The Business of Family

Afleveringen

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  Legacy on Repeat: Don't leave a mess: Estate planning 11.08.2026 32min

  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 23min

  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 16min

  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 36min

  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 25min

  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 24min

  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 26min

  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 19min

  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 36min

  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 28min

  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 31min

  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 30min

  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 36min

  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 32min

  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 29min

  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
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  The Sweet Side of Family Business: Rousseau Chocolatier Family Business Story 28.04.2026 31min

  What happens when love, craft, and entrepreneurship come together?In this episode, Tammy sits down with Nathalie Rousseau, Co-Founder & COO of ROUSSEAU Chocolatier, to explore what it really looks like to build a business alongside your spouse. From the early days of taking a leap together to navigating roles, relationships, and tough decisions, Nathalie shares an honest and thoughtful look behind the scenes of a growing family enterprise.Together, they dive into:• How a shared passion turned into a thriving chocolatier rooted in Nova Scotia• The realities (and surprises) of working with your significant other• Navigating conflict, creativity, and decision-making as partners• Building a business grounded in craftsmanship, sustainability, and communityPlus… you’ll definitely hear about some incredible chocolate creations along the way. If you’ve ever wondered what it takes to build something meaningful together, this episode is for you.#TheBusinessOfFamily #FamilyBusiness #Entrepreneurship #Leadership #Podcast #WomenInBusiness #SmallBusiness #SuccessionPlanning #NovaScotia #ChocolateLovers #RousseauChocolatier #BlueRoots
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  Just Because AI Can, Doesn’t Mean You Should 21.04.2026 35min

  Artificial intelligence is changing how business owners access information, but when it comes to legal matters, especially in family enterprises, the stakes are higher than ever.Tammy Buss & Yola Ventresca sit down with David Jordan, from Lerners LLP, to unpack:• The difference between legal information vs. legal advice• Why AI-generated answers can be misleading• Risks to confidentiality, privacy, and solicitor-client privilege• Where AI can support your business, and where it can seriously backfire• Why family businesses are uniquely vulnerableAI can be a powerful tool, but it doesn’t replace judgment, nuance, or accountability.If you’re using AI in your business (or thinking about it), this is a must-listen.🎧 Tune in now.#FamilyBusiness #AIinBusiness #LegalMatters #SuccessionPlanning #BusinessStrategy #TheBusinessOfFamily #Leadership #Governance #Entrepreneurship #AI #Legal #LegalPodcast #BusinessPodcast #LernersLLP #BlueRoots
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  Legacy on Repeat: Why Kolbe Assessments 14.04.2026 32min

  In family businesses, communication isn’t just about being polite, it’s about making sure everyone can contribute their best. Misunderstandings, misaligned strengths, and different approaches to work can slow things down or even create tension.That’s where tools like the Kolbe Assessment come in. Kolbe doesn’t measure personality, it measures how people take action. It shows how each family member naturally approaches tasks and problem-solving, so you can structure roles and responsibilities in a way that plays to everyone’s strengths.In this episode of Legacy on Repeat, Tammy Buss sit down with Brett Thompson, Kolbe Certified Consultant, to explore how family businesses can use Kolbe to:Align roles with natural instinctsImprove communication and collaborationMake decision-making smoother and more effectiveReduce friction and unlock potential across generationsIf your family business is growing, evolving, or just trying to get everyone on the same page, this conversation is a must-listen. Understanding how your family takes action could be the key to unlocking the next level of success for your business, and your relationships.🎧 Listen now and discover how to turn natural strengths into real results.#TheBusinessofFamily #LegacyOnRepeat #FamilyBusiness #KolbeAssessment #BusinessCommunication #TeamDynamics #LeadershipTools #FamilyBusinessGrowth  #NextGenLeadership #Entrepreneurship #BusinessSuccess #Collaboration #Podcast #BusinessPodcast #Communication
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  From Founder to Next Gen: Preparing a Family Business for What’s Next 07.04.2026 28min

  In this episode of The Business of Family, Tammy sits down with father-and-son team Jeff Tounge and JT Tounge of Tounge Associates to talk about the real conversations behind exit planning, succession, and family dynamics.We explore:• Navigating active vs. non-active children in the business• The emotional barriers founders face when considering exitPlus, as a father and son running a firm together, Jeff and JT share their own experience balancing family and business, and what being a family business themselves allows them to see in their clients that others might miss.If your family business is wrestling with succession, ownership transitions, or preparing for a potential sale, this is a conversation you won’t want to miss.🎙️ Listen now and start the conversation before you have to.#TheBusinessOfFamily #FamilyBusiness #SuccessionPlanning #ExitPlanning #FamilyEnterprise #GenerationalWealth #LeadershipTransition #Podcast #BusinessPodcast #BlueRoots
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  Raising a Business While Raising a Family: Growing a Family Childcare Legacy 31.03.2026 23min

  What does it look like when business and family all grow under the same roof?In this episode of The Business of Family Podcast, we sit down with Chantel and Zack of Pettengill Academy to talk about building a purpose-driven, first-generation childcare business from the ground up.What started as a small home-based program has grown into a thriving multi-site early childhood organization rooted in culture, leadership, and a deep love for children and families.In this conversation, we explore:✨How Chantel’s entrepreneurial upbringing shaped her leadership✨ Zack’s evolution from supporter to operational backbone✨ Balancing business partnership and marriage✨ Raising kids inside the family businessPettengill Academy isn’t just about childcare, it’s about creating spaces where children are celebrated, educators are empowered, and families truly belong.If you care about family business, leadership, and building something that lasts, this episode is for you.🎧 Tune in now!#TheBusinessOfFamily #FamilyBusiness #Leadership #Entrepreneurship #LegacyBuilding #PurposeDriven #FamilyEnterprise #NextGenLeadership #FamilyOwned #FamilyRunBusiness #EntrepreneurLife #EarlyChildhood #Podcast #BusinessPodcast #LeadershipPodcast #BlueRoots