Family Business Audiocast

Family businesses are necessary for supporting the global financial ecosystem. Important insights from Martin Roll ✅

The HBS Global Families in Business Conference continues to set the standard for meaningful discussions on family enterprise. With such an impressive lineup of speakers and thought-provoking panels, it’s inspiring to see how this conference fosters connections and insights across generations. Ensuring the success of the next generation while honoring family legacy is a critical conversation. Amazing work by Christina Wing and team! #legacy #nextgen #generationalwealth #familybusiness #familyenterprise

These insights highlight the delicate balance family businesses must strike between tradition and modern governance. Strong governance, transparency, and adaptability are not just best practices—they’re essential for long-term success and legacy preservation. Great takeaways by Lina Chehab #governance #familybusiness #sustainability #familygovernance

📢 Newsletter #42: Global Tax Trends – Strategic Tax Planning for Family-Owned Enterprises In this edition, we examine how evolving global tax policies are reshaping the landscape for family-owned businesses. With increasing regulatory scrutiny and shifting tax structures, proactive planning is essential for preserving wealth, ensuring compliance, and strengthening long-term resilience. We explore key tax trends impacting family enterprises, including digital services taxes, rising corporate tax rates, and stricter inheritance and wealth transfer regulations. As tax policies continue to evolve, understanding these changes and integrating tax planning into broader business strategies is more critical than ever. #familybusiness #familyoffice #taxes #nextgeneration #governance #leadership #excellence #topvoices #entrepreneurship #legacy #business #generation #familybusinesschronicle Follow FBC ➡️ https://lnkd.in/eVk38eVW Subscribe to the newsletter ➡️ https://lnkd.in/gsqhDCyJ R. Adam Smith Johanna Wu Aaqib Gondal Jasmine Ren

Appreciated the honor of the call out by ONE WORLD Investments, an elite private investment advisory firm 👏🏻 thanks!

Updated: 📍 Please join me, live, in the 41st episode of the Family Business Audiocast with Octavian Graf Pilati, a succession strategist and crisis management expert who draws on firsthand experience managing a multi-century family enterprise through fraud and restructuring. + special co host, Monika Nadova Kroslakova of Family Business Center, our dear friends ! 🔆 Born into a centuries-old Austrian business family, Octavian’s perspective on family enterprise was reshaped when a devastating fraud case threatened his family’s tourism and forestry business in 2014. At just 25, he took on a leadership role in crisis management, gaining firsthand experience in the complexities of family governance, succession, and business continuity 🔆 Octavian has since become a sought-after speaker and writer on family business dynamics, specializing in fraud prevention, conflict resolution and preparing NextGen leaders 🔆 Through his speaking and advisory work, Octavian helps business families identify governance vulnerabilities and prepare for sustainable, long-term success The Antifragile Family® ———— Details on the event: 🎙️ 💫 When: Friday, March 7 9:00am EST | 8:00am CST | 7:00am MST | 6:00am PST 💫 Where: LinkedIn, X or YouTube Live 🔗 LinkedIn: https://lnkd.in/eHrS-fne 🔗 X: https://lnkd.in/erTYN7Qb 🔗 YouTube: https://lnkd.in/eYsdGAKh _______ Family Business Audiocast - founded 2022 - includes guest experts in the family office, family firm, and family enterprise ecosystem. Family business is more than just a business…. it is a powerful and important ecosystem where family personal and professional dynamics intersect with business, wealth, philanthropy, purpose and legacy. ____ Note: Registration required. Event may be recorded. *After registration, click "view event". Please add event to calendar* Event link is live available exactly 15 mins prior to event. Produced and created by R. Adam Smith ____ Subscribe to our proprietary family enterprise newsletter and on the look out for our periodic expert contributor series. ——- Opinions presented on this audio-cast are personal, and do not represent the positions of speakers’ or guests’ organizations. #familyoffice #leadership #nextgeneration #succession #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #businesssucession #wealthmanagement #family #generationalwealth #philanthropy #familyfirms #audiocast #fba Jasmine Ren Johanna Wu Aaqib Gondal Monika Nadova Kroslakova Family Business Center The Antifragile Family® Family Business Center

Earlier on the Family Business Audiocast... 💭 In this clip of Episode 35 of the Family Business Audiocast with Robert (Bobby) Stover Jr., America's Family Enterprise and Family Office Leader at EY, we break down the four essential pillars that support the longevity and success of multigenerational family enterprises. He explores the critical elements that must work together to create a resilient and thriving family business. — The Four Pillars ✅ Growth Strategy: Larger, more valuable companies have a better chance of sustaining across generations. A strong, forward-looking strategy is essential for long-term success. ✅ Company Capitalization: Understanding how to fund growth is crucial. Many family businesses struggle with financing decisions, especially during economic disruptions. A clear capitalization strategy supports stability and longevity. ✅ Shareholder Liquidity: Balancing the capital needs of the business with the financial needs of family members—lifestyle, estate planning, and generational growth—is essential for avoiding stress during crises. ✅ Generational Transition Strategy: Effective governance over both business operations and family investments ensures a smooth leadership transition. Advisory boards, shareholder councils, and next-gen development must work in parallel for lasting success. Tune in to the full episode for deeper insights into these four foundational pillars and how they can help your family business navigate disruptions and thrive for generations to come! — Enjoy the episode here 🔗 Apple Podcast: https://lnkd.in/eHZ6UvdP Spotify: https://lnkd.in/eKNtMmBZ Amazon Music/Audible: https://lnkd.in/e932z7SJ iHeart Radio: https://lnkd.in/eqpyBYjp Pandora: https://lnkd.in/eEtSBvrv — R. Adam Smith #familyoffice #nextgeneration #familybusiness #familyenterprises #familylegacy #innovation #entrepreneurship #wealthmanagement #generationalwealth #familyfirms #audiocast #fba

The Power (and Challenge) of Family Businesses: A Legacy Worth Reinventing Family businesses are the backbone of the global economy—accounting for over 60% of GDP in many countries. But what makes them thrive across generations? And why do so many struggle beyond the third generation? There’s an old saying that wealth and success rarely last more than three generations. The founder builds, the second generation expands, and the third often faces decline. But the businesses that break this cycle have a few key traits: 🔹 Clear Governance: Family dynamics can be tricky. The best businesses treat governance like a professional company, balancing family loyalty with structure and accountability. 🔹 Adaptability Over Tradition: Legacy is important, but businesses that thrive across generations are willing to reinvent themselves—new markets, new leadership, new technology. 🔹 Defined Roles: Mixing family and business can create blurred lines. Successful families clearly separate ownership, management, and personal relationships. 🔹 Next-Gen Leadership: The best family businesses don’t just pass the torch; they prepare the next generation to lead with fresh skills, global perspectives, and entrepreneurial thinking. Some of the world’s most successful brands—like Walmart, BMW, and Samsung—are family-run. What keeps them ahead? A balance between heritage and innovation. #familyenterprise #familybusiness #nextgenleadership #successionplanning #succession #legacy #governance

Such an important reminder! Conflict is inevitable, but a plan ensures it strengthens rather than breaks us. Preparation builds trust and resilience. Great insights by Elizabeth Bagger

Congratulations to Kimberly Eddleston 🎉 . Grateful for your work at FamilyBusiness.Org