『Legacy Builders: Strategies for Building Successful Family Enterprises』のカバーアート

Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises

著者： Cory Gagnon
無料で聴く

このコンテンツについて

 Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!2025 Assante Financial Management Ltd. マネジメント・リーダーシップ リーダーシップ 人間関係 個人的成功 子育て 経済学 自己啓発
エピソード
  • The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care

    The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care
    2025/10/03

    In this episode, we’re joined by Andrea Lekushoff, founder and CEO of CONTEXT Studios, where personal stories become powerful tools for connection, continuity, and leadership. We talk about the invisible value of lived experience, how one person’s reflections can clarify identity, honour legacy, and even shape culture across generations. What does it mean to “be seen” by the people who come after you? How do stories become more than memories, and why is capturing them now, not later, a strategic decision?

    Andrea shares how stories of struggle, resilience, and values often told too late can become guiding touchstones for successors, executive teams, and even entire organizations. Whether the audience is your grandchildren or your boardroom, this conversation invites a fresh look at legacy not just as something you leave, but something you live.

    About Andrea Lekushoff

    Andrea Lekushoff is the founder and CEO of CONTEXT Studios, the premier creator of high-end, episodic documentaries that immortalize the lives, entrepreneurial journeys, and multigenerational family legacies of distinguished individuals and families for generations to come. CONTEXT Studios is also proud to serve as an Alliance Partner of Family Enterprise Canada.

    With more than three decades of experience as a PR executive and founder of the award-winning agency Broad Reach, Andrea has been a trusted advisor to C-Suite leaders and global brands, designing bespoke strategies and amplifying their stories and influence on the world stage. Andrea’s credentials include an MBA from the Ivey Business School, a BA (Honours) from Western University, and two executive education programs at Harvard Business School through YPO. She is an affiliate partner of Women Get On Board Inc., where she elevates top board candidates through their ELEVATE program, and she serves on the board development committee for the Luminato Festival in Toronto.

    Resources discussed in this episode:

    • Context Studios
    • Harvard Business School
    • Family Enterprise Canada

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Andrea Lekushoff | CONTEXT Studios:

    • Website: CONTEXTStudios.ca
    • LinkedIn: Andrea Lekushoff
    • Email: alekushoff@brpr.ca
    • Phone: 416-435-2569

    We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

    Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    続きを読む 一部表示
    47 分
  • Developmental Crises: Helping Leaders and Families Grow Through Defining Moments

    Developmental Crises: Helping Leaders and Families Grow Through Defining Moments
    2025/09/19

    In this episode, we’re joined by Dr. Paul Edelman, a Harvard-trained psychologist and longtime advisor to leaders and families navigating complex transitions. What if uncertainty isn’t something to fix but something to learn from? What if discomfort could actually move us forward? Together, we explore these questions and more, looking at how moments of disorientation can deepen clarity, stretch capacity, and strengthen connection across generations.

    Paul brings a grounded perspective to the kinds of moments many of us try to avoid when roles are shifting, plans feel uncertain, or emotions run high. Instead of rushing to resolution, he invites us to stay curious and present. If you’re wondering how to lead or support others through change without losing yourself along the way, this conversation offers a thoughtful place to begin.

    Resources discussed in this episode:

    • Dabrowski’s Theory of Positive Disintegration in Psychology
    • Steve jobs
    • Purposeful Planning Institute

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Paul Edelman | Edelman & Associates:

    • Website: edelmancoaching.com
    • LinkedIn: Paul Edelman
    • Email: paul@edelmancoaching.com

    We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

    Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    続きを読む 一部表示
    44 分
  • When Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth

    When Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth
    2025/09/05
    In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter.Together, we look at the role of values in decision-making, the shift from inheritance to stewardship, and the everyday work of preparing the next generation. With a calm and grounded perspective, Dennis invites us to rethink not just how families lead, but how they learn, change, and grow together. If you’re asking what helps families stay connected while moving forward, this conversation offers a thoughtful place to begin.About Dennis T. JaffeDennis T. Jaffe, Ph.D., is Senior Research Fellow at BanyanGlobal Family Business Advisors and a San Francisco-based adviser to multigenerational families navigating the complexities of business, governance, wealth, and philanthropy. With a background in sociology and organisational systems, he helps families align values with long-term decision-making and supports the evolution of family enterprises across generations and geographies. His advisory and teaching work has taken him to Asia, Europe, the Middle East, and Latin America, reflecting a lifelong commitment to practical insight and cultural fluency.A leading voice in the field, Dennis is the author of several influential books, including Wealth 3.0: The Future of Family Wealth Advising, Borrowed from Your Grandchildren, and Cross Cultures. He has received multiple honours from the Family Firm Institute and Family Wealth Report for his contributions to family enterprise advising. A Yale-trained sociologist and professor emeritus at Saybrook University, Dennis blends academic depth with practical experience to guide families in building legacies rooted in purpose, resilience, and shared understanding.Resources discussed in this episode:Wealth 3.0: The Future of Family Wealth AdvisingBorrowed from Your Grandchildren: The Evolution of 100-Year Family EnterprisesFinding Her Voice and Leaving a LegacyCross Cultures: How Global Families Negotiate Change Across GenerationsStewardship in your Family EnterpriseWorking with the Ones You LoveContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Dennis T. Jaffe | BanyanGlobal Family Business Advisors: Website: dennisjaffe.com | banyan.globalLinkedIn: Dennis JaffeEmail: djaffe@dennisjaffe.comPhone: 415 665 8699 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    続きを読む 一部表示
    47 分
まだレビューはありません