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Explore every episode of the podcast The Family Business Podcast

Dive into the complete episode list for The Family Business Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Navigating Wealth and Loss with Sharon Foulston09 oct. 202600:54:01
Summary

In this intimate conversation, Sharon Foulston shares her profound journey through wealth, loss, and the search for identity. Her story resonates deeply, especially for those who have experienced the complexities of sudden wealth and the emotional turmoil that can accompany it.

The Impact of Sudden Wealth

Sharon's life changed dramatically at the tender age of 10 when her father's successful business made them millionaires overnight. Moving from a cozy housing estate to a mansion in the countryside, she became acutely aware of the lifestyle changes that wealth brought. However, the transition wasn't entirely positive.

Tragedy then struck when Sharon's father died unexpectedly in a motor racing accident on her first day at university. This loss not only shattered her family unit but also left lasting scars on her identity

In this episode, we delve into the complex interplay of wealth, identity, and loss. Sharon’s insights offer valuable lessons for anyone navigating the challenges of family dynamics in the face of sudden wealth or loss.

Key Topics

Inheritance and early wealth impact

Dealing with the loss of a parent at 17

The role of sailing and nature in personal growth

Managing identity and purpose beyond wealth

Lessons on resilience and facing fears

The importance of self-awareness and values

Links - https://www.sharonfoulston.com/

Book - https://amzn.eu/d/0fHmhUqs

The Great Survivors: What Britain's Oldest Family Businesses Can Teach Us23 sept. 202600:49:11

The Great Survivors: What Britain's Oldest Family Businesses Can Teach Us, with Nigel Cope

Russ is joined by Nigel Cope, former City Editor of The Independent and long-serving communications lead at a FTSE 100 company, to discuss his new book, The Great Survivors. Nigel visited twelve of the UK's longest-standing family businesses, speaking to family members across generations and non-family staff, to understand how they have lasted a century or more and what the rest of the business world might learn from them.

In this episode:

  • Why family businesses, despite numbering around five million and employing some fifteen million people in the UK, remain underreported and underappreciated (02:00)
  • How sector-based representation and a preference for keeping a low profile keep the family business model out of the national conversation (05:13)
  • The inheritance tax changes and why the "farmers' tax" framing missed the wider family business impact (07:21)
  • The case for more family business ambassadors, and the idea of being "1-0 up before you start" in communications (13:43)
  • How the twelve businesses were chosen: at least 100 years old, fourth generation or beyond, and a spread of sectors, sizes and regions (20:58)
  • Challenging the myth of the sleepy family firm, with examples of innovation from Barbour, Stephen Walters and Berry Bros. & Rudd (27:02)
  • Common traits: intergenerational thinking, cautious finance, deep community roots and a broader definition of success (31:17)
  • Proximity of ownership, visible owners and the stability it creates for employees and communities (33:54)
  • What family businesses could contribute to the debate on growth "in every postcode" (42:43)

Businesses featured in the conversation:

R.J. Balson & Son, C. Hoare & Co., Shepherd Neame, Berry Bros. & Rudd, Lock & Co. Hatters, Samworth Brothers, Timpson, Barbour, Stephen Walters & Sons and Walker's Shortbread.

Nigel's key takeaway:

Family businesses are collectively bigger, more important and more successful than most people realise, and their approach to doing business deserves closer examination.

Links:


Living Your Values09 sept. 202601:01:44
Living Your Values

With Dr Dennis Jaffe and Dr Cynthia Scott

What if your family's values are not the tidy list on the wall, but something far messier and far more powerful?

In this episode, Russ sits down with Dr Dennis Jaffe and Dr Cynthia Scott, married co-authors of Living Your Values, the follow-up to their groundbreaking 1993 work on values in families and organisations. Between them they bring decades of research into resilience, culture change, and what actually holds hundred-year family businesses together.

The conversation gets straight to the point Dennis and Cynthia have built their careers on: values are not words, they are actions. A word like "respect" or "integrity" on a poster tells you nothing until someone can point to a story that shows what it actually looks like in practice.

Highlights include:

  • Why Dennis's research into hundred-year, multi-generational family businesses found one answer, far above any other, for what kept them together
  • The difference between legacy values, current values, espoused values and aspirational values, and why families so often confuse them
  • Why picking five values "out of a hat" is the least effective route any family or organisation can take
  • The personal values pyramid: why understanding your own values has to come before a family can agree on shared ones
  • How storytelling, not word lists, is what makes values genuinely stick across generations
  • Why healthy families do not need identical values, and how diversity within a family can be a source of strength rather than division
  • What it really means to be a "values champion", and why that question produces far richer conversations than simply asking "what are our values?"

This is a conversation about doing the harder, more honest work of turning belief into behaviour, and why that work never really finishes.

Links

Get the book: Living Your Values: Connecting Personal, Family, and Organizational Values to Build Purpose and Clarity

Learn more about Russ and The Family Business Partnership: familybusinesspartnership.com

New Episodes Coming...08 sept. 202600:06:12
We're Back

A short one from Russ

It's been about nine or ten months since the last episode, and Russ is putting his hand up to that. No excuses, just a quick reintroduction to let you know the Family Business Podcast is coming back.

In this brief trailer episode, Russ shares:

  • A candid acknowledgement of the gap, and why now felt like the right time to restart
  • The plan going forward: a new episode roughly every couple of weeks
  • A preview of what's coming, starting with an interview with Dr Dennis Jaffe and Dr Cynthia Scott, authors of Living Your Values
  • A request: if you haven't already, hit subscribe and leave a five-star review. It genuinely helps the show reach more families who need it

Short and sweet this one. The proper conversations start again very soon.

Links

Learn more about Russ and The Family Business Partnership: familybusinesspartnership.com

Wealth as Wellbeing & Wellbeing as Wealth12 déc. 202501:02:24

A Conversation with Jay Hughes and Martin Stepek

This episode is one of the most profound and far-reaching conversations we have ever shared on The Family Business Podcast. Joined by the legendary James E. Hughes Jr. and my colleague Martin Stepek, we explore the idea that wealth, at its deepest level, has always meant wellbeing, and that wellbeing itself is a powerful form of wealth.

What follows is a conversation that ranges widely yet remains grounded and practical. We delve into the origins of the word wealth, the anthropology of thriving families, the nature of aspiration and spiritual capital, and the lived realities of generational transition. Jay brings six decades of experience advising families worldwide, while Martin offers a deeply personal perspective from growing up in a complex multigenerational enterprise. Together, the conversation becomes a rare blend of wisdom, honesty, and humanity.

Across the hour, we discuss themes that lie at the heart of flourishing family enterprises:


• Why the original meaning of wealth still matters today


• How families can create environments where wellbeing is treated as a core asset


• The importance of joint decision-making and the shift required when a founder’s energy becomes a family system


• The five capitals and why financial capital is the least powerful without the others


• Welcoming, lineage, and the conditions that encourage rising generations to stay engaged


• How families can cultivate a culture of care, curiosity, and responsibility


• Why plays, not plans, may offer a better way to think about the future

This conversation is not technical. It is not formulaic. It is an exploration of what it means for families to thrive across generations, delivered with clarity, compassion, and occasionally breathtaking insight.


If you advise families, lead a family enterprise, or are part of one, this episode offers a chance to step back and reflect on the deeper forces that shape continuity, connection, and fulfilment. It is a reminder that family enterprise is, at its essence, a human endeavour.


A must-listen for anyone seeking to understand the true nature of wealth and the foundations of long-term family flourishing.

Creating an Empowered Ownership team21 nov. 202500:22:24
Summary

In this episode of the show I bring together what we have covered in the series so far. We further explore the concept of Empowered Ownership, emphasising its distinction from authority and the importance of clarity in decision-making.

It highlights how aligned ownership can lead to successful governance and family relationships, while misaligned ownership poses risks to continuity.

Ownership Masterclass

On the 2nd December I am hosting an online Masterclass exploring the topic of Empowered Ownership in which we'll cover the key aspects discussed in this series in greater depth with the opportunity to ask questions.

By the end of the session, you’ll leave with:

  • A Pre-Gift Conversation Checklist – what to discuss, and what’s too important to skip
  • A clear conversation model to bring structure and confidence to potentially awkward discussions
  • Language and framing tools that keep dialogue constructive, not confrontational
  • A method to align expectations across generations without creating false harmony
  • Confidence that your family is genuinely on the same page

Sign up for the Masterclass here:

https://www.bhavana.familybusinesspartnership.com/p/Ownership

Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Why Ownership needs its own space14 nov. 202500:29:01

Summary

In this episode, Russ Haworth discusses the importance of ownership in business strategy and the need for clear roles and alignment among owners. He emphasizes the significance of preparing future generations for ownership and ensuring healthy relationships with management teams.

Links

The Four Room Model - https://banyan.global/spotlight/the-four-room-model/

Episode with John Davis discussing The Three Circle Model - https://fambizpodcast.com/episode43/


Assessment - https://familybusinessassessment.scoreapp.com


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Values - What you Say vs What you Do07 nov. 202500:24:45

Summary

In this conversation, Russ Haworth explores the intricate relationship between family values and the underlying needs that drive them. He emphasises that when families disagree over values, they are often expressing unmet or conflicting needs.

For instance, valuing loyalty may indicate a need for security, while valuing freedom may reflect a desire for autonomy. This understanding can transform family dynamics and improve communication.

Takeaways

When you say you value loyalty, you're expressing a need for security.

Valuing freedom indicates a need for autonomy.

Disagreements over values often stem from unmet needs.

A founder's value of hard work may hide a need for control.

Next-gen family members may value creativity for self-expression.

Understanding these needs can change family conversations.

Neither perspective is wrong; they reflect different positions.

Values are often a reflection of deeper needs.

Communication improves when we understand underlying needs.

Recognising generational differences can enhance family dynamics.


Article Links



Assessment and Blog Links



Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Creating a Shared Vision31 oct. 202500:23:56
Summary

In this conversation, Russ Haworth discusses the complexities of shared ownership in family businesses, emphasising the importance of individual fulfillment and the need for a collective vision that respects diverse goals. He highlights that alignment in ownership does not require uniformity, but rather a common understanding of how the business can support each family member's aspirations.

Takeaways

Families often feel pressured to have the same dreams or goals.

Alignment in ownership does not mean identical understanding.

Respecting individual fulfilment is crucial for collective success.

A clear ownership vision helps guide family businesses.

Finding common ground is essential for effective collaboration.

Individual aspirations can contribute to a stronger collective vision.

Legacy creation is a key aspect of shared ownership.

Honest conversations about fulfillment lead to better outcomes.

Diversity in goals can enhance business support.

Shared ownership requires ongoing dialogue and understanding.

Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

To join our Ownership Masterclass - Register here: https://www.bhavana.familybusinesspartnership.com/p/Ownership

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Why are you in business together?24 oct. 202500:22:10

Summary

In this episode of the Family Business Podcast, Russ Haworth delves into the concept of empowered ownership, emphasising its significance as a foundational principle for family businesses. He discusses the rights, roles, and responsibilities that come with ownership, and how clarity in these areas can lead to more constructive conversations and better decision-making within families. The episode encourages families to explore their understanding of ownership and its implications for their business and personal fulfilment.

Takeaways

  • Empowered ownership is about understanding rights, roles, and responsibilities.
  • Clarity in ownership leads to constructive conversations.
  • Ownership discussions should happen proactively, not just at transition points.
  • Understanding ownership can alleviate feelings of burden and overwhelm.
  • Fulfillment is a key measure of success in family business ownership.
  • Ownership is often an outcome of passion, not the original goal.
  • Families should explore what ownership means to them collectively.
  • Empowered ownership fosters strategic decision-making and stability.
  • Conversations about ownership can unlock significant value for families.
  • Reflecting on ownership can lead to a more fulfilling family business experience.

Chapters

00:00 Introduction to Empowered Ownership

01:27 Understanding Empowered Ownership

05:31 The Importance of Clarity in Ownership

08:12 Challenges of Discussing Ownership

11:26 Exploring Ownership in Family Business

15:42 The Role of Fulfilment in Ownership

17:36 Conclusion and Next Steps

Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

New Beginnings17 oct. 202500:20:20
Summary

In this episode, Russ Haworth introduces a new direction for the Family Business podcast, focusing on real conversations with families rather than interviews with external guests. He emphasizes the importance of relationships, responsibilities, and legacy in family businesses, advocating for a flourishing life both personally and professionally.

The episode outlines the three pillars of mindset, behaviour, and knowledge, and introduces The Ten Principles of Flourishing that will be explored in future episodes, starting with empowered ownership.

Chapters

02:58 Shifting Focus: From Interviews to Real Conversations

04:44 The Concept of Flourishing in Family Business

07:45 Mindset, Behaviour, and Knowledge: The Three Pillars

10:18 Introducing the 10 Principles of Flourishing

15:43 Deep Dive into Empowered Ownership and Future Topics

You can access the Assessment here

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Cultivating a Mindset to Stay the Course27 juin 202500:57:14

In this episode of The Family Business Podcast, we explore two closely connected ideas from the Eightfold Path: Right Mindfulness and Right Concentration — or what we might now call focus.

Mindfulness, when taught well, is a powerful three-part skill: notice, pause, change. It allows us to catch unhelpful thoughts or reactions before they spiral, giving us the space to shift into a wiser frame of mind. But Martin also highlights a crucial point — mindfulness isn’t just about being aware. It’s about being aware skilfully.

Alongside this is the practice of Right Concentration — the ability to hold your attention where it matters, without being pulled off course by distraction, fatigue, or emotion. Together, these two skills help us stay steady — whether we're in a boardroom, around the dinner table, or navigating life’s daily ups and downs.

In a world of constant interruption and overstimulation, this conversation is a grounding one — especially for those in family businesses, where clarity of mind can be the difference between reactivity and wise leadership.


Key Topics:

  • Why mindfulness is more than just “being present”
  • The three-step method: Notice, Pause, Change
  • How to stay focused in a world full of noise
  • The difference between casual awareness and skilful attention
  • Practical tools to reduce mental clutter and strengthen concentration

Want to explore this further?

The Path is a mindfulness-based programme designed specifically for those in or advising family businesses. It offers practical guidance grounded in ancient wisdom, helping you build clarity, resilience, and better decision-making.


Learn more at https://familybusinesspartnership.com/thepath/

The Energy Behind Lasting Change26 juin 202500:43:44

In this episode of The Family Business Podcast, we take a closer look at Right Effort — a reminder that meaningful change doesn’t happen by chance, and it doesn’t happen overnight.

Drawing from the Buddhist tradition, Martin explains that the word “Right” here means skilful. Skilful effort is steady, thoughtful, and sustainable. It isn’t about perfection or pushing yourself to exhaustion — but nor is it about giving up when things get hard.


Changing the way we think, respond, and behave — especially in the face of stress, family dynamics, or business pressures — takes practice. And that practice requires a particular kind of energy: one rooted in care, persistence, and balance.


