Episodit
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Stephanie Ellis-Smith is a leader with over 20 years of experience in the non-profit and philanthropic sectors. She is widely known as a highly-analytical, warm, and efficient advisor to mission-driven donors. She has served as a non-profit CEO, a social enterprise COO, foundation trustee, business owner and board member, and community activist. Stephanie has been in every seat at the table and is uniquely qualified to be a thought partner to philanthropic families, individuals and entities.
Stephanie's leadership inspires people to give with imagination, empirically-based reason, and authentic human connection. She is a Chartered Advisor in Philanthropy (CAP) and an experienced advisor in multi-generational family wealth and philanthropy.
To connect with Stephanie you may reach her via email on [email protected]
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Avi Arya is a father of two girls and 6 dogs, a street car racer turned hotelier turned Social Media Influencer. He is named amongst the top 25 influencers by Influencive, ranked as one of the top 100 digital icons of the region by Impact Magazine and credited to create 100 million dollar revenues for his clients.
With over 20+ years of experience, Avi now shares his knowledge about Social Media, Digital Marketing and Revenue Generation. He has delivered talks at various forums in India and overseas some of them being Social Media Camp in Victoria, Arabian Travel Market in Dubai, National Summit of Small Business Digital Marketing in San Diego, Social Media Mastery Conference in Canada where he also won the Best Speaker Award.
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Mrs. Mercy Edukugho-Aminah,TEP is a passionate Corporate Solicitor, Chartered Secretary & Administrator, Trust & Estate Practitioner (TEP), Governance and Sustainability Enthusiast.Mercy currently manages www.fiduciaryservicesltd.com, a Private Client focused firm located in Lagos, Nigeria and has garnered close to two decades of experience spanning Capital markets, Legal Advisory, Energy, Governance & Compliance, Trust & Estates. This includes advising several HNI and UHNW individuals and families on local and cross border wealth management and private philanthropy.
Mercy, through her firm, Fiduciary Services Ltd, provides structuring and strategy solutions to individuals, families, family owned and owner managed businesses, focusing on asset protection, preservation, sustainability and intergenerational legacies.
To connect with Mercy, you may reach her on LinkedIn: https://www.linkedin.com/in/mercy-aminah-3759a499/?originalSubdomain=ng
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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For over 23 years, Joe has acted as a wealth advisor to business owners and high-net-worth families, providing financial planning and wealth management services to help them Get the Most Life Out of Their Wealth®. On his exit planning podcast, The Ripcord Moment, he showcases the owners and their team of trusted advisors, who have navigated challenges, structured successful deals, and ultimately achieved their perfect landing.
Over the past two years, Joe has been instrumental in developing a unique offering for Morton Wealth that helps business owners and entrepreneurs make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years. By working with business owners, Joe aims to bring resources and planning expertise to help integrate their personal, financial and business aspirations.
Joe has been named as one of the 200 most influential leaders in the Greater San Fernando Valley Region by the San Fernando Valley Business Journal for three consecutive years. He is also the recipient of the Trailblazer Award by the San Fernando Valley Business Journal. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Exit Planning Advisor, a member of Planning Advisor, a member of ProVisors and the EPI Thought Leadership Council. He currently serves as Founder and President of the Conejo Valley chapter of the Exit Planning Institute, which serves to create a forum where advisors can collaborate to better prepare owners for the successful exit of their business.
Joe is involved in the Boys & Girls Clubs of Greater Conejo Valley, and enjoys playing guitar, practicing Brazilian Jiu Jitsu, reading, and spending time with family.
To connect with Joe you may reach him on 818-591-6219 or [email protected]
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Michael Scherer is an entrepreneur, advisor, investor, father, and husband. He has decades of experience with business value creation and value-add real estate. Michael is a Strategy and M&A consultant specializing in post-acquisition integration.
He worked for several large public companies before founding a consulting and advisory services firm. After consulting companies on growth strategies and operational optimizations, he has recently turned to his passion for providing clean, safe, affordable housing. Michael advises individual investors, and he owns private real estate holdings. One of his biggest accomplishments was to create a strategic plan for the City of Detroit’s restructured Planning & Development Department.
Michael currently serves as an Advisor to the University of Detroit Mercy College of Engineering & Science, and an Advisor to Talamus Health.
To get in touch with Michael, you may reach him on:
LinkedIn: https://www.linkedin.com/in/michaelscherer1
Email: [email protected]I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Elizabeth supports individual family businesses on their journey towards more harmonious family dynamics, stronger family governance and next generation engagement, integration and education.
Elizabeth founded Avanti Family Business Advisory because she loves working with family businesses and believe family businesses deserve engaged, bespoke and tailored advice to their unique situation. Although some of the challenges may be very similar, no two family businesses are the same, nor should the solutions or their journeys to them be.
To connect with Elizabeth, you may reach her on:
LinkedIn: linkedin.com/in/elizabeth-bagger-3b91453
Email: [email protected]
Twitter: https://twitter.com/ElizabethBaggerI'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Ryan Margolin is a business leader and entrepreneur who has sold over $40 million of products globally. Over the course of his career, he has taken on seemingly impossible projects, creating value by looking at them from a different perspective than everyone else. Ryan has worked in more than 15 countries and excels at connecting the dots for success. His expertise lies in his ability to quickly formulate simple, realistic strategies that create value from what others think are dead ends. He currently owns and runs several companies that deal in distribution, wholesale, retail, and e-commerce and earn between 6 and 8 figures a year, respectively.
Having received his master’s degree in Digital Marketing in Dublin, Ireland, he applied all that he had learned to his companies, which resulted in expanding the manufacturing capabilities of one of those businesses tenfold. One of his companies is Professional Hair Labs, which he runs with his brothers and has helped make it one of the top businesses in the industry. In fact, it is the #1 Choice of Hair Replacement Professionals as well as the World Leader in Cosmetic Bonding.
Established in 1994, Professional Hair Labs manufactures cosmetic bonding adhesives, shampoos, scalp treatments, skincare, and cleansers for the hair and beauty industry. The company was founded to bring safe and effective solutions for non-surgical hair replacement to the market. Since then, it has created the most popular brand of cosmetic bonding adhesives in the market, Ghostbond. Using the same principle and methodologies, Professional Hair Labs now manufactures cosmetic products for many companies globally, including skin care, hair care, body care, self-tanning, sanitizers, etc. For nearly three decades, this business has become a trusted industry leader with manufacturing facilities in Ireland and the US.
LinkedIn: https://www.linkedin.com/in/ryanmargolin/?originalSubdomain=ie
Website: https://www.prohairlabs.com/I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Marley Watkins is an expert at business structuring, specificically strategic entity creation to create, build and preserve wealth.
After graduating law school Marley was able to use his past sales experience to work with CT Corporation in an Major Account role. In this role, he was able to manage the entity portfolios of companies with 10 Billion dollars more of revenue. While serving these entities Marley was able to identify that effective entity structuring is the constant among these billion dollar companies.
Marley also saw that this level of structuring was not available to the Non- Fortune 100. Thus Simply Structure, LLC was born. Our goal is to educate and empower small business owners, entrepreneurs, high net worth individuals. athletes and entertainers in the power of Multiple LLC structuring.
Marley lives in Brooklyn with his amazing wife and two daughters.
LinkedIn : https://www.linkedin.com/in/marley-jd-watkins/
Email: [email protected]
Website: https://www.simplystructure.com/I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Bespoke Luxury Experiences for Conscious Women Ready to Expand Their Relationships
Hilary Truong is the world's first luxury lifestyle advisor for conscious women ready to elevate their relationships through bespoke travel experiences. There are some relationships in our lives where there are just not enough words to express our deep love and appreciation.
When there just aren’t enough words, conscious women choose an elevated experience. Mothers and daughters who feel that life has gotten away from them and they're ready to spend quality time together, without distraction while enjoying a visceral experience. One that future generations of daughters will know and cherish as well.
This is how daughters say, “Thank you Mom for all your love and sacrifice”.
And how mothers say, “I am beyond proud of the woman you have become”.
Hilary curates beautifully unique travel experiences for women who long to slow down and savor their relationships, creating precious moments which become the family heirlooms passed down from generation to generation.
She is a sought after international speaker, legacy curator and world class expert on elevating female relationships within the family.
LinkedIn: https://www.linkedin.com/in/hilarymaeco/
Email: [email protected] for requests
Website: https://www.hilarymae.com/
Facebook: https://www.facebook.com/hilarymaeco
Instagram: https://www.instagram.com/hilarymaeco/I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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In this episode, I share more about my newly released book, Lifetime to Legacy. I believe that it is insufficient to focus on protecting the future of your family enterprise; focus instead on creating the family enterprise of the future. In the book, I explore how to take your family enterprise from lifetime to legacy.
I go deep on how families can better connect, collaborate and create to encourage diversity of thought to co-create the businesses of the future. I clarify, simplify and demystify the world that is family business, particularly from an African perspective.
Lifetime to Legacy will provide immense value to:
Business owners looking to transition
Next-generation members who are grappling with championing change
Non-family staff seeking to make greater impact
To order a copy of the book, check out - https://www.amazon.com/Lifetime-Legacy-Vision-Multigenerational-Businesses/dp/1922357367/ -
Pej is a self-truth expert who is an intuitive writer, vision strategist, spiritual-based life advisor, mentor, and coach. For over 14 rewarding years, Peju has also been working with companies to improve their bottom line by optimizing technology and enhancing employee wellbeing. Peju is the host and producer of the BadassFabulous Podcast, which is focused on wholeness, love, and courage, and helps people go from a beautiful mess to a fabulous glory. Peju is also known as the Chief Encouragement Officer of the world and believes that every soul here on earth is born great, and in order for the world to thrive, each person needs to gain the courage to uncover the greatness of their soul and walk in their truths boldly and unapologetically.
LinkedIn: https://www.linkedin.com/in/peju-onile-ere-85461311/
Email: [email protected]
Website: www.thronetherapy.comI'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Jamie Weiner, a psychologist, is co-founder of Quest for Legitimacy, a groundbreaking model for successfully navigating the unique struggle of growing up in a prominent family.
Along with Russ Haworth, a family business adviser, a series of intimate conversations with Rising Gen from around the world started with one simple question; “What is it like growing up in the land of giants?” After researchers from the University of Adelaide in Australia analyzed the conversations, The Quest for Legitimacy: How Children of Prominent Families Find Their Unique Place in the World brought the stories to life.
Moving forward, their mission is to support the Rising Generation in prominent families from around the globe to successfully navigate their “Quest” by helping them reduce their isolation, achieve agency, and discover the true contribution they can make in the world.
Russ a specialist family business adviser based in the UK but working with businesses all over the World. He has been working with families in business for over 15 years, initially in a financial planning and wealth management role but now as a family business consultant.Russ is a well-respected family business adviser and has been awarded the Advanced Certificate in Family Business Advising, from the Family Firm Institute. This is recognised globally as one of the leading qualifications for those providing advice to family-owned businesses.
To connect with Jamie and Russ, you may reach them via email on [email protected] or [email protected]
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Cindy Arledge, MBA, helps growth-minded business families prepare the family for smooth transactions, reduce known transfer risks, and create sustainable system to create lasting wealth. Cindy is a second-generation entrepreneur from Texas, multiple bestselling author, and dedicated to seeing legacy planning become a recognized industry. She has turned her mess into a message and is passionate about helping one million business owners prepare their family for a successful wealth transfer.
