Welcome
Authors @ Drucker is an interview series featuring topics relevant to students, alumni and friends of the Drucker School that are curious about issues surrounding multi-generational family businesses and family wealth.
This season, we will feature authors that cover topics like business succession, innovation, conflict management, generational dynamics and more. You’ll learn the stories of some of the most successful business-owning families in the world.
Our Sponsor
Authors @ Drucker is sponsored by The James E. Hughes, Jr. Foundation. Rooted in Jay Hughes’ landmark Five Capitals research, The James E. Hughes, Jr. Foundation is a non-profit organization dedicated to advancing the field of family governance and generational well-being.
Upcoming Events
David Wells – The Family Enterprise Playbook: A Framework for Action
june 17, 2025
David Wells is the President and Managing Director of Greycourt, an independent advisory firm that manages over $25 billion dollars for 50 families. He is a member of the advisory team, as well as the management and investment committees. David also serves in various governance roles. Currently, he is the Chair of the Board for a midwestern Private Trust Company, board member for a Southeastern Private Trust Company, an Investment Committee Member for a Foundation, and a member of the Board of 21/64, a national practice advising family philanthropies. He was recognized as one of Nashville’s Forty under Forty in 2017 and was the recipient of the Nashville Emerging Leader Award – Financial Services Industry in 2019. In 2020, the Nashville Post recognized him as part of their All Star Board.
John Langston – 24% More: The Advice & Advisor Every Company Owner Needs
june 19, 2025
John Langston is the CEO and Founder of Republic Capital Group, an industry leading wealth and asset management investment banking firm. Since its founding in 2015, the Republic has transacted more than $150 billion of client assets in 2022 and 2023 alone, bringing it to a first place rank among all independent investment banks. As a Chartered Alternative Investments Analyst and Certified Mergers and Acquisitions Analyst with over 20 years of financial services experience, John has advised leading RIAs in the United States, asset managers, senior wirehouse executives and financial advisors, large broker dealers, and family offices. He earned his MBA from Rollins College and the Crummer Graduate School of Business.
Mark Englizian – Stakeholders: The Intersection of Human Beings in the Eco-System of Business
july 31, 2025
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Mark Englizian is a recognized leader at the intersection of people and business. He has been a public-company executive, adviser to chief executives, independent director, leadership mentor and author.
During his business career, Mr. Englizian held management and executive roles with industry-leading companies including the Walgreen Company, Amazon, Microsoft and Tektronix. He has been a guest presenter for the USC Marshall School, Cornell University Graduate School, the National Foreign Trade Council, and The Institute for Corporate Productivity. He has been a reviewer for the Harvard Business School Press and has appeared on CNBC’s Nightly Business Report.
Mr. Englizian is the author of Significant: Practices and Principles for a Meaningful Life (2023), The Coaching Tree (2024) and Stakeholders: The Intersection of Human Beings in the Eco-System of Business (2025).
Mark and his wife Carol reside in Rio Verde, Arizona.
Andrew Taylor –
Coming Soon
Andrew Taylor is able to draw from his business and clinical backgrounds along with his personal experience and research to provide a well-rounded approach to help young people. He founded Pure Life Adventure, a Therapeutic Gap Semester program in Costa Rica that helps young adults struggling with depression, anxiety, substance abuse, and other related issues. Andrew is also the CEO/Owner of Octagon Mentoring, which offers virtual coaching, college coaching, in-person mentorship, and family retreats for young adults and adolescents. In addition, he hosts Living Insights Podcast, where he talks to those committed to living a better life and helping others do the same. He has an MBA from Westminster College and a certificate in Substance Abuse Counseling from the University of Utah.
Past Events
Wendy Sage-Hayward & Barbara Dartt – Own It!: How to Develop a Family Enterprise Owner’s Mindset at Every Age
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Wendy Sage-Hayward is a Senior Consultant at the Family Business Consulting Group. She is also an owner in her family’s winery (Sage Hayward Vineyard) and has spent over 20 years as a partner and director of her family’s 130+ year-old U.S. firm. Wendy is an educator and serves as the Academic Director at Family Enterprise Canada (FEC), a Lead Instructor for FEC’s Family Enterprise Advisors (FEA) program, and an Adjunct Professor at the University of British Columbia’s Sauder School of Business. She is the co-author of two books – Human Resources in Family Business: Maximizing the Power of Your People and Own It! How to Develop an Owner’s Mindset at Every Age. She has an MA in Family Systems Counseling Psychology from the University of British Columbia and an Executive Masters in the Neuroscience of Leadership from the Neuroleadership Institute.
