Successful Generations

This week, I'm interviewing Theo Avery, a third-generation family business leader of The Durfee Foundation. He's here to share his insights into how his family engaged him in the foundation without pressure, and how he got involved while he was also in the process of starting out his own career. Discover how to engage the next generation in your family foundation and some things to consider when onboarding new board members.   Get full show notes and more information here: https://successfulgenerations.com/16

This week, I'm discussing how to take back control when self-doubt and overwhelm take over. This process is easier than you might expect, and I'm giving you one simple question you can ask yourself to start moving through this experience and take back the feeling of control and move forward from that place.   Get full show notes and more information here: https://successfulgenerations.com/15

There are so many occasions where life throws us challenging circumstances. And while this looks different for all of us, I'm showing you how adopting a learner's mindset will allow you to lead in a powerful way through any situation.   Get full show notes and more information here: https://successfulgenerations.com/14

Discover my two favorite tools to use when you know a tough conversation is coming. I'm sharing why knowing what hat you're going to wear is so important, and how to focus on the things you can change, instead of getting frustrated about what you can't.   Get full show notes and more information here: https://successfulgenerations.com/13

If you're wearing the badge of busyness, I want you to join me on the podcast this week as I invite you to consider banning the word busy from your vocabulary. I'm sharing how we miss out on so much that life has to offer because we think we should be busy. And I'm giving you my favorite thing to think instead of, “I'm too busy…”   Get full show notes and more information here: https://successfulgenerations.com/12

If you're encountering difficult and often uncomfortable power dynamics in your family systems, trust me, you are not alone. Power dynamics are at play in all workspaces, but when you're working so closely with your family, they can get really tricky. If this sounds familiar, you need to listen closely to this episode.   Get full show notes and more information here: https://successfulgenerations.com/11

Making assumptions about what other people are thinking and feeling is something we all do, whether consciously or subconsciously. And this is especially the case when it comes to their feelings and thoughts specifically about us. But this line of thinking is not serving you or anyone else, so we're taking a look at what you can do to get out of other people's brains and fully into your own so you can get back to doing an amazing job!   Get full show notes and more information here: https://successfulgenerations.com/10

Tune in this week to discover the secrets to working closely with the people you share every other area of your life with. We're discussing where Whit and Jake have run into differing approaches, disagreements, and how they have overcome them to build an incredible business. Get full show notes and more information here: https://successfulgenerations.com/9

Tune in this week to discover what so many people get wrong about creating confidence, and the exercises I use with my clients that you can start using right now to build more confidence. I'm sharing where confidence really comes from, and by the end of the episode, you'll understand where you can look to for a confidence boost whenever you need it. Get full show notes and more information here: https://successfulgenerations.com/8

We're talking today about one of my favorite topics: emotions. Specifically, I'm discussing processing emotions while you're at work, which comes up for so many of my clients. So, if you regularly feel a sense of overwhelm, anger, or anxiety around your day-to-day at work, or you know somebody who is currently in this headspace, this episode is for you. Get full show notes and more information here: https://successfulgenerations.com/7

Kim is on the show this week to discuss an area of knowledge and passion for her: entitlement. This is a huge issue within the family business sphere. As a family business grows, the number of people around it will follow. And Kim is here to discuss how we can be discerning about who we involve, and how we should be allocating our resources. Get full show notes and more information here: https://successfulgenerations.com/6

Have you ever taken what you believed would be a rejuvenating break from reality, but instead of relaxing and recharging, you returned tired and frustrated, either because work got in the way, or just the stressors of trying to keep everyone entertained? This week, I’m inviting you to try purposefully planning your vacation with the same level of precision that you plan every other aspect of your life, whether that’s work, workouts, or personal care appointments. Get full show notes and more information here: https://successfulgenerations.com/5

Discover why it’s so important to track and celebrate your wins on a regular basis. I’m sharing how I do this work with my clients, how you can start doing this work for yourself, and the incredible benefits and transformations that I have seen as a direct result of making this practice a part of every single week. Get full show notes and more information here: https://successfulgenerations.com/4

Last week, I spoke about the concept of Same-Page Leadership. This week, I want to share some examples in practice. When you get into alignment and understanding with your significant other, it means fewer arguments and issues at home; it means a healthier relationship between you and them and a healthier relationship with your business. If you are ready for all of that, this will be a great episode for you. Get full show notes and more information here: https://successfulgenerations.com/3

