategies
Stop letting procrastination stall your family business succession. Dr. Moira Somers explains the neuroscience of avoidance and how to master emotional regulation for better family governance. Why do the smartest families avoid the most important conversations? Whether it’s succession planning, wealth transition, or conflict resolution, the "fault lines" in a family business usually aren't financial—they’re neurological. In this episode of Safe Space, we sit down with neuropsychologist and family wealth consultant Dr. Moira Somers. As the author of Advice that Sticks, Moira has spent her career studying why high-net-worth families often know what to do, yet fail to do it. We dive deep into the psychology of procrastination and avoidance, moving past the "just do it" advice to understand the fear and anxiety that keep families stuck. We solve three core problems in this conversation: The Avoidance Trap: Why your family "forgets" to talk about the future and how to break the cycle of procrastination. Facilitating the Hard Stuff: A pragmatic roadmap for hosting difficult family conversations without ending in emotional shutdowns. The Trust Factor: How emotional regulation and behavioral economics can be used to build a stronger foundation for family enterprise governance. If you are a "Family Champion" or a leader in a family office struggling with a stalled transition, Moira’s grounded approach offers a way to bring about positive change. It’s time to move from "misconduct" and "fault lines" to a future built on trust and strategic clarity. Connect with me here: • • • •
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Inheriting a 70-Year-Old Family Business: Embracing Change with 3rd Gen Leadership
04/14/2026
Inheriting a 70-Year-Old Family Business: Embracing Change with 3rd Gen Leadership
How do you modernize a 70-year-old family brand without losing its soul? Marshall Rabil, CEO of Hubs Peanut Company, joins Safe Space to discuss family business succession, co-create a family legacy and innovation strategy. Connect with me here: • • • •
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Stewardship, Values, and Reconciliation
03/31/2026
Stewardship, Values, and Reconciliation
In this episode, Francesco Lombardo sits down with Karen Alko, a fourth-generation steward of ABC Recycling and her role as a "family champion" for governance and legacy. As a 2025 Transformational Women in Family Business Award recipient, Karen discusses how she integrates core family values into long-term strategy and the importance of next-generation planning. The conversation explores her efforts in fostering community relations and social impact, including her leadership in Indigenous reconciliation and staff education. Connect with me here: • • • • https://veritage.ca
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The Relentless Family Champion
03/17/2026
The Relentless Family Champion
In this episode, Francesco Lombardo interviews Anthony Contrucci, a fifth-generation member of a family business, Centier Bank. They discuss the concept of a 'family champion'—a person who plays a crucial role in preserving family legacy and navigating the complexities of family dynamics. Anthony shares his personal journey, the challenges he faced, and the importance of emotional cohesion and governance in family enterprises. He emphasizes the need for passion, support, and continuous learning for those stepping into the role of a family champion. Connect with me here: • • • •
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The Emotional Landscape of Parenting
03/03/2026
The Emotional Landscape of Parenting
In this episode, Francesco Lombardo speaks with parenting expert Manu Brune about the complexities of parenting, especially in wealthy families. They discuss the challenges of navigating emotional intelligence, entitlement, and the importance of compassion in parenting. Manu emphasizes the need for parents to teach their children how to handle uncomfortable emotions and the role of grandparents in fostering emotional development. The conversation also touches on reframing guilt and shame in parenting, highlighting that relationships can heal through presence and awareness. Connect with me here: • • • • https://veritage.ca
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Intentionally Investing in Family Closeness
02/17/2026
Intentionally Investing in Family Closeness
In this episode of Safe Space, Kunal Amalean shares insights on the dynamics of family businesses, emphasizing the importance of closeness among family members. He discusses how his family maintained strong relationships despite geographical distances and the intentional efforts made to ensure emotional intimacy across generations. Kunal highlights the return on investment of fostering closeness, not only in terms of family harmony but also in business success. He concludes with advice for future generations on the significance of understanding oneself and others within the family context. Connect with me here: • • • •
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Passion and Stewardship in Winemaking with Véronique Sanders
02/03/2026
Passion and Stewardship in Winemaking with Véronique Sanders