Barbara Dartt is a Principal Consultant for the Family Business Consulting Group and holds over 20 years of experience helping individuals and families manage their business. She is also a Founding Partner of GROW, a family business advisory firm that serves family-owned, agricultural-related businesses. Her interest in working with farm families stems from watching her grandfather and father offer educational extension services to family-owned farms. Barbara holds a Doctoral Degree in Veterinary Medicine and a Master’s Degree in Agricultural Economics, both from Michigan State University.
Scott Saslow –
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Click here to access the Advisory Council Overview resource that Scott mentioned in his talk.
Scott Saslow is the Founder and CEO of ONE WORLD Investments Inc., which provides investment capital and advisory services to help entrepreneurs and investors develop sustainable businesses. Previously, Scott was the Founder & CEO of The Institute of Executive Development, which supports executives in Global 2000 organizations such as American Express, Blackrock, Intel, Time Warner, and the US Navy. Earlier in his career, he served in leadership roles at Siebel Systems and Microsoft Corporation. Scott has written over 25 articles for publications like Forbes and Directorship and has been featured in Harvard Business Review, Bloomberg and BusinessWeek. He received his MBA from Harvard Business School and a BA in Economics from Northwestern University.
Sara Hamilton & Margaret Vaughan Cox – Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations
march 18, 2025
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Sara Hamilton has been described as “the Warren Buffet of the family office industry” and was one of the first professionals to see family offices as the most sophisticated part of wealth management. She is the Founder and Board Chair of Family Office Exchange (FOX), an industry-leading–membership organization that brings families, family office executives, and advisors together. Sara also serves on the executive education faculty of the University of Chicago Booth School of Business, as well as an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses. She holds a BA from Vanderbilt University and an MBA from the University of North Florida.
Margaret Vaughan Cox is a top practitioner in family enterprise consulting and holds over 25 years of experience in the field. She is the Founder and President of MCV Consulting, a family enterprise consultancy that helps families and family enterprises succeed and thrive across generations. Previously, Margaret was a principal at Generon Consulting (now Reos Partners and Generon International), where she honed her skills as a strategy consultant and scenario planner. She earned a BA in English Literature and an MBA from Vanderbilt University. In addition, she is a Birkman® certified coach and is certified in the facilitation of scenario planning through the Global Business Network (GBN).
Bernie Jaworski – The Organic Growth Playbook: Activate High-Yield Behaviors to Achieve Extraordinary Results – Every Time
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Bernie Jaworski is the Drucker Chair in Management and the Liberal Arts at the Drucker School, as well as an ISBM and AMA Marketing Fellow. Jaworski was previously at IMD, a highly regarded business school in Switzerland. Prior to IMD, he was a senior partner of the Monitor Group, a global management consulting firm. During his Monitor career, he co-founded and co-led two global practice areas: the e-commerce practice, and the executive education unit. He was also a senior team member of several significant multi-year corporate transformations for multinational clients. Jaworski is one of the most highly cited scholars in the field of marketing and received all major awards from the Journal of Marketing – the Maynard, Alpha Kappa Psi, and Jagdish Sheth Award.
Daniel Crosby – The Soul of Wealth: 50 Reflections on Money and Meaning
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Daniel Crosby, Ph.D. is a psychologist and behavioral finance expert who helps organizations learn about market psychology. He is the Chief Behavioral Officer for Orion Advisor Solutions, where he develops tools, training, and technology based on behavioral science for financial advisors. His ideas have been published in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. In addition, Crosby is the co-author of The New York Times bestseller Personal Benchmark: Integrating Behavioral Finance and Investment Management. His second book, The Laws of Wealth: Psychology and the Secret to Investing Success, was named the best investment book of 2017 by the Axiom Business Book Awards. His third book, The Behavioral Investor, was Axiom’s best investment book of 2019. He is also the host of The Standard Deviations podcast, which examines money, mind and meaning through a psychological lens.
Devin DeCiantis & Ivan Lansberg – The Enduring Enterprise: How Family Businesses Thrive in Turbulent Conditions
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Devin DeCiantis is a Managing Partner at Lansberg Gersick Advisors (LGA), a research and consulting firm that supports family enterprises. He specializes in the financial, organizational, and strategic aspects of family enterprise, focusing on continuity planning, governance design, enterprise risk, and shareholder development. DeCiantis is also an Adjunct Lecturer at Harvard and the Kellogg School of Management. He holds a Master’s in Public Policy from Harvard and a Bachelor of Business Administration from York University.
Ivan Lansberg is the Co-Founder and Senior Partner at LGA. He was also one of the founders of the Family Firm Institute (FFI) and the first editor of the Family Business Review, the professional journal of the family business field. Before going into consulting, he was a Professor of Organizational Behavior at Yale. Currently, Lansberg is an Adjunct Professor and Co-Director of Family Enterprise Programs at the Kellogg School. He received his BA, MA, and PhD from Columbia.
Ken Polk – The Spirit of Wealth Preservation
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Ken Polk is the Founder and CEO of Arlington Family Offices, a leading multi-client family office in the U.S. with over $10B in assets under stewardship. Arlington uses a transformational stewardship ownership model that focuses on creating value beyond money and purpose beyond generations. Prior to founding Arlington at the age of 25, he was at Deloitte and earned his Bachelor’s degree in Accounting and Finance at Lipscomb University. Polk’s goal is to help people build a better family, business, and society.
Kim B. Clark, Jonathan R. Clark & Erin E. Clark – Leading Through: Activating the Soul, Heart, and Mind of Leadership
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Kim B. Clark is a renowned economist and the NAC Distinguished Professor of Management at the BYU Marriott School of Business. Previously, he was the President of BYU Idaho and the Dean of Harvard Business School. His research explores the merging of technology and competition in industry evolution. He received his BA, MA, and PhD in Economics from Harvard.
Jonathan R. Clark is an Associate Professor of Management at The University of Texas at San Antonio. Before coming to UTSA, he was a faculty member and Executive Director of the Master of Health Administration program at Penn State University. Jonathan’s research and teaching interests are in strategic leadership. He holds a PhD in Health Policy/Management from Harvard Business School, an MS in Health Policy and Management from the Harvard School of Public Health, and a BA in Economics from Boston College.
Erin E. Clark is the Managing Director in Human Capital Consulting at Deloitte. She has over 20 years of experience working with clients from various industries and sectors as an executive coach and advisor. Before Deloitte, she was a partner and practice leader at Monitor Group. Erin believes that leadership can activate human potential and lead to thriving people, organizations, and communities. She received her MBA from the Harvard Business School and her BS in Economics from the University of Utah.
Greg McKeown –
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Greg McKeown is the author of two New York Times bestsellers: Essentialism: The Disciplined Pursuit of Less, which Goodreads voted as “The #1 Leadership and Success Book to Read in a Lifetime,” and Effortless: Make It Easier to Do What Matters Most. He is a sought-after public speaker who has presented to over 500 companies in more than 40 countries to clients like Apple, Google, Microsoft, and Nike. McKeown is also the host of The Greg McKeown Podcast, ranked in the Top 5 of all Self Improvement podcasts and Top 10 in Educational podcasts on Apple Podcasts. Furthermore, he is an active Social Innovator and serves as a Board Member for Washington D.C. policy group Resolve and as a mentor with 2 Seeds, a non-profit incubator for agricultural projects in Africa.
McKeown earned his Masters of Business Administration from Stanford’s Graduate School of Business and completed his Global Leadership and Public Policy certificate at Harvard University’s John F. Kennedy School of Government.
Guy Kawasaki – Think Remarkable: 9 Paths to Transform Your Life and Make a Difference
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Guy Kawasaki is known for his multifaceted contributions as an author, entrepreneur, speaker, and evangelist. He holds decades of experience as a Venture Capitalist and advisor in Silicon Valley. Currently, he is the Chief Evangelist of Canva and previously held that title at Apple. He popularized the concepts of evangelism marketing, technology evangelism, and platform evangelism, especially during his time marketing the Macintosh. Furthermore, Kawasaki is an Executive Fellow at the Haas School of Business at UC Berkeley and an Adjunct Professor at UC Santa Cruz and the University of New South Wales. Kawasaki is also the host of the Remarkable People Podcast, where each guest shares tips and stories that help listeners become more remarkable. In addition, he is a keynote speaker and author on topics like entrepreneurship and innovation.
Kawasaki earned a BA in Psychology from Stanford, an MBA from UCLA, and an honorary doctorate from Babson College.
Alex Bean – Factory for Good: The Pitfalls of Prosperity and How to Avoid Them
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Alex Bean is a Managing Partner of Tandem Ventures, an investment group that leverages operator experience to generate investments in promising startups. Previously, he was the Co-Founder of Divvy, a business expense and budget management platform. Bean knows firsthand what it takes to be an operator and founder, and is passionate about helping the current and next generation of founders succeed.