Cindy is an award-winning entertaining speaker who brings passion and a sense of humor to the taboo topics of again, death and money. She is a member of the Purposeful Planning Institute and has been the featured guest on podcast from across the globe.
LinkedIn: https://www.linkedin.com/in/cindyarledge/
Email: [email protected]
Facebook: https://www.facebook.com/CindyDArledge/I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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In this episode, I share more about my newly released book, Lifetime to Legacy. I believe that it is insufficient to focus on protecting the future of your family enterprise; focus instead on creating the family enterprise of the future. In the book, I explore how to take your family enterprise from lifetime to legacy.
I go deep on how families can better connect, collaborate and create to encourage diversity of thought to co-create the businesses of the future. I clarify, simplify and demystify the world that is family business, particularly from an African perspective.
Lifetime to Legacy will provide immense value to:
Business owners looking to transition
Next-generation members who are grappling with championing change
Non-family staff seeking to make greater impact
To order a copy of the book, check out - https://www.amazon.com/Lifetime-Legacy-Vision-Multigenerational-Businesses/dp/1922357367/ -
As a Private Wealth Advisor at Capital Group Private Client Services, Koko offer his clients a loyal and thoughtful financial partner who can help bring confidence about their family’s future. Many of his clients share his core values around faith, family, health and being mission-driven. Koko's always believed that it’s important for your financial plan and investment strategy to be strongly aligned with your sense of purpose, and his clients share that commitment to building a lasting legacy and changing the world for the better.
Koko joined Capital Group in 2015 after a decade playing professional basketball in the NBA and overseas, and on the 2012 Nigerian Olympic team. As an athlete, he learned the value of discipline, excellence and commitment to mastery, and he apply that mentality to his work as a private wealth advisor.
To connect with Koko, you may reach him on:
LinkedIn: linkedin.com/in/kokoarchibong
Email: [email protected]
Twitter: @karchibongI'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Travis Sholin is a Financial Advisor at Keystone Financial. Travis received his Ph.D. from Kansas State University, MBA from Creighton University, and bachelor's degree in Finance from the University of Colorado at Colorado Springs. Travis is a Certified Financial Planner (CFP®) and holds his Series 7 and Series 66 licenses. He is also a licensed life insurance representative.
Travis mission is to harness strength from higher powers to live a life dedicated to serving others.
Travis' whole heart is his job — there is nothing he would rather do than help the community save, invest, insure, and plan their lives from start to finish. At Keystone has no minimums and no cost to speak with us. Travis feel it is their duty to help as many people as possible, regardless of class.
Travis is involved in the Omaha Business Ethics Alliance, focusing on educating the community on ethics and ethical principles. He is a Rotarian, inspired by non-profit work worldwide. He is an advisor to the Healing Kadi Foundation in South Sudan, has spent three months in Uganda volunteering, and plans to continue his work in Africa throughout his lifetime. He enjoys spending time with his wife and two children, traveling, speaking, and educating all those he can with financial literacy.
To connect with Travis, you may reach him on:
LinkedIn: https://www.linkedin.com/in/travissholin
Email: [email protected]I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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As a 35 year old 3rd generation family business entrepreneur with over 10,000 employees in 15 countries, Feisal received a wake-up call one day with the news that he had stage three cancer. He felt his life was over, but when he was unable to visualize saying goodbye to his two toddler sons, he chose to do whatever it took to transform the cancer.
To maximize his odds of survival, he turned to functional medicine, integrative doctors and beyond, building a team of world experts to support him. Seven years later, with his cancer in remission and feeling he had moved through the worst, he received what felt like the harshest blow of all, his wife proceeded with a divorce.
Looking back, he recognized all the warning signs he had missed, and spent the next seven years helping his family and friends to prioritize what matters most. In 2013, Feisal founded Qineticare, the world’s first family health office. Qineticare’s mission is to empower individuals and families through an integrative wellbeing journey of self-discovery to transform their way of being to live a meaningful life.
