What is a Family Charter? S1 E2

The Family Charter is the cornerstone or foundation document of a family governance system. It is the bedrock on which everything else is built. It is also known as a Family Constitution or agreement. It is the main document that the family use to outline their values and vision for the family business. Whilst rare […]

What is Governance? S1 E1

Governance is a word that is often thrown around by the family business advisory community and with good reason. However, it is often taken for granted what we mean by ‘governance’ and so to kick off this series on that very subject I thought it would be useful to provide an overview of what governance […]

Episode 62 – Family Business Network Conference

George and I headed along to the fourth Family Business Network conference in Carlisle. It was a fantastic conference with great speakers and guests, I was also asked to record a live podcast and this is the result. I interview George Bryan who grow up at Drayton Manor Park, listen to this episode if you […]

Episode 61 – The Three Elements of Succession.

Succession Planning (or continuity planning!) is such a broad topic and as such it can be intimidating and very easy to put off. In this episode I speak with Daniel Trimarchi and we break down the three core elements of succession / continuity planning in a family business. Daniel Trimarchi is a Senior Manager and […]

Episode 60 – State of the Nation Report

The Family Business sector in the UK contributes more than the annual budget for the NHS each year. Their importance cannot be under-stated and the IFB have produced a report that highlights the trends and challenges facing family businesses today.  In this episode I speak to Fiona Graham of the Institute for Family Business about […]

Episode 59 – Interdependent Wealth

Steve’s previous episode remains the most popular episode to date and so there is huge pressure on him delivering again in this show! Luckily he doesn’t disappoint! In this interview I chat to Steve about the book he mentioned he was writing during our previous interview. The book is called Interdependent Wealth: How Family Systems […]

Episode 58 – Cultivating Culture – The Institute for Family Business Conference

Each year The IFB hold a conference for Family Businesses and if you missed it, check out this episode to hear what the key points and takeaways were from the conference. We hear about the importance of cultivating culture and how family owned businesses are perfectly placed to create working cultures that attract and retain […]

Episode 57 – Gaining External Experience

One of the most common questions we are asked when considering the ‘best’ path for next generation family is whether or not they should seek experience outside of the family business. How do Next Gen go about seeking this experience and is there a danger that this will mean that they won’t actually return to […]

Episode 56 – Family Business Advice Teams

Businesses need to take advice from experts to help them navigate the sometimes tricky areas of law, tax and financial services amongst others.   Traditionally this may be through several different individual firms or  that everything goes through an individual trusted adviser who is seen as the ‘gatekeeper’. But is this model fit for purpose? Is […]

Episode 55 – Family Champions

Joshua Nacht is a consultant with The Family Business Consulting Group.  His new book Family Champions and Champion Families he explores the value of family leaders in creating enduring business family success. We discuss this in this episode.  The family champion is typically a family owner who acts as a catalyst to help other family […]