A podcast examining essential family business transition, farm succession, and estate planning questions.
Host Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term”.
In this podcast, we examine threshold planning considerations related to family business transition planning, family farm succession and intergenerational wealth transfer. In Season 1, we explored a range of "What if" questions. In Season 2, we change format and examine important wealth planning decisions and examine tools for making better choices.
Season 2 - Introduction
In this brief episode I announce a new season and new, expanded format including interviews, book reviews, topical discussions, In The News and much more. Exciting new shows on the way including:
Better Decision Making
Fair versus Equal
Can I Really Rule from the Grave?
Is Shirtsleeves to Shirtsleeves really a thing?
Working with a Family Enterprise
Advising the Family Business
Strategic Estate Planning Process
ESG and Philanthropy
The Rise of the Family Office
and much, much more.
Have you read a book or seen a speaker that would be great for our format? Maybe that's you and you have an interesting idea or are thought leader?
Email your idea to firstname.lastname@example.org
Looking to buy copies of "The Naked Opus: Growing Your Family for the Long Term"? -- ebooks at amazon.ca or in print it can be ordered at www.familywealthpress.com
What is a Family Retreat?
In this week's episode of Inception Family Wealth Podcast I interview Vincent Valeri. Vincent is the Managing Director of Vincent Valeri & Associates. He is a Legacy Coach, Speaker and Family Enterprise Advisor.
In this episode we discuss all things about Family Retreats, including:
How to arrange and conduct a Family Retreat
When you might use one to benefit your family enterprise planning
How to build an agenda
When to decide if you need an informal or formal arrangement
What family retreats help with in terms of communication and governance
building educational and growth opportunities
any a lot more!!
Your host is Chris Delaney, Author, Speaker and Family Enterprise Advisor. If you are interested in my book, click here "The Naked Opus: Growing Your Family Wealth for the Long Term". E-book versions are available at amazon.ca
Please reach out to email@example.com for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)
What if I have a Professional or Elite Athlete that requires wealth and estate planning?
Part 2 of my conversation with Rick Weiss of One Sports + Entertainment Group where we discuss:
Pet Trusts and Frozen Embryos
Dealing with cyber fraud and digital estates
Getting the "right" advisory circle
the transient sports client
scenario testing decisions
and much more...
For information on my book, connect to www.familywealthpress.ca
What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1)
Chris Delaney, Author, Speaker, Facilitator and Family Business Consultant at Inception Family Wealth Press interviews Rick Weiss of One Sports & Entertainment, where he is Senior Estate Planning Consultant. In Part 1 of this 2 part interview, Rick discuss:
How his career brought him into the world of estate planning consultations for NHL hockey players and other elite athletes;
How his various professional designations add value to his process;
His approach to holistic estate planning and process;
Creating and promoting financial literacy and sound financial planning for professional athletes
The unique realities of planning for clients that earn 85% of their lifetime earnings before they attain the age of 35;
and much, much more.
What IF I Don't Have A Family Member to be my Estate Trustee?
In this episode, Jenna Carvalho of Guardian Estate Company discusses what to do IF you don't have a family member that is able to be your executor/executrix/estate trustee. Jenna and Chris discuss topics including:
how to work with an estate broker and their services;
what is needed to be a good estate trustee;
skills of an effective estate trustee;
how to choose an estate trustee
and much, much more.
"What if my family business needs a Family Participation Agreement?"
Join Host Chris Delaney, BA, LL.B, B.Ed, TEP, FEA this week as he interviews Family Enterprise Advisor Brent VanParys of BDO Business Transition Services about the need for and process associated with creating a Family Participation Agreement.
As the Central Group Practice Leader for BDO Business Transition Services, Brent provides business transition and exit strategy planning for family-owned and private businesses across Ontario and Manitoba. He is an experienced facilitator, helping business families and stakeholder groups communicate and collaborate to build their future together.
Brent facilitates business-planning engagements with owners and management teams in a variety of industries including manufacturing, transportation, and agriculture. His collaborative method combines the expertise of management with his business knowledge to produce a clear, actionable plan to help drive the business.
Brent and Chris discuss:
Social capital in a family
Educating on and using the potential of the 3 Circle Model
Identifying and leveraging the Values and Vision of family to achieve solutions and successful startegy
The process of moving to the point of readiness for a Family Participation Agreement
How to deal with the paradox of dealing with merit versus entitlement
and much more..............
Books referred to by Brent:
Developing Family Business Policies, Ward, Aronoff et al
Family Business Consulting Group
Chris Delaney is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" - the book is available on Amazon.ca and in select Chapters/Indigo stores across Canada. Contact firstname.lastname@example.org for speaking and workshop information.
This podcast is a wealth of knowledge. Highly recommend this podcast to anyone that wants to learn, grow, and inspire. The content is so rich, and the speakers thought-provoking and insightful.