Inception Family Wealth Podcast

Chris Delaney, BA, LL.B, B.Ed, TEP, FEA
  • 0.0 (0)
  • EDUCATION
Inception Family Wealth Podcast Podcast

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.

  1. 26/11/2022

    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

  2. 08/04/2022

    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)

    55 min

  3. 28/03/2022

    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

    30 min

  4. 25/03/2022

    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

  5. 15/03/2022

    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.

    29 min

  6. 03/10/2020

    "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.

    1h 42m

  7. 16/09/2020

    "What if I intend to sell my business?"

    Welcome to The Inception Family Wealth Hour Podcast Chris Delaney, BA, LL.B, B.Ed, TEP, FEA is the author of "The Naked Opus: Growing Your Family Wealth for the Long Term" (available on Amazon or, for but orders, by emailing here. Chris hosts this podcast that features interviews with leading estate planners, lawyers, entrepreneurs, financial advisors, trust professionals, family business advisors, philanthropy advisors, insurance advisors and many more! The idea of Inception Family Wealth Hour Podcast is to move beyond tactics and dig deeper into the purpose, strategy and intent of estate planning and family business transition planning. Each episode will feature an organizing question framed as a “What if…….?” question. Guests on IFWH Podcast are selected because they are thought leaders and practice experts in their chosen fields. This week's special guest is Dr. Howard Johnson. Howard is the Canadian Market Leader and managing director in the M&A Advisory practice at Duff & Phelps. He is an educator at heart and is the author of several books on the subjects of corporate finance and valuation published by the Chartered Professional Accountants of Canada, including: Shareholder Value (2018); Strategic Acquisitions (2015); Selling a Private Company (2014) and Business Valuation (2012). He will be answering the question: “What if I intend to sell my business?” References from episode: https://www.cpastore.ca/product/selling-a-private-company-2nd/2006 Howard Johnson @ Duff & Phelps Canadian M & A Insights - Summer 2020

    1h 10m

  8. 27/08/2020

    "What if I want to be philanthropic in my estate planning?"

    Your 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". He is a Professional Speaker, Author, Lawyer, Family Enterprise Advisor, Finance Professor and Estate Planning enthusiast.  This week's episode of Inception Family Wealth Hour Podcast (Twitter: @InceptionHour )features Mark Halpern, CFP, TEP, MFA-P. Mark is the CEO of WEALTHinsurance.com . He will be discussing his concept of the Strategic Use of "The New Philanthropy" in Estate Planning. Among many topics we discuss in this wide-ranging interview: Mark's journey into this field and how it fuels his passion for strategic philanthropy  The difference between preservation of wealth and accumulation of wealth Developing a mindset of abundance  How millennials like to plan with meaning and the implications for families  Fair versus equal in a family business Purposeful planning with charitable structures and intent Insurance as a tool in a business succession planning and creating simultaneous philanthropic outcomes Old versus new philanthropy  and much, MUCH more!! Check out this Ted Talk style presentation Mark did at IdeaCity from June 2019.

    1h 24m
See All (16)

Trailers

About

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.

Information

  • Creator
    Chris Delaney, BA, LL.B, B.Ed, TEP, FEA
  • Years Active
    2020 - 2022
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © Chris Delaney, BA, LL.B, B.Ed, TEP, FEA

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada