The Business of Family

Епизоди

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  The Hardest Review You'll Ever Do: Performance Reviews for Family Members 15.09.2026 26мин

  What’s harder than giving a tough performance review? Giving one to your son. Or your daughter. Or your sibling.In a family business, the person sitting across the table from you might be both your employee and your family member.That can make it tempting to soften the feedback, avoid the conversation, or give someone a pass because you don’t want to damage the relationship.But avoiding accountability doesn’t protect the relationship, or the business.In this episode of The Business of Family Podcast: Family Matters Legal Edition, Tammy Buss of BlueRoots and Yola from Lerners LLP talk about:• Why performance reviews can feel so personal in family businesses• What happens when family members are held to different standards• How clear expectations and documentation protect everyone• The tough conversations families often avoid• Why accountability can actually be an act of respect• How regular feedback helps prepare the next generation for leadershipBecause being family shouldn’t mean being held to a different standard.🎧 Listen to “The Hardest Review You’ll Ever Do: Performance Reviews for Family Members” wherever you listen to podcasts.#FamilyBusiness #FamilyBusinessLeadership #FamilyBusinessAdvisory #FamilyBusinessSuccession #NextGenLeadership #Leadership #Accountability #PerformanceReviews #WorkplaceCulture #BlueRoots #LernersLLP #Reviews #Communication #Podcast #BusinessPodcat #LegalPodcast
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  Legacy on Repeat: The Ownership Circle 08.09.2026 23мин

  In a family business, ownership isn't always as straightforward as holding shares.Family members often wear multiple hats, as owners, employees, leaders, and relatives, which can make it difficult to separate business decisions from family dynamics.In this episode of Legacy on Repeat, Tammy is joined by Shawn Bellefeuille, owner of Retirement by Design, to explore the Ownership Circle and why understanding your role is essential to a healthy family enterprise.Whether you're preparing the next generation for ownership or simply looking to create greater clarity within your family business, this conversation offers valuable perspectives to help strengthen both the business and the family behind it.#LegacyOnRepeat #FamilyBusiness #FamilyEnterprise #OwnershipCircle #BusinessOwnership #SuccessionPlanning #BusinessContinuity #BusinessOfFamily #BlueRoots #RetirementByDesign #Podcast #BusinessPodcast
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  Navigating the death of a sibling in a family business 01.09.2026 33мин

  When a family business loses a sibling, the impact goes far beyond the loss of a loved one.The business changes. Relationships shift. Leadership responsibilities evolve. And families are left navigating grief while still trying to keep the business moving forward.In this episode of The Business of Family Podcast, Tammy sits down with Matt Nielsen of Nielsen-Massey Vanillas to have a deeply personal conversation about what happens when loss changes everything.Matt shares his family’s experience navigating the unexpected death of a sibling who was also a business partner,  and the lessons that came from facing grief, uncertainty, and the responsibility of carrying the family business forward.This is a powerful reminder that continuity planning isn’t just about protecting a business. It’s about protecting relationships, honoring the people who built it, and giving the next generation a stronger foundation to carry it forward.Listen to When Loss Changes Everything: Navigating the Death of a Sibling in a Family Business.#FamilyBusiness #FamilyEnterprise #BusinessOfFamily #LegacyPlanning #SuccessionPlanning #FamilyBusinessAdvisory #Leadership #Entrepreneurship #GenerationalBusiness #BuildingLegacy #SiblingsInBusiness #BlueRoots #NielsenMasseyVanillas #Podcast #BusinessPodcast
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  Trusts Demystified – Why Families Use Them 25.08.2026 27мин

  When people hear the word "trust," they often think it's only for the ultra-wealthy.The reality? Trusts can be a powerful tool for families who want to protect what matters most, whether that's a family business, family cottage, investments, or simply the relationships that matter across generations.In this episode of The Business of Family Podcast, Tammy sits down with Jandy John from Concentra Trust to demystify trusts and answer the questions many families have but aren't sure who to ask.Together they discuss:✔ What a trust is (and isn't)✔ Why families choose to establish trusts✔ How trusts support family business succession✔ Common misconceptions that hold people back✔ Practical advice for families thinking about their futureThe best legacy plans aren't just about transferring assets, they're about creating clarity, protecting relationships, and ensuring your wishes are carried out the way you intended.🎧 Listen now and discover why trusts may be worth a conversation with your family and professional advisors.#FamilyBusiness #FamilyLegacy #Trusts #EstatePlanning #SuccessionPlanning #FamilyEnterprise #BusinessContinuity #WealthTransfer #FamilyGovernance #ConcentraTrust #BusinessOfFamily #BlueRoots #Podcast #BusinessPodcast
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  Fair Pay or Family Privilege? Getting Compensation Right 18.08.2026 33мин

