Safe Space with Francesco Lombardo

Francesco Lombardo
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Safe Space is a podcast for Family Business Leaders and Next Gens exploring the financial, human and social capital of family businesses. In each episode, trusted advisor Francesco Lombardo, will share a conversation with a diverse range of guests, offering you practical tools and guidance to help you navigate the unique familial relationships within family businesses.

  1. 4d ago

    Fixing Hidden Pitfalls in Family Succession

    Even the best international tax structures fail without emotional governance. Private wealth expert Charlie Sosna reveals how to fix governance pitfalls and secure your family legacy. High-net-worth families often spend millions on complex trusts, tax structures, and international asset protection. Yet, even the most pristine estate plan can shatter if the human foundation underneath it fractures. When family succession ignores emotional dynamics, self-awareness, and relational health, financial wealth becomes a source of deep conflict rather than lasting stability. In this episode of Safe Space, host Francesco Lombardo sits down with Charlie Sosna, Partner and Head of Private Wealth and Tax at Mishcon de Reya. Ranked by Chambers HNW as one of the world's leading private client advisors, Charlie brings decades of expertise navigating complex international tax matters, UK-US planning, and ultra-high-net-worth structures across the globe. However, Charlie's deepest takeaway goes beyond numbers and legal agreements: structural planning is only half the battle. We dive into the hidden pitfalls of governance, exploring why emotional intelligence and behavioral governance are the true keys to legacy preservation. Charlie shares how establishing clear roles, setting healthy expectations, and addressing unsaid family dynamics protect multi-generational continuity far better than legal trusts alone. Learn how to move past rigid corporate frameworks, cultivate genuine self-awareness within your family enterprise, and align your financial wealth with lasting emotional health. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  2. Sep 15

    Fostering Family Connection Through Storytelling

    How do you protect a family legacy across generations? Val Montagnana-Wallace reveals how authentic storytelling and shared family narratives solve deep succession challenges and foster connection.  Building a multi-generational legacy requires more than a flawless estate plan—it requires a shared identity. When family businesses transition to the next generation, facts and figures are easily forgotten, but the emotional narratives and foundational stories endure. Without a clear internal narrative, successors often struggle with their place in the family history, leading to succession friction and a lost sense of purpose. In this episode of Safe Space, host Francesco Lombardo sits down with Val Montagnana-Wallace, CEO of the family-owned creative agency Hyphen – Stories, Well Told. Val transitioned from a primary school teacher to leading a business founded by her husband and brother, giving her a uniquely human perspective on managing complex family dynamics. She explains why uncovering and sharing your family's authentic history is the ultimate tool for emotional governance and lasting unity. We explore how the stories we tell ourselves—both internally and externally—shape the future of the family enterprise. Val shares how leaning into vulnerability allows families to bridge generational divides, heal unspoken conflicts, and foster genuine connection. By crafting meaningful narratives, founders can pass down their true legacy, ensuring the next generation feels anchored in their roots rather than burdened by rigid expectations. Whether you are navigating a difficult generational transition or simply want to document your family's journey before it fades, this conversation provides an actionable roadmap. Learn how authentic storytelling transforms family business transitions from purely structural handoffs into deeply connected, purpose-driven legacies. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  3. Sep 1

    Finding Your Inner Superpower with Scott Feld

    How do we prepare the next generation to handle family legacy? Scott Feld reveals how to reprogram default beliefs and build inner confidence in future family business stewards.  Building a lasting multi-generational legacy isn't just about financial inheritance or structural governance—it starts with the emotional health of the children who will one day carry it. Without genuine self-worth and resilience, even the most pristine estate plan can collapse under the weight of self-doubt, fear of failure, and the intense anxiety of stepping into big shoes. In this episode of Safe Space, host Francesco Lombardo sits down with youth mindset expert, award-winning author, and founder of The Power-UP Experiences, Scott Feld. Drawing from over 30 years of coaching kids, teachers, and young entrepreneurs, Scott reveals how family business owners can help the next generation unlock their inner superpowers before they ever step into the boardroom. We tackle the core root of succession anxiety: default beliefs. Scott explains how the subconscious programming formed in early childhood shapes how future leaders handle high-pressure responsibility, personal failure, and internal pressure. Through practical visualization tools, positive self-talk, and purpose-driven parenting, Scott demonstrates how to protect young successors from imposter syndrome and help them build lasting confidence from the inside out. Whether you are a founder preparing your children for future leadership or a parent wanting to cultivate emotional governance in your family system, this conversation delivers human-centered tools to align personal growth with generational continuity. Learn how shifting focus from external performance to internal empowerment transforms anxious heirs into grounded, self-aware stewards capable of thriving on their own terms. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  4. May 26