This episode is especially useful for those who feel they’re “trying” to live or lead differently but aren’t seeing instant results. It’s a reminder that the path to clarity, kindness, and effectiveness is built one step — and one skilful effort — at a time.


Key Topics:

  • What “Right Effort” really means — and why it’s not about striving
  • How to avoid burnout while still committing to meaningful change
  • Why mindfulness requires consistent practice to take root
  • The role of patience, persistence, and balance in both personal growth and leadership
  • Practical guidance for cultivating sustainable effort in work and life


Want to explore this further?

The Path is our unique mindfulness-based programme designed for those in or advising family businesses. It blends timeless wisdom with practical tools to help you live and lead with clarity and purpose.

Find out more at https://familybusinesspartnership.com/thepath/

Rethinking Work, Purpose and Impact25 juin 202500:51:51

In this episode of The Family Business Podcast, we explore Right Livelihood — a concept that feels strikingly modern, despite being taught by the Buddha over 2,500 years ago.

Today we hear terms like purpose-driven business, CSR, or ESG, but the heart of the idea is timeless: how we make our living matters. Not just in terms of profit, but in terms of integrity, impact, and alignment with our values.

Martin reflects on the Buddha’s surprisingly direct teachings to rulers, employers, and workers alike, encouraging them to avoid livelihoods that cause harm, and to pursue work that contributes positively to society.

And if we find ourselves in a role that compromises our values? The Buddha advised making amends through good deeds and conscious reflection.

For anyone in a family business, this teaching is especially resonant. How we earn, invest, and lead shapes more than just the bottom line, it shapes the legacy we leave behind. Right Livelihood is about asking not just how successful are we?, but what are we actually contributing through our work?

To find out more about The Path visit - https://familybusinesspartnership.com/thepath/

Skilful Action: The Heart of Meaningful Work and Life24 juin 202500:54:04

In this episode of The Family Business Podcast, we turn our attention to Right Action, one of the eight elements of the Eightfold Path, and a powerful lens through which to view our choices, habits, and impact on others.

But what does “Right” really mean? As Martin explains, it's not about being perfect or morally superior. It’s about being skilful. Making choices that are wise, kind, and constructive, even in the face of stress, pressure, or uncertainty.


Drawing on the core lessons within the Four Noble Truths, we look at how much of our unhappiness comes not from what happens to us, but from how we respond. And one of the most important responses we can cultivate is through action, what we do, how we do it, and why we do it.

This episode is particularly relevant for those working in or with family businesses, where every action, from leadership decisions to daily conversations, can ripple through the whole system. Mindfulness gives us the space to act with clarity, not just urgency. And that can be the difference between reactions that escalate tension, and actions that build trust and understanding.


To find out more about The Path visit - https://familybusinesspartnership.com/thepath/

Rethinking Communication23 juin 202500:51:07

Certainly. Here's a refreshed episode title and updated show notes that reflect the focus on communication while staying true to the content and tone of The Path:

🎧 New Episode Title:

"The Lost Art of Listening: Mindful Communication in a Noisy World"


Show Notes:

In this re-released episode of The Family Business Podcast, we explore how mindfulness can radically improve the way we communicate — at home, at work, and within our families.


Drawing on the teachings of the Buddha and the foundational principles of The Path, Martin Stepek introduces two practical and transformative skills: mindful listening and conscious breathing. These are not abstract ideas — they are everyday tools that can prevent unnecessary conflict, deepen trust, and help us respond with thoughtfulness rather than react out of habit.


Martin begins by unpacking one of the most overlooked aspects of communication: the tendency to only half-listen. He explains how we often prepare our responses while someone else is still speaking — which means we miss their meaning entirely. With mindfulness, we can train ourselves to truly listen, to pause, and to respond with clarity and care.


We also look at the role of the breath, not just as a tool for relaxation, but as a reliable way to regulate emotion in real time. Whether it’s irritation in a meeting or tension at home, using the breath as a mental reset can prevent needless arguments and foster wiser, calmer exchanges.


Together, these two skills form the basis of what the Buddhist tradition calls “Right Speech”, communication that is considered, kind, and constructive. In a world of fast replies and constant distraction, they’re more important than ever.

If you're interested in taking these ideas further, explore The Path — our practical mindfulness programme designed specifically for those working in or with family-owned businesses.


Find out more about The Path here: https://familybusinesspartnership.com/thepath/

Skilful Thinking for a Better Life20 juin 202500:52:23

Right Intention: Skilful Thinking for a Better Life

In this episode, we take a closer look at one of the eight elements of the Eightfold Path — Right Intentions, sometimes called Right Thoughts.


The word “Right” here does not mean morally superior or correct in a rigid sense. It is better understood as skilful or wise. This matters because the quality of our thoughts shapes the quality of our lives.


Martin and I explore how our automatic thinking often leads to poor decisions, unnecessary stress, and reactive behaviour. By learning to notice and guide our thoughts more skilfully, we can reduce suffering and increase our clarity. This is not about controlling every thought, but about cultivating an approach to thinking that is more deliberate, more compassionate, and more constructive.


To learn more about The Path, our unique programme for individuals and families in business, visit:


https://familybusinesspartnership.com/thepath/


If you would like to get in touch, you can email me at russ@familybusinesspartnership.com

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

A Practical Path Forward19 juin 202500:53:18

In this look at the Four Noble Truths, we turn to the most practical element — the path forward.

The Fourth Noble Truth teaches that if we want to reduce suffering and build a more peaceful life, we need to develop certain skills. These are not abstract ideas, but habits of mind and behaviour that can be cultivated through deliberate effort. This is what the Buddha’s Eightfold Path offers.


Each part of the Eightfold Path begins with the word “Right.” Here, “Right” is best understood as skilful or wise — not moralistic or correct in an absolute sense. These eight areas are:


  • Right Understanding
  • Right Intentions or Thought
  • Right Speech or Communication
  • Right Actions
  • Right Livelihood
  • Right Effort
  • Right Mindfulness
  • Right Concentration or Focus


Together, they offer a practical framework for living with greater awareness, integrity and clarity — qualities that matter just as much in business and family life as they do in personal reflection.


To learn more about The Path, our unique programme for individuals and families in business, visit:


https://familybusinesspartnership.com/thepath/


If you would like to speak with us or ask any questions, feel free to email me at russ@familybusinesspartnership.com

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

You Can Navigate This18 juin 202500:41:47

The Third Noble Truth: The End of Suffering

In this episode, we continue our series on the Four Noble Truths by exploring the Third — the truth that suffering can end.


The Buddha taught that while life involves dissatisfaction and struggle, it does not have to stay that way. When we learn to understand and reduce the “thirsts” — the cravings and aversions that drive our reactions — we begin to create space for peace of mind. This is not about denying life’s challenges, but about changing how we relate to them.


Martin and I talk about how we can all develop simple but powerful skills that help us suffer less, even in difficult moments. These teachings are not abstract ideas, but practical tools for daily life — at home, at work, and in our relationships.


To learn more about The Path, our unique programme for individuals and families in business, visit:


https://familybusinesspartnership.com/thepath/


If you have any questions or would like to speak with us directly, you can email me at russ@familybusinesspartnership.com

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

The Cause of Suffering17 juin 202500:41:26

The Second Noble Truth: The Cause of Suffering

This episode continues our exploration of the Buddha’s core teachings, looking closely at the Second Noble Truth. While the Four Noble Truths and the Eightfold Path are ancient concepts, they remain powerful tools for understanding modern life.