Sudev Sheth – Bankrolling Empire: Family Fortunes and Political Transformation in Mughal India
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Sudev Sheth is a Senior Lecturer in History at both The Lauder Institute and the Department of History at the University of Pennsylvania. He was previously the Harvard Harvard-Newcomen Fellow in Business History at Harvard Business School, where he taught both MBA and doctoral students. His research interests include the social and cultural history of South Asia, as well as business history and family enterprise in past and present societies.
Sheth earned a PhD in History and South Asia Studies from the University of Pennsylvania, an MA in History from Jawaharlal Nehru University, New Delhi, and a BA in South and Southeast Asian Studies from the University of California, Berkeley.
Bo Burlingham & Paul Spiegelman –
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Bo Burlingham and Paul Spiegelman are Co-Founders of the Small Giants Community, a group of leaders from various industries and locations that aim to foster a purpose- or values-driven leadership approach.
Burlingham is the author of Small Giants: Companies That Choose to Be Great Instead of Big and Finish Big: How Great Entrepreneurs Exit Their Companies on Top, as well as co-author of books like The Great Game of Business and A Stake in the Outcome. He is currently the Editor-at-Large of Inc. Magazine and previously freelanced for publications such as Esquire, Harper’s, Boston Magazine, and Mother Jones. He was also the Managing Editor of Ramparts Magazine and a writer at Fidelity Investments for Peter Lynch, Ned Johnson, and others.
Spiegelman is a New York Times bestselling author and recipient of the Ernst & Young Entrepreneur of the Year Award. He also speaks on topics such as leadership, employee engagement, corporate culture, entrepreneurship, and customer relationships. He has been featured in publications like The Wall Street Journal, Forbes, and Inc. Magazine. In addition, Spiegelman is the Founder of BerylHealth and The Beryl Institute and was the Chief Culture Officer at Stericycle.
Frank McCourt –
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Frank McCourt is an entrepreneur, business leader, and philanthropist. He is the Founder of Project Liberty, an initiative dedicated to creating a better web and world. He is also the Executive Chairman of McCourt Global, a private family enterprise founded in 1893 that works across real estate, sports, technology, media, and capital investment industries. In addition, McCourt owns the French football club Olympique de Marseille and was previously the owner and chairman of the Los Angeles Dodgers and Dodger Stadium. He is a Georgetown University alumnus and the foundational donor of Georgetown’s McCourt School of Public Policy.
Ellen Langer –
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Ellen Langer is a Professor of Psychology at Harvard and is known as the “mother of mindfulness.” For over 40 years, she has studied mindfulness/mindlessness and has authored five books on the topic, beginning with her bestseller Mindfulness and her latest book The Mindful Body: Thinking Our Way to Chronic Health. In addition, she has written 13 books and over 200 research articles. Her research lab conducts studies on health, happiness, decision making, education, business, and culture, all through the lens of mindfulness. Langer earned her PhD in Social and Clinical Psychology at Yale University.
Stephen Goldbart, Stacy Allred & Joan DiFuria – The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth
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Stephen Goldbart, PhD has over 40 years of professional experience as a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. He is interested in the psychology of life transitions and how wealth can enrich one’s life and the lives of others. Goldbart works with individuals, families and organizations to help them fulfill and maintain their personal, professional, and philanthropic objectives.
Stacy Allred, CFP is the Managing Director Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Previously, she was at Merrill Private Wealth Management and founded the Merrill Center for Family Wealth during her twenty years there. She also provided financial planning and tax services to multigenerational families and executives at Ernst & Young. Allred’s mission is to help individuals and families with topics like family governance, transition planning, and family dynamics.
Joan DiFuria, MFT is a licensed psychotherapist as well as a globally recognized speaker and consultant for family businesses, family offices, and families of wealth. She is the co-developer and leader of training programs that address the psychology of wealth and life planning. She also holds 18 years of industry experience as a National Marketing Director and Director of Long-Term Strategic Operations for a multinational metals distribution corporation.
DiFuria and Goldbart are Co-Founders of the Money, Meaning, and Choices Institute, a group of facilitators and advisors that draw upon psychological and business expertise to provide client and institutional services.
Jennifer Wines – Invisible Wealth: 5 Principles for Redefining Personal Wealth in the New Paradigm
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JenniferWines has worked at some of the top private wealth management institutions in the world, namely Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston and a Certified Private Wealth Advisor designation from Booth Business School in Chicago. While at Fidelity, she developed a proof of concept and prototype for an enterprise solution, which was advanced into incubation.
Her strong background with words and numbers, paired with her entrepreneurial spirit, make her a trusted voice on the topic of redefining wealth for the next generation.
