Legacy Builders: Strategies for Building Successful Family Enterprises

Where Wealth Meets Identity: Finding Voice Inside the Family Legacy

In this episode, we’re joined by Dr. Shay Harris-Pierre, Senior Consultant with Continuity Family Business Consulting, where she works at the intersection of family relationships, wealth, and identity. A clinically trained consultant and therapist, Licensed Professional Counselor, and Certified Financial Therapist, Shay brings nearly fifteen years of experience helping individuals, couples, and families navigate the emotional dimensions of money. Through her work in family enterprise consulting, she supports multigenerational families as they move through questions of succession, governance, identity, and the relational complexities that wealth can create across generations. Our conversation explores how families can better understand the personal stories and inherited expectations shaping the way wealth is experienced, discussed, and shared. We talk about the space between belonging to a family system and becoming more fully oneself, especially when identity, autonomy, culture, and legacy are all in motion. We also look at what can happen when inherited expectations meet individual growth, and how curiosity, honest reflection, and openness across generations can help families find shared direction while making room for each person to understand who they are, where they belong, and how they contribute. About Dr. Shay Harris-Pierre Dr. Shay Harris-Pierre is a clinically trained consultant and therapist working at the intersection of family relationships, wealth, and identity. She is a Licensed Professional Counselor and Certified Financial Therapist with nearly fifteen years of clinical experience helping individuals, couples, and families navigate the emotional and relational dimensions of their financial identities.  She also holds a certificate in Family Business Leadership and training in Her work is grounded in a single observation: what looks like a financial problem is almost always also a relational and identity problem. She brings that lens into family enterprise consulting, financial planning partnerships, and wealth advisory spaces, helping multigenerational families navigate succession, governance, and the relational complexity that wealth creates across generations. Resources discussed in this episode: * Irving Allam - The Gift of Therapy [https://www.readings.com.au/product/9780749923730/the-gift-of-therapy--irvin-yalom--2003--9780749923730] * Bowenian Concept [https://www.verywellmind.com/bowenian-family-therapy-definition-and-techniques-5214558] * Murray Bowen [https://en.wikipedia.org/wiki/Murray_Bowen] * Strangers in Paradise [https://www.amazon.com/Strangers-Paradise-Families-Wealth-Generations/dp/0615894356] * Blair Tripp - Progenitor's Dilemma [https://www.first.bank/Business/Plan/Center-for-Family-Owned-Businesses/Family-Business-Resource-Center/November-2023/The-Progenitor-s-Dilemma-Avoiding-Entitlement-When] Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.  * Website: BeaconFamilyOffice.com [https://beaconfamilyoffice.com] * LinkedIn: Cory Gagnon [https://www.linkedin.com/in/corygagnon/] * LinkedIn: Beacon Family Office [https://www.linkedin.com/company/beaconfamilyoffice/] * Email: beaconfamilyoffice@assante.com [beaconfamilyoffice@assante.com] Contact Shay Harris-Pierre | Continuity Family Business Consulting:  * Website: harrispierreconsulting.com [https://www.linkedin.com/safety/go/?url=www%2Eharrispierreconsulting%2Ecom&urlhash=yzSI&mt=gzyt-OP88QvItFTJDkhAXsmdQVreoYD4F7nj8E5j8st7Q1LwBU85Nxf7jxtxlL7Mjcf854HnxthT9o6jlvvwQc_w5A&isSdui=true] * LinkedIn: Dr. Shay Harris-Pierre [https://www.linkedin.com/in/sharris-pierre/] * Email: shaywanna.harris@yahoo.com  [shaywanna.harris@yahoo.com] We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises. Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com [http://legacybuilderswebcast.com/] to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Reflection Over Reaction: How Families Improve Decision-Making in Family Enterprises