In this episode of Safe Space, host Francesco Lombardo welcomes Véronique Sanders, the steward of Château Haut-Bailly, a prestigious Bordeaux winery with a rich history dating back 800 years. Véronique shares about the complexity of her family’s history with the business, emphasizing the emotional connection she has with the land and the importance of passion in winemaking. She discusses the responsibilities that come with being a custodian of the estate, highlighting the need to preserve its legacy for future generations while adapting to modern challenges such as climate change and shifting consumer habits. Throughout the conversation, Véronique reflects on the evolving landscape of the wine industry, particularly the changing drinking habits of younger generations. She believes that while studies suggest a decline in wine consumption among youth, personal experiences reveal a different narrative. The episode concludes with Véronique offering valuable advice to both current and future generations, urging them to stay curious and authentic while embracing their roles as stewards of their family legacies. Connect with me here: • • • •
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Navigating Family Dynamics: Beyond Binary Thinking
01/20/2026
Navigating Family Dynamics: Beyond Binary Thinking
In this episode of Safe Space, Daniel Trimarchi and Francesco explore the often-unspoken complexities of family dynamics, particularly the tendency toward binary thinking (right or wrong, in or out, success or failure) that can quietly limit relationships within enterprising families. Daniel challenges this mindset by inviting families to recognize the “gray space,” where nuance, curiosity, and empathy create room for deeper connection, better decision-making, and unexpected opportunities. Drawing on more than 16 years of global experience advising business families, family offices, and high-net-worth individuals, Daniel shares how governance frameworks, clear communication, and accountability can help families navigate complexity without losing trust or emotional safety. As National Lead for Family Dynamics & Governance at KPMG Australia and a member of KPMG’s Global Centre of Excellence for Family Business, he brings a rare blend of academic insight and practical application to conversations about change, conflict, and continuity. Throughout the episode, Daniel emphasizes that embracing complexity—rather than avoiding it—can unlock creativity, strengthen relationships, and support more sustainable family enterprises across generations. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • • • https://veritage.ca
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The Fulfillment Journey: Beyond Happiness
01/06/2026
The Fulfillment Journey: Beyond Happiness
In this episode, Marc Kielburger unpacks the difference between happiness and fulfillment, explaining why fulfillment is a deeper state of being that shapes how we experience the world. He reflects on stepping off the “happiness treadmill” and what it means to build a life rooted in purpose. Marc draws on more than 30 years as a social entrepreneur, advising global leaders and co-creating movements that inspire meaningful impact. A Harvard and Oxford graduate and Rhodes Scholar, he has worked with changemakers like Richard Branson, Oprah Winfrey, and Sheryl Sandberg. He is the co-founder of Legacy+ and Realize the Dream, and blends longevity science with emotional wellness through Unlimited Life. As co-host of the My Legacy Podcast and iHeart radio show, Marc continues to explore what it means to live a fulfilled life. Connect with me here: • • • •
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The Family Office and Managing Family Dynamics
12/09/2025
The Family Office and Managing Family Dynamics
On this episode of Safe Space, Francesco is joined by Brad Scott, Founder and Managing Director of EWM Group in Brisbane, Australia, and a pioneer of the Australian Multi-Family Office industry. The conversation begins with a retrospective on the Family Office field in Australia over the past 20 years, examining how it has changed and what to expect with the next generation. The discussion then delves into the critical role of family offices in managing family dynamics and emotional challenges, emphasizing that while investment strategies are important, the emotional aspect is paramount for the success of family wealth management. Connect with me here: • • • •
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The Power of Generational Perspectives
11/25/2025
The Power of Generational Perspectives
In this episode of Safe Space, Francesco sits down with Dr. Megan Gerhardt to explore the power—and complexity—of leading across generations. Megan shares why embracing diverse expertise is essential for building high-performing teams, especially within family businesses where generational dynamics often run deep. While it may feel easier to work with people who think like we do, she explains that true productivity and innovation emerge when families intentionally leverage their unique perspectives, experiences, and strengths. Connect with me here: • • • •
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Setting Boundaries and Embracing Communication
10/28/2025
Setting Boundaries and Embracing Communication
In this episode of Safe Space with Francesco Lombardo, Amanda Challen, CEO of Advance Civil Engineering, shares her journey as a next-generation leader in Australia’s construction industry. She opens up about navigating gender dynamics, building self-worth, and the importance of clear boundaries in family business. Amanda’s story highlights courage, authenticity, and the power of open communication in leading with integrity and purpose. 🎧 Tune in to hear Amanda’s insights on leading with integrity, empowering others, and redefining what it means to be a next-generation leader. Connect with me here: • • • •