Named one of the Top 100 Women of the Future, Wines founded Invisible Wealth Consulting to help individuals and institutions usher in the next generation of wealth.
She is the author of Invisible Wealth, and an international speaker. Seen/heard in: Financial Times, The New York Times, JPMorgan Private Bank, YPO, Microsoft, Columbia University and more.
Cathy Carroll – Hug of War: How to Lead a Family Business with both Love and Logic
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Cathy Carroll, a family business leadership coach, knows from personal experience that family business leaders face unique challenges. Following a twenty-year corporate career, she led her father’s manufacturing business. Now, Carroll is the Founder and President of Legacy Onward Inc., which provides Executive Coaching services for family businesses. She is also the Vice-Chair of the Board at the Purposeful Planning Institute, a nonprofit learning center for advisors and consultants serving families of wealth and family enterprises. In addition, she is the Co-Founder and Treasurer of A Leg to Stand On, a nonprofit organization that gives prosthetic limbs to children in need.
Carroll earned Certificates in Leadership Coaching and Executive Facilitation from Georgetown University, an MBA from the University of Chicago, and a BA from Boston College.
Season 2
Len Jessup –
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Len Jessup is a distinguished leader in higher education, serving as a two-time university president (Claremont Graduate University; University of Nevada, Las Vegas), two-time business school dean (University of Arizona, Washington State University), and business school professor. He is deeply interested in innovation, entrepreneurship, leadership, and organizational change. In addition, Jessup received the prestigious CEO Award from the Council for Advancement and Support of Education (CASE) District VII, among other awards. He holds a doctorate in Management and Organizational Behavior from the University of Arizona. He also earned his MBA and BA in Information and Communication Studies, both from California State University, Chico.
Dennis Jaffe – Cross Cultures: How Global Families Negotiate Change Across Generations
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Dennis Jaffe, currently a Senior Research Fellow at Banyan Global, is a San Francisco-based advisor to families regarding topics like family business, governance, wealth and philanthropy. He is the author of numerous books on families, such as Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises, Cross Cultures: How Global Families Negotiate Change Across Generations, Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America.
In 2021, Jaffe was recognized by Family Wealth Report for his Outstanding Contribution to Wealth Management Thought Leadership. In 2017, the Family Firm Institute awarded him the International Award for Service, and in 2005 he received the Beckhard Award for service to the field. He holds a BA in Philosophy, MA in Management, and PhD in Sociology, all from Yale University.
Allen Weiss & Debbie MacInnis – The Brand Benefits Playbook: Why Customers Aren’t Buying What You’re Selling – And What to Do About It
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Allen Weiss is an emeritus professor at the University of Southern California. His academic research focuses on decision-making in B2B companies, especially in high-tech markets. For over 30 years, Weiss has helped a variety of organizations (e.g., Texas Instruments, Intel, Hughes Space and Communications, Northrop Grumman) on market segmentation and positioning based on brand benefits. He is also the Founder and CEO of MarketingProfs, LLC, a B2B training and events company with over 600,000 subscribers, 457,000 Twitter followers and 55,000 LinkedIn followers.
Debbie MacInnis is the Charles L. and Ramona I. Hilliard Professor of Business Administration and Emerita Professor of the Marshall School of Business at the University of Southern California and the Doris Drucker Chair and Full Research Professor at the Peter F. Drucker and Masatoshi Ito Graduate School of Management at Claremont Graduate University. An expert on consumer behavior and branding, she is a Fellow of the American Marketing Association, the Association for Consumer Research, and the Society for Consumer Psychology. In addition to being a prolific author, MacInnis consults with major consumer goods companies, branding agencies, and advertising agencies.
Richie Norton – Anti-Time Management: Reclaim Your Time and Revolutionize Your Results with the Power of Time Tipping
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Richie Norton is an award-winning, bestselling author and entrepreneur known for books like The Power of Starting Something Stupid and Résumés Are Dead & What to Do About It. Recognized as one of the world’s top 100 business coaches, Norton is also an international speaker, having appeared at events like TEDx and Google Startup Grind. A serial entrepreneur, Norton is the founder of Global Consulting Circle, which specializes in creating and scaling business models for venture-backed startups. He is also the CEO and Co-Founder of PROUDUCT, an INC. 5000 company that provides global entrepreneurship solutions to businesses.
