thefamilybizshow

The beauty of philanthropy is that there’s no financial skill you can’t learn through it. 

We will cover how philanthropy can look very different between families & how the grandparents handle the public image of it (positive or negative) and how philanthropy can bring family members who may not generally have interest in the family business together, simply because of the type of philanthropy they’re doing.

OUR GUESTS

Yale Levey* 

Co-Founder and President - Gateway for Good 

Yale’s professional background and experience originates from the wealth management space.  In that role, he stands out as someone who has ascended to a place of expertise where wealth management intersects philanthropic activities, helping his clients, fellow advisors and youth build philanthropy and giving into their activities and behaviors.  Understanding that true wealth is much more than just dollars and cents, it was this awareness that led Yale to pioneer the formation of one of the country’s first holistic wealth consulting firms.  Through his years of intentionally building philanthropy and giving into the work he does for families and business leaders, Yale has led the way in igniting conversations beyond wealth and profitability into a conversation about impact and significance.  He understands that philanthropy and giving is perhaps one of the best tools we have available to reunite a divided world.  Yale is the thought leader and innovator you want in the room when you’re looking to design something new that aligns your purpose and passion with profits and impact.

Ryan Ponsford* 

Co-Founder and Board Chair – Gateway for Good 

Ryan’s professional background and experience originates in the private banking world.  In that role, as an advisor to affluent families, over time, Ryan saw the challenges and dangers surrounding wealth preservation and wealth accumulation in families and businesses.  He saw that even the best financial planning didn’t necessarily lead to happy, functional and successful people, families or businesses.  He came to know that the place planning breaks down is often around communication, trust, purpose, mission and vision.  This realization served as the catalyst that led him to begin focusing on how he could help his clients experience success and continuity not only in terms of financial success, but life success.

Scott Farnsworth* 

Scott Farnsworth, J.D., is a nationally-recognized speaker, author, and practitioner in the fields of wills, living trusts, tax-free retirement, charitable giving, and values-based estate planning. 

Over the years, he has poured his innovation and creativity into a wide range of enterprises designed to connect families, change lives, and inspire clients to preserve and pass on their legacies.  These include Family Heritage International; the Cerus Company; SunBridge, Inc.; Legacy Planning Associates, LLC; Main Street Philanthropy; and Personal Asset Advisors. 

Most recently, Scott founded Will & Trust Express because he believes high-quality legal services should be available and affordable for middle-income individuals and families. He has developed tools and processes that simplify the creation of professional-grade living trusts, wills, living wills, and powers of attorney for Florida residents. 

In addition to his four decades of professional experience as a will and trust attorney, he was Vice President & Trust Officer at Trustmark National Bank and professor of business law at the University of Southern Mississippi.   

Scott has designed and presented hundreds of speeches, seminars, and professional workshops to a wide range of client organizations, and estate planning, financial planning, and philanthropic groups over the past 42 years.  In addition to this collection of essays, he is the author of four other books: Closing the Gap: A Revolutionary Approach to Client Services; Like a Library Burning: Sharing and Saving a Lifetime of Stories; Puzzling Questions for Middle Income Families; and Double Your Sales: An Honest and Authentic Approach to Professional Selling. 

He grew up on a small dairy farm in Fruitland, New Mexico, one of thirteen children in a “yours, mine, and ours” family. He earned his undergraduate degree magna cum laude at Brigham Young University in Portuguese and Political Science, with a minor in Philosophy.  He earned his law degree magna cum laude at Brigham Young University Law School, where he was Managing Editor of BYU Law Review and the author of two professionally published legal articles.  Following graduation, he served as Judicial Clerk for Judge Paul H. Roney of the United States Court of Appeals for the Fifth Circuit, who was based in St. Petersburg, Florida. 

He and his wife Marcie live in Orlando, Florida.  They are the proud parents of six children and the grandparents of eight grandchildren 

----- 

*not affiliated with Lincoln Financial Group 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

CRN-4559712-031722

The beauty of philanthropy is that there’s no financial skill you can’t learn through it. 

