Family Business/Business Family

This episode features interviews with Tauck Chairman Dan Mahar and CEO Jennifer Tombaugh, who discuss their careers and the keys to Tauck’s 100 years of success as a family-owned business. Also, Family Business Contributing Editor Dennis Jaffe talks embracing your family’s evolution and NIX Companies President & CEO Matthew Nix discusses its recent, uniquely structured acquisition of a fellow fifth-generation family business.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Tony Brausen, a veteran former executive and current board director for several major companies (including 2025 Private Company Board of Year honoree Adolfson & Peterson Construction), discusses how family businesses can marry career development and succession planning — and how the board can help. This episode also features an interview with Brian Birdy, leader of third-generation PMI Birdy Properties in San Antonio, Texas, who discusses balancing his family business with his new gig as the southern regional developer of indoor pickleball court franchise Dill Dinkers. This episode also features more of our conversation with previous guests Olivia and Brad Mountz, who recently sold their family business, torque tool manufacturer Mountz Inc., to Snap-On but stayed on as executives at the company.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.

In this episode, brothers Tom Cingari Jr. and John Cingari of Cingari Family Markets talk about the fourth generation’s efforts to spearhead a major rebranding of the 82-year-old family business that is aimed at reaching the modern customer while honoring their family’s legacy.This episode also features part 2 of our conversation with Brandi Harleaux, second-generation CEO of South Post Oak Recycling Center. In part 1, she described her journey from L.A.-based Disney executive to leader of her family’s Houston-based recycling business. In part 2, she discusses what it was like to be a NextGen entering an unfamiliar industry and the support system she leaned on as she grew into her new career in the family business. And Family Business Magazine Contributing Editor Dennis Jaffe rejoins the podcast to discuss his latest column on how advisors can help families maximize the positive impact of their wealth on the world.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.Don’t miss an episode! Follow Family Business/Business Family on Apple Podcasts, Spotify, Amazon Music or wherever you listen to podcasts. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we sit down with John Darby and Dan Doyle of the Beach Company, a Charleston, S.C.-based residential and commercial real estate company celebrating its 80th anniversary this year. Along with that milestone, the company has announced a leadership change: Dan Doyle is taking over the role of president from John Darby, who held the position for 33 years. Doyle is the first non-family leader of the business. In this interview they discuss that transitions process, as well as the history and future of the business.We also chat with Pat Soldano, the president of Family Enterprise USA and the Policy Taxation Group, about the results of FEUSA’s annual survey of family businesses, as well as the tax issues that are top of mind for many family business owners.And Jo LaBorde, corporate concierge at Wekiva Island, an environmentally friendly recreation destination in Longwood, Fla., discusses the skill set she brought to add value to the business her brother founded.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com. Hosted on Acast. See acast.com/privacy for more information.

Matthew Nix, the fifth-generation CEO of Nix Companies, shares insights on evolving a family business from a blacksmith shop into a diversified holding company. He discusses innovative acquisition strategies and the importance of asking for forgiveness rather than permission. Randy Carr, president of World Emblem, talks about restarting their father's business and the complexities of multi-generational leadership. Dr. Michael Silverberg emphasizes the significance of mental health and boundaries in family businesses, linking self-care directly to organizational success.

In the latest episode of the Family Business/Business Family podcast, we sit down with Marshall Klein, president of 100-year-old Klein’s Family Markets, based in Maryland. He discusses the sudden death of his father in a 2019 auto accident, which necessitated Marshall immediately stepping into the president role and trying to keep the family business together while attempting to process his grief. He also talks about keeping his father’s legacy alive through the Klein family’s philanthropy. Also in this episode, we chat with Olivia Reilly-Mountz and her father, Brad Mountz, about the recent sale of their family business, Mountz Inc., to Snap-On Incorporated. They explain what led to their decision to sell and what it’s been like to continue working as executives in a company they no longer own. In addition, we talk with David Savir and Kris Martin of Element Pointe about the many different definitions of “family office” and how families can begin deciding which configuration is best for their needs.This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy. Hosted on Acast. See acast.com/privacy for more information.

David Savir, co-founder of Element Pointe Family Office, shares critical insights on preparing family businesses for sale, emphasizing emotional readiness and legacy-building. Peter Blommer, former CEO of Blommer Chocolate Company, recounts his family's near-takeover experience and the governance improvements that followed. He discusses the tough decision to sell to Fuji Oil, shedding light on navigating transitions. The conversation also touches on the importance of staying nimble in changing markets and enhancing communication within family-owned enterprises.

Join Peter Blommer, former CEO of Blommer Chocolate Company, as he shares how a heartfelt appeal from one family business to another helped thwart a major takeover attempt. Discover Andrew Koenig's insights on utilizing Toyota's management philosophy to revamp CITY Furniture. They also celebrate Bergey's 100 years of community impact, highlighting the significance of teamwork and gratitude in family businesses. This lively discussion emphasizes legacy, innovation, and the power of family values in the competitive market.

In the latest episode of the Family Business/Business Family podcast, Brandi Harleaux, second-generation CEO of South Post Oak Recycling Center in Houston, Texas, discusses her journey from Disney executive to CEO of her family’s recycling business — or, as she likes to say, “from pixie dust to real dust.”We also sit down with Ashley Weinaug, director of marketing for Wekiva Island in Longwood, Florida. A few episodes back, we spoke with Ashley’s dad, Bill, the founder of Wekiva Island, about his decidedly laid-back attitude toward succession planning and preserving his legacy. In this interview, Ashley gives her perspective on one day succeeding her father in running the environmentally friendly island resort alongside her brother and several other family members.In addition, Family Business Magazine Contributing Editor Dennis Jaffe joins the podcast to explain how family councils can prevent stagnation and embrace a cycle of renewal. For more on this topic, check out Dennis' latest column.Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.Don’t miss an episode! Follow Family Business/Business Family on Apple Podcasts, Spotify, Amazon Music or wherever you listen to podcasts. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we sit down with Torri Hawley, a wealth education expert and seventh-generation member of the Vollrath Company, and Peter Begalla, conference chair at MLR Media and founder of JPB Consulting Group. Together, they discuss how family businesses can better solicit honest, actionable feedback from their shareholders. (For more from Hawley and Begalla on this topic, check out their recent article on gauging shareholder sentiment).Also, Christina Sorbara, vice president of corporate knowledge and lead of human resources and corporate responsibility for the Sorbara Group of Companies in Toronto, Ontario, Canada, talks about the challenge of keeping shareholders educated, engaged and informed as the company and family continue to grow.And in part 2 of our conversation with Mayumi Allison, CEO and second generation owner of audio-visual equipment maker Hosa Technology Inc., she tells us what surprised her after taking the helm of the business her father founded. Hosted on Acast. See acast.com/privacy for more information.