  Fair pay or family privilege?In a family business, compensation is rarely just about the paycheck.It's about fairness. It's about recognition. It's about trust.When family and business overlap, questions like "Why do they make more than me?" or "Should family be treated differently?" can quickly become emotional and create lasting tension.In this episode of The Business of Family Podcast – Family Matters: Legal Edition, Tammy Buss and Yola Ventresca explore how family businesses can create compensation practices that are fair, transparent, and built to strengthen both the family and the business.In this episode, we discuss:✔️ Why compensation becomes so personal in family businesses✔️ The difference between equal and fair✔️ Why you should pay for the role, not the relationship✔️ Salary vs. ownership distributions✔️ How governance and clear policies reduce conflict✔️ Navigating difficult conversations about compensation and family expectationsWhen compensation decisions are guided by clear principles instead of assumptions, families spend less time managing conflict, and more time building a stronger business together.🎧 Listen now and join the conversation.#FamilyBusiness #SuccessionPlanning #FamilyEnterprise #BusinessGovernance #Leadership #Compensation #BusinessStrategy #Legacy #FamilyBusinessAdvisors #Lawyers #LernersLLP #BlueRoots #BusinessPodcast #LegalPodcast #Podcast
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  Legacy on Repeat: Don't leave a mess: Estate planning 11.08.2026 32мин

  A legacy isn’t just what you leave behind. It’s also the clarity you leave your family with.Too often, families avoid conversations about estate planning because they feel uncomfortable, complicated, or like something that can wait for another day. But when wishes aren’t communicated and plans aren’t documented, families can be left navigating uncertainty, difficult decisions, and unnecessary emotional stress during an already challenging time.On this Legacy on Repeat episode of the Business of Family Podcast, Tammy Buss sits down with Sandra Pollack, Founder of Trimaran Advisory and author of Don’t Leave a Mess, to discuss:✨ Why estate planning is about more than just documents✨ The importance of communicating your wishes with your family✨ How to avoid leaving behind confusion and conflict✨ The steps families can take today to create clarity for tomorrowBecause the greatest gift you can give your family isn’t just what you leave them, it’s knowing exactly what you wanted and why.🎧 Listen to Legacy on Repeat: Don’t Leave a Mess – Estate Planning#LegacyPlanning #EstatePlanning #FamilyBusiness #FamilyLegacy #WealthTransfer #SuccessionPlanning #FamilyCommunication #LegacyOnRepeat #TheBusinessOfFamily #BlueRoots #TrimaranAdvisory
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  Finding Your Place in the Family Business: Story of Legacy and Leadership 04.08.2026 23мин

  What does it really feel like to grow up inside a family business?For Chad Berg of Lee Michaels Fine Jewelry, the answer is layered. It’s about watching his parents build something meaningful, finding his own path within the business, and learning how to balance family relationships with business decisions.In this episode of The Business of Family Podcast, Chad shares his perspective on:💎 Growing up surrounded by the family business💎 How his journey into leadership differed from his siblings💎 Defining roles within a family business💎 How his view of success and legacy has evolved💎 The lessons he believes every family business can learnEvery family member has a different story, and Chad’s perspective brings another important piece to the Lee Michaels Fine Jewelry family business journey.Tune in as we continue exploring what it takes to build, lead, and pass down a family business for future generations.🎧 Listen to the latest episode of The Business of Family Podcast.#FamilyBusiness #BusinessFamily #FamilyEnterprise #Legacy #SuccessionPlanning #NextGeneration #Leadership #Entrepreneurship  #TheBusinessOfFamily #Jewelry #LeeMichaelsFineJewelry #BlueRoots #Podcast #BusinessPodcast #Siblings #SiblingsInBusiness
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  Growing a Business. Growing a Family. Growing a Legacy 28.07.2026 16мин