Bridget Hilton & Joe Huff – Experiential Billionaire: Build a Life Rich in Experiences and Die with No Regrets
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Bridget Hilton and Joe Huff are business partners and keynote speakers who help individuals enrich their lives and careers with fulfilling experiences. They share their insights about topics such as mental health, workplace belonging, wellness, motivation, and burnout at Fortune 500 companies, conferences, and communities.
Bridget is also the founder of LSTN Sound Co., the first social good electronics company, which has funded hearing aids for over 50,000 people through worldwide sales of headphones and speakers. She was recognized by Forbes and Inc Magazine‘s 30 Under 30, Entrepreneur‘s 15 Women to Watch, and NAWBO’s Rising Star.
Joe has over 30 years of experience as an entrepreneur, founder, and owner. He has helped thousands of individuals around the world though his philanthropic work, created numerous 8-figure businesses, and has had many successful exits.
David York – The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World
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David York is an estate planning attorney, CPA, and Director of the Salt Lake City law firm of York Howell & Guymon. With over two decades of experience working with a diverse clientele across the wealth spectrum, York has represented first-generation wealth creators, fifth-generation wealth maintainers, and everyone in between. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and the Dean of Legacy with the Purposeful Planning Institute. A highly sought-after speaker, York has spoken at numerous public groups and professional organizations such as TedXSaltLakeCity, the Million Dollar Roundtable, Q Commons, and the Institute of Family Governance. He currently serves on the Board of Directors of Healing Nations and Holding Out HELP.
Katherine Howe – Astor: The Rise and Fall of an American Fortune
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Katherine Howe is a New York Times bestselling and award-winning historian and novelist. She is the author of several novels for adult and young adult audiences, has edited two volumes of primary sources for Penguin Classics, and is the co-author (with Anderson Cooper) of #1 New York Times bestselling books Vanderbilt and Astor. Her expertise and insights have been featured on Good Morning America, CBS This Morning, NPR’s The Weekend Edition, and the BBC, to name a few. Howe received her BA in Art History and Philosophy from Columbia and an MA in American and New England Studies from Boston University.
Rob Lachenauer – Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise
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Rob Lachenauer has been an advisor, business leader, and writer throughout his career. He is the Managing Partner and co-founder of Banyan Global, a team of family business advisors that helps clients realize their true potential and become more effective owners. An expert on leadership and governance for family businesses, Lachenauer has worked closely with families throughout the world. He is also a frequent collaborator to Harvard Business Review and co-author (with George Stalk) of Hardball: Are You Playing to Play or Playing to Win? Lachenauer holds a BA from Cornell University and an MBA from Harvard University.
Peter Vogel – Family Office Navigator: Your Guide to Building a Multigenerational Family Office
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Peter Vogel is Professor of Family Business and Entrepreneurship at IMD Business School. An expert on family enterprises, he leads IMD’s work in this field as Director of the IMD Global Family Business Center and Debiopharm Chair of Family Philanthropy. He was named by Poets&Quants as one of the world’s best business school professors under the age of 40 in 2022 and included in Family Capital’s Top 100 Family Business Influencers list in both 2020 and 2022.
Vogel works with families, owners, boards, and executives of family enterprises and family offices around the world focusing on transformations, governance, ownership and leadership succession, wealth management, fostering entrepreneurialism and innovation within the system, and on establishing professional boards and leadership teams. He does so through major transformation journeys that include custom programs, advisory work, and open programs, as well as tailored diagnostics and workshops.
Bernie Jaworski – Creating the Organization of the Future: Building on Drucker and Confucius Foundations
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Bernie Jaworski is the Drucker Chair in Management and the Liberal Arts, which is named in honor of Peter Drucker, the founder of modern management and the namesake of the Drucker School. He is also an ISBM and AMA Marketing Fellow. Jaworski comes to the Drucker School from the Switzerland-based IMD, a highly regarded international business school.
Before working at IMD, Jaworski spent a decade as a senior partner of the Monitor Group, a global management consulting firm. During his Monitor career, he co-founded and co-led two global practice areas: the e-commerce practice, and the executive education unit. Among other activities, he was a senior team member of several significant multi-year corporate transformations for multinational clients in various sectors, notably pharmaceuticals, biotech, and medical devices.
He is the co-author of four textbooks on e-commerce and has taught topics including leadership, corporate strategy, and service management.
Jay Hughes – The Cycle of the Gift: Family Wealth and Wisdom
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James (Jay) E. Hughes, Jr., Esq., is the author and co-author of numerous books like Family Wealth: Keeping It in the Family, Family – The Compact Among Generations, and The Voice of the Rising Generation. He maintains a variety of roles, such as being a member of the Advisory Board of Arlington Partners, the Chair Emeritus and Chair of the Distribution and Beneficiary Life Enhancement Committee of Lineage Trust Company, and a Fellow of the Family Firm Institute.