The Second Noble Truth teaches that much of our dissatisfaction and suffering comes not just from what happens to us, but from how our minds respond. When life doesn’t go the way we hoped, or when we lose something we value, the mind reacts. The Buddha called these reactions “thirsts” — our cravings for things to be different from how they are.


Together, Martin and I discuss how this understanding can help us take a different view of challenges and setbacks. Rather than blaming ourselves or others, we can begin to notice our inner reactions more clearly. That awareness gives us real choice.


To learn more about The Path, our unique programme for individuals and families in business, visit:


https://familybusinesspartnership.com/thepath/


If you would like to get in touch, you can email me at russ@familybusinesspartnership.com

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Sh*t Happens!16 juin 202500:44:06

The Four Noble Truths: Understanding the First Step

In this episode, Martin and I begin our exploration of one of the most enduring teachings in mindfulness and Buddhism: The Four Noble Truths. These are not abstract religious ideas, but practical insights into how we might live with greater awareness and less unnecessary suffering.


We start with the First Noble Truth. This teaches that life, by its nature, includes dissatisfaction, frustration and, at times, suffering. At first glance, that might not sound too uplifting. But as we explore it together, you’ll see why recognising this truth is actually the beginning of something hopeful and empowering.


This conversation offers a fresh way to think about everyday challenges, whether at home, at work or within yourself.


To learn more about The Path, our unique programme for individuals and families in business, visit:


https://familybusinesspartnership.com/thepath/


If you have questions or would like to connect, you can email me directly at russ@familybusinesspartnership.com

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Introducing The Path13 juin 202500:51:35

Summary

In this episode of the Family Business Podcast, Russ Haworth, Martin Stepek, and Alec Broadhurst discuss the intersection of mindfulness and family business dynamics.

They explore personal journeys into mindfulness, the Four Noble Truths, and the Eightfold Path, emphasizing the importance of understanding emotional challenges within family businesses. The conversation highlights the value of mindfulness as a tool for improving family relationships and decision-making processes in business contexts.

The hosts also introduce a new program, The Path, designed to help families navigate the complexities of working together.


Takeaways


  • Mindfulness can significantly improve family business dynamics.
  • The Four Noble Truths provide a framework for understanding suffering in life.
  • Practicing mindfulness is a lifelong journey that requires effort.
  • Effective communication is crucial in family businesses.
  • Understanding emotional challenges can lead to better decision-making.
  • Mindfulness helps in recognising and managing stress.
  • The Eightfold Path offers practical guidance for living mindfully.
  • Family businesses often face unique challenges that mindfulness can help address.
  • Personal growth through mindfulness can enhance family relationships.
  • The Path program aims to provide tools for navigating family business complexities.


Find out more about The Path by heading to https://familybusinesspartnership.com/thepath


The Evolving Landscape of Family Office29 janv. 202500:38:59

Summary

In this episode of the Family Business Podcast, Russ Haworth speaks with Annamaria Koerling, founding partner of Delfin Private Office, about the evolving landscape of family offices. They discuss the importance of governance, the unique challenges of succession planning, and the role of philanthropy in fostering family cohesion. Annamaria emphasises the need for tailored governance structures that reflect each family's values and purpose, and the significance of deliberate practice in maintaining open communication. The conversation also highlights the benefits of involving external advisors to navigate complex family dynamics and ensure effective decision-making.

Takeaways

Family offices provide comprehensive services to manage wealth across generations.

Governance structures are critical for the success of family offices.

Each family office is unique, requiring tailored governance solutions.

Succession planning is a major concern for family offices.

Philanthropy can enhance family cohesion and engagement.

Deliberate practice in family conversations is essential for success.

External advisors can provide valuable perspectives and support.

Effective communication of values and purpose is crucial for families.

Families should consider the impact of relocation on their operations.

Creating a family bank can promote entrepreneurial spirit among family members.

Chapters

00:00 Introduction to Family Offices

03:03 The Importance of Governance in Family Offices

06:00 Tailoring Governance to Family Uniqueness

09:04 Critical Governance Considerations for Family Offices

12:01 Impact of Relocation on Family Office Operations

15:11 Succession Planning and Next Generation Involvement

17:58 Promoting Entrepreneurial Spirit in the Next Generation

20:51 The Role of Philanthropy in Family Cohesion

25:00 Deliberate Practice in Family Conversations

27:53 The Value of External Advisors in Family Governance

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

'Lifeboat Drill' for your Family Business27 janv. 202500:18:08

Given the recent changes in legislation announced in the Budget, I am re-releasing this episode to highlight the value and importance of Lifeboat Drills for your Family Business.

An actual lifeboat drill is essentially a practice evacuation of a ship using the lifeboats on board. I am not advocating everyone rushing out and practising evacuations, however it is the purpose of a lifeboat drill that is important here.

The reason that lifeboat drills are important for sailors is that if and when they need to use the lifeboats they want the reassurance of knowing that:

  1. The lifeboat does the job it is there to do; and
  2. If anything does go wrong that it is not at a time of emergency and you can do something about it.

It is this principle that I am advocating.

A lifeboat drill for your family business is essentially looking at a number of 'what if' scenarios that allow you to test that the legal, financial and business procedures you have in place are fit for purpose.

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com

Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

STEP Research - Succession24 janv. 202500:44:31

Summary

In this episode of the Family Business podcast, Russ Haworth and Matt Braithwaite discuss the critical importance of succession planning for family businesses, drawing on recent research conducted by the Society of Trust and Estate Practitioners (STEP). They explore the alarming statistics regarding the lack of succession plans and up-to-date wills among family business owners, the complexities of modern family dynamics, and the essential role of professional advisors in navigating these challenges. The conversation emphasises the need for proactive planning, effective communication, and the impact of recent budget changes on family businesses.

Chapters

00:00 Introduction to Family Business Dynamics

06:09 Key Findings from STEP's Research

12:11 Challenges in Succession Planning

17:46 Communication and Family Dynamics

23:47 The Impact of Recent Budget Changes

30:00 Conclusion and Future Considerations

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Don't Leave a Mess!20 janv. 202500:47:59

Summary

In this episode of the Family Business Podcast, Russ Haworth interviews Sandy Pollack, author of 'Don't Leave a Mess.' They discuss the importance of clarity in estate planning, the impact of money scripts on family dynamics, and the qualitative factors that influence wealth management.

Sandy emphasises the need for open family conversations about money and legacy, and how these discussions can strengthen family bonds and prevent future conflicts. The conversation also addresses common myths surrounding estate planning and the necessity of proactive planning to ensure family harmony. In this conversation, Sandy Pollack and Russ Haworth delve into the critical aspects of estate planning, emphasising the importance of clarity, communication, and proactive measures in ensuring family harmony and effective wealth transfer.

They discuss the dangers of silence regarding estate planning, the significance of choosing the right executors and trustees, and the transformative power of legacy letters. The conversation highlights practical steps families can take to prepare for the future and foster meaningful discussions about their legacies.

Chapters

00:00 Introduction to Family Business Dynamics

05:50 Understanding Money Scripts and Their Impact

11:57 Starting Family Conversations About Money

17:49 Overcoming Myths Around Estate Planning

23:55 The Importance of Clarity in Estate Planning

29:27 Transforming Family Dynamics Through Communication

36:53 Creating a Family Desk Reference

42:56 Motivating Action Before It's Too Late

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Hug of War - Cathy Carroll pt223 août 202400:39:18

Summary

Cathy Carroll, author of 'Hug of War', discusses the unique challenges of leading a family business with both love and logic. She explores the concept of polarities in family businesses, where opposing forces such as candor and diplomacy, or reveal and conceal, coexist and create tension.