Discover the perfect tool to implement when it feels like you and your partner or family member are on different pages when it comes to your business. I’m sharing the most common complaints I hear from my clients who are in this situation, and you’ll learn what’s going on in your head. And once you understand this, you can get aligned and start reaching an agreement that serves everyone involved. Get full show notes and more information here:https://successfulgenerations.com/2

Tune in this week to discover the direction I’ll be taking this podcast moving forward and the changes you can expect to hear. I work with clients every day who are grappling with real issues, real overwhelm, and real confusion, and if you are leading a family enterprise, this is the podcast for you. Get full show notes and more information here: https://successfulgenerations.com/1

This podcast for those who are weighed down by all the things that come along with running a family business. If you’re ready to learn the exact tools, strategies, and mindset shifts you need to become the leader you want to be - and have a bit of fun while doing it - subscribe or follow the podcast on your favorite podcast app and visit successfulgenerations.com for more information. 

Tune in for an episode of Successful Generations with a difference. Neill Williams is sharing the transformation she’s experienced over the past two years of working with me on her mindset in so many areas. If you’ve ever wondered what goes into the work we do as coaches, this episode is exactly what you need to hear. Get full show notes and more information here: https://successfulgenerations.com/mindset-transformation

Tune in this week for a discussion with Bob Reid on common misconceptions around family philanthropy, and what it means for the next generation. Bob is sharing how his own research has brought up so much that flies in the face of the critical literature in this field, and we’re directly addressing criticisms of family philanthropy when it comes to impact, regulation, and so much more. Get full show notes and more information here: https://successfulgenerations.com/089

This week, Logan Angel shares her experiences as a second-generation family philanthropist. We discuss her experiences of realizing her family was different than those around them, and her journey through that adjustment. We are also looking at the immersion program she attended with KORE Venture, and how that has impacted her and her family foundation’s future for the better. Get full show notes and more information here: https://successfulgenerations.com/088

Tune in this week as Andrew and I discuss his role in helping the rising generation within families of wealth see the fortune in their hands as a tool and not a burden. Andrew believes that with great contribution comes great fulfillment, and is a big proponent of intergenerational curiosity, helping children and their parents understand the unique positions they are in, and how they can best move forward. Get full show notes and more information here: https://successfulgenerations.com/87

We all die. The goal isn’t to live forever, the goal is to create something that will. –Chuck Palahniuk Full show notes can be found: www.successfulgenerations.com/epsiode086 QUESTIONS: What do you need to be successful in transferring the business? Why is a business succession plan important?  What are the components of a good plan?  Why is a valuation important for a family business?  Selling to a third party-- why is this thinking advisable even if you plan to sell it to your kids?  What are pros and cons of having minority shareholders?  In your book, you talk about preparing and protecting heirs-- what do you mean by that?  One of the ways to protect heirs from each other is to have a buy-sell agreement, if you agree, what does a buy-sell agreement look like? What are the considerations?  (summary on page 78) What is a Charitable Bailout and Charitable Remainder Unitrust (CRUT) “the same basic features: a transfer of a business interest, a charitable contribution, deferral of capital gains taxes, a substantial income tax deduction, and removal of the business interest from the owner’s estate.” Let's say you sell the business, what’s next?    BIO For more than 20 years, Steven Goodman has provided insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely-held businesses and high net worth individuals. He currently serves over 200 clients. Steven Goodman has authored numerous trade articles for leading trade journals, and has paired with some of the most respected names in banking and finance-among them JP Morgan Chase - to sponsor some 150 seminars about business succession and wealth preservation. His accomplishments have brought the attention of such publications as the New York Times. Steven Goodman is a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. He holds an MBA from Fordham University.

