Safe Space with Francesco Lombardo

In this episode of Safe Space, Dr. Sandra Primiano discusses the complexities of mental health, particularly focusing on burnout within the context of family businesses. She explores the various forms of burnout, its causes, and its impact on individuals and systems. The conversation delves into the importance of emotional awareness, the influence of ancestral traditions, and the necessity of mindfulness in daily life. Dr. Primiano emphasizes the power of choice in emotional responses and the significance of understanding one's values for personal transformation. 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    

In this episode, Jen Risher shares her journey from a middle-class background to sudden wealth due to unimaginable success for her and her husband early in their careers. She discusses the emotional complexities that come with newfound wealth, including feelings of shame and guilt, and the importance of understanding one's money story. Jen emphasizes the need for open conversations about money to foster connection and purpose, and she advocates for using wealth to create equity and support others. The discussion highlights the significance of vulnerability and listening across generations in family businesses. 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  

In this episode, Francesco Lombardo and Dave Specht discuss the dynamics of family businesses, focusing on the importance of empathy, communication, and understanding between generations. They explore how the rising generation is often misunderstood and the need for them to find their own identity separate from family expectations. The conversation emphasizes the significance of relationships over financial capital and the necessity for open dialogue about wealth transfer and family dynamics. They also touch on the evolving landscape of financial advisory services and the importance of catering to the needs of the rising generation. 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  

In this episode, Francesco Lombardo interviews Ana Maria Guerrero Carvajal, a sixth-generation leader of the Carvajal family business in Colombia. They discuss the importance of family values in sustaining a business across generations, the role of innovation in adapting to market changes, and the initiatives taken to foster entrepreneurship within the family. Ana Maria emphasizes the significance of living the values they preach, showcasing how the family actively engages in social responsibility and community development. The conversation concludes with advice for future generations on maintaining integrity and commitment to social prosperity. 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  

In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes. 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    

In this episode, Vicki Furnish of Wellspring Family Group shares her insights on managing family dynamics within a family business, particularly focusing on the transition to a single family office. She discusses the importance of educating the next generation about wealth, fostering motivation, and the necessity of open communication. Vicki emphasizes the role of emotional intelligence in navigating family relationships and the impact of creating safe spaces for discussions. The conversation highlights the balance between business responsibilities and family connections, ultimately aiming to leave a lasting legacy for future generations. 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    

In this episode, Francesco Lombardo interviews Craig Kielburger, a renowned social entrepreneur and co-founder of WE Charity. They discuss Craig's journey from starting Free the Children at a young age to his collaboration with Oprah Winfrey, which significantly impacted his work in social impact. The conversation delves into the concept of legacy, exploring how families can create meaningful legacies and the importance of self-reflection and accountability in this process. They also touch on the emotional traditions that families pass down, both positive and negative, and how these affect future generations. In this conversation, Franco and Craig explore the intricate journey of writing a book, the importance of questioning the status quo, and the concept of permacrisis. They discuss the significance of internal peace, connection, and the legacy one leaves behind. The dialogue emphasizes the need for personal growth and the impact of service to others, culminating in advice for future generations on prioritizing meaningful connections and values. A dedicated husband and father of three, Craig Kielburger is a globally recognized social entrepreneur who has spent over 30 years empowering individuals to find their purpose and make a difference.  As co-leader of Legacy+, he guides organizations and individuals in building impactful movements and legacy projects.  His journey began at age 12 with the founding of Free The Children, a movement that inspired global youth activism and positively impacted over a million lives.  The author of 10 books, including "What Is My Legacy?" (co-authored with Martin Luther King III), he also co-hosts the "My Legacy Podcast & Syndicated Radio Show" and serves as Chancellor of Legacy College in Kenya.  His commitment to youth development continues through his co-founding role at the Dalai Lama Center.  His extraordinary contributions have been recognized with The Order of Canada, the Nelson Mandela Freedom Medal, and 15 honorary degrees. Listen to Craig's podcast on iHeart Learn more about Legacy+ by visiting legacyplus.org 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  

In this episode of Safe Space, the Fidanza siblings—Paolo, Adrian, and Carmen—share their journey of navigating the complexities of family dynamics after the sale of their family business, Salerno Dairy. They discuss the identity crisis they faced, the importance of self-discovery, and how they transformed their relationships through trust and emotional intelligence. The siblings emphasize the significance of changing their mindsets about money and the value of investing in themselves as individuals and as a family unit. They offer insights and advice for others in similar situations, highlighting the importance of open communication and personal growth within family businesses. 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  