Feisal is also the author of ‘Four Steps to Flow: Living a Meaningful Life Head and Heart United’. To connect with Feisal, you may reach him on:Website: www.qineticare.com
LinkedIn: linkedin.com/in/feisal-alibhai
Email: [email protected]
Phone: +852 3693 7520I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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In this episode, I share more about my newly released book, Lifetime to Legacy. I believe that it is insufficient to focus on protecting the future of your family enterprise; focus instead on creating the family enterprise of the future. In the book, I explore how to take your family enterprise from lifetime to legacy.
I go deep on how families can better connect, collaborate and create to encourage diversity of thought to co-create the businesses of the future. I clarify, simplify and demystify the world that is family business, particularly from an African perspective.
Lifetime to Legacy will provide immense value to:
Business owners looking to transition
Next-generation members who are grappling with championing change
Non-family staff seeking to make greater impact
To order a copy of the book, check out - https://www.amazon.com/Lifetime-Legacy-Vision-Multigenerational-Businesses/dp/1922357367/ -
Dr. LaTanya White is an inclusive scholar-practitioner working at the intersection of racial equity and entrepreneurship curriculum design. Over the course of her professional career, she has coached and consulted more than 600 Black urban entrepreneurs. A 2x author, TEDx Speaker, leader and strategist, Dr. White is the founder and principal consultant for Concept Creative Group, a technical assistance firm focused on business development, capacity building, and Dynastic Wealth™ transfer for Black entrepreneurs. Learn more about the emerging construct of Dynastic Wealth™ online here.Dynastic Wealth™ is a comprehensive approach to the entrepreneurial process that cultivates quantitative and qualitative forms of wealth through the lens of racial equity. The model has implications for entrepreneurship education research, scholarship, and practice that require entrepreneurship training curricula to be redesigned through a lens of racial equity. Learn more about Dr. White’s research here.
She developed her own Foundation growing up in the Liberty City area of Miami, Florida and began to Evaluate her inner strength and resilience as a student at Florida A&M University’s School of Business and Industry. It wasn’t until she was completing an MBA-level internship in Buffalo, NY did Dr. White begin to Analyze the entrepreneurial skillset she had developed but it would take a 13,000-mile trek to Bali, Indonesia before she had been Retrained to accept her purpose as The Guide that so many minority entrepreneurs needed to get over their fear and launch their business.
To connect with Dr LaTanya White, you may reach her on:
LinkedIn: linkedin.com/in/meetdrwhite
Email: [email protected]
Twitter: https://twitter.com/latanyawhitebizI'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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Julie Keyes is the founder and owner of KeyeStrategies, LLC and has been an entrepreneur the majority of her life. As the founder and operator of several companies, she understands what keeps an owner up at night and the balancing act required to work both ‘in’ and ‘on’ the business. Having outside perspective and mentoring made all the difference for her, as she spent years growing and improving her companies before selling and becoming a business adviser in 2011.
KeyeStrategies is an advisory firm for entrepreneurs looking to grow and improve their business, while also providing Exit Planning and Transition services for companies between $5-30M in annual revenue. The firm’s mission is to help business owners increase enterprise value and prepare the owner and the business for a future exit. Our tagline says it all… “Build enterprise value today, so you can exit on your own terms tomorrow”.
When she’s not advising business owners and advisers, you can find her doing something fun outdoors with her family. She and her husband, Shaun have 8 children and spend as much time with them and their grandchildren as possible.
You may connect with Julie on:
LinkedIn - https://www.linkedin.com/in/juliekeyes/
Check out her online course for business owners- https://keyestrategies.mykajabi.com/ks-landing-1
Order her book Poised for Exit - https://www.poisedforexit.com/order
Email: [email protected]
www.KeyeStrategies.comI'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here
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