Welcome!  Full show notes can be found at www.successfulgenerations.com/episode085 Questions:   What is a family office? Who should create a family office? Who Shouldn't? How do you get started? Do you have to have billions of dollars to start a family office?  Who should lead a family office?  What are a few best practices and lessons learned?  What are a few resources newbies should check out when thinking about starting a family office?  What is FOX's role?  How can we connect with you?    BIO Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting it’s vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.   Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.    Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.   Resources The Family Office Exchange Family Champion with Joshua Nacht  Rising Generation Education with Mindy Earley

Full Show Notes: https://successfulgenerations.com/episode084/ Mindy Kalinowski Earley is Chief Learning Officer for FOX, Family Office Exchange. Today, she and I dive into what an education program could look like for the rising generation of family enterprise to help them answer the question for themselves: What does it all mean?    Questions:  About Mindy Who are the Rising Generation?  Why is Education Important? What does it look like?  What is a family office?  How do you get started with Rising Gen Education?  Who is the Family Champion?  What are the best practices when starting and launching an education program?  How can we find you and additional resources to explore?  The 4 Pillars of FOX’s Leadership Curriculum Enjoy!   

This week’s episode is the final in the three part series with Richard N. Seaman, 2nd Gen Chairman of Seaman Corporation.    In the first podcast episode, we learn about the Seaman Corporation’s family business story. The second episode was a BONUS on family philanthropy, and today, we are diving into the Richard’s latest book, A Vibrant Vision: The Entrepreneurship of Multigenerational Family Business.   “Addressing your personal, physical, and mental health is one of the greatest gifts you give not only yourself, but to the people who depend on you.” Richard N. Seaman   Richard has many lessons learned and wisdom he shares in his new book, A Vibrant Vision. He has lived it all and shares what works and what doesn’t.    If you are running, or planning to run, a multigenerational family business, this is the episode (and book!) to check out.    We discuss four of the  book’s 7 Lessons Learned, including the importance of innovation, human and resource management, and strategic and business planning. We end with why “Nourishing Your Spirit” is the best chapter in the book.  Show notes:  https://successfulgenerations.com/episode083/

“I’m too busy to think about retirement!”    In today’s episode, Kathy and I talk about retiring as the leader of a family business. Many family business leaders consciously or unconsciously decide they are going to retire “feet first.”   We discuss the many problems this creates AND several solutions.    Solutions include:  Development a succession and estate plan Answer this question: “What could I do next?” Set the Rising Generation up for Success Communication and Conversation Role of a Professional  Many more…..   Show notes can be found: https://successfulgenerations.com/episode082/

Full show notes can be found at: https://successfulgenerations.com/bonusrichardseaman/    Question we started with:  How does family philanthropy play a role in your family business?    We talk about how family philanthropy:  Helps us give back Creates multigenerational sustainability Allows the next generation to explore different passions Provides a teaching role about the community, family business, wealth… Creates stewardship Founder Intent Can bind the family together   We also talk about:  Donor intent Mission creep How trustees can influence the reputation of the foundation and the business     Enjoy! 

Do you like to learn about family businesses like I do?  Here is Part 1 of 2 (and a bonus episode) with Chairman and 2nd Generation of Seaman Corporation.  Seaman is a global industrial fabrics manufacturer based in Ohio.  In this episode, Richard talks about how the family business got started, why he lost 10% of the business his first year working there full time, the important role of an outside board of directors, and many, many words of wisdom and lessons learned. Please enjoy this casual conversation with Richard Seaman.     Full show notes can be found at: https://successfulgenerations.com/episode081/

In this episode, I interview Kris Putnam-Walkerly on her newest book, Delusional Altruism. Hint: “Delusional” doesn’t mean what you think it means. This the perfect episode for the philanthropists and foundations who want to be more impactful and effective.  Full show notes can be found HERE.  QUESTIONS ASKED   You claim, "We are all philanthropists" (something I have said before in an interview with Council of Michigan Foundations Rob Collier.) What do you mean by this?   Tell us about the philanthropy boom? (stats)   What is Delusional Altruism? What does it look like? How Does it show up? (What are the 7 ways it shows up)   What is destructive frugality?    How are the mistakes philanthropists are making right now by their delusional altruism? What can they do about it?    In your book, you highlight 7 strategies for transformational giving. "Together the philosophy behind these strategies constitute a mind-set that will make you unstoppable." Share more about these beliefs. What is the most transformational strategy?  BIO The Source:  Kris Putnam-Walkerly is a trusted advisor to the world’s leading philanthropists, including families, private donors, foundations, Fortune 500 companies, and celebrity activists. She’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts, and works closely with estate planning attorneys, financial and wealth advisors, and family offices to help their clients deepen their philanthropic commitments. She was named one of America’s Top 25 Philanthropy Speakers, and is the author of the new book, Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving (Wiley, March 24, 2020). Learn more at PutnamConsulting.com FIND KRIS:  SpeakwithKris.com https://putnam-consulting.com kris@putnam-consulting.com   RESOURCES:  We are all Philanthropists. Episode with Rob Collier 6 Mistakes Philanthropists Make in a Crisis Delusional Altruism