In this episode, we’re joined by Aileen Miziolek, consultant with The Family Business Consulting Group, where she works with business-owning families to design strategies and processes that support both enterprise success and healthy relationships across generations. With more than 20 years of experience in complex financial and estate planning, along with designations in financial planning, family enterprise advising, and systems coaching, Aileen brings both professional depth and lived understanding to her work. Her roots in a farming family, experience as an entrepreneur, and work as co-author of Inspired Wealth: Financial Leadership for the 21st Century all shape the way she supports families through questions of wealth, ownership, legacy, and change. Our conversation explores what can happen when families slow down long enough to notice the patterns shaping their decisions. We talk about the space between what has been inherited and what can still be chosen, especially when legacy, ownership, and relationships are all in motion. We also look at why families sometimes need to pause before they can move forward and how honest reflection, careful listening, and openness to new ways of thinking can create more room for trust, learning, and better decisions across generations. About Aileen Miziolek  Aileen is a consultant with The Family Business Consulting Group, where she helps business-owning families navigate the complexities of continuity, succession, estate planning, and intergenerational wealth transfer. With more than 20 years of experience in complex financial and estate planning, she brings a multidisciplinary perspective to her work as a Certified Financial Planner, Family Enterprise Advisor, Certified Coach, and Organization and Relationship Systems Coach. What makes Aileen’s perspective unique is that she understands family enterprise from both a professional and personal lens. Her family business roots began in farming, and as a young entrepreneur, she launched her first start-up at age 25 before selling her first business a few years later. Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.  * Website: BeaconFamilyOffice.com [https://beaconfamilyoffice.com] * LinkedIn: Cory Gagnon [https://www.linkedin.com/in/corygagnon/] * LinkedIn: Beacon Family Office [https://www.linkedin.com/company/beaconfamilyoffice/] * Email: beaconfamilyoffice@assante.com [beaconfamilyoffice@assante.com] Contact Aileen Miziolek | The Family Business Consulting Group Inc. * Website: aileenmiziolek.com [http://aileenmiziolek.com] * Instagram: @aileenmiziolek [https://www.instagram.com/aileenmiziolek/] * LinkedIn: Aileen Miziolek [https://www.linkedin.com/in/aileenmiziolek/] * Email: miziolek@thefbcg.com [miziolek@thefbcg.com] We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises. Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com [http://legacybuilderswebcast.com/] to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Leading Before the Role: How Family Enterprises Shape Future Leaders

In this episode, we’re joined by Wendy Sage-Hayward, Senior Consultant with The Family Business Consulting Group, where she advises family enterprises, business leaders, and boards on continuity, governance, and generational transition. She is also Academic Director at Family Enterprise Canada, leading the Family Enterprise Advisor program, and co-author of Own It!, bringing both practical and research-based insight to how families prepare the next generation and work through the questions that continuity raises across generations. Our conversation explores how families navigate expectations that are often left unspoken, why learning together matters, and what helps create more honest and mature conversations across generations. We also look at where tension can quietly build over time and how greater trust and clarity can help families move forward well. About Wendy Sage-Hayward Wendy is a senior consultant with The Family Business Consulting Group, where she advises business leaders, family enterprises, and boards around the world on how to navigate the complexities of continuity, governance, and generational transition. What makes Wendy’s perspective unique is that she doesn’t just advise family businesses. She lives it. She’s an owner of Sage Hayward Vineyards, her family’s winery on British Columbia’s Southern Gulf Islands, and previously served as a partner and director in her family’s five-generation U.S. business. Wendy is also the Academic Director at Family Enterprise Canada, where she leads the Family Enterprise Advisor program, and she teaches in the Family Shift program at Ivey Business School. She’s the co-founder of mGen Education and co-author of 'Human Resources in Family Business' and 'Own It!', bringing both practical and research-based insights to her work. She’s based in Vancouver and is passionate about helping families build strong businesses and even stronger relationships across generations. Resources discussed in this episode: * Jay Hughes [https://leadershipphilanthropy.com/jay-hughes/] * David York [https://www.amazon.com/stores/author/B07JPZRWLQ] * University of Alberta [https://www.ualberta.ca/en/index.html] * Alexander Saunders [https://www.linkedin.com/in/alexanderjsaunders/] * John Ward - Unconventional Wisdom [https://www.amazon.com/Unconventional-Wisdom-Counterintuitive-Insights-Business-Success/dp/0470021659] * Own It! How to Develop Family Enterprise Ownership Skills At Every Age [https://link.springer.com/book/10.1007/978-3-030-20419-8] Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.  * Website: BeaconFamilyOffice.com [https://beaconfamilyoffice.com] * LinkedIn: Cory Gagnon [https://www.linkedin.com/in/corygagnon/] * LinkedIn: Beacon Family Office [https://www.linkedin.com/company/beaconfamilyoffice/] * Email: beaconfamilyoffice@assante.com [beaconfamilyoffice@assante.com] Contact Wendy Sage-Hayward | The Family Business Consulting Group:  * Website: mgeneducation.com [http://mgeneducation.com] | thefbcg.com [http://thefbcg.com] | familyenterprise.ca [http://familyenterprise.ca] | sagehaywardvineyards.com [http://sagehaywardvineyards.com] * LinkedIn: Wendy Sage Hayward [https://www.linkedin.com/in/wendy-sage-hayward-ba44871/] * Email: wsagehayward@gmail.com [wsagehayward@gmail.com] * Phone: (604) 803 7420 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises. Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com [http://legacybuilderswebcast.com/] to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Rethinking Ownership: The Hidden Forces Shaping Family Wealth

