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Artwork for Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises

Cory Gagnon
Family Enterprises
Family Enterprise
Governance
Succession
Estate Planning
Menopause
Wealth Transfer
Education
Nuance Interior Design
Identity
Multi-Generational Living
Family Business
Conflict In Families
Communication
Family Office Governance
Wealth Beyond Financial Capital
Legacy
Storytelling
Stewardship
Wealth Integration

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, an... more

PublishesTwice monthlyEpisodes75Founded3 years ago
Number of ListenersCategories
EntrepreneurshipBusinessEducationSelf-Improvement

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Artwork for Legacy Builders: Strategies for Building Successful Family Enterprises

Latest Episodes

In this episode, we’re joined by Kirby Rosplock, PhD, Chief Executive Officer and Founder of Tamarind Learning. With more than 25 years of experience across family wealth, family business, and family office education, Kirby brings the perspective of ... more

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In this episode, we’re joined by Grant Conroy, Portfolio Manager with Genus Capital Management, where he works with families as they think through wealth, purpose, and legacy. With nearly three decades in global financial markets, Grant brings both t... more

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In this episode of Legacy Builders Live, Cory Gagnon is joined by Cindy Radu and Leah Tolton to explore what it truly takes to build ownership structures that last. Together, they move beyond the technical aspects of trusts and shareholder agreements... more

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In this special panel episode of Legacy Builders, Cory Gagnon is joined by Barb Schimnowsky and James Grieve for a focused conversation on how family enterprises can prepare for next-generation leadership. Drawing from their work in executive search,... more

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Recent Guests

Kirby Rosplock
Chief Executive Officer and Founder of Tamarind Learning
Tamarind Learning, Tamarind Partners
Episode: Inherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next
Grant Conroy
Portfolio Manager with Genus Capital Management
Genus Capital Management
Episode: Return on Meaning: Rethinking Wealth Beyond Financial Capital
Cindy Radu
Integrated Family Wealth Transition Advisor
Radu Family Wealth Transition
Episode: The Architecture of Ownership: How Families Build Structures That Last
Leah Tolton
Partner
Bennett Jones LLP
Episode: The Architecture of Ownership: How Families Build Structures That Last
Barb Schimnowsky
Partner at Watson and leader of Board Director and Executive Search practice
Watson
Episode: The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises
James Grieve
Principal at Catalyst Strategies Consulting and co-creator of Succession Ready
Catalyst Strategies Consulting
Episode: The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises
Sarah Walker
Founder and Principal Designer of Nuance Interior Design
Nuance Interiors
Episode: Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life
Shay Harris-Pierre
Senior Consultant with Continuity Family Business Consulting, clinician and therapist, certified financial therapist
Continuity Family Business Consulting
Episode: Where Wealth Meets Identity: Finding Voice Inside the Family Legacy
Aileen Miziolek
Consultant with the Family Business Consulting Group
Family Business Consulting Group
Episode: Reflection Over Reaction: How Families Improve Decision-Making in Family Enterprises

Host

Cory Gagnon
Host of Legacy Builders podcast and senior wealth advisor with Beacon Family Office at Assante Financial Management Ltd

Reviews

5.0 out of 5 stars from 11 ratings
  • Creative collaborator

    Love the insightful conversations hosted by a creative, curious and very collaborative guide. The insights are peeled back like an onion for even deeper clarity.

    Apple Podcasts
    5
    Wealth Guide Stark
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Valuable for sponsors seeking a thoughtful, expert audience in family wealth and governance.
Strong host guidance and high-caliber guest mix; insights translate to action.
Thoughtful, structured conversations with practical takeaways for family enterprises.

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Talking Points

Recent interactions between the hosts and their guests.

Inherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next
Q: What is one key strategy that you believe is most essential for building a successful family enterprise?
Building capacity and fostering a deep respect for disagreement, so diverse perspectives can be productively debated and aligned toward a thoughtful, durable plan rather than quick, unilateral decisions.
The Fear of Ugly: Reframing Conflict in Family Enterprise Communication
Q: What is one key strategy that you believe is most essential for building a successful family enterprise?
The single most essential strategy is communication—ongoing, open, and structured dialogue that invites all voices to participate in shaping decisions and resolving conflicts before they become destructive.
The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care
Q: What is one key strategy you believe is most essential for building a successful family enterprise?
Preserving and sharing the family story to create a shared understanding, strengthen decision-making, and align generations around a common vision and values.
The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care
Q: Andrea, imagine you're delivering the commencement speech to the graduating class of 2025, and you have the chance to inspire them with your story. How would you begin your speech to convey the incredible lessons and expertise you've gained along your career?
I would emphasize that every life and every family enterprise has a story worth sharing because listening deeply, embracing the truth, and showing up authentically turns those stories into lessons, legacies, and inspiration that can resonate far beyond one generation.
Developmental Crises: Helping Leaders and Families Grow Through Defining Moments
Q: What common challenge do wealth transitions present in family enterprises?
A deprivation of opportunity to practice decision-making, which undermines confidence in rising generations and can hamper generational continuity.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A practical deep dive into governance, succession, and wealth in multi-generational family enterprises. Episodes routinely explore how to structure leadership transitions, align family dynamics with business strategy, and design governance systems that sustain wealth across generations. Guests range from governance and succession experts to wealth psychologists and estate planners, offering frameworks, diagnostics, and real-world steps for founders, next-gen owners, and family offices. The show stands out for its actionable takeaways, emphasis on dialogue and intentional governance, and ability to translate complex family-enterprise concepts into implementable plans.

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These podcasts share a similar audience with this podcast:

1. Lifespan with Dr. David Sinclair

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this podcast launched 3 years ago and published 75 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Kirby Rosplock
2. Grant Conroy
3. Cindy Radu
4. Leah Tolton
5. Barb Schimnowsky
6. James Grieve
7. Sarah Walker
8. Shay Harris-Pierre

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