  Every family business begins with someone willing to take a chance.In 1978, Lee Michael Berg started Lee Michaels Fine Jewelry with a vision, and determination. Today, his sons are leading the business forward, proving that building a company is only part of the journey, building a legacy is what truly lasts.Whether you're a first-generation founder, preparing for transition, or part of the next generation, Lee's story offers valuable insight into what it takes to create a business that can thrive for generations.🎧 Tune in and hear why succession isn't about stepping away, it's about setting the next generation up to succeed.#FamilyBusiness #SuccessionPlanning #LeadershipTransition #LegacyOnRepeat #BusinessLegacy #NextGeneration #Entrepreneurship #FamilyEnterprise
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  Who Owns What? Untangling Ownership vs. Control 21.07.2026 36мин

  Who really owns the family business... and who actually controls it?They're not always the same thing.One of the biggest misconceptions we see in family businesses is assuming ownership automatically means decision-making authority. In reality, ownership and control can look very different, and misunderstanding the distinction can create conflict, confusion, and costly succession mistakes.In this episode of The Business of Family Podcast: Family Matters Legal Edition, Tammy Buss and Yola Ventresca are joined by Mark McAuley, Partner at Lerners LLP.Whether you're planning for the next generation or simply trying to better understand your family's business structure, this episode offers practical insights that every family business owner should hear.🎧 Listen now and start the conversations before assumptions become problems.#FamilyBusiness #SuccessionPlanning #Governance #Ownership #BusinessTransition #FamilyEnterprise #Leadership #BusinessOfFamilyPodcast #FamilyMatters #LegalPodcast #Legal #Podcast #BusinesPodcast #BlueRoots #LernersLLP
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  Legacy on Repeat: When is it a family business? 14.07.2026 25мин

  At what point does a business become more than just a way to earn a living?Is it when the next generation joins? When shared values shape every decision? Or when you're building something designed to last beyond yourself?In this episode of Legacy on Repeat, Tammy sits down with Martha MacDonald, Wealth Advisor with National Bank, to discuss her journey of joining her father's practice and what it truly means to build a family business.Whether you're already working alongside family or wondering what the future of your business could look like, this conversation offers valuable insights on legacy, succession, and creating something that lasts.🎧 Listen now#LegacyOnRepeat #TheBusinessOfFamily #FamilyBusiness #FamilyBusinessSuccess #BusinessLegacy #SuccessionPlanning #NextGeneration #Leadership #Entrepreneurship #BusinessOwners #WealthManagement #LegacyPlanning #NationalBank 
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  More Than a Family Business: Building Legacy Together 07.07.2026 24мин

  What happens when three brothers help lead the family business their parents built?In this episode of The Business of Family Podcast, Tammy Buss sits down with Scott Berg, co-owner of Lee Michaels Fine Jewelry, to explore the realities of working alongside siblings, balancing family relationships with business decisions, and carrying forward a family legacy.Scott shares his perspective on growing up around the business, how leadership responsibilities evolved between him and his brothers, and why his definition of success has changed over time.Whether you're part of a family business or simply navigating family dynamics at work, you'll find valuable insights on leadership, communication, legacy, and long-term success.🎧 Listen now #TheBusinessOfFamily #FamilyBusiness #Leadership #SuccessionPlanning #FamilyEnterprise #Legacy #Entrepreneurship #BusinessPodcast #BrothersInBusiness #NextGen #Podcast #BusinessPodcast #Jewelry #LeeMichaelsFineJewelry #BlueRoots
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  Family First, Business Thrives: The Black Walnut Bakery Café Story 30.06.2026 26мин

  What does it take to successfully run a family business with your sibling?In this episode of The Business of Family Podcast, Tammy Buss sits down with Ed Etheridge, co-owner of Black Walnut Bakery Café, to discuss the realities of building and growing a family business alongside his sister.From navigating roles and responsibilities, to overcoming the devastating impact of an arson fire at their original location, Ed shares honest lessons on resilience, communication, and staying united through life's biggest challenges.Whether you're working with family today or planning for the future of your family enterprise, this conversation is filled with practical wisdom and inspiration.🎧 Listen now and discover why a shared vision, strong communication, and putting family above business may be the most important ingredients for long-term success.#TheBusinessOfFamily #FamilyBusiness #SuccessionPlanning #Leadership #Entrepreneurship #BlackWalnutBakeryCafe #FamilyFirst #Bakery #Cafe #BusinessPodcast #Podcast #BlueRoots
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  From Family Farm to Family Destination: The Kustermans Second-Generation Story 23.06.2026 19мин

