16 episodes

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.

Inception Family Wealth Podcast Chris Delaney, BA, LL.B, B.Ed, TEP, FEA

    • Education
    • 5.0 • 2 Ratings

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

    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
    Family Meetings
    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 podcast@familywealthpress.com

    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

    • 6 min
    What is a Family Retreat?

    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 chris@familyenterpriseadvisor.com for client/advisor event speaking and family enterprise advisory services or connect through Linked In (above)

    • 54 min
    What if I have a Professional or Elite Athlete that requires wealth and estate planning?

    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
    joint wishes
    the transient sports client
    scenario testing decisions

    and much more...

    For information on my book, connect to www.familywealthpress.ca

    • 29 min
    What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1)

    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. 

    • 25 min
    What IF I Don't Have A Family Member to be my Estate Trustee?

    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.

    • 28 min
    "What if my family business needs a Family Participation Agreement?"

    "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

    See also:


    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 chris@nakedopus.com for speaking and workshop information.

    • 1 hr 41 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

LuckyUppal ,

Lawyers Review

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.

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