In this episode of Safe Space, host Francesco Lombardo speaks with personal coach, therapist, and healer, Ashley Best. Ashley shares her journey from being a CPA to embracing her true self and helping others do the same. The conversation delves into the importance of listening to one's internal compass, the courage to be vulnerable, and the significance of self-love. They discuss the shift in family offices towards recognizing human capital and the impact of shame on personal and familial relationships. The episode concludes with practical advice for the next generation on embracing change and leading with the heart. ------------------------------------------------------------------------------------------ Ashley Best is a former CPA who chose to follow her heart and internal compass, embarking on a journey to discover her true identity beyond family systems and societal programming. With over 15 years of experience, she has evolved into a therapist and intuitive healer, blending analytical expertise with a deep understanding of human potential.  As the founder of Mindset Capital, Ashley's work stems from a passion for developing mindset and human capital. She partners with next-generation leaders and family offices to cultivate personal growth and financial alignment through strategic insight, mindfulness, and healing modalities.  Ashley empowers her clients to make confident, purpose-driven decisions by helping them tap into their intuition and access their authentic potential to create lasting impact in their lives and businesses. Listen to Ashley's Podcast on Spotify Veritage Promo: With three sessions, we create space to feel grounded, develop trust, and unlock clarity.  Regular Price: $675 for 3 sessions ($225 each)Special Offer: $500 for 3 sessions (save $175) Click Here to Book Your 3-Session Package Now ------------------------------------------------------------------------------------------ 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  

In this episode, Franco interviews family business advisor and co-author of The Quest for Legitimacy, Russ Haworth, who shares insights from his work with family businesses and the rising generation. They discuss the importance of understanding family dynamics, the quest for legitimacy, and the emotional aspects of succession planning. Russ emphasizes the need for individuals to explore their identity and purpose while navigating the complexities of family businesses. The conversation highlights the shift towards recognizing emotional needs in business relationships and the significance of connection within families. 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  

In this episode of Safe Space, host Francesco Lombardo engages with Agathe Holowatinc, Founder of FUELLED, to explore the significance of nutritional traditions and their impact on health and behavior. They discuss practical steps for making healthier food choices, the rise of food allergies, and the importance of understanding food values. Agatha shares insights on how to empower oneself to make better dietary decisions and offers advice on maintaining a healthy lifestyle while honoring family traditions. 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 Guest Bio: Agathe Regina Holowatinc, BA, MLIS, INHC (she/her) (pronounced Agatha) Agathe Holowatinc is Founder and Director at FUELLED Ultimate Health & Nutrition Ltd., a Certified Integrative Nutrition Health Coach & Consultant, professional researcher, published author, former private chef, healthy cooking masterclass instructor & Ayurveda enthusiast. She is on a mission to get high performance professionals energized and optimised so that they can bring their absolute best presence, productivity and performance to the companies they work for and also bring the best of themselves to all other aspects of their lives. Agathe is obsessed with human potential and performance and specialises in high-impact, nutrient-loaded, high performance nutrition, preventative health, "Food as Medicine,” cellular health and holistic (“Whole Life”) approaches to elevating your life! Agathe truly believes that vibrant health is our BIRTHRIGHT and she has dedicated her life to helping people achieve just that. Her nutrition coaching and consulting services are ideal for high performance professionals (men and women) who want to enhance their energy and feel powered up and limitless, day in and day out. She brings bold and innovative workplace wellness sessions to companies and also works 1:1 with private clients from around the world. Website: www.fuelledlife.com   Connect with Agathe on Linkedin (most active): https://www.linkedin.com/in/agathe-regina-holowatinc-3a886814  and https://www.linkedin.com/company/fuelledultimatehealthandnutrition/ IG: https://www.instagram.com/fuelledultimatenutrition/ FB: https://www.facebook.com/fuelledultimatenutrition YouTube (more coming soon!): @fuelledtv https://www.youtube.com/@fuelledtv  

In this episode of Safe Space, host Francesco Lombardo speaks with John Michael Elder, a third-generation family business member, about the complexities of navigating family dynamics, wealth, and emotional intelligence within a family business. John Michael shares his journey of marrying into a business family, the challenges of understanding wealth, and the importance of emotional intelligence in fostering a supportive family culture. The conversation emphasizes the need for open communication, introspection, and the balance between leveraging wealth and addressing feelings of inadequacy.   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  