  What does it take to successfully transition a family business from one generation to the next?In this episode of The Business of Family Podcast, Tammy Buss sits down with Steve Kustermans of Kustermans Family Farm to explore the journey from a small family farm to one of Southwestern Ontario's most beloved family destinations.Steve shares stories from growing up in the business, stepping into leadership, working alongside family, and balancing the responsibility of preserving his parents' legacy while building something new for future generations.Whether you're part of a family business, planning for succession, or simply interested in the dynamics of working with family, this conversation offers valuable insights on leadership, stewardship, growth, and the importance of thinking long-term.🎧 Listen now.#BusinessOfFamilyPodcast #FamilyBusiness #SuccessionPlanning #NextGenerationLeadership #FamilyEnterprise #Leadership #BusinessSuccession #FamilyBusinessAdvisor #OntarioBusiness #Kustermans #Farm #FarmPodcast #BusinessPodcast #BerryFarm #AdventureFarm #FamilyFarm #BlueRoots #Agritourism 
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  Cross-border Corporate and Personal Tax Planning and How it Applies to Family Businesses 16.06.2026 36мин

  Family businesses today often extend far beyond one city, one province, or even one country.Whether it's children living abroad, international investments, cross-border operations, or family members with ties to multiple jurisdictions, the tax implications can be more complex than many families realize.In this episode of Family Matters – Legal Edition, Tammy Buss and Yola Ventresca sit down with Raymond Adlington to explore the critical intersection of corporate and personal tax planning for family businesses with international connections.From residency and worldwide income rules to succession planning, governance structures, and common cross-border pitfalls, this conversation highlights why proactive planning can help families protect both their wealth and their relationships.🎙️ Listen now and learn how to identify potential risks before they become costly surprises.#BusinessOfFamily #FamilyMattersLegalEdition #FamilyBusiness #SuccessionPlanning #TaxPlanning #CrossBorderTax #FamilyEnterprise #EstatePlanning #BusinessFamilies #BlueRoots #LernersLLP #LegalPodcast #BusinessPodcast
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  Legacy on Repeat: Why using PRINT assessments is important 09.06.2026 28мин

  In this episode of Legacy on Repeat, Tammy sits down with Brett Thompson, PRINT-certified communication consultant, to unpack how understanding your unique wiring can transform the way family businesses communicate, collaborate, and grow together.When family and business overlap, complexity is inevitable. But with the right tools, conflict can become clarity and communication can become connection.Tune in as we explore how the PRINT Assessment helps family businesses better understand themselves and each other, creating stronger relationships, healthier conversations, and more intentional legacies.🎙️ Listen now and discover what’s driving your decisions behind the scenes.#TheBusinessOfFamily #LegacyOnRepeat #FamilyBusiness #PRINTAssessment #FamilyBusinessLeadership #CommunicationMatters #SuccessionPlanning #BusinessGrowth #LeadershipDevelopment #BlueRoots #Communication
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  Preparing NextGen Family Members Financially 02.06.2026 31мин

  Preparing the next generation for financial transition takes more than passing down wealth, it takes intentional communication, shared values, and a clear framework for what comes next.In this episode of The Business of Family Podcast, Tammy sits down with Mehendi Kamani, President & Portfolio Manager of Tall Oak Capital Advisors, to unpack what it really means to prepare NextGen family members financially.Financial succession isn’t just about transferring assets. It’s about preparing people.🎧 Tune in now and start building the conversations that create stronger family transitions.#TheBusinessOfFamily #FamilyBusiness #SuccessionPlanning #NextGenLeadership #WealthTransition #FamilyGovernance #LeadershipDevelopment #BusinessSuccession #BlueRoots #LegacyPlanning #TallOakCapitalAdvisors #Communication #Governance
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  Leggz, Legacy & Leadership: The She’s Got Leggz Story 26.05.2026 30мин

