『Legacy Builders: Strategies for Building Successful Family Enterprises』のカバーアート

Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises

著者: Cory Gagnon
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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, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts and solo talks, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!2024 Assante Financial Management Ltd. マネジメント・リーダーシップ リーダーシップ 人間関係 個人的成功 子育て 経済学 自己啓発
エピソード
  • Unlocking Full Potential: The Intersection of Peak Performance and Personal Harmony
    2025/05/30

    In this episode, we welcome Purdeep Sangha—Director of Sangha Worldwide, trusted advisor to CEOs and board members, and co-host of Mind Your Own Business. Known for helping leaders operate at their highest potential, Purdeep brings a unique perspective rooted in neuroscience, performance psychology, and ancient wisdom. Together, we explore what it takes to sustain peak performance while maintaining personal harmony, touching on relationship dysfunction, energy management, courageous decision-making, and what it means to become a truly Complete Man in work, family, and life.

    Throughout our conversation, Purdeep challenges the belief that professional excellence alone defines success. He shares why lasting fulfillment requires internal alignment, emotional resilience, and the willingness to face uncomfortable truths that often limit our growth.

    Tune in to discover how intentional self-work, courageous leadership, and personal alignment can unlock your full potential in business and life.

    About Purdeep Sangha

    Purdeep Sangha is a North American leader in business and human performance who advises top Board Members, CEOs, and Entrepreneurs around the globe as their business strategist and personal performance advisor. He has a proven track record for helping business heavyweights master the game of business and life simultaneously. He co-hosts the newest TV series, "Mind Your Own Business," an eight-part series where each entrepreneur faces both an accessibility challenge and a business challenge, taking viewers deep into the lives of various business owners from the disability community.

    Purdeep is well known for his unique expertise in scaling businesses through effective business strategy, execution, innovation, leadership, marketing, customer experience, and operations. He is also the foremost leader in ULTRA performance, helping professionals optimize their performance using neuroscience, performance psychology, and ancient teachings kept secret by the elite. His passion involves helping men discover their power in becoming The Complete Man—achieving ultimate performance, fulfillment, and victory in both business and personal life as the best possible business leader, husband, father, and man they can be.

    Resources discussed in this episode:

    • The Complete Man
    • Substack Newsletter
    • Family Enterprise Canada

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Purdeep Sangha | Sangha Worldwide

    • Website: purdeep.substack.com
    • LinkedIn: Purdeep Sangha
    • Phone: (866) 918-4140
    • Email: purdeep@sanghaworldwide.com
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    51 分
  • Strategic Participation Models: Optimizing Multi-Generational Philanthropic Engagement
    2025/05/16

    In this episode, Dr. Sharilyn Hale, President of Watermark Philanthropic Counsel, shares her expertise from over twenty-five years in philanthropy as a trusted advisor helping clients channel wealth and influence for positive impact. As a Chartered Director, advisor with 2164, faculty member of the Ultra High Net Worth Institute, and instructor at Carleton University, Dr. Hale brings unique insights from her doctoral research that produced an innovative governance model for family giving—work recently recognized with a 2025 Family Wealth Report Award. In our conversation, we explore purpose-driven wealth stewardship, the delicate balance between individual and collective values in family philanthropy, and how governance structures can enhance rather than hinder authentic engagement across generations.

    Throughout our discussion, Dr. Hale examines how intentional giving structures transform both individuals and family enterprises, challenging conventional wisdom about philanthropic engagement. She shares practical strategies for improving multi-generational participation, from creating voluntary on-ramps to developing diverse roles beyond board membership. Listen to our latest episode for valuable insights on building resilient family philanthropy systems that harmonize personal values with meaningful social impact—perspectives beneficial for family enterprise members and their advisors alike.

    About Dr. Sharilyn Hale

    Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. Her highly customized engagements result in clients having greater confidence and clarity in their giving and governance. Sharilyn is an advisor with 2164 in support of multi-generational family philanthropy, a faculty member of the Ultra High Net Worth Institute, and an Instructor at Carleton University. A Chartered Director (C.Dir), Sharilyn blends the best of corporate and family governance in her work with private foundations and nonprofit boards, and her doctoral research produced a governance model that helps families give in a way that works. With more than 25 years of experience working in philanthropy and charitable communities, she was recently recognized with a 2025 Family Wealth Report Award for her work advancing philanthropy with UHNW families.

    Resources discussed in this episode:

    • Parker Palmer
    • Let Your Life Speak
    • Unknown Cosmic Time Machine
    • Family Philanthropy Navigator
    • Defense of Philanthropy
    • Why Philanthropy Matters

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Dr. Sharilyn Hale | Watermark Philanthropic Counsel:

    • Website: www.watermarkpc.com
    • LinkedIn: https://www.linkedin.com/in/sharilynhale/
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    58 分
  • The Family Mirror: Why Self-Improvement Creates Systemic Change in Business Families
    2025/05/02

    In our upcoming episode, we explore the essential strategies for aligning values and purpose across family enterprise systems with Holly Simmons, Principal Managing Partner at Golden Lasso Consulting and Family Enterprise Advisor. This conversation examines how leadership development, effective communication, and clear role definition serve as foundational elements for sustainable growth and family harmony in business settings. Listeners will gain insights into balancing individual needs with collective goals, building stronger relationships through intentional practices, and creating systems that honour both personal contributions and shared heritage

    During our discussion, listeners can look forward to exploring the balance between personal boundaries and shared vision within family businesses. Holly will introduce her philosophy of "walking beside" others with genuine curiosity rather than simply directing them, and preview how daily intentional actions can transform into powerful long-term outcomes.

    About Holly Simmons

    Holly Simmons is a Family Enterprise Advisor (FEA™) who provides leadership coaching, facilitation, and training to growth-minded family businesses. She uses a strategic approach to align values and purpose, develop people and roles, and strengthen communication throughout the business and family system.

    Resources discussed in this episode:

    • Conversational Intelligence
    • The Knowledge Podcast by Shane Parrish

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Holly Simmons | Golden Lasso Consulting:

    • Website: golden-lasso.com
    • LinkedIn: Holly Simmons
    • Email: holly@golden-lasso.com
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    48 分

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