
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
| Publishes | Twice monthly | Episodes | 75 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessEducationSelf-Improvement | |||

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
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
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
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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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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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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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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