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When the Family Business Calls
10/14/2025
When the Family Business Calls
In this episode of Safe Space with Francesco Lombardo, Brandi Harleaux, award-winning entrepreneur and second-generation CEO of South Post Oak Recycling Center, shares her journey from leading teams at Fortune 100 companies — including Target, Northrop Grumman, and Disney — to stepping into her family business. Brandi reflects on her decision to pursue an MBA while working full-time at Disney, and how education and real-world experience gave her the tools to navigate the complexities of joining a family enterprise. She also discusses the importance of preparation, financial literacy, and purpose-driven leadership — lessons that continue to guide her at the helm of SPORC, where she leads with a philosophy of taking care of your people and positively impacting the community. 🎧 Listen now to hear Brandi’s insights on growth, courage, and redefining what leadership looks like in the next generation of family business. Connect with me here: • • • •
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Navigating Wealth and Relationships
09/30/2025
Navigating Wealth and Relationships
In this episode of Safe Space, host Francesco Lombardo speaks with wealth coach Kelly Willis Green about the emotional and psychological aspects of money. They explore Kelly's journey into wealth coaching, the dynamics of marrying into wealth, and the importance of understanding one's relationship with money. The conversation delves into the impact of childhood beliefs on financial behaviors, the connection between money and relationships, and the significance of curiosity in fostering innovation and personal growth. Kelly shares insights on transforming money history into intentional money management and discusses various money archetypes that influence financial behaviors. Connect with Kelly: • • Connect with me here: • • • •
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The Importance of Intentionality in Relationships
09/16/2025
The Importance of Intentionality in Relationships
In this episode, Francesco Lombardo speaks with Robert and Kaylee Fukui about their journey as business consultants who help family businesses thrive while maintaining healthy marriages. They discuss the importance of balancing work and family life, overcoming guilt in parenting, and creating intentional relationships. The Fukuis share personal stories and practical advice on how to foster communication and connection within families, emphasizing the need for emotional security alongside financial stability. Connect with Robert & Kaylee: https://marriedentrepreneur.co/safespace Connect with me here: • • • •
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The Legacy of Leadership: Insights from James Kerr
09/02/2025
The Legacy of Leadership: Insights from James Kerr
In this episode, Franco interviews James Kerr, author of 'Legacy', exploring the profound lessons on leadership derived from the New Zealand All Blacks rugby team. They discuss the importance of character, culture, and values in leadership, the concept of leaving a legacy, and the intergenerational aspects of family businesses. Kerr emphasizes the significance of vulnerability, the role of external coaching, and the power of language in teams. The conversation also delves into the essential role of love in creating a nurturing environment for growth and performance. Connect with me here: • • • • https://veritage.ca
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Transforming Trauma into Triumph
06/24/2025
Transforming Trauma into Triumph
In our second episode with Dr. Sandra Primiano, we discuss the nuances of trauma, emphasizing that it is not solely defined by major life events but can also stem from repeated minor experiences. The conversation explores how these traumas shape behaviors and relationships, the importance of self-awareness, and the journey towards transforming learned behaviors. Dr. Primiano highlights the significance of neuroplasticity in changing emotional pathways, the necessity of embracing all emotions, and the power of self-compassion and gratitude in personal development. Connect with me here: • • • •
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The Emotional Landscape of Family Wealth and Navigating Burnout
06/10/2025
The Emotional Landscape of Family Wealth and Navigating Burnout
In this episode of Safe Space, Dr. Sandra Primiano discusses the complexities of mental health, particularly focusing on burnout within the context of family businesses. She explores the various forms of burnout, its causes, and its impact on individuals and systems. The conversation delves into the importance of emotional awareness, the influence of ancestral traditions, and the necessity of mindfulness in daily life. Dr. Primiano emphasizes the power of choice in emotional responses and the significance of understanding one's values for personal transformation. Connect with me here: • • • •
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Navigating New Wealth and Identity
05/27/2025
Navigating New Wealth and Identity
In this episode, Jen Risher shares her journey from a middle-class background to sudden wealth due to unimaginable success for her and her husband early in their careers. She discusses the emotional complexities that come with newfound wealth, including feelings of shame and guilt, and the importance of understanding one's money story. Jen emphasizes the need for open conversations about money to foster connection and purpose, and she advocates for using wealth to create equity and support others. The discussion highlights the significance of vulnerability and listening across generations in family businesses. Connect with me here: • • • •