In this episode, we’re joined by David York, director at York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a fellow of the American College of Trust and Estate Counsel and a dean with the Purposeful Planning Institute. Chambers and Partners has recognized him in Estate Planning, a distinction awarded to approximately the top 2% of attorneys in the field. He is also the author of The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, Entrusted, and the children’s book Dudley’s Castle. Our conversation focuses on what it means to approach wealth, legacy, and family with deeper self-awareness and on how humility, curiosity, and stewardship can shape the way families prepare for responsibility, continuity, and long-term impact. We talk about why humility matters in the way we learn, lead, and prepare the next generation, some of the fears that can quietly shape family decisions over time, and the shift from simply owning wealth to stewarding it with greater purpose. Together, we explore what may be happening beneath the surface before families ever make the big decisions and how greater self-awareness can help families lead, relate, and navigate complexity with more intention across generations. About David York David R. York is an attorney, Certified Public Accountant, and Managing Partner at York Howell. He practices in the areas of estate planning, tax, business planning, and nonprofit entities and is widely recognized for his work with ultra-high-net-worth families. He is a Fellow of the American College of Trust and Estate Counsel, a Dean with the Purposeful Planning Institute, and has been recognized by Chambers and Partners in estate planning. David is also the author of The Gift of Lift, Dudley’s Castle and the co-author of Entrusted and Riveted. In addition to his legal work, he speaks and teaches on stewardship, purpose, and legacy and co-founded Corenology™, a platform designed to help people connect their values with planning. He serves on the Board of Directors of Healing Nations and lives in the Salt Lake City area with his wife, Mindy, and their five children. Resources discussed in this episode: * David’s Ted Talk [http://www.ted.com/talks/david_york_a_new_way_to_think_about_inheritance] * Entrusted: Building a Legacy That Lasts [https://www.amazon.com/Entrusted-Building-Legacy-That-Lasts/dp/0692558268] * The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World [https://www.amazon.com/Gift-Lift-Harnessing-Stewardship-Elevate/dp/1646636619] * Dudley's Castle [https://www.amazon.com/Dudleys-Castle-David-York/dp/B0DNV53X5T] * Think Again by Adam Grant [https://www.amazon.com/Think-Again-Power-Knowing-What/dp/1984878107] * Simon Sinek [https://simonsinek.com/] * Charles Eckhart [https://andsimple.co/people/charles-eckhart-family-offices/] * The Art of Spending Money by Morgan Housel [https://www.amazon.com/Art-Spending-Money-Simple-Choices/dp/B0F5585V8M/ref=sr_1_1?adgrpid=143136644135&dib=eyJ2IjoiMSJ9.nfEnpA87hU9-u5CwLftpIS5-1jUgzPitQLwSMmUOzn4CzalraSt5I3zDRLSWNNLt8enOGkReT2i-erJROzwDiwI0BD8cPxd7_PtRjtMUJMOYV8DatgGJcxZqmQ-g0VrF-KnPuQIoviGUpspsu-yNSP5dVnaI5DSTcJfLxyds5244yxfdI-uUCn_NuJtCbOHY17os5a_j3NR9elE4Kj5GAc5GEbUCdV4TyK63h6vov7Y.psSPa2vh_oM2uEQbiv2zJBZsmV8MwEBrUZfYcIAEMJ8&dib_tag=se&hvadid=673579605587&hvdev=c&hvlocphy=1011149&hvnetw=g&hvqmt=e&hvrand=3148295473008791378&hvtargid=kwd-2579248928872&hydadcr=21442_13509720&keywords=the+art+of+spending+money&mcid=505f0a1d333639d19ec4c9d6f1a21db3&qid=1775155942&sr=8-1] Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd.  * Website: BeaconFamilyOffice.com [https://beaconfamilyoffice.com] * LinkedIn: Cory Gagnon [https://www.linkedin.com/in/corygagnon/] * LinkedIn: Beacon Family Office [https://www.linkedin.com/company/beaconfamilyoffice/] * Email: beaconfamilyoffice@assante.com [beaconfamilyoffice@assante.com] Contact David York | York Howell  * Website: davidyork.com [https://www.davidyork.com/] | yorkhowell.com [https://www.yorkhowell.com/] * LinkedIn: David York [https://www.linkedin.com/in/david-r-york-0ba851/] * Phone: (801) 527-1040 We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises. Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com [http://legacybuilderswebcast.com/] to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

