『The Enlightened Family Business Podcast』のカバーアート

The Enlightened Family Business Podcast

The Enlightened Family Business Podcast

著者： Chris Yonker
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概要
 What if governance, succession, and leadership weren't just business strategies—but sacred opportunities for growth, healing, and transformation? Welcome to The Enlightened Family Business Podcast with Chris Yonker—author, trusted advisor to ultra-high-net-worth families, and 7th-degree black belt whose work bridges legacy with soul. This isn't your typical family business podcast. Each episode dives deep into the inner and outer dimensions of generational success—where family dynamics, conscious leadership, custom-fit governance, and soul-purpose clarity come together to shape continuity that feels as good as it looks. Rooted in Chris's Governance 2.0™ framework, the show explores: • Strategic governance aligned with family values • Transparent communication and relational repair • Mental, emotional, and physical well-being as business drivers • Personal development and transformation at every level • Succession planning that honors identity, meaning, and legacy Chris has guided some of the most complex family systems in the world—blending deep psychological insight, trauma-informed process, and spiritual intelligence. Whether you're a founder, rising gen leader, or advisor to family enterprises, this podcast will challenge, inspire, and equip you to lead with intention—and fulfill the purpose your soul came here to live. Subscribe now to discover what's possible when families align from the inside out.©2020 マネジメント・リーダーシップ リーダーシップ 経済学
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  • The Trauma-Informed Trustee with Amanda Koplin

    The Trauma-Informed Trustee with Amanda Koplin
    2026/10/19

    The Enlightened Family Business Podcast

    The Trauma-Informed Trustee with Amanda Koplin

    Episode Summary

    In this episode of The Enlightened Family Business Podcast, host Chris Yonker sits down with Amanda Koplin, LPC — licensed professional counselor, entrepreneur, author of The Trauma Informed Trustee, and certified hostage negotiator. Amanda brings a unique and deeply human lens to the world of estate planning and trust administration, revealing how unaddressed trauma, addiction, and mental health challenges can derail even the most carefully constructed estate plans. She shares how her work with Koplin Consulting bridges the gap between behavioral health and the trusted advisor community, offering practical strategies for trustees, estate planners, and wealth advisors to better serve families navigating these complex intersections.

    Episode Chapters

    · 00:00 – Introduction: Meet Amanda Koplin

    · 03:30 – What it means to be a "trauma-informed" trustee

    · 08:15 – How addiction and mental illness show up in estate planning

    · 14:00 – Real stories: when trust distributions do more harm than good

    · 20:30 – The role of trusted advisors in supporting beneficiary mental health

    · 27:45 – Amanda's journey from mental health urgent care to Koplin Consulting

    · 34:00 – What hostage negotiation taught her about family dynamics

    · 40:15 – Practical tools for trustees dealing with high-conflict beneficiaries

    · 47:30 – Building sustainable support systems within estate structures

    · 53:00 – Final thoughts and how to connect with Amanda

    Websites

    · koplinconsulting.com

    Book

    · The Trauma Informed Trustee by Amanda Koplin

    LinkedIn

    · Amanda Koplin LPC

    About Amanda Koplin

    Amanda Koplin, LPC is a mental health counselor, entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. She is also the author of "The Trauma Informed Trustee" and a certified hostage negotiator.

    Amanda frequently speaks to trusted advisors such as estate planners, trustees, family business offices, and wealth advisors to educate, train, and support them in understanding how addiction, mental illness, and eating disorders impact the creation and implementation of estate plans and trust administration. She is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life.

    In 2016, she sold her first business, a mental health urgent care clinic, to create Koplin Consulting, a nationwide concierge behavioral health treatment team service. Amanda is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members in order to create the greatest impact.
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    43 分
  • Sacred Work: Philanthropy as a Family Practice with Caren Yanis

