Safe Space with Francesco Lombardo

The Family Office and Managing Family Dynamics

On this episode of Safe Space, Francesco is joined by Brad Scott, Founder and Managing Director of EWM Group in Brisbane, Australia, and a pioneer of the Australian Multi-Family Office industry. The conversation begins with a retrospective on the Family Office field in Australia over the past 20 years, examining how it has changed and what to expect with the next generation. The discussion then delves into the critical role of family offices in managing family dynamics and emotional challenges, emphasizing that while investment strategies are important, the emotional aspect is paramount for the success of family wealth management. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ [https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/] • https://www.facebook.com/VeritageFamilyOffice [https://www.facebook.com/VeritageFamilyOffice] • https://www.youtube.com/@VeritageInternational [https://www.youtube.com/@VeritageInternational] • https://veritage.ca [https://veritage.ca]

The Power of Generational Perspectives

In this episode of Safe Space, Francesco sits down with Dr. Megan Gerhardt to explore the power—and complexity—of leading across generations. Megan shares why embracing diverse expertise is essential for building high-performing teams, especially within family businesses where generational dynamics often run deep. While it may feel easier to work with people who think like we do, she explains that true productivity and innovation emerge when families intentionally leverage their unique perspectives, experiences, and strengths. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ [https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/] • https://www.facebook.com/VeritageFamilyOffice [https://www.facebook.com/VeritageFamilyOffice] • https://www.youtube.com/@VeritageInternational [https://www.youtube.com/@VeritageInternational] • https://veritage.ca [https://veritage.ca]

When the Family Business Calls

In this episode of Safe Space with Francesco Lombardo, Brandi Harleaux, award-winning entrepreneur and second-generation CEO of South Post Oak Recycling Center, shares her journey from leading teams at Fortune 100 companies — including Target, Northrop Grumman, and Disney — to stepping into her family business. Brandi reflects on her decision to pursue an MBA while working full-time at Disney, and how education and real-world experience gave her the tools to navigate the complexities of joining a family enterprise. She also discusses the importance of preparation, financial literacy, and purpose-driven leadership — lessons that continue to guide her at the helm of SPORC, where she leads with a philosophy of taking care of your people and positively impacting the community. 🎧 Listen now to hear Brandi's insights on growth, courage, and redefining what leadership looks like in the next generation of family business. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ [https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/] • https://www.facebook.com/VeritageFamilyOffice [https://www.facebook.com/VeritageFamilyOffice] • https://www.youtube.com/@VeritageInternational [https://www.youtube.com/@VeritageInternational] • https://veritage.ca [https://veritage.ca]

Navigating Wealth and Relationships

In this episode of Safe Space, host Francesco Lombardo speaks with wealth coach Kelly Willis Green about the emotional and psychological aspects of money. They explore Kelly's journey into wealth coaching, the dynamics of marrying into wealth, and the importance of understanding one's relationship with money. The conversation delves into the impact of childhood beliefs on financial behaviors, the connection between money and relationships, and the significance of curiosity in fostering innovation and personal growth. Kelly shares insights on transforming money history into intentional money management and discusses various money archetypes that influence financial behaviors. Connect with Kelly: • www.kellywillisgreen.com [https://www.kellywillisgreen.com/] • Serious Coin: Rich Conversations About Wealth Podcast [https://podcasts.apple.com/ca/podcast/serious-coin/id1608041943] Connect with me here: • www.linkedin.com/in/francesco-lombardo-fea-496a7966/ [https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/] • www.facebook.com/VeritageFamilyOffice [https://www.facebook.com/VeritageFamilyOffice] • www.youtube.com/@VeritageInternational [https://www.youtube.com/@VeritageInternational] • veritage.ca [https://veritage.ca]

The Importance of Intentionality in Relationships

In this episode, Francesco Lombardo speaks with Robert and Kaylee Fukui about their journey as business consultants who help family businesses thrive while maintaining healthy marriages. They discuss the importance of balancing work and family life, overcoming guilt in parenting, and creating intentional relationships. The Fukuis share personal stories and practical advice on how to foster communication and connection within families, emphasizing the need for emotional security alongside financial stability. Connect with Robert & Kaylee: https://marriedentrepreneur.co/safespace Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ [https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/] • https://www.facebook.com/VeritageFamilyOffice [https://www.facebook.com/VeritageFamilyOffice] • https://www.youtube.com/@VeritageInternational [https://www.youtube.com/@VeritageInternational] • https://veritage.ca [https://veritage.ca]