Family Business Audiocast

Episode 23: Navigating Business Transitions in Family Wealth Office Structures with PNC Experts Emily Bouchard and Jim Benedict

R. Adam Smith welcomes Emily Bouchard and Jim Benedict from PNC Private Bank Hawthorn for an insightful discussion on guiding ultra-high-net-worth families through busine

Episode 22: The Five C's of Family Enterprise Sustainability with Dave Specht

R. Adam Smith welcomes Dave Specht, Director of the Drucker School Global Family Business Institute and renowned family enterprise advisor. Drawing from his extensive exp

Episode 21: Building Multi-Generational Family Wealth Office Success with Karen Costa

R. Adam Smith welcomes Karen Costa, National Leader of the Family Office Advisory Center for RSM US. With over 20 years of tax consulting experience, Costa shares valuabl

Episode 20: The $3B Family Enterprise Journey with Kyle Chapman

In this milestone episode, R. Adam Smith welcomes Kyle Chapman, President of Barry W. Miller Group, a $3 billion industrial manufacturing conglomerate. Chapman details ho

Episode 19: Navigating Complex Family Business Enterprise Systems with Peter Vogel

In the nineteenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Peter Vogel, Director of the Global Family Business Center at IMD Business School

Episode 18: Governance Structures in Global Family Enterprise with Elizabeth Bagger & Lena Chihab

In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Elizabeth Bagger (founder of Avante) and Lena Chihab (manager of FBN Levant) to discuss fami

Episode 17: Preparing Next-Gen Leaders in Family Enterprise with Jason Ma & Michelle Bross

In the seventeenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Jason Ma (founder and CEO of 3EQ) and Michelle Bross (founder of Tresynergy Famil

Episode 16: The "Sticky Baton" Problem in Family Enterprise Succession with David Werdiger

In the sixteenth episode of The Family Business Audiocast, host R. Adam Smith welcomes David Werdiger, a consultant to family businesses and author of "Transition." Drawi

Episode 15: European Family Financial Planning Models with Massimo Bau

In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Massimo Bau, Senior Associate Professor in Family Business and Ownership at Jönköping Intern

Episode 14: The Habsburg Dynasty: A Masterclass in the Family Business Enterprise

In this extraordinary episode of The Family Business Audiocast, host R. Adam Smith welcomes His Imperial and Royal Highness Sandor Habsburg, descendant of Empress Maria T

Episode 13: Balancing Tradition and Innovation in Family Financial Planning with Alfredo De Massis

In the thirteenth episode of The Family Business Audiocast, host R. Adam Smith welcomes Professor Alfredo De Massis, one of the world's leading family business academics.

Episode 12: Technology & Governance in Family Office Management with Phil Strassler and Adriana Zaluka

In the twelfth episode of The Family Business Audiocast, host R. Adam Smith welcomes Phil Strassler (founder of Strassler LLC) and Adriana Zaluka (founder of MyFotech). T

Episode 11: Guillermo Salazar on Building Sustainable Family Wealth Across Generations

In this episode of The Family Business Audiocast, host R. Adam Smith welcomes Guillermo Salazar, a global family office expert and founder of Exaudi Family Business Consu

Episode 10: Exploring Family Enterprise Governance and Continuity with Angelo Robles

R. Adam Smith welcomes Angelo Robles, founder and chairman of Angelo Robles Enterprises, which includes Family Office TV and SFO Continuity. Drawing from decades of exper

Episode 9: Building Meaningful Relationships in Family Enterprise with Bruce Kasanoff

R. Adam Smith welcomes Bruce Kasanoff, a Wharton MBA graduate with over 800,000 LinkedIn followers and founder of Bend Reality. Bruce shares insights on how family enterp

Episode 8: Academic Insights on Family Enterprise Innovation with Professor Matt Hughes

R. Adam Smith welcomes Professor Matt Hughes, Schultz Distinguished Professor of Family Business and Professor of Innovation and Entrepreneurship at the University of Lei

Episode 7: John Bailey Explores Family Financial Planning in the AI Era

Host R. Adam Smith welcomes John Bailey, founder and managing partner of Lumenai Investments. Drawing from his extensive experience in the family investment office sector

Episode 6: Building Strategic Family Enterprise Systems with Richard Wolkowitz

R. Adam Smith welcomes Richard Wolkowitz, founder of Xylogenesis, a family advisory company. Drawing from decades of experience serving hundreds of families, Richard shar

Episode 5: Navigating Family Office Management with Harvard's Christina Wing

In this episode, host R. Adam Smith welcomes Christina Wing, founder of Wingspan Legacy Partners and Harvard Business School faculty member. Christina shares her expertis

Episode 4: Ruby Hugueny on the Family Business Enterprise

Ruby Hugueny, Geneva-based family office consultant with over 40 years advising high-net-worth families including BIC and LVMH, joins R. Adam Smith to explore what it act