ORIGINALLY AIRED OCTOBER 8, 2020 We had the pleasure of hosting Renuka Baron, an internationally renowned executive coach and expert in personal and professional transformation on the Safe Space podcast back in October 2020. To this day it remains one of our top episodes. Renuka shared how she empowers individuals and organizations to embrace authentic, soul-driven leadership. Her insights on overcoming limiting beliefs and unlocking true potential were truly inspiring.  Don't miss this episode! 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  

In this episode, Christian Busch, author of The Serendipity Mindeset, explains the concept of serendipity and its importance in personal and professional contexts. He shares his journey from a troubled youth to a successful author and academic, emphasizing the role of connecting ideas and people. The conversation explores how to cultivate serendipity through trust, psychological safety, and vulnerability, particularly in family businesses. Busch provides practical advice on overcoming self-limiting beliefs and fostering meaningful connections, ultimately advocating for a mindset that embraces uncertainty as a source of joy and opportunity. 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  

How do you create clear communication channels when your work and family life are intertwined?  Join me for my conversation with Veritage coach, BJ Radomski where we discuss the importance of understanding oneself in order to understand another. Together, we explore the impact of clear communication on family business decision-making and how the support of an external coach can help to prevent any blockages.  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  

In this episode of Safe Space, host Franco Lombardo speaks with Gillian Stein, former CEO of Henry's, Canada's largest independent digital imaging retailer, about her emotional journey of selling her family business. Gillian shares her experience of identity loss, the grieving process, and the challenges of transitioning from operations to ownership. The conversation highlights the importance of self-reflection, finding new passions, and the emotional complexities involved in succession planning. Gillian emphasizes the need for flexibility and an open mind in navigating the unpredictable nature of family business dynamics. 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  

Veritage CEO Franco Lombardo was recently a guest on the "Smart Wealth™ with Thane Stenner" podcast where they covered a number of pertinent topics from the emotional side of family business. Franco explains that by asking his clients the questions they've been avoiding asking themselves, they can begin to better understand their relationship to money, why they behave the way they do with it and how they can then choose their behavior. The discussion then covers why the human capital asset class should be the next investment focus of business families in order to prepare all generations for a smooth wealth transition. Connect with Francesco here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca  

In this very special episode of Safe Space, our Founder and CEO, Franco Lombardo is in the hot seat in conversation with Veritage's Chief Operating Officer, Thomas Clark. They cover a number of different topics including why Franco created Veritage, emotional security beyond financial wealth, turning investment strategies towards Human Capital, and offers some practical tools and key insights to help you navigate the complex family dynamics associated with being a business family. 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  

In this episode, Claudia Gomez of Trusted Family joins Francesco to discuss the challenges faced by family businesses and the importance of having difficult conversations. She highlights the tendency of families to avoid conflict and the consequences of not addressing hard topics and suggests greater vulnerability and self-awareness is needed in order to initiate these conversations and build trust within the family. She also explores the role of the next generation in driving change and finding their own path within the family business.  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  

What you say to yourself is as important as what you say to others, because communication begins with ourselves. The way we communicate with others is often based on our own thoughts, and is why this episode of Safe Space highlights the importance of questioning and challenging our thinking. Francesco Lombardo and BJ Radomski also discuss the challenges that arise when there is a lack of clear communication within families and offer some practical advice to overcome them. 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

With almost 20 years of working with families as the executive director of the Loyola University Chicago Family Business Center and in his private consulting practice, there's not much that Andrew Keyt hasn't come across. But it is his personal journey of overcoming challenges as a next-generation business leader that makes his perspective so unique.  In this episode Francesco and Andrew discuss many of the unspoken issues that exist within family business relationships, such as the importance of vulnerability, the need to address mental health issues and how generations can learn valuable lessons from one another.  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 REMEMBER TO SUBSCRIBE ON YOUR FAVOURITE PODCAST PLATFORM TO NOT MISS ANY FUTURE EPISODES!  