“Everything just works better when we are on the same page.”   This is the perfect episode for those who work with their significant other. Whether you are stepping into a leadership and ownership transition or you are the founder of your business, if you work with your spouse, this is the episode for you.    Here are a list of questions I asked Maggie:   Maggie, tell us a little about yourself: How did you come to be "The Best Marriage Coach" in the world? I have clients who work with their spouses-- the assumption is always, "things are so much better when we are on the same page". This is something I am calling "Same Page Leadership." Would you agree with this assumption? Why/why not? Do you see this in your work? Team v. Alliance When couples aren't on the same page-- what does that look like? Why aren't they on the same page? The role of arguments: productive v. destructive Maggie’s Understanding = Love Myth What are a few ways/techniques/exercises spouses who work with each other can stay on the same page? Two Tools to Get and Stay on the Same Page You have a new book out-- tell us why you wrote this book? Who is it for? How can we find you? Resources Mentioned:  “Defense is the First Act of War” by Byron Katie Complaint Free World Eckhart Tolle www.MaggieReyes.com Better Marriage Club Marriage LIfe Coach Podcast https://maggiereyes.com/podcast/4/ Emotional Weightloss https://maggiereyes.com/podcast/5/ Request vs. Demands Full show notes: https://successfulgenerations.com/episode079/

Full show notes can be found at: successfulgenerations.com/episode078 In this episode we finish (for now) the conversation about getting started in family councils with expert Chris Eckrich.    According to Chris, "a Family Council is a group that serves as an executive team or representative body of a broader enterprising family." In Part 1 of this two part series, we talked about Getting Started. In this episode, Chris highlights 10+ best practices he gathered from his decades of experience working with multi-generational family enterprises.  Chris's bio can also be found in the show notes.  In this episode, Chris highlights:  Best practices Advice to those tasked with launching the family council Role of legal council Who needs to attend Ideal family council leader (according to Chris)  Enjoy! 

Part 1 of a 2 Part Series Full show notes can be found: https://successfulgenerations.com/episode077/ Questions asked during my interview with Chris Eckrich:  What is a family council? Who should/shouldn't have a family council? What is the prework families need to do? -what are a few of the objections to overcome? Your handbook has everything you need to start a family council-- give us an overview on what we would need to do to get started. How can we find you? eckrich@thefbcg.com 260-436-0045 phone Resources: The Family Business Consulting Group  The Family Council Handbook  How Family Business Champions Lead to Success with Joshua Nacht Chris Eckrich's BIO A senior advisor of The Family Business Consulting Group, Chris Eckrich specializes in building leadership excellence and maintaining family unity in enterprising families. He assists family owned firms in preparing future owners and leaders, forging alignment on goals, and establishing orderly continuity plans that maximize effective leadership transition and prevent conflict during the transition. He also provides family members with skills and strategies to successfully manage working relationships and reduce the inherent conflict that is present when family members work together. In his work, Chris assists family owners in developing family agreements and, when needed, family constitutions. Chris’s family history of entrepreneurship in meat processing and other industries provided the impetus for his commitment to the family business field. His clients include family businesses from a wide variety of business sectors and other asset-owning families. He has presented at national conferences and regularly gives seminars and workshops on family organization and governance, succession planning, building leadership, managing relationships, and preventing conflict in business and asset owning families. Chris has served on several review committees for the Family Firm Institute. He has published in academic and business publications, and co-authored The Family Council Handbook: How to Create, Run, and Maintain a Successful Family Business Council, a comprehensive resource for enterprising families seeking to organize themselves to achieve long-term family and business goals. As an adjunct faculty member at The University of Notre Dame, Chris taught Family Enterprise Strategy to both MBA and undergraduate students, and has been involved in alumni education activities related to the topic. He also served as a founding advisor to a university-based education center for family business owners and their families, where he led the Next Generation Leaders group. Chris and his wife, Carol Ann, live in Ft. Wayne, Indiana with their three children. They are actively involved in their community and their church in a variety of leadership activities. Specialties Next Generation Education & Leadership Development Succession & Continuity Conflict & Communication Management Family Council Development Alignment Around Policies/Family Constitutions Honors Outstanding Doctoral Dissertation Award from the Family Firm Institute Education Chris received a B.B.A. in organizational behavior from Notre Dame and earned both a master’s degree and Ph.D. from Purdue University.    

