The Business of Family

Money and family is messy.  If you leave things unsaid (or even undocumented) you are setting up your family for a volcano of emotions at a time they don't need the added stress.  Join me as I chat with Sandra Pollock, author of Don't Leave a Mess and founder of Trimaran Advisory, about the complexities and importance of making sure your family is aware of your wishes and they are documented. If you are looking for more information, please reach out to Sandra at sandy@trimaranadvisory.com   Thank you to Graham Henderson from the London Chamber of Commerce for this episodes outro.

Perhaps the most complicated of the 3 cicles is the business circle.  Let's dive into the complexities of navigating what it means to be in the business circle of a family business.  Join me as  I chat with Lori Collins, a business integrator, on the complexities of working in a family business, but not being a in the family. 

What makes a business a Family Business?   When does a business go from paying the bills to supporting your family for generations to come?   Can advisors and the financial industry also be a family business?   Join me while I chat with Martha Macdonald, a wealth advisor from the Douglas Macdonald Wealth Management Group at National Bank about her journey to joining her Father in his practice.   Thank you to Greg Langford from Buss Business Solutions for providing this episodes outro.

Have you ever wondered WHY you do what you do?   In a Family Business, you have FAMILY and BUSINESS that you must mesh together- this can be complex and stressful.   Join me while I chat with Brett Thompson,  a Print certified communication consultant as we chat about the benefits of using the Print Assessment tool within a Family Business.

You don't ever plan to build a successful Family Business- it just happens! Have you ever felt alone when struggling through your family business dynamics? Join me as I chat with Terry & Justine Zavits, a mother-daughter duo that grew, transitioned, and sold their business to become, Zavits Insurance & Wealth- a HUB International Company.   Thank you to Jared Zaifman of the London Home Builders Association for providing this episodes outro!

Have you ever felt like you needed a psychologist to sift through all the family's dirty laundry? How do you even bring in a professional to help work through the complicated issues that family businesses face?   Join me as I chat with Dr. Donna Marino, Family Psychologist and Executive Coach about overcoming the complicated dynamics to make sure the family and the business are aligned and thriving.

Communication Tools aren't just personality tests- they help to identify how someone can achieve the most out of their time.   Kolbe Assessment looks at how people take action when given a task.   Join me as I dive deeper into the benefits of Kolbe Assessments with Brett Thompson, a Kolbe Certified Consultant.

Have you ever looked at your business from the 3 different perspectives?   If you took a step back and looked at the business from a different perspective, would you make the same decisions? Would you be able to communicate better with the key family members that make your business run?Join me while I chat with Chis Delaney, where we explore the business, family and ownership circles and how they can communicate effectively with each other. Chris is a Trust and Estate Practitioner, Lawyer and author of The Naked Opus.

There are 3 Circles of a family business: Family, Business and Ownership. These circles intertwine. Your place in this model influences your perception of the business and the family.   What is it like to sit in the family circle, but not be in the family business?   Join me while I chat with Caverleigh Tuer, my daughter-in-law, who has been surrounded by family businesses her whole life and her perspective of supporting without joining them.

Communication is hard. The dynamics of a family are hard. When you add in the complexities of a family business it can be a recipe for disaster.   Join me as I welcome back Brett Thompson, a communication guru, while we chat about what communication tools can help with keeping family and business members on the same page and the benefits of introducing them into your family business.