Like so many of my guests, Don Phin has led an extraordinary life. Growing up in the Bronx, his journey has taken him from being a former trial lawyer to starting a HR company to now coaching CEOs. Don has gone on to use the lessons he learnt in the courtroom and specifically draws on his experience of how different versions of the ‘truth' can cause a breakdown in communication. As a recently trained Veritage coach, Don works with a preventative approach and believes that listening and encouragement are critical to engaging the next generation and to building healthy lasting relationships.  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  

BJ (Brian) Radomski, is executive coach and facilitator, who takes a holistic approach to coaching, by combining science and psychology with personal experience and real-life scenarios.  In this episode of Safe Space, BJ shares insights he gained from his extensive career and experience in a multitude of organizations, and explains why the key to successful leadership is grounded in open and transparent communication.  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  

In this conversation, I speak with Armen Alajian, the owner of ARTO, Southern California's artisanal brick and tile manufacturer. Armen and his brother Vod took over the business after their father Arto died in 2014, and in this moving conversation Armen shares how he navigated the emotional and practical difficulties he faced. If you are interested in learning more about how to create a healthy family culture and why investing in the people in the business is the key to success, then this episode is for you. 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  

Despite the recent progress in gender equality, many women still face obstacles in securing senior leadership positions within their family business. In this episode, Family Business owner, Eva Fischer emphasizes the importance of belief in oneself and urges women to avoid falling into the trap of emulating their male counterparts. Eva's insights and experiences offer valuable perspectives and strategies for women entrepreneurs in family businesses on how to cultivate personal fulfillment. 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    

It was 1986 and Jonathan Goldhill had just witnessed the closure of his family's company, which was also the country's largest men's suit manufacturer. Not wanting other entrepreneurs and family businesses to follow the same fate, Jonathan decided to use his experience to help families navigate a smooth transition. In this intimate conversation, Jonathan shares why our early childhood experiences can shape our adult lives, and how through the discovery of emotional safety, we can all find our true meaning and purpose. 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    

The role that advisors play in helping family businesses to fulfill their goals cannot be underestimated and is why my guest this week is Heather Falcone. A second-generation family business member and CEO of Thermal Vac Technology, Heather has more than 20 years of experience, centered in business concepts and is passionate about helping companies and individuals be outspokenly different. Together Francesco and Heather discuss the components of a successful relationship between the family and advisor and discuss how advisors can serve as a valuable bridge between the founder and the next generation. 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    

Working with family enterprises and business owners, Chris Yonker helps them navigate the intricate and unique aspects of both being related and owning a business. Combining his own personal experience and professional work with entrepreneurs, executives, athletes, and celebrities, Chris has created a process inspired by eastern philosophy to preserve continuity.  In this episode, Chris offers his advice for both next-gen and senior-gen family business leaders on how to create a safe space to effectively communicate with one another. He also discusses the impact of childhood trauma and why progress is never linear, highlighting that it begins with an internal evaluation of who we really are, why we are here and what we want to do in the world.  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  

Kent Johnson, is the CEO of the company that his great-grandparents founded in 1946. In a little two-room office above a car dealership, Highlights magazine was born and today it remains as true to its core as ever. A magazine encouraging children to discover their creativity and imagination, Kent explains why he believes that childhood is the critical foundation for developing happy and healthy children.  A company that has embraced the concept of a Chief Purpose Officer, Kent shares why and how inclusion helps to connect everyone in the company to the mission and purpose. This episode is for anyone looking for the tools and techniques to unlock the power of curiosity and humor, so that their business can continue for generations 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    

There's a place in New York that has been serving up some of the city's best pasta for the past 117 years. Raffetto's has been supplying New York's restaurants and home cooks with freshly spun pasta since 1906, and remains a solely family owned business. I spoke with Sarah Raffetto, part of the 4th generation of Raffettos, who as the company's Chief Operating Officer is responsible for ensuring the restaurant continues for the next 100 years. Sarah believes that the business's success is largely due to each generation's commitment to maintain their family traditions whilst being willing to expand and evolve. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternationalhttps://veritage.ca

“How do I find my purpose?” This is one of the questions I am most often asked by those I work with, and is why my conversation with Leadership Expert and Executive Coach James Laughlin is so insightful.  James' extensive experience spans working with elite performers and leading organizations, including professional athletes, influential CEOs, and multinational corporations. But James is also a musician, marked by seven world championship titles, showcasing his exceptional ability to foster talent and cultivate winning mindsets.  According to James, purpose is not about self, but about others. Purpose is something that inspires those around you to want to join and work with you to build your vision. The clearer the vision, the easier it is to achieve it and to inspire others. James says that when we heighten our awareness and focus our attention to where we want to go in life, then our purpose is revealed. This episode is for anyone struggling to find their place in the world and will help you to look beyond yourself in order to find your true meaning. 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

James Laughlin is a 7x World Champion and leadership expert, whose incredible journey has taken him from a small town in Northern Ireland to becoming a world solo drumming champion by the age of fourteen. Spending much of his twenties feeling lost, James eventually landed in New Zealand, and although he set up a successful education and retail company, he became frustrated with the 9-5 and instead decided to transform his skills into his purpose, to become a much sought-after leadership coach.   In this conversation James highlights the importance of both self-evaluation and self-reflection in leadership and why creating space for thinking and reconnecting with feelings and emotions is a critical component. James also gives us an insight into the unique framework he uses with CEOs, Professional Sports Teams and leaders to create high-performing teams.    Connect with me here: https://veritage.ca/ https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ https://www.facebook.com/VeritageFamilyOffice https://www.youtube.com/@VeritageInternational

Nancy Bruns is a seventh-generation member and current Chairman of the Board for a 210-year-old family business in West Virginia. In today's episode of Safe Space, Nancy explains how she learned to cope with her unexpected inheritance following the death of her father, and how she became an advocate for transparency, open dialogue. Nancy's passion for change and her belief in the importance of fostering a deep sense of connection and shared purpose, is testament to the longevity and continued success of her family business. Nancy provides valuable insights and strategies for family business owners on how and why strengthening family relationships is critical to the health and wealth of the family business. You can learn more about Nancy and J.Q. Dickinson Salt-Works by visiting: https://www.jqdsalt.com/ Connect with me here: https://veritage.ca/ https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ https://www.facebook.com/VeritageFamilyOffice https://www.youtube.com/@VeritageInternational  

Paul Hutchinson has dedicated his entire life to creating a world where every child can experience safety, freedom and hope. As an entrepreneur, philanthropist and anti-child trafficking advocate, Paul's work is underpinned by helping victims to heal from their trauma so that they can go on and live as healthy, functional and emotionally rich adults. Paul's work extends beyond rescuing trafficked children to helping adults heal their inner child, ultimately liberating humanity from the cycle of abuse and trauma. He believes in the promotion of emotional healing and connection to foster a harmonious and emotionally safe environment for themselves and their families. In this episode, Paul discusses the importance of understanding the impact of generational patterns and emotional wounds on family businesses, and provides practical techniques to help you break free. Find more information about Paul and his work at liberating-humanity.com and liberatechildren.org. CONTENT WARNING: This episode contains descriptions of violence, including child abuse and child trafficking. Please listen with care.  

“My fight against child trafficking for the last ten years was fighting fire with fire...the goal is to break that chain way beyond that point.” - Paul Hutchinson  Paul Hutchinson has dedicated his entire life to creating a world where every child can experience safety, freedom, and hope.  As an entrepreneur, philanthropist, and anti-child trafficking advocate – Paul's work is underpinned by helping victims to heal from their trauma so that they can go on and live as healthy, functional, and emotionally rich adults.   Paul's work extends beyond rescuing trafficked children to helping adults heal their inner child, by emphasizing the importance of healing childhood trauma to prevent its negative effects reaching adulthood.   In this episode, Paul discusses the importance of understanding the impact of generational patterns and emotional wounds on family businesses, and provides practical tools and techniques to help you live and work together in harmony.   You can find more information about Paul and his work at liberating-humanity.com and liberatechildren.org. 

Join Francesco Lombardo for this week's Safe Space as he speaks with Felicia Heng, founder and managing director of Wise Purpose, a boutique consulting firm specializing in family wealth advisory, leadership coaching, and next-generation succession. Felicia shares her diverse expertise in psychology, investments, and family governance, and sheds light on her work with families and the next generation, specifically focusing on the emotional aspects of inheritance and succession.   The conversation delves into the profound impact of sudden deaths and accidents on succession planning, and addresses how narratives related to money and wealth play a crucial role in shaping the emotional journey of individuals involved in the succession process. Felicia's advice to the Senior and NxtGen…unpack the emotional journey from practical aspects of succession, inheritance, and family business transitions, as clarity in separate narratives allows for better alignment; recognize that this is both an art and a science, seeking support from independent professionals or networks with codified knowledge; and start discussions earlier when everyone is healthier and less stressed, recognizing the importance of time in addressing complex matters, and embracing the proverb that the best time to act was 20 years ago, and the next best time is now. To contact Felicia Heng, reach out to her at felicia.wisepurpose@gmail.com   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)  

Join Francesco Lombardo for this week's Safe Space as he speaks with Julie Charlestein, a fourth-generation President and CEO with Premier Dental. Julie shares the inspiring journey of the business, which started with her grandfather, Julius Charlestein, who was a dental instrument sharpener and eventually evolved into a global leader in developing and manufacturing innovative dental consumables. Julie and Francesco discuss the importance of having governance structures and a board of directors in place to ensure the business's continuity and success. They highlight the value of open communication and the concept of a "safe space" within family businesses, which is vital for addressing challenges and fostering growth. Julie's one piece of advice to the Senior and NxtGen…there has to be a mutual level of respect and sometimes that's a challenge. Under everything, there needs to be a reciprocal respect. Irrespective of the others' views.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

On this week's episode of Safe Space, Francesco Lombardo is joined by Chris Larson, a fourth-generation shareholder of a 107-year-old family-owned and operated business, IDEAL INDUSTRIES. In this episode, Franco and Chris discuss the emotional side of transitioning family businesses. Chris emphasizes the importance of addressing the emotional aspects of letting go of control and passing it on to the next generation, not just the intellectual aspects. Highlighting how emotional preparation is crucial for family business success and how coaching family members on an individual basis can help them become content and happy with their roles in the family business. The episode sheds light on the emotional aspects of transitioning family businesses and the importance of addressing them. It's a must-listen for anyone looking to prepare their family business for the next generation.   The one piece of advice Chris offers for both the senior and next generations is... it's worth it. It's hard to focus on the emotional stuff, but it's worth it.    If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)  

Join Francesco Lombardo for this week's Safe Space as he speaks with Stefanie Kyles, a fourth-generation family business member, and former CEO. Stefanie discusses financial insecurity that is common in family businesses and how family businesses need accountability and transparency to succeed. She shares her experience negotiating with family members to understand their personal sensitivities around risk, financial security, and lifestyle, and emphasizes the importance of separating emotions from conversations around money. The one piece of advice Stefanie offers for both the senior and next generations is simple... talk about it.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Philip McKeown, a fifth-generation family business owner from Ireland. Philip discusses family governance and succession planning, as well as his book, Successors Voice, which emphasizes the importance of understanding one's value and role in a family business and the emotional complexities of family dynamics. He also stresses the need to nurture family talent in order to sustain family businesses. Overall, the goal is to prepare successors with the knowledge, confidence, and skills required to successfully integrate into the family enterprise.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Cecily McGuckin the CEO and managing director of Queensland Steel and Sheet, in Brisbane, Australia. Cecily talks about the challenges of being a woman in a male-dominated industry and the difficulties of succession planning in a family business. Stressing the importance of being prepared for the worst-case scenario and making the business sustainable for future generations, she highlights the need for a clear roadmap to preparedness, including an emotional component. Cecily's advice encourages people to stop apologizing unnecessarily and recognize their worth.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space episode where he interviews NK Chaudhary, the founder of Jaipur Rugs, who established the company 44 years ago with a vision of uplifting society by enabling everyone to reach their full potential. NK discusses the importance of business purpose and its connection to personal life, and the importance of emotional safety in families, and how to create it. He also shares his personal purpose, knowing himself through the business and improving himself by understanding the impact of his actions and decisions. NK's one piece of advice to the Senior and NxtGen…regardless of family roles or positions, the most important thing is to be yourself, love yourself, and love others.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Torri Hawley, one of five next generation members in a successful 7th generation family enterprise. Internal credibility is about ensuring that one's actions align with their values, while external credibility involves earning the trust and respect of others. For next-generation family members, establishing external credibility can be challenging, as they must prove themselves to be worthy of the business and navigate generational trauma. Torri offers advice to those struggling with credibility issues, encouraging them to trust their instincts, act in a way that aligns with their values, and learn to be comfortable with discomfort. She also stresses the importance of healthy boundaries and the need to distance oneself from toxic relationships. Ultimately, Torri emphasizes the need to believe in oneself and be sure of one's internal credibility, as this can help to navigate the challenges of generational family enterprises.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Pasquale Marinelli, a 27th generation owner with Pontificia Fonderia e Museo di Campane, the second oldest family business in the world. With many companies struggling to carry on over just a couple of generations, what is the secret of a successful business that has existed since before 1339? How does the younger generation working right alongside the older generation create the knowledge and respect needed to continue the business? Pasquale, with the support of trusted assistant Ivo, speaks about the fascinating history of the company and how Marinelli Bells have been rung in every continent around the world. Pasquale's one piece of advice to the Senior and NxtGen…have passion for and love the work.  If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Christine Blondel, expert Family Business Advisor and Adjunct Professor of Family Business at INSEAD. Creating a successful family business is more than just being good at operating the business. Where in the scope of family governance do outsiders come in? Why is it important for family members to become independent for responsible ownership? How is experiencing ordeals going to help both generations grow? Each of these important pieces contribute to a more successful family business. But how? Take a listen! Christine's one piece of advice to the Senior and NxtGen is simple, listen to each other.

Join Francesco Lombardo for this week's Safe Space as he speaks with Wendy Craft, a lawyer by trade, who “fell” into Family Office about 20 years ago. She is currently Chief Of Staff at Fulcrum Equities, LLC in New York City. In this episode, Wendy & Francesco talk about how keeping up appearances will not make you more successful or happier in the family office. It took many years for Wendy to realize that trying to fit into the perceived family office professional mold wasn't really about how she dressed or what she knew, it was who she worked for. What can you do to create a safe space in the family office or family business where you'll be happier, can be yourself and be a better contributor? Take a listen! Wendy's one piece of advice to the Senior generation…if you love them let them in. Don't wait until it's too late; hear them, teach them, let them speak their peace, and give them spaces to be involved. For the NxtGen's, yes maybe you could run the business better but find ways to contribute, find ways to support them instead of trying to wrestle everything away from them, let them be human beings, give them time. If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Ramia El Agamy, second generation CEO at Orbis Terra Media, editor-in-chief of Tharawat Magazine, and host of The Family Business Voice and Women in Family Business podcasts. Why does traditional governance need to evolve for family business to be successful? How have topics and concerns within family business changed? Ramia's one piece of advice to the Senior and NxtGen…forever is the most dangerous word in the family enterprise vocabulary. Nothing lasts forever, and nothing should last forever. That is okay, it is not failure, it is evolving.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Charlie Rhomberg, 4th generation member of the Schmid family, Crescent Electric Supply Company. Founded in 1919, Crescent Electric Supply has grown significantly over the decades. The 3rd generation of owners realized there needed to be more structure in place for the future generations to keep the business going strong. Now with over 130 family members, how exactly was this accomplished? How is the family keeping the business of the business and the business of the family separate? Why is it just as important for the youngest generations to build connections in the family as it is for the senior generations? Charlie's advice…for the Senior Generation, continue to work with future generations in developing a plan for what the retirement changeover will look like. NxtGen, learn as much as you can about family history and your roots to create a different kind of connection with the family.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

On this week's Safe Space, Francesco Lombardo is joined by Aubrey Shapiro Ginn, third-generation family business member with Shapiro & Duncan, Inc. where they discuss business succession planning, and how to set up the NxtGen to be successful business owners. In the second-generation of Shapiro & Duncan, the company grew exponentially. As third-generation business members, how do Audrey and the rest of the NxtGen fit into the equation of the continuation of this success? Aubrey's one piece of advice to the Senior Generation is don't be afraid of losing control. Her advice for the NxtGen - be patient and learn from the senior generations experiences.   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Zale Tabakman, first generation owner of Local Grown Salad and his son, Tzvi. Many family businesses make the mistake of mixing work life with personal life. This creates constant conflict, stress and often the demise of the business. In this episode, the group discusses how having clear expectations, setting boundaries, showing respect and learning to trust each other can make all the difference. Tzvi's advice to the Senior Gen… set healthy boundaries for relationships to be stronger and better. Treat each other with basic respect. Zale's one piece of advice to the NxtGen… talk about it. Get more information about their products at www.localgrownsalads.com   If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)

Join Francesco Lombardo for this week's Safe Space as he speaks with Marisa Zabalak, Educational Psychologist, TEDx & Keynote Speaker and Author. Conflict should be constructive, but it is difficult for many to see it this way. How can family members understand triggers and reactions, and then find the tools and skills to interact with others in order to move forward positively? How can emotions be used as data to give us feedback on interacting with others without using those emotions to manipulate them? Trust should be earned, especially within a family. It's not just a given. Marisa's one piece of advice to the Senior and NxtGen…get curious about yourself and others. If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights  Newsletter." (https://bit.ly/3JOd7Qq)