When the Role Finds You: The Tension Between Belonging and Becoming

In this episode, we’re joined by Alexander Saunders, Practice Director at Dialogos. Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. Through work across the entertainment, venture capital, and hospitality sectors, as well as his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups, he brings both practical experience and scholarly grounding to the challenges of leadership, transition, and belonging within family enterprise. Our conversation focuses on what it means to find your place when identity, expectation, and opportunity become deeply intertwined, and on how families can create the conditions for people to grow into responsibility with greater clarity and readiness. We talk about the tension between being invited in and truly feeling ready, the importance of mentors and support systems during seasons of transition, and why self-awareness can be such a critical foundation for contribution and governance. Together, we explore how family enterprises can strengthen the relational fabric that helps individuals grow, lead, and navigate complexity in healthier and more sustainable ways. About Alexander Saunders  Alex is a generative facilitator working at the intersection of dialogue, leadership, and complex human systems. He has built and supported organizations across the entertainment, venture capital, and hospitality sectors, including his own fifth-generation family business and other family-owned enterprises ranging from single-site operations to global hospitality groups. He holds a Master's degree in Economics and Classics, bringing both practical and scholarly grounding to his work with leaders navigating complexity and transition. Resources discussed in this episode: * Paul Edelman [https://www.linkedin.com/in/pauledelman/] * Positive Disintegration [https://www.amazon.com/Positive-Disintegration-Ph-D-Kazimierz-Dabrowski/dp/1600250955] * David Meltzer [https://dmeltzer.com/] * International Monetary Fund [https://www.imf.org/en/about/factsheets/sheets/2022/imf-world-bank-new] * Kolbe Index [https://www.kolbe.com/kolbe-a-index/] * James Hughes [https://www.thejameshughes.com/] * Peter Senge [https://en.wikipedia.org/wiki/Peter_Senge] * The Art of Thinking Together [https://www.goodreads.com/book/show/233406.Dialogue] * Reading the Room [https://www.amazon.com/Reading-Room-Dynamics-Coaches-Leaders/dp/0470903430] * On Dialogue [https://www.amazon.com/Dialogue-Routledge-Classics-76/dp/0415336414] Contact Cory Gagnon | Beacon Family Office at CI Assante Financial Management Ltd.  * Website: BeaconFamilyOffice.com [https://beaconfamilyoffice.com] * LinkedIn: Cory Gagnon [https://www.linkedin.com/in/corygagnon/] * LinkedIn: Beacon Family Office [https://www.linkedin.com/company/beaconfamilyoffice/] * Email: beaconfamilyoffice@assante.com [beaconfamilyoffice@assante.com] Contact Alexander Saunders | Dialogos * Website: dialogos.com [http://www.dialogos.com] * LinkedIn: Alexander Saunders [https://www.linkedin.com/in/alexanderjsaunders/] * Email: alex.saunders@dialogos.com [alex.saunders@dialogos.com] We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises. Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com [http://legacybuilderswebcast.com/] to register for our upcoming session or explore our growing library of past conversations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.