There is nothing quite like a global pandemic to cause us to pause and think about what really matters in our lives. Ruth Steverlynck sits down with author, coach, world record-breaker, and global resource for CEOs and Family Enterprises, Dave Phillips (dphillips.com), to explore why achieving success in life may not, in and of itself, be enough and practical steps we can take to figure out our authentic life purpose.

Steve Legler speaks with Nan-b de Gaspe Beaubien(C.M) who, with her husband Philippe, co-founded BFF in 1990 and is the current Co-Chair and Founder of the de Gaspe Beaubien Foundation. Together, they discuss the historical impact of BFF on the global stage of family business and the significance of this merger in not only advancing the platform for FEX and FEF, but also perpetuating the legacy started by the de Gaspe Beaubien family.

Steve Legler sits down with industry thought leader, consultant and lauded author, Kirby Rosplock to explore the “what” and “why” of Family Offices, as well as the trends in the Family Office space that FEAs can benefit from paying attention to.

In this episode, Ruth Steverlynck sits down with Joan DiFuria, MFT and Stephen Goldbart, Ph.D, co-founders of the Money Meaning and Choices Institute. They discuss the psychological impact that life-altering wealth can have on individuals and families, and what families who are “getting it right” are doing that FEAs can meaningfully learn from to support and help the families they serve.

Guest host Steve Legler speaks with FFI Fellow and family business consultant Ken McCracken about the importance of recognizing what our family business clients are doing right and avoiding jumping in with "best practices" and recommendations that don't fit the family or the business.

In a time of crisis, as Family Enterprise Advisors (FEAs) we work hard to be the valuable and trusted resource to our client families. In his latest work, Borrowed from your Grandchildren, Dennis Jaffe reports on a research project where he interviewed family members from 100 global business families who had succeeded over more than three generations. The book shares their stories of continual reinvention and renewal, and how they responded to vast changes in their family and business worlds.

At a time where uncertainty reigns for most of our clients, and ourselves, some things are certain. Discussing how COVID-19 difficulties provide a significant opportunity for personal and professional development, Steve Legler, FEA, (shiftyourfamilybusiness.com) sits down with family therapist, Peter Vaughan, FEA, for some guidance with our own family circumstance, for our work as advisors and for the family enterprise clients we seek to help.

Family enterprise clients rarely want to fail at wealth transition, yet the research finds that most do. Host Ruth Steverlynck sits down with Courtney Pullen, author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health to take a deep dive on those families that manage to build lasting patterns of emotional and financial health.

Steve Legler is our guest host today and he welcomes Mary Duke, Independent Family Advisor based in New York City to talk about human capital and the emergence of the Chief Learning Officer role for families.

Steve Legler is our guest host today and he welcomes Dr. Dawn Gross and Nancy Belza in order to learn how to better talk about death with clients.