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Empathy in Family Wealth Transfer
05/13/2025
Empathy in Family Wealth Transfer
In this episode, Francesco Lombardo and Dave Specht discuss the dynamics of family businesses, focusing on the importance of empathy, communication, and understanding between generations. They explore how the rising generation is often misunderstood and the need for them to find their own identity separate from family expectations. The conversation emphasizes the significance of relationships over financial capital and the necessity for open dialogue about wealth transfer and family dynamics. They also touch on the evolving landscape of financial advisory services and the importance of catering to the needs of the rising generation. Connect with me here: • • • •
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Legacy of Values: The Carvajal Family Business
04/29/2025
Legacy of Values: The Carvajal Family Business
In this episode, Francesco Lombardo interviews Ana Maria Guerrero Carvajal, a sixth-generation leader of the Carvajal family business in Colombia. They discuss the importance of family values in sustaining a business across generations, the role of innovation in adapting to market changes, and the initiatives taken to foster entrepreneurship within the family. Ana Maria emphasizes the significance of living the values they preach, showcasing how the family actively engages in social responsibility and community development. The conversation concludes with advice for future generations on maintaining integrity and commitment to social prosperity. Connect with me here: • • • •
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Navigating the Complex World of Family Offices and Family Wealth
04/15/2025
Navigating the Complex World of Family Offices and Family Wealth
In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes. Connect with me here: • • • •
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Wealth Education for Future Generations
04/01/2025
Wealth Education for Future Generations
In this episode, Vicki Furnish of Wellspring Family Group shares her insights on managing family dynamics within a family business, particularly focusing on the transition to a single family office. She discusses the importance of educating the next generation about wealth, fostering motivation, and the necessity of open communication. Vicki emphasizes the role of emotional intelligence in navigating family relationships and the impact of creating safe spaces for discussions. The conversation highlights the balance between business responsibilities and family connections, ultimately aiming to leave a lasting legacy for future generations. Connect with me here: • • • •
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Creating a Meaningful Legacy with Craig Kielburger
03/18/2025
Creating a Meaningful Legacy with Craig Kielburger
In this episode, Francesco Lombardo interviews Craig Kielburger, a renowned social entrepreneur and co-founder of WE Charity. They discuss Craig's journey from starting Free the Children at a young age to his collaboration with Oprah Winfrey, which significantly impacted his work in social impact. The conversation delves into the concept of legacy, exploring how families can create meaningful legacies and the importance of self-reflection and accountability in this process. They also touch on the emotional traditions that families pass down, both positive and negative, and how these affect future generations. In this conversation, Franco and Craig explore the intricate journey of writing a book, the importance of questioning the status quo, and the concept of permacrisis. They discuss the significance of internal peace, connection, and the legacy one leaves behind. The dialogue emphasizes the need for personal growth and the impact of service to others, culminating in advice for future generations on prioritizing meaningful connections and values. A dedicated husband and father of three, Craig Kielburger is a globally recognized social entrepreneur who has spent over 30 years empowering individuals to find their purpose and make a difference. As co-leader of Legacy+, he guides organizations and individuals in building impactful movements and legacy projects. His journey began at age 12 with the founding of Free The Children, a movement that inspired global youth activism and positively impacted over a million lives. The author of 10 books, including "What Is My Legacy?" (co-authored with Martin Luther King III), he also co-hosts the "My Legacy Podcast & Syndicated Radio Show" and serves as Chancellor of Legacy College in Kenya. His commitment to youth development continues through his co-founding role at the Dalai Lama Center. His extraordinary contributions have been recognized with The Order of Canada, the Nelson Mandela Freedom Medal, and 15 honorary degrees. Learn more about Legacy+ by visiting Connect with me here: • • • • https://veritage.ca
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Building Trust to Ensure Sibling Unity
03/04/2025
Building Trust to Ensure Sibling Unity