  In this episode of The Business of Family Podcast, Tammy sits down with Donna and Bailey Pinsonneault of She’s Got Leggz, a women-led brand built on confidence, community, and bold entrepreneurship.From Donna’s journey as a CPA-turned-CEO to Bailey stepping into the business and shaping its creative direction, this conversation dives into what it really looks like to work alongside family.They open up about:✨ The expectations vs. reality of working together✨ The boundaries they’ve had to create along the way✨ The biggest advantages, and toughest challenges, of being family in business✨ Honest conversations around legacy and successionThis episode is a candid look at navigating relationships, roles, and long-term vision when family and business collide.🎧 Tune in now to hear their story and take away practical advice for your own family business journey.www.blueroots.ca/podcast OR https://www.youtube.com/@BlueRootsinc#TheBusinessOfFamily #FamilyBusiness #WomenInBusiness #Leadership #SuccessionPlanning #Entrepreneurship #BlueRoots #ShesGotLeggz #Leggings #Communication 
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  When Siblings Are Business Partners 19.05.2026 36мин

  What happens when siblings become business partners? In this episode, Tammy and Yola sit down with George Hamzo, Partner at Lerners LLP, to explore the legal and relational complexities of sibling-run family businesses.From ownership, control, and decision-making to roles, compensation, and accountability, the conversation highlights where family dynamics can create both strength and tension in business.George also shares practical legal tools—like shareholder agreements, buy-sell provisions, and dispute resolution clauses—that help prevent conflict and protect both the business and the relationship through change, growth, and succession.A clear reminder that strong relationships need strong structure to last.Listen now 🎧#BusinessOfFamily #FamilyBusiness #SiblingPartners #FamilyEnterprise #SuccessionPlanning #ShareholderAgreement #BusinessLaw #FamilyDynamics #ConflictResolution #Leadership #Entrepreneurship #FamilyAndBusiness #LegalMatters #LernersLLP #BusinessStructure #BlueRoots #Podcast #BusinessPodcast #LegalPodcast
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  Legacy on Repeat: Taking Over a Family Business 12.05.2026 32мин

  You don’t set out to build a successful family business… sometimes, it just happens.But navigating the dynamics that come with it? That’s the real work.If you’ve ever felt alone in the challenges of working with family—this episode will remind you that you’re not.On this Legacy on Repeat episode, Tammy sits down with Terry & Justine Zavits, a mother-daughter duo who built, transitioned, and ultimately sold their business.It’s a story of growth, change, and what it really means to evolve as both a family and a business.🎧 Tune in now to this Legacy on Repeat episode.#LegacyOnRepeat #FamilyBusiness #SuccessionPlanning #Leadership #WomenInBusiness #NextGen #Entrepreneurship #BusinessOfFamily #Transitions #Growth #ZavitzInsurance #BlueRoots
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  Sibling Leadership & Scaling Legacy: The Lee Michaels Fine Jewelry Story 05.05.2026 29мин

  In this episode of The Business of Family Podcast, we sit down with Ryan Berg, President of Lee Michaels Fine Jewelry, to explore the journey of a second-generation family business built on strong values, trust, and long-term vision.Ryan shares the story of how his dad founded the business in 1978 and how it has grown into a multi-state operation. We dive into what it really looks like to step into a leadership role in a business your parent built. From navigating expectations and defining your own path, to working alongside siblings as co-leaders.This conversation goes beyond business growth. Ryan opens up about how governance, communication, and shared values play a critical role in protecting both the business and family relationships. He also reflects on raising the next generation, what legacy truly means to him, and the lessons he’s most intentional about passing on.Whether you're part of a multi-generational business or planning for the future, this episode offers practical insights and honest reflections on leadership, succession, and sustaining family harmony as you grow.Listen now 🎧#TheBusinessOfFamily #FamilyBusiness #FamilyEnterprise #NextGenLeadership #SuccessionPlanning #FamilyLegacy #BusinessGrowth #Leadership #Entrepreneurship #ScalingBusiness #SecondGeneration #SiblingPartnership #Governance #BusinessStrategy #LegacyBuilding #LeadershipDevelopment #FamilyOwned #BusinessPodcast #PodcastEpisode #BlueRoots #BusinessOwners #LeeMichaelsFineJewelry