Hughes is a graduate of Princeton University and Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Family Wealth Report Lifetime Achievement Award.
In 2021, The James E. Hughes, Jr. Foundation (JEHJF) was founded – in his honor and as a gift to him – to advance the field of family wealth management and generational well-being. Rooted in his landmark Five Capitals research, the JEHJF is designed to spread the spirit of Hughes to as many individuals that have this desire.
Karen Dillon – How Will You Measure Your Life? Finding Fulfillment Using Lessons From Some of the World’s Greatest Businesses
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Karen Dillon is the former editor of Harvard Business Review and a prolific writer whose works include The New York Times bestseller How Will You Measure Your Life? (co-authored with Clayton Christensen), The Microstress Effect: How Little Things Pile Up and Create Big Problems – and What to Do about It (co-authored with Rob Cross), and Wall Street Journal business bestseller Competing Against Luck: The Story of Innovation and Customer Choice and The Prosperity Paradox: How Innovation Can Lift Nations Out of Poverty (Thinkers50 finalist, Breakthrough Idea, 2019). Dillon is also the Editorial Director of Banyan Global, a group of Family Business Advisors that brings together deeply integrated and multidisciplinary expertise in family, business, finance, ownership, and philanthropy.
Season 1
Seth Godin – The Song of Significance: A New Manifesto for Teams
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Seth Godin describes himself as a teacher and someone that does projects. Godin has spent most of his life as a professional writer and has published 20 bestselling books that were translated into nearly 40 languages. In addition, more than 60,000 people have taken his online courses. Godin is in the Guerrilla Marketing Hall of Fame, the Direct Marketer Hall of Fame and the Marketing Hall of Fame. He has given five TED talks that have been viewed more than 10 million times. He is a pioneer of ethical online direct marketing, which is now a $30bn a year industry.
Whitney Johnson – Disrupt Yourself: Master Relentless Change and Speed Up Your Learning Curve
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Whitney Johnson is the CEO of Disruption Advisors, a leadership development company. She was named a 2021 Top #10 Business Thinker by Thinkers50, and is a globally recognized thought-leader, keynote speaker, executive coach, and consultant. Johnson shares her passion for personal disruption through her keynote addresses, lectures at Harvard Business School’s Corporate Learning, and her Fundamentals of Entrepreneurship LinkedIn Learning course. She is the author of the award-winning books How to Build an A Team, Disrupt Yourself, and Dare, Dream, Do, and a frequent contributor to the Harvard Business Review and MIT Sloan Management Review. Johnson also hosts the Disrupt Yourself podcast, which is ranked in the top .5% of listenership for all podcasts.
A former award-winning Wall Street equity analyst, Johnson understands how companies work, how investors think, and how the best coaches coach, all of which she brings to her work.
Russ Alan Prince & Bob Daugherty – How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives
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Russ Alan Prince is one of the most published authors on the topic of private wealth. He has completed work on 40 books covering a range of subjects from investor psychology to luxury spending, from understanding the middle-class millionaire to the political philosophies of the super-rich. His body of work is regularly consulted by affluent individuals and families, elite advisors, family offices, private bankers, wealth managers, academics and the press. Collectively, the cache of research-based insights within Prince’s publications is the most complete empirical analyses in the field and the largest, most comprehensive database on the topic.
Robert C. Daugherty served as the Dean of the Forbes School of Business and Technology and is a Professor of Strategy and Finance. Having served on over two dozen corporate boards, he regularly advises private equity firms, institutional investors, and family offices on mergers and acquisitions, and corporate governance. He writes a regular column for Forbes China on investing and leadership.
Jamie Weiner – The Quest for Legitimacy: How Children of Prominent Families Find Their Unique Place in the World
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Jamie Weiner, Psy.D., a psychologist, is co-founder (along with Russ Haworth, a family business adviser) of Quest for Legitimacy, a series of intimate conversations with the rising generation of prominent families from around the world. It started with one simple question: “What is it like growing up in the land of giants?” The mission is to support those raised in prominent families to successfully break through their felt isolation and navigate their quest for legitimacy.
Weiner, whose work is focused on promoting different populations to rise above their circumstances, also runs Inheriting Wisdom with his wife, Carolyn Friend, Psy.D., helping families address the problems that exist behind the money or family businesses. Weiner and Friend are coauthors of The Legacy Conversation: The Missing Gem in Wealth Planning. In addition, Weiner is a fellow of the Family Firm Institute (FFI), where he has served on the global board and chaired the editorial board of its online publication.