    Sacred Work: Philanthropy as a Family Practice with Caren Yanis
    2026/11/02
    The Enlightened Family Business Podcast Sacred Work: Philanthropy as a Family Practice with Caren Yanis Episode Summary In this episode of The Enlightened Family Business Podcast, host Chris Yonker sits down with Caren Yanis, founder of Croland Consulting, former executive director of Oprah Winfrey's personal and corporate charities, and former president of Crown Family Philanthropies. Caren brings decades of experience guiding ultra-high-net-worth families through the governance and strategy of giving together across generations. She explains the inflection points that trigger family philanthropy, why families with "no natural predators" must build their own guardrails, and why she insists on consensus over majority rule at the family table. Chris and Caren explore the difference between transactional and transformational giving through the lens of Jay Hughes's five capitals, how founders can protect the rising generation's voice, and why swapping the word "philanthropy" for "purpose" can change a family's trajectory. Whether you have a family office or a few dollars and some time, this conversation offers a practical path to giving with intention and bringing your family along. Episode Chapters · 00:00 – Introduction: Meet Caren Yanis · 02:10 – How families get attuned to where they are called to give · 03:40 – Inflection points that trigger family philanthropy, and the need for a steward · 05:00 – "No natural predators": why UHNW families must build their own guardrails · 06:40 – Who sits at the table, job descriptions, and the meeting agreement · 08:50 – Consensus vs. majority rule, and what consensus really means · 10:40 – Transactional vs. transformational giving; Jay Hughes's five capitals and spiritual capital · 12:50 – DAF or private foundation? The wrong first question · 14:35 – Power imbalance: protecting the rising generation's voice · 17:10 – A year-one playbook for a family just starting to give together · 19:40 – Perpetuity vs. spend-down; unlocking capital through impact investing · 21:30 – Diligence, risk tolerance, site visits and convening grantees · 23:50 – Where philanthropy comes from: Carnegie, Rockefeller and Maimonides' ladder · 26:05 – What giving does to us; primary, secondary and tertiary benefits · 28:35 – Three questions to start with; philanthropic asset mapping · 30:10 – When to bring in an advisor; decision-making as the stuck point · 33:05 – What is "enough"? Chuck Feeney and Die with Zero · 35:10 – Substitute "purpose" for "philanthropy" · 36:20 – Final thoughts, resources and how to connect with Caren Websites · CrolandConsulting.com · National Center for Family Philanthropy (ncfp.org) · Center for Effective Philanthropy (cep.org) · The Chronicle of Philanthropy (philanthropy.com) Books · The Billionaire Who Wasn't by Conor O'Clery (the Chuck Feeney story) · Die with Zero by Bill Perkins LinkedIn · Caren Yanis About Caren Yanis Caren is a philanthropy sherpa, helping families and companies plan philanthropic journeys that unite stakeholders, ensure they have the tools they need, and prepare them for collective success. Her practice focuses on transformational governance and strategy. Caren ran the Oprah Winfrey Foundations during the period of Oprah's Angel Network and partnered with the Nelson Mandela Foundation on Oprah's school building projects in South Africa. Following that she was president of Crown Family Philanthropies in Chicago. Caren is a field builder and is a frequent keynote speaker and podcast guest. Caren chaired the board of the Poetry Foundation through a reorg until 2024. She served as Vice Chair of the Impact Guild until 2026 and served three terms as a member of the Board of Visitors at the Lilly Family School of Philanthropy at IU. She currently sits on the advisory board of the Women's Philanthropy Institute. She teaches and speaks at a variety of universities including the University of Chicago's Booth School and at the Spertus Institute. Caren understands the social change landscape. She has a passion for listening deeply, navigating challenges, and guiding people who have a commitment to purpose and the ability to change the world in effective and sustainable ways. www.CrolandConsulting.com
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    40 分
  • How Family Business Owners Can Address Succession Avoidance with Heidi Engel

    How Family Business Owners Can Address Succession Avoidance with Heidi Engel
    2026/10/05
    How Family Business Owners Can Address Succession Avoidance

    Why do family business owners put off succession conversations—and what helps them move forward? Chris and Heidi Engel explore the fears, family roles, and relationship patterns that can stall a transition. They discuss how honest dialogue, trust, and a clearer next step can help families navigate change.

    In This Episode

    00:00 — Understanding the family behind the business
    Introducing a relationship-centered approach to leadership transitions, with attention to communication, safety, and individual agency.

    06:34 — Why succession conversations get avoided
    How fear, uncertainty, and the pressure to make permanent decisions contribute to postponement—and why succession is an ongoing process.

    12:36 — Family roles, identity, and authority
    How longstanding family roles influence business conversations, and why recognizing the next generation as capable adults matters.

    16:24 — The cost of delaying succession
    How repeated delays can erode trust, create resentment, and drive next-generation leaders away. Moving forward requires visible action.

    22:08 — Creating space for difficult conversations
    Why each family needs an approach that fits its circumstances, and why relationships and communication deserve attention alongside governance.

    27:33 — Bringing unspoken fears into the open
    Exploring concerns about ownership, responsibility, and burdening the next generation. Understanding emotions can help families identify what is blocking progress.

    34:49 — Finding clarity one step at a time
    How future roles and structures can emerge through ongoing dialogue. Clarity can mean knowing the next step without having the entire future mapped out.

    40:40 — Connecting individual values with a shared vision
    How personal goals and family values inform the business's direction, and how family members can contribute through different roles.

    44:27 — Choosing a facilitator for complex family dynamics
    What to look for in someone who can create safety, work with tension, and keep people engaged when conversations become emotionally difficult.

    46:54 — Why lived experience matters
    Why knowledge alone is insufficient—and how a guide's personal experience and ability to stay present build trust when things get challenging.

    Key Takeaways

    • Treat succession as an evolving conversation.

    • Address family relationships alongside leadership and ownership structures.

    • Surface the fears and assumptions behind avoidance.

    • Build trust through action and follow-through.

    • Focus on a clear next step.

    • Seek guidance from someone with experience navigating emotionally complex transitions.
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    52 分
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