In this episode of Safe Space, the Fidanza siblings—Paolo, Adrian, and Carmen—share their journey of navigating the complexities of family dynamics after the sale of their family business, Salerno Dairy. They discuss the identity crisis they faced, the importance of self-discovery, and how they transformed their relationships through trust and emotional intelligence. The siblings emphasize the significance of changing their mindsets about money and the value of investing in themselves as individuals and as a family unit. They offer insights and advice for others in similar situations, highlighting the importance of open communication and personal growth within family businesses. Connect with me here: • • • • https://veritage.ca
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The Power of Vulnerability in Personal Growth
02/18/2025
The Power of Vulnerability in Personal Growth
In this episode of Safe Space, host Francesco Lombardo speaks with personal coach, therapist, and healer, Ashley Best. Ashley shares her journey from being a CPA to embracing her true self and helping others do the same. The conversation delves into the importance of listening to one's internal compass, the courage to be vulnerable, and the significance of self-love. They discuss the shift in family offices towards recognizing human capital and the impact of shame on personal and familial relationships. The episode concludes with practical advice for the next generation on embracing change and leading with the heart. ------------------------------------------------------------------------------------------ Ashley Best is a former CPA who chose to follow her heart and internal compass, embarking on a journey to discover her true identity beyond family systems and societal programming. With over 15 years of experience, she has evolved into a therapist and intuitive healer, blending analytical expertise with a deep understanding of human potential. As the founder of Mindset Capital, Ashley’s work stems from a passion for developing mindset and human capital. She partners with next-generation leaders and family offices to cultivate personal growth and financial alignment through strategic insight, mindfulness, and healing modalities. Ashley empowers her clients to make confident, purpose-driven decisions by helping them tap into their intuition and access their authentic potential to create lasting impact in their lives and businesses. Veritage Promo: With three sessions, we create space to feel grounded, develop trust, and unlock clarity. Regular Price: $675 for 3 sessions ($225 each)Special Offer: $500 for 3 sessions (save $175) ------------------------------------------------------------------------------------------ Connect with me here: • • • •
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You Can’t Read The Label of the Jar You Are In
02/04/2025
You Can’t Read The Label of the Jar You Are In
In this episode, Franco interviews family business advisor and co-author of , Russ Haworth, who shares insights from his work with family businesses and the rising generation. They discuss the importance of understanding family dynamics, the quest for legitimacy, and the emotional aspects of succession planning. Russ emphasizes the need for individuals to explore their identity and purpose while navigating the complexities of family businesses. The conversation highlights the shift towards recognizing emotional needs in business relationships and the significance of connection within families. Connect with me here: • • • •
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Nourishing Traditions: The Link Between Food, Family, and Health with Agathe Holowatinc
01/21/2025
Nourishing Traditions: The Link Between Food, Family, and Health with Agathe Holowatinc
In this episode of Safe Space, host Francesco Lombardo engages with Agathe Holowatinc, Founder of FUELLED, to explore the significance of nutritional traditions and their impact on health and behavior. They discuss practical steps for making healthier food choices, the rise of food allergies, and the importance of understanding food values. Agatha shares insights on how to empower oneself to make better dietary decisions and offers advice on maintaining a healthy lifestyle while honoring family traditions. Connect with me here: • • • • Guest Bio: Agathe Regina Holowatinc, BA, MLIS, INHC (she/her) (pronounced Agatha) Agathe Holowatinc is Founder and Director at FUELLED Ultimate Health & Nutrition Ltd., a Certified Integrative Nutrition Health Coach & Consultant, professional researcher, published author, former private chef, healthy cooking masterclass instructor & Ayurveda enthusiast. She is on a mission to get high performance professionals energized and optimised so that they can bring their absolute best presence, productivity and performance to the companies they work for and also bring the best of themselves to all other aspects of their lives. Agathe is obsessed with human potential and performance and specialises in high-impact, nutrient-loaded, high performance nutrition, preventative health, "Food as Medicine,” cellular health and holistic (“Whole Life”) approaches to elevating your life! Agathe truly believes that vibrant health is our BIRTHRIGHT and she has dedicated her life to helping people achieve just that. Her nutrition coaching and consulting services are ideal for high performance professionals (men and women) who want to enhance their energy and feel powered up and limitless, day in and day out. She brings bold and innovative workplace wellness sessions to companies and also works 1:1 with private clients from around the world. Website: www.fuelledlife.com Connect with Agathe on Linkedin (most active): and IG: FB: YouTube (more coming soon!): @fuelledtv
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