Jul 17, 2026 · not_requested
Return on Meaning: Rethinking Wealth Beyond Financial Capital
- Duration seconds
- 2865
Podcast
Legacy Builders: Strategies for Building Successful Family Enterprises
- Author
- Beacon Family Office at Assante Financial Management Ltd.
- Feed episode count
- 74
Summary
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, 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!
Episodes
Jul 3, 2026 · not_requested
The Architecture of Ownership: How Families Build Structures That Last
- Duration seconds
- 3275
Jun 19, 2026 · not_requested
The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises
- Duration seconds
- 3364
Jun 5, 2026 · not_requested
Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life
- Duration seconds
- 2885
May 22, 2026 · not_requested
Where Wealth Meets Identity: Finding Voice Inside the Family Legacy
- Duration seconds
- 3165
May 8, 2026 · not_requested
Reflection Over Reaction: How Families Improve Decision-Making in Family Enterprises
- Duration seconds
- 2889
Apr 24, 2026 · not_requested
Leading Before the Role: How Family Enterprises Shape Future Leaders
- Duration seconds
- 3199
Apr 10, 2026 · not_requested
Rethinking Ownership: The Hidden Forces Shaping Family Wealth
- Duration seconds
- 2809
Mar 20, 2026 · not_requested
When the Role Finds You: The Tension Between Belonging and Becoming
- Duration seconds
- 2851
Mar 6, 2026 · not_requested
Steady Through Uncertainty: Mentors, Mistakes, and Next-Gen Growth
- Duration seconds
- 3507
Feb 20, 2026 · not_requested
Roots of Resilience: Raising Grounded Children in Families of Wealth
- Duration seconds
- 2680
Feb 6, 2026 · not_requested
Becoming Who You Are: Reclaiming Choice in Enterprising Families
- Duration seconds
- 2744
Jan 23, 2026 · not_requested
Still Yours to Shape: Reclaiming Identity in Times of Transition
- Duration seconds
- 2575
Jan 9, 2026 · not_requested
Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
- Duration seconds
- 3175
Nov 28, 2025 · not_requested
Finding Yourself After Leadership: The Missing Chapter in Succession
- Duration seconds
- 2820
Nov 14, 2025 · not_requested
Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations
- Duration seconds
- 3053
Oct 31, 2025 · not_requested
Who You’re Becoming: How Strategy, Leadership, and Legacy Start Within
- Duration seconds
- 3044
Oct 17, 2025 · not_requested
Before It’s Written Down: Why Estate Planning Is About More Than the Plan
- Duration seconds
- 2669
Oct 3, 2025 · not_requested
The Stories That Hold Us: Why Capturing Memory Is a Strategic Act of Care
- Duration seconds
- 2806
Sep 19, 2025 · not_requested
Developmental Crises: Helping Leaders and Families Grow Through Defining Moments
- Duration seconds
- 2667
Sep 5, 2025 · not_requested
When Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth
- Duration seconds
- 2819
Aug 22, 2025 · not_requested
Past, Present, and Possibility: Reimagining Legacy Through Story
- Duration seconds
- 2797
Aug 8, 2025 · not_requested
The Quiet Fix: Why Better Family Communication Starts Before the Meeting Begins
- Duration seconds
- 2726
Jul 25, 2025 · not_requested
The Fear of Ugly: Reframing Conflict in Family Enterprise Communication
- Duration seconds
- 2765
Jul 11, 2025 · not_requested
The Courage to Continue: Why Emotional Readiness Shapes Enterprise Legacy
- Duration seconds
- 2734
Jun 27, 2025 · not_requested
Breaking the Log Jam: Clearing Complexity to Build Sustainable Family Wealth
- Duration seconds
- 2895
Jun 13, 2025 · not_requested
Breaking the Pattern: How Self-Awareness and Choice Transform Family Wealth Dynamics
- Duration seconds
- 2973
May 30, 2025 · not_requested
Unlocking Full Potential: The Intersection of Peak Performance and Personal Harmony
- Duration seconds
- 3039