    Beyond the Trust: Holistic Planning for Generational Wealth

    Protect your generational wealth by building a stronger foundation. Author Buddy Thomas shares his 50-year roadmap for holistic planning and active family estate planning that unites your legacy. Leaving an inheritance is easy. Passing on a sustainable, thriving legacy is incredibly difficult. Most wealthy and aspirational families spend millions on legal structures and tax loopholes, yet completely neglect the emotional and relational capital required to keep that wealth from dissolving across generations. In this episode of Safe Space, we are joined by veteran wealth strategist and author of Love Wisdom Money, Buddy Thomas. With over five decades of hands-on experience working directly with trustors, trustees, and beneficiaries, Buddy has witnessed firsthand why traditional financial planning fails. He reveals why placing love and wisdom ahead of the actual currency is the only way to meet both your legal and moral responsibilities as a family fiduciary. In this conversation, we solve for: The Currency Disconnect: Why passing down money without passing down the family values that gave it meaning creates a destructive legacy. The Power of Holistic Planning: How to engage in deep financial and estate planning that actively protects your family's relational health. Continuous Family Engagement: Practical frameworks to keep the next generation involved in ongoing conversations about wealth, fostering true alignment and cohesion. If you are a "Family Champion" or a leader managing a family office, Buddy's grounded, story-driven guidance provides a blueprint for true succession planning. It's time to stop looking at your legacy as a math problem and start building a generative ecosystem that safeguards your family's true wealth for decades to come. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  5. May 12

    Leading Family Business Succession with Self-Compassion

    Stop letting self-criticism ruin your family business dynamics. Leadership coach Massimo Backus explains how self-compassion and emotional intelligence create a more resilient succession plan. Why do so many family business leaders feel like they have to choose between being a "strong boss" and a "loving family member"? Often, the pressure to maintain a multi-generational legacy leads to a culture of overcontrol and self-pressure that actually stifles growth. In this episode of Safe Space, we sit down with leadership strategist and author of Human First, Leader Second, Massimo Backus. With a deep background in organizational psychology, Massimo helps us dismantle the internal narratives and inherited behaviors that often plague family enterprises. We move past the technical side of governance to look at the "inner work" required to sustain a healthy family office. In this conversation, we solve for: The "Overcontrol" Trap: Why founders struggle to delegate and how to shift from controlling the work to developing the people. Emotional Resilience: Using mindfulness and self-awareness to navigate high-stakes family dynamics without burning out. Building a Flourishing Culture: How replacing self-criticism with self-trust allows the next generation to step into their own leadership with confidence. Whether you are navigating a difficult succession or simply trying to improve family relationships within the business, Massimo's story-driven approach offers a practical roadmap. It's time to stop doing the work for your people and start leading with the clarity and humanity that your legacy deserves. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  6. Apr 28

    Unlocking Procrastination: Emotional Roots and Family Strategies

    Stop letting procrastination stall your family business succession. Dr. Moira Somers explains the neuroscience of avoidance and how to master emotional regulation for better family governance. Why do the smartest families avoid the most important conversations? Whether it's succession planning, wealth transition, or conflict resolution, the "fault lines" in a family business usually aren't financial—they're neurological. In this episode of Safe Space, we sit down with neuropsychologist and family wealth consultant Dr. Moira Somers. As the author of Advice that Sticks, Moira has spent her career studying why high-net-worth families often know what to do, yet fail to do it. We dive deep into the psychology of procrastination and avoidance, moving past the "just do it" advice to understand the fear and anxiety that keep families stuck. We solve three core problems in this conversation: The Avoidance Trap: Why your family "forgets" to talk about the future and how to break the cycle of procrastination. Facilitating the Hard Stuff: A pragmatic roadmap for hosting difficult family conversations without ending in emotional shutdowns. The Trust Factor: How emotional regulation and behavioral economics can be used to build a stronger foundation for family enterprise governance. If you are a "Family Champion" or a leader in a family office struggling with a stalled transition, Moira's grounded approach offers a way to bring about positive change. It's time to move from "misconduct" and "fault lines" to a future built on trust and strategic clarity. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  7. Apr 14

    Inheriting a 70-Year-Old Family Business: Embracing Change with 3rd Gen Leadership

    How do you modernize a 70-year-old family brand without losing its soul? Marshall Rabil, CEO of Hubs Peanut Company, joins Safe Space to discuss family business succession, co-create a family legacy and innovation strategy. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

  8. Mar 31

    Stewardship, Values, and Reconciliation

    In this episode, Francesco Lombardo sits down with Karen Alko, a fourth-generation steward of ABC Recycling and her role as a "family champion" for governance and legacy. As a 2025 Transformational Women in Family Business Award recipient, Karen discusses how she integrates core family values into long-term strategy and the importance of next-generation planning. The conversation explores her efforts in fostering community relations and social impact, including her leadership in Indigenous reconciliation and staff education. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca

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Safe Space is a podcast for Family Business Leaders and Next Gens exploring the financial, human and social capital of family businesses. In each episode, trusted advisor Francesco Lombardo, will share a conversation with a diverse range of guests, offering you practical tools and guidance to help you navigate the unique familial relationships within family businesses.

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