Cathy emphasizes the importance of adopting a 'both-and' mindset to find innovative solutions that incorporate the benefits of both sides. She also addresses the issues of domain crossover, where power is used in one domain to influence the other, and shadow influence, where individuals without formal roles or ownership wield significant power within the business.

In this conversation, Cathy Carroll discusses the concept of shadow influence and how it can impact leadership in a family business. She shares examples of shadow influence, both positive and negative, and emphasizes the importance of understanding and managing polarities in a family business. Cathy also highlights the challenges and opportunities of the family mindset in succession planning and the value of constructive conflict in navigating family business dynamics.

Takeaways

Family businesses face unique challenges due to the coexistence of opposing forces or polarities.

Adopting a 'both-and' mindset allows for innovative solutions that incorporate the benefits of both sides of a polarity.

Domain crossover occurs when power is used in one domain to influence the other, which can create tension and unfairness.

Shadow influence refers to individuals without formal roles or ownership who wield significant power within the business.

Recognizing and addressing these dynamics is crucial for effective leadership in family businesses. Shadow influence can have a significant impact on leadership in a family business, whether it is hidden or transparent.

Understanding and managing polarities is crucial in a family business, as they can create both challenges and opportunities.

The family mindset plays a role in succession planning, and it is important to navigate the tensions between the leading and rising generations.

Constructive conflict is essential in a family business, as it allows for the exploration of different ideas and perspectives.

Engaging in brave conversations and addressing conflict in a productive way can lead to better outcomes in a family business.

You can buy the book here: https://www.legacyonward.com/hug-of-war

Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Hug of War - Cathy Carroll pt119 août 202400:51:48

Summary

Cathy Carroll, author of 'Hug of War', discusses the unique challenges of leading a family business with both love and logic. She explores the concept of polarities in family businesses, where opposing forces such as candor and diplomacy, or reveal and conceal, coexist and create tension.

Cathy emphasizes the importance of adopting a 'both-and' mindset to find innovative solutions that incorporate the benefits of both sides. She also addresses the issues of domain crossover, where power is used in one domain to influence the other, and shadow influence, where individuals without formal roles or ownership wield significant power within the business.

In this conversation, Cathy Carroll discusses the concept of shadow influence and how it can impact leadership in a family business. She shares examples of shadow influence, both positive and negative, and emphasizes the importance of understanding and managing polarities in a family business. Cathy also highlights the challenges and opportunities of the family mindset in succession planning and the value of constructive conflict in navigating family business dynamics.

Takeaways

Family businesses face unique challenges due to the coexistence of opposing forces or polarities.

Adopting a 'both-and' mindset allows for innovative solutions that incorporate the benefits of both sides of a polarity.

Domain crossover occurs when power is used in one domain to influence the other, which can create tension and unfairness.

Shadow influence refers to individuals without formal roles or ownership who wield significant power within the business.

Recognizing and addressing these dynamics is crucial for effective leadership in family businesses. Shadow influence can have a significant impact on leadership in a family business, whether it is hidden or transparent.

Understanding and managing polarities is crucial in a family business, as they can create both challenges and opportunities.

The family mindset plays a role in succession planning, and it is important to navigate the tensions between the leading and rising generations.

Constructive conflict is essential in a family business, as it allows for the exploration of different ideas and perspectives.

Engaging in brave conversations and addressing conflict in a productive way can lead to better outcomes in a family business.


You can buy the book here: https://www.legacyonward.com/hug-of-war


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Wealth of Wisdom23 févr. 202401:04:09

Summary

In this episode of the Family Business podcast, Tom McCullough and Keith Whitaker discuss their book, The Wealth of Wisdom. They share their backgrounds and how they came to collaborate on the book. The second version of the book focuses on providing practical tools and exercises for families to enhance their communication and address important topics. One chapter highlights a family self-assessment tool that helps families evaluate their situation and identify areas for improvement. Another chapter introduces a three-step process for enhanced communication, which can be used by couples or siblings to address differences and find common ground. The book is accessible to multiple generations and encourages open dialogue within families. The conversation explores the themes and family discussions, the power of framing issues, generational collaboration in philanthropy, intergenerational dialogue, and the simplicity of tools for productive conversations.

Takeaways

The Wealth of Wisdom provides practical tools and exercises for families to enhance their communication and address important topics.

The book includes a family self-assessment tool that helps families evaluate their situation and identify areas for improvement.

A three-step process for enhanced communication is introduced, which can be used by couples or siblings to address differences and find common ground.

The book is accessible to multiple generations and encourages open dialogue within families.


Chapters


00:00 Introduction and Background

09:19 Collaboration on the Book

16:46 Approach to the Second Book

27:14 Chapter on Family Self-Assessment Tool

37:57 Chapter on Three-Step Process for Enhanced Communication

46:18 Accessibility for Multiple Generations

48:21 Subversive Books and Family Discussions

49:22 The Power of Framing Issues

50:50 Generational Collaboration in Philanthropy

54:15 Intergenerational Dialogue

59:31 Simplicity of Tools for Productive Conversations

01:00:29 Clarification on the Books

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

The Importance of Storytelling16 févr. 202401:03:46

Summary

In this episode, Dave Goetz and Melissa Parks discuss the importance of capturing and sharing family stories. They highlight the reasons why families choose to tell their stories, such as passing on values and creating a family culture. The guests emphasize the need for families to identify their purpose and why before embarking on a storytelling project. They also discuss different types of family stories, including founder stories and multi-generational stories. The guests explore the concept of voice in storytelling and the importance of selecting the right format for capturing the family story. They also address the challenges of navigating different versions of the same story and the rules and considerations for sharing family stories. In this conversation, Dave Goetz and Melissa Mitchell-Blitch discuss the importance of family stories and how to capture and preserve them. They emphasize the need for hope and tension in storytelling, as well as the importance of protecting identities in family stories. They also discuss the time commitment required for family story projects and the value of taking the time to do it right. They highlight the need for support from trusted advisors and professionals in the storytelling process. Overall, they emphasize the significance of capturing family stories to help future generations understand the values of the family.

Takeaways

Capturing and sharing family stories is important for passing on values and creating a family culture.

Families should identify their purpose and why before starting a storytelling project.

Different types of family stories include founder stories and multi-generational stories.

The voice of the family story depends on the chosen format and the desired tone.

Considerations for sharing family stories include obtaining consent from individuals involved and being discerning about which stories to include. Family stories should have a balance of hope and tension to make them compelling.

When telling family stories, it's important to protect the identities of individuals who may not want to be included.

Family story projects typically require a time commitment of nine months to one year.

Taking the time to properly plan and execute a family story project is crucial for creating a meaningful and impactful result.

Finding the right support, such as trusted advisors and professionals, can help ensure the success of a family story project.

Writing a compelling family story can be challenging, and hiring professionals with storytelling expertise can be beneficial.

Trusted advisors who understand the dynamics of family relationships are essential for guiding and supporting family story projects.

To get in touch with Dave and Melissa for assistance with family story projects, visit their website or email them directly.