Trudy Cathy White – A Quiet Strength: The Life and Legacy of Jeannette M. Cathy
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Trudy Cathy White is a native Georgian and the only daughter of Jeannette M. and S. Truett Cathy, the founders of Chick-fil-A, Inc. She began working for the family business when she was 19 years old, becoming the youngest restaurant operator at that time. Although she just finished her first year at Samford University, her father believed in her and handed her the keys. White took a year off from school to run the restaurant and, in that time, hired fellow Samford student and future husband John White. She currently serves as an ambassador for the family business, attending new restaurant openings and other corporate events.
As a mother to four and grandmother to sixteen, White lives to serve and love others. She recognizes that our attitudes, faith systems, and habits are tied to the values we are taught as children.
Kristin Keffeler – The Myth of the Silver Spoon: Navigating Family Wealth & Creating An Impactful Life
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Kristin Keffeler, MSM, MAPP is a thought leader, writer, and speaker at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She is the founder and principal for Illumination360 and the Chief Learning Officer for the Johnson Financial Group, a multi-family office and wealth management firm based in Denver. As a consultant, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work” of money. Her recent publishing credits include Harvard Business Review, Trusts and Estates Magazine, and the University of Pennsylvania’s Scholarly Commons.
Keffeler has a Master’s in Business Management with a concentration in Public Health from the University of Denver and a Master’s in Applied Positive Psychology from the University of Pennsylvania.
Tom McCullough is the Chairman, CEO, and Co-Founder of Northwood Family Office. Northwood, the leading multi-family office in Canada, was established in 2003 to provide integrated and holistic family office services to Canadian families of wealth. He has spent over 35 years in the wealth management family office field and was awarded Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America) by the 2020 Family Wealth Report Awards.
McCullough is an Adjunct Professor of Finance at the University of Toronto’s Rotman School of Management and an Entrepreneur-in-Residence at Western University’s Ivey School of Business. He has an MBA from York University and the CIM (Chartered Investment Manager) and CIWM (Certified International Wealth Manager) designations.
Jim Grubman – Strangers in Paradise: How Families Adapt to Wealth Across Generations
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Jim Grubman is a Boston-based family advisor who has worked with individuals, couples, and families of wealth for over 30 years. He is the author of Strangers in Paradise: How Families Adapt to Wealth across Generations and the co-author (with Dennis Jaffe) of Cross Cultures: How Global Families Negotiate Change Across Generations. His work has been featured in print, online, and television media, and speaking engagements in wealth management and family dynamics. Recently, Grubman and Jaffe received the prestigious 2021 Family Wealth Report Award for Outstanding Contribution to Thought Leadership.
Grubman is also active in the UHNW Institute, where he oversees content and curriculum development for the industry and families. He is a Fellow of the Family Firm Institute and the Purposeful Planning Institute, and a member of the Boston Estate Planning Council and the internationally-based Society of Trust and Estate Practitioners (STEP). Grubman has a PhD in Psychology from the University of Vermont and a MA from the University of Michigan.
Mircea Raianu – Tata: The Global Corporation That Built Indian Capitalism
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Mircea Raianu is an Assistant Professor of History at the University of Maryland and teaches courses on South Asia, the Indian Ocean world, and the history of global capitalism. He is affiliated with the Ed Snider Center for Enterprise and Markets at the Robert H. Smith Business School and co-organizes the Histories of Global Capitalism Forum (HGCF) in the Department of History.
Raianu is a historian of modern South Asia, with his primary research and teaching interests being capitalism and economic life. He is currently writing a series of related articles about India’s economy that includes topics like the transition from trade to industry in the context of global financial crises and the intellectual history of Indian capitalism during the interwar period. He has a PhD in History from Harvard University and a BA in History from the University of California, Berkeley.
Dennis Jaffe – Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises
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Dennis Jaffe, a member of Wise Counsel Research, is a San Francisco-based advisor to families about family business, governance, wealth and philanthropy. He is author of Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises, Cross Cultures: How Global Families Negotiate Change Across Generations, Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America.
The Family Firm Institute awarded him the 2017 International Award for service, and in 2005 he received the Beckhard Award for service to the field. In 2020 he was awarded a special commendation as an individual thought leader in the field of wealth management by the Family Wealth Report. He has a BA degree in Philosophy, MA in Management, and PhD in sociology, all from Yale University, and is Professor Emeritus of Organizational Systems and Psychology at Saybrook University.