Full show notes can be found at: www.successfulgenerations.com/episode076 Interview Questions:  Tell us a little about the 2020 Trends Study. One of the trends from the study is a continued shift from place-based to issue-based philanthropy. What do you make of this; what does it mean? I’m especially interested in the distinction the data shows in terms of the age and size of the foundation.  Grant priority areas also differed by the age of the foundation. First, what are the top issue areas for family foundations? How do they differ by the age of the foundation? Considering our audience for this podcast, any particular insights from the study related to engaging the next generation? We’ve talked about impact investing on this podcast previously. What did the trends study tell us about mission/impact investing? What can you tell us about family foundation effectiveness? Are families working well together and do they feel they’re effective? What are some characteristics of “very effective” family foundations? Diversity, equity, and inclusion was another big topic. What did you find there? What action do you want people to take right now?  Resources:  Want to learn more about Nick? Check out his podcast introduction here.  Nick Tedsco can be found at nick@ncfp.org Trends Survey 2020 www.successfulgenerations.com  NCFP DEI Collection  NCFP Values Exercise Bio:  Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family Philanthropy (NCFP). NCFP provides the resources, community, and encouragement families need to transform their values into effective giving that makes a lasting impact on the communities they serve.   Prior to joining NCFP, Nick served as a Senior Advisor in the J.P. Morgan Philanthropy Centre where he provided clients with insights and services to help meet their philanthropic goals through innovative advice, thought leadership and opportunities for learning and collaboration.   Previously, Nick served as a Relationship Manager and Program Officer at the Bill & Melinda Gates Foundation, where he helped launch the Giving Pledge—an effort led by Bill and Melinda Gates and Warren Buffett to encourage the world’s wealthiest individuals and families to commit the majority of their wealth to philanthropy. In this role, Nick managed relationships with current and prospective members of the pledge, as well as their staff and advisors. He helped to connect global philanthropists with one another in effort to exchange knowledge and encourage collaboration.   Nick began his career in the social sector as the Deputy Director of the Children’s Health Forum—a national nonprofit focused on the prevention and eradication of childhood diseases that disproportionately impact underserved communities.   Nick was named to the inaugural Chronicle of Philanthropy 40 Under 40 ranking in 2016. He has been quoted in the New York Times, Wall Street Journal MarketWatch, San Francisco Business Times and other notable publications. He serves on the Regional Board for UNICEF USA and as a panelist for the Echoing Green Fellowship and MacArthur Foundation 100&Change Initiative.   Nick received a B.A. from Villanova University.

NCFP's New President/CEO, A Founder Transition to A Next Generation Leader NOTE: In full disclosure, as of this recording, I am on the board of the National Center for Family Philanthropy. I also led the search committee that hired Nick Tedesco as the 2nd President and CEO.  Interview Questions: You are the new President and CEO of the NCFP, succeeding Ginny Esposito. Tell us a little about yourself and how you got to this role?  Why NCFP? What are a few things that excite you about family philanthropy?  You are succeeding the godmother of family philanthropy-- what are you experiencing right now?  Lessons learned? Surprises?  How can we find you?  Bonus Questions:  What words of wisdom would you tell your 20 year old self As a Busy leader, how do you maintain your health?  What does Successful Generations mean to you?     Resources:  The Giving Pledge Dr. Weil’s Breathing Exercise  National Center for Family Philanthropy Episode 004 with Ginny Esposito Find Nick at:  nick@ncfp.org

In this episode, Ellie speaks with Anthony Renna, entrepreneur, personal trainer, owner of Five Iron Fitness, host of Strength Coach Podcast and Strength Coach TV and author of the book, “Be Like the Best: A Guide to Reaching the Top in the Fitness Profession.”  Get the show notes and links to resources at  https://successfulgenerations.com/episode074/. 

The first of the year is a time of renewal and new beginnings. Many of us draw a line at the end of  2019 and start fresh with new goals and resolutions for the new year. While there may be some merit to this, in this podcast, Ellie Frey Zagel challenges you to think about this time and your goals a little differently.  Don't give up on your goals based on an arbitrary timeline. Keep your momentum and achieve what you set out to do!

Are you ready to achieve the goals you’ve been setting for yourself year after year? Listen in for Ellie Frey Zagel’s 12 steps to get you there. More at successfulgenerations.com.

In this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.

What is a community foundation, and how do these charitable organizations work? Ellie Frey Zagel explores this topic with Neel Harja, CEO of the Ann Arbor Area Community Foundation.

We're looking back at the top episodes of the Successful Generations Podcast from 2019.  First up is this episode with Dr. John Townsend, author of Entitlement Cure. He explains entitlement and offers tools to avoid it in your children, your family and yourself. Get the show notes and resources at https://successfulgenerations.com/bestof2019_1/.

Julie Charlestein is part of the fourth-generation of Premier Dental, where she currently serves as CEO. Listen in to hear Julie’s family business story—a story that began in 1913 by her great-grandfather, Julius Charlestein, who worked as a dental instrument sharpener. Julius saw an opportunity to pivot into sales, first as an agent for manufacturers looking for representation, and eventually shifting to the product development and manufacturing company that Premier is today. Julie also shares lessons learned from her experience joining the family business and becoming CEO.

Ramia El Agamy is the Editor-in-Chief of Tharawat magazine, the global publication for family businesses, and a product established by her family. In this episode, Ramia shares her experience being part of a family business and her five lessons learned for success. She talks about her transition to leadership, how business decisions are made within her family, and how she successfully works with her parents and sisters on a daily basis.  

John Lanza and his wife recognized early on that they had very different money personalities. When they became parents 16 years ago, they agreed they wanted to raise money-smart kids and they wanted to find a way to make it fun. From there, they created The Money Mammals where John serves as Chief Mammal.  The Money Mammals is a cast of animal characters who sing, dance and talk about financial literacy. Their mantra is "Share & Save & Spend Smart Too!" The Money Mammals has been licensed to credit unions across the country and has also been adopted by many schools. Get links to resources in the show notes at https://successfulgenerations.com/episode070.

In this episode, Ellie walks through her new tool, Morning Routine: 5 Steps to Lead Strong. These simple exercises can have an incredible impact on your day. Follow the process to set yourself up for success every morning. FREE DOWNLOAD at https://successfulgenerations.com/episode069/‎  

With summer winding down, I am reissuing my Pause, Reflect & Connect Challenge. For the next 4-5 days, I challenge you to intentionally take time to pause, reflect, and connect with yourself and the people you love most in your life. 

In this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.

In this episode, Ellie Frey Zagel and Arden O'Connor talk about addiction and its impact on families. Arden grew up in a family business and is the Founder of O’Connor Professional Group, a company she started to address the needs of families and individuals struggling with an array of behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. Access links to resources in the show notes at https://successfulgenerations.com/episode067/.

Andrea Pactor, interim director of the Women’s Philanthropy Institute at Indiana University's Lilly Family School of Philanthropy, shares research findings from a study on the intergenerational transmission of generosity, gender differences, and why some high-net-worth families involve their children in giving while others choose not to.

Mitzi Perdue continues her conversation with Ellie Frey Zagel. She shares what she's doing to help raise awareness and big dollars to end human trafficking. Plus, she answers the bonus questions. Get links at https://successfulgenerations.com/bonusepisodemitziperdue or visit http://www.antitraffickingauction.com/.

Mitzi Perdue represents more than three centuries of family business history. Her father founded the Sheraton Hotel Chain and her late husband was the second generation of Perdue poultry company. She started her own family business in 1974. In this episode, Mitzi shares stories of incredible family success and some of great defeat and devastation. She talks about family traditions, lessons worth sharing and how she's passing family values on to the next generation.     Get the show notes with links at www.successfulgenerations.com/episode065.

In this episode, Ellie and Janice DiPietro discuss succession, leadership development plans for successors, and the importance of conversations around the core family values that drive the business. Get the show notes https://successfulgenerations.com/episode064/.