Chapters


00:00 Introduction

03:00 The Importance of Family Stories

09:05 Reasons for Telling Family Stories

12:25 Identifying the Purpose of Capturing the Family Story

15:20 Different Types of Family Stories

20:43 Determining the Voice of the Family Story

25:22 Exploring Different Formats for Capturing the Family Story

33:49 Navigating Different Versions of the Same Story

41:29 Rules and Considerations for Sharing Family Stories

50:53 The Purpose of Family Stories

51:53 Protecting Identities in Family Stories

53:01 Time Commitment for Family Story Projects

54:39 Taking the Time to Do It Right

56:38 The Value of Capturing Family Stories

57:45 Finding the Right Support for Family Story Projects

59:59 The Difficulty of Writing a Compelling Story

01:02:13 The Importance of Trusted Advisors

01:04:01 How to Get in Touch with Dave and Melissa

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Are you ready to hire non-family execs?09 févr. 202401:05:05

Summary

In this episode, Bill Stranberg discusses the readiness of family businesses to hire non-family executives. He shares his own experience growing up in a family business and highlights the distinct challenges that families face in executive recruitment. Bill emphasizes the importance of addressing the readiness of both the family and the business before making a senior executive hire. He provides case studies to illustrate the potential risks and conflicts that can arise when these factors are not considered. Bill also discusses the need for clear job descriptions and expectations to ensure a successful hiring process. This conversation explores the challenges and strategies involved in managing talent in family-owned businesses. The discussion highlights the importance of employee loyalty and the potential neglect of operational hygiene in long-term relationships. It emphasizes the need for clarity in decision-making and cultural fit when bringing in new senior executives. The conversation also addresses the concerns of legacy employees and the importance of incorporating their feedback. Finally, it emphasizes the significance of defining and living the mission, vision, and values of the business.

Takeaways

Assess the readiness of both the family and the business before making a senior executive hire.

Address the unique challenges that family businesses face in executive recruitment.

Include all relevant stakeholders in the decision-making process and ensure clear communication.

Define job responsibilities, success metrics, and compensation to align expectations and reduce the risk of a failed hire. Employee loyalty is a common trait in family-owned businesses, but it can lead to neglect of operational hygiene.

Clarity in decision-making and cultural fit are crucial when bringing in new senior executives.

Legacy employees may feel uncomfortable with new hires and changes in authority.

Creating channels for employee feedback and addressing concerns can help mitigate conflicts.

Defining and living the mission, vision, and values of the business is essential for effective talent management.


Chapters

00:00 Introduction and Background

08:35 When Do Family Businesses Seek Support in Hiring Executives?

16:24 Exploring Readiness to Bring in a Senior Executive

21:21 Helping Families Explore Their Readiness

32:18 Preparing the Business and the Person Being Hired

43:16 The Importance of Clarity and Communication

49:34 Employee Loyalty and Operational Hygiene

51:22 Clarity in Decision-Making and Cultural Fit

52:56 Legacy Employees and New Hires

55:18 Conflict Triangle and Employee Feedback

58:08 Defining Mission, Vision, and Values


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Mentioned in this episode:

The Path

If you would like to find out more about the Guided and Self-Guided versions of The Path, please head to https://familybusinesspartnership.com/thepath

Selling the Family Business Pt 205 févr. 202400:36:35

Summary

In this two part episode, the guests discuss the considerations and communication strategies involved in a family business deciding to sell their business. They emphasize the importance of open and proactive communication within the family system, as well as with external shareholders and the C-suite. The guests also highlight the significance of early planning for the post-sale phase, including identifying purpose and impact beyond the business. They stress the need to address potential regrets and ensure a smooth transition to life after the sale. This conversation explores various aspects of transitioning from a family business to a family office. The speakers discuss the importance of understanding one's skills and talents and how they can translate into new domains. They emphasize the need for careful planning and decision-making, as well as the potential challenges of sudden wealth. The speakers also highlight the value of collaboration and a holistic approach, considering both individual and collective philanthropy. They stress the significance of exploring purpose and impact beyond the sale of the business and the importance of capturing family stories and history.

Takeaways


Open and proactive communication is crucial within the family system and with external stakeholders during the decision-making process and after the sale.

Early planning for the post-sale phase, including identifying purpose and impact beyond the business, is essential.

Considerations for each group of stakeholders, such as family members who own the business but don't work in it, should be taken into account.

Avoiding regret of selling the business involves understanding personal goals and needs, planning for the day after the sale, and addressing emotional and financial aspects.

Preparing for life after the sale includes exploring new opportunities, seeking professional advice, and maintaining open-mindedness. Understand your skills and talents and how they can translate into new domains.

Take time to plan and make wise decisions, avoiding impulsive actions.

Consider the merits of earnouts as part of a transition.

Explore individual and collective philanthropy, finding the right balance.

Start early with transition planning and engage in open and honest family conversations.

Blend for-profit and non-profit activities to create a unified approach.

Capture family stories and history to preserve legacy and values.


Chapters


00:00 Introduction and Guest Introductions

04:03 Considerations in Family Discussions Leading to the Decision to Sell

08:24 The Role of Philanthropy and Impact in the Sale Process

11:16 Importance of Communication within the Family System

17:36 Effective Communication with External Shareholders and C-Suite

21:52 Considerations for Each Group of Stakeholders

27:29 Effective Communication Internally and Externally

36:39 Avoiding Regret of Selling the Business

42:21 Preparing for Life After the Sale

52:56 Understanding Skills and Talents

55:31 Transitioning to a Family Office

56:24 Managing Sudden Wealth

57:18 Taking Time to Plan

58:41 Dealing with External Pressure

59:30 Hiring the Right Expertise

01:00:02 Avoiding Impulsive Decisions

01:01:24 The Merits of Earnouts

01:04:01 Exploring What's Next

01:05:02 Collaboration and Holistic Approach

01:08:38 Discovering Purpose and Impact

01:11:15 Balancing Individual and Collective Philanthropy

01:19:36 Transitioning Identity and Purpose

01:23:22 Exploring Family Dynamics

01:29:11 Start Early with Transition Planning

01:32:05 Blending For-Profit and Non-Profit

01:35:29 The Power of Storytelling and Family History

Selling the Family Business Pt.102 févr. 202401:03:33

Summary

In this two part episode, the guests discuss the considerations and communication strategies involved in a family business deciding to sell their business. They emphasize the importance of open and proactive communication within the family system, as well as with external shareholders and the C-suite. The guests also¶. They stress the need to address potential regrets and ensure a smooth transition to life after the sale. This conversation explores various aspects of transitioning from a family business to a family office. The speakers discuss the importance of understanding one's skills and talents and how they can translate into new domains. They emphasize the need for careful planning and decision-making, as well as the potential challenges of sudden wealth. The speakers also highlight the value of collaboration and a holistic approach, considering both individual and collective philanthropy. They stress the significance of exploring purpose and impact beyond the sale of the business and the importance of capturing family stories and history.

Takeaways

Open and proactive communication is crucial within the family system and with external stakeholders during the decision-making process and after the sale.

Early planning for the post-sale phase, including identifying purpose and impact beyond the business, is essential.

Considerations for each group of stakeholders, such as family members who own the business but don't work in it, should be taken into account.

Avoiding regret of selling the business involves understanding personal goals and needs, planning for the day after the sale, and addressing emotional and financial aspects.

Preparing for life after the sale includes exploring new opportunities, seeking professional advice, and maintaining open-mindedness. Understand your skills and talents and how they can translate into new domains.

Take time to plan and make wise decisions, avoiding impulsive actions.

Consider the merits of earnouts as part of a transition.

Explore individual and collective philanthropy, finding the right balance.

Start early with transition planning and engage in open and honest family conversations.

Blend for-profit and non-profit activities to create a unified approach.

Capture family stories and history to preserve legacy and values.

Chapters


00:00 Introduction and Guest Introductions

04:03 Considerations in Family Discussions Leading to the Decision to Sell

08:24 The Role of Philanthropy and Impact in the Sale Process

11:16 Importance of Communication within the Family System

17:36 Effective Communication with External Shareholders and C-Suite

21:52 Considerations for Each Group of Stakeholders

27:29 Effective Communication Internally and Externally

36:39 Avoiding Regret of Selling the Business

42:21 Preparing for Life After the Sale

52:56 Understanding Skills and Talents

55:31 Transitioning to a Family Office

56:24 Managing Sudden Wealth

57:18 Taking Time to Plan

58:41 Dealing with External Pressure

59:30 Hiring the Right Expertise

01:00:02 Avoiding Impulsive Decisions

01:01:24 The Merits of Earnouts

01:04:01 Exploring What's Next

01:05:02 Collaboration and Holistic Approach

01:08:38 Discovering Purpose and Impact

01:11:15 Balancing Individual and Collective Philanthropy

01:19:36 Transitioning Identity and Purpose

01:23:22 Exploring Family Dynamics

01:29:11 Start Early with Transition Planning

01:32:05 Blending For-Profit and Non-Profit

01:35:29 The Power of Storytelling and Family History


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Family Business UK26 janv. 202400:49:21

Summary

In this episode, Fiona Graham discusses the rebranding of Family Business UK and their focus on advocacy and policy. She highlights the key areas in their 2024 manifesto and the importance of long-term planning for family businesses. Fiona also shares insights from Family Business Week and previews the upcoming annual conference, which will focus on people and the challenges faced by family businesses. In this conversation, Russ and Fiona discuss the importance of family businesses and the challenges they face. They delve into topics such as succession planning, governance, communication, and collaboration. They also highlight the need for support and resources for family businesses. The conversation concludes with a call to action for listeners to get involved and learn more about Family Business UK.


Takeaways


Family Business UK has rebranded to become a movement for family businesses, focusing on advocacy and policy.

Their 2024 manifesto highlights key areas such as people, growth, and ownership, with a focus on long-term planning and support for family businesses.

Family Business Week celebrates the achievements and future leaders of family businesses, emphasizing the importance of peer networks and mentorship.

The upcoming annual conference will explore the challenges faced by family businesses, including people issues, skill development, and non-family involvement. Family businesses play a vital role in the economy and society.

Succession planning and governance are crucial for the long-term success of family businesses.

Effective communication and collaboration within the family and the business are essential.

Family businesses need support and resources to overcome challenges and thrive.


Chapters


00:00 Introduction and Rebranding

03:03 Focusing on Advocacy and Policy

08:26 The 2024 Manifesto

10:17 Key Areas in the Manifesto

19:10 Budget and Election Year

28:49 Highlights of Family Business Week

34:19 Upcoming Annual Conference

02:00 The Importance of Family Businesses

10:00 Challenges Faced by Family Businesses

20:00 Succession Planning and Governance

30:00 The Role of Communication and Collaboration

40:00 Supporting Family Businesses

47:00 Conclusion and Call to Action


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


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Allow me to reintroduce myself....26 janv. 202400:03:12

The podcast is back!

In this short trailer I give you an overview of upcoming episodes.


There are six new episodes in this series.


1 - Family Business UK

2 - Selling the Family Business Pt.1

3 - Selling the Family Business Pt.2

4 - Are you ready to employ Non Family Execs?

5 - The importance of Storytelling

6 - Wealth of Wisdom


I'd love to hear from you as to the topics that are impacting you and that you would like me to cover in future series.


As ever if I can be of assistance, please get in touch


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Wealth 3.0 - with The Ultra High Net Worth Institute11 sept. 202301:03:02

Regular listeners of the show will be familiar with all of my guests on this weeks show.

I am joined by Jim Grubman, Denis Jaffe and Kristin Keffeler as they discuss their new book - Wealth 3.0 - The Future of Family Wealth Advising.


In this episode we cover some of the key areas of focus within the book and what it means for families of wealth and in particular those that advise them.


This episode is a special collaborative episode with The Ultra High Net Worth Institute in preparation for the launch of their very own podcast later this year.


I will keep you all updated on that as and when we approach release date.


If you are unfamiliar with the the work that the Institute does I highly recommend that you check out their website: https://www.uhnwinstitute.org/


All four of the speakers on the show are involved in the Institute and we are all very strong advocates for the thought leadership that comes from the Institute, the events that they run and the opportunity for individuals or firms across the globe to contribute to the future of wealth advising for UHNW families.


Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now


Right Mindfulness and Concentration - The Mindful Family Business19 juin 202300:57:07

THE FOUR NOBLE TRUTHS

The First Noble Truth: be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.

The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.

The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.

The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows.

Right Mindfulness: mindfulness is a three-pronged skill with regards to our state or frame of mind. Notice. Pause. Change. Although taught around the world today mindfulness is often misunderstood by its teachers and therefore also by its students, so it is important to learn mindfulness the way it was originally taught, that is, within the wider context we are summarising here. One could say that Right Mindfulness is the development of the ability to notice unhealthy thoughts and feelings, then shift the mind away from these to much wiser ones.

Right Concentration or Focus: if mindfulness is taking the mind away from unhelpful states, then Right Concentration or Focus is its partner. We try to develop the ability to keep our mind on positive or useful states of mind or where we want our mind to be, rather than constantly being distracted, say by emails, passing moods, daydreams, etc. 

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com


Copyright 2026 Russ Haworth and Martin Stepek

Right Effort - The Mindful Family Business16 juin 202300:43:38

THE FOUR NOBLE TRUTHS

The First Noble Truth: be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.

The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.

The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.

The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows.

THE EIGHTFOLD PATH

As with the word Noble above, the Eightfold Path uses a word that needs a little clarification. Each of the eight paths starts with the word Right. In this case it does not mean right as opposed to immoral, so it is not judgemental. Nor does it mean correct as opposed to wrong. It is best thought of as skilful or wise.

The four previous “paths”, covered in previous episodes, relate directly to how we live our lives - our thoughts and feelings, our communication with others, our decisions, and our working life. The next three are the methods or disciplines to use to ensure we do in fact learn to manage our wayward minds.


Right Effort: changing our volatile, conditioned mind doesn’t happen overnight. It took us our entire lifetime to date to become who we are today, so reversing and changing our mindset takes time. Therefore we need to work at it with effort. Again, the word right means skilful. Skilful effort means we don;’t slacken off or lapse, but nor do we exhaust ourselves in too zealous an effort.


To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com


Copyright 2026 Russ Haworth and Martin Stepek

Right Livelihood - The Mindful Family Business12 juin 202300:51:44

THE FOUR NOBLE TRUTHS

The First Noble Truth: be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.

The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.

The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.

The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows.

THE EIGHTFOLD PATH

As with the word Noble above, the Eightfold Path uses a word that needs a little clarification. Each of the eight paths starts with the word Right. In this case it does not mean right as opposed to immoral, so it is not judgemental. Nor does it mean correct as opposed to wrong. It is best thought of as skilful or wise.


Right Livelihood: this always astonishes me. 2500 years ago the Buddha was directly teaching rulers, employers, and employees how to work wisely. In particular he advised against doing work or careers which are inherently cruel or destructive, and if a person has no choice then they should make some amends by doing good in their spare time. This is what in recent years is now called CSR and ESG and “purpose-driven” but the Buddha taught it millennia ago and had a much stricter perspective than we have today.


To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com


Copyright 2026 Russ Haworth and Martin Stepek

Right Actions and Activities - The Mindful Family Business09 juin 202300:53:58

THE FOUR NOBLE TRUTHS

The First Noble Truth: be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.

The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.

The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.

The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows.

THE EIGHTFOLD PATH

As with the word Noble above, the Eightfold Path uses a word that needs a little clarification. Each of the eight paths starts with the word Right. In this case it does not mean right as opposed to immoral, so it is not judgemental. Nor does it mean correct as opposed to wrong. It is best thought of as skilful or wise.

Right Actions: what we do should be skilful, positive, kindly, and considerate of all involved.


To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com


Copyright 2026 Russ Haworth and Martin Stepek

Right Speech or Communication - The Mindful Family Business05 juin 202300:50:59

THE FOUR NOBLE TRUTHS

The First Noble Truth: be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.

The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.

The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.

The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows.

THE EIGHTFOLD PATH

As with the word Noble above, the Eightfold Path uses a word that needs a little clarification. Each of the eight paths starts with the word Right. In this case it does not mean right as opposed to immoral, so it is not judgemental. Nor does it mean correct as opposed to wrong. It is best thought of as skilful or wise.

Right Speech or Communications: we not only have to control and skilfully manage our thoughts and our intentions or goals; we also have to ensure that when we communicate these - whether by voice, email, on social media, or even body language - our words and gestures too are thoughtful, wise, and as constructive as possible.

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com


Copyright 2026 Russ Haworth and Martin Stepek

Right Intention / Thought - The Mindful Family Business02 juin 202300:51:30

As with the word Noble above, the Eightfold Path uses a word that needs a little clarification. Each of the eight paths starts with the word Right. In this case it does not mean right as opposed to immoral, so it is not judgemental. Nor does it mean correct as opposed to wrong. It is best thought of as skilful or wise.

Right Intentions or Thoughts: we need to be skilful and careful with our thoughts. If our automatic mind’s reactions rule our life we have a lot of suffering and poor judgements. We should try to manage and control our thoughts so they are wiser, more considerate and constructive.

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com

Copyright 2026 Russ Haworth and Martin Stepek

The Fourth Noble Truth - Time to put in the work - The Mindful Family Business29 mai 202300:52:24

The Four Noble Truths and the Eightfold Path are shorthand reminders of the Buddha’s core teachings on how to live a peaceful, fulfilling life. The formula was developed by his followers after his death as the Buddha left no written records of his teachings.

Note that although still in everyday use when referring to this subject the term Noble does not refer to aristocracy or any sort of superiority. It simply means truths that make you are better person.

The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows:

As with the word Noble above, the Eightfold Path uses a word that needs a little clarification. Each of the eight paths starts with the word Right. In this case it does not mean right as opposed to immoral, so it is not judgemental. Nor does it mean correct as opposed to wrong. It is best thought of as skilful or wise.

  • Right Understanding
  • Right Intentions or Thoughts
  • Right Speech or Communication
  • Right Actions
  • Right Livelihood
  • Right Effort
  • Right Mindfulness
  • Right Concentration or Focus

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com

Copyright 2026 Russ Haworth and Martin Stepek

The Third Noble Truth - You can deal with all this - The Mindful Family Business26 mai 202300:40:54

The Four Noble Truths and the Eightfold Path are shorthand reminders of the Buddha’s core teachings on how to live a peaceful, fulfilling life. The formula was developed by his followers after his death as the Buddha left no written records of his teachings.

Note that although still in everyday use when referring to this subject the term Noble does not refer to aristocracy or any sort of superiority. It simply means truths that make you are better person.

The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com

Copyright 2026 Russ Haworth and Martin Stepek

The Second Noble Truth - Your mind can make it worse - The Mindful Family Business22 mai 202300:40:30

The Four Noble Truths and the Eightfold Path are shorthand reminders of the Buddha’s core teachings on how to live a peaceful, fulfilling life. The formula was developed by his followers after his death as the Buddha left no written records of his teachings.

Note that although still in everyday use when referring to this subject the term Noble does not refer to aristocracy or any sort of superiority. It simply means truths that make you are better person.

The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com

Copyright 2026 Russ Haworth and Martin Stepek

The First Noble Truth - Sh*t Happens! - The Mindful Family Business22 mai 202300:43:12

The Four Noble Truths and the Eightfold Path are shorthand reminders of the Buddha’s core teachings on how to live a peaceful, fulfilling life. The formula was developed by his followers after his death as the Buddha left no written records of his teachings.

Note that although still in everyday use when referring to this subject the term Noble does not refer to aristocracy or any sort of superiority. It simply means truths that make you are better person.

In this episode we explore The First Noble Truth. This states that we should be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.

On the face of it this may not seem too inspiring but in our conversation Martin and I explain why this is not the case.

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com

Copyright 2026 Russ Haworth and Martin Stepek

What is the Mindful Family Business? - The Mindful Family Business22 mai 202300:25:09

Welcome to The Mindful Family Business. This is an alternative look at family business governance.

Through engaging and thoughtful conversations between your hosts, Russ Haworth and Martin Stepek, we are hoping to deliver to you something a little different.

Utilising the expertise that Martin has on the teachings of Buddha and the combined expertise of Russ and Martin in the field of family business each podcast episode will leave you with meaningful thinking around how you own and operate a business together.

If you would like to explore the role that a mindful approach can have within your family business, please contact Russ - Russ@familybusinesspartnership.com

To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.

Alternatively, you can email us Russ@familybusinesspartnership.com

Copyright 2026 Russ Haworth and Martin Stepek

Launching a New Show!22 mai 202300:03:44

So this is just a really quick show to let you know that I am launching a new show with my colleague and friend, Martin Stepek.

The show is called The Mindful Family Business and will look at how you can apply the teachings of mindfulness to your family business.


The new show is launching today and will feature on this feed for a limited time. After a certain time I will remove them from this feed but you will still be able to listen by subscribing wherever you get your podcasts.


You can also find out more by visiting - www.familybusinesspartnership.com/mindful

Re-imagining Transitions Part 208 mars 202300:48:51

In this two part interview with Dennis Jaffe, Ken McCracken, Daniel Trimarchi and Stacy Allred we explore the topics covered in the white paper that they have co-authored.

The collaboration is an example of the work being undertaken via the Ultra High Net Worth Institute (www.uhnwinstitute.org).

The white paper covers three key elements of transition planning

1 - Rethink

2 - Rebalance

3 - Re-invent

Through this discussion we explore each of these areas and gain insights from the guests on some of the key areas of this ever present topic within family business and family enterprise.

You can read the paper here: https://www.uhnwinstitute.org/reimagining-family-business-transitions-rethinking-rebalancing-reinventing/

Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now


Re-imagining Transitions Part 101 mars 202301:01:47

In this two part interview with Dennis Jaffe, Ken McCracken, Daniel Trimarchi and Stacy Allred we explore the topics covered in the white paper that they have co-authored.

The collaboration is an example of the work being undertaken via the Ultra High Net Worth Institute (www.uhnwinstitute.org).

The white paper covers three key elements of transition planning

1 - Rethink

2 - Rebalance

3 - Re-invent

Through this discussion we explore each of these areas and gain insights from the guests on some of the key areas of this ever present topic within family business and family enterprise.

You can view the paper here: https://www.uhnwinstitute.org/reimagining-family-business-transitions-rethinking-rebalancing-reinventing/

Support the Show

The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


Sign up to the Newsletter

You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

© My Podcast Data · Independent project · Data from Apple & Spotify