We will cover how philanthropy can look very different between families & how the grandparents handle the public image of it (positive or negative) and how philanthropy can bring family members who may not generally have interest in the family business together, simply because of the type of philanthropy they’re doing.

OUR GUESTS

Yale Levey* 

Co-Founder and President - Gateway for Good 

Yale’s professional background and experience originates from the wealth management space.  In that role, he stands out as someone who has ascended to a place of expertise where wealth management intersects philanthropic activities, helping his clients, fellow advisors and youth build philanthropy and giving into their activities and behaviors.  Understanding that true wealth is much more than just dollars and cents, it was this awareness that led Yale to pioneer the formation of one of the country’s first holistic wealth consulting firms.  Through his years of intentionally building philanthropy and giving into the work he does for families and business leaders, Yale has led the way in igniting conversations beyond wealth and profitability into a conversation about impact and significance.  He understands that philanthropy and giving is perhaps one of the best tools we have available to reunite a divided world.  Yale is the thought leader and innovator you want in the room when you’re looking to design something new that aligns your purpose and passion with profits and impact.

Ryan Ponsford* 

Co-Founder and Board Chair – Gateway for Good 

Ryan’s professional background and experience originates in the private banking world.  In that role, as an advisor to affluent families, over time, Ryan saw the challenges and dangers surrounding wealth preservation and wealth accumulation in families and businesses.  He saw that even the best financial planning didn’t necessarily lead to happy, functional and successful people, families or businesses.  He came to know that the place planning breaks down is often around communication, trust, purpose, mission and vision.  This realization served as the catalyst that led him to begin focusing on how he could help his clients experience success and continuity not only in terms of financial success, but life success.

Scott Farnsworth* 

Scott Farnsworth, J.D., is a nationally-recognized speaker, author, and practitioner in the fields of wills, living trusts, tax-free retirement, charitable giving, and values-based estate planning. 

Over the years, he has poured his innovation and creativity into a wide range of enterprises designed to connect families, change lives, and inspire clients to preserve and pass on their legacies.  These include Family Heritage International; the Cerus Company; SunBridge, Inc.; Legacy Planning Associates, LLC; Main Street Philanthropy; and Personal Asset Advisors. 

Most recently, Scott founded Will & Trust Express because he believes high-quality legal services should be available and affordable for middle-income individuals and families. He has developed tools and processes that simplify the creation of professional-grade living trusts, wills, living wills, and powers of attorney for Florida residents. 

In addition to his four decades of professional experience as a will and trust attorney, he was Vice President & Trust Officer at Trustmark National Bank and professor of business law at the University of Southern Mississippi.   

Scott has designed and presented hundreds of speeches, seminars, and professional workshops to a wide range of client organizations, and estate planning, financial planning, and philanthropic groups over the past 42 years.  In addition to this collection of essays, he is the author of four other books: Closing the Gap: A Revolutionary Approach to Client Services; Like a Library Burning: Sharing and Saving a Lifetime of Stories; Puzzling Questions for Middle Income Families; and Double Your Sales: An Honest and Authentic Approach to Professional Selling. 

He grew up on a small dairy farm in Fruitland, New Mexico, one of thirteen children in a “yours, mine, and ours” family. He earned his undergraduate degree magna cum laude at Brigham Young University in Portuguese and Political Science, with a minor in Philosophy.  He earned his law degree magna cum laude at Brigham Young University Law School, where he was Managing Editor of BYU Law Review and the author of two professionally published legal articles.  Following graduation, he served as Judicial Clerk for Judge Paul H. Roney of the United States Court of Appeals for the Fifth Circuit, who was based in St. Petersburg, Florida. 

He and his wife Marcie live in Orlando, Florida.  They are the proud parents of six children and the grandparents of eight grandchildren 

----- 

*not affiliated with Lincoln Financial Group 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

CRN-4559712-031722

Ep 52. How To Develop a Family Council with
Lisa & Jay Daniel of Lodge Cast Iron

Join us for one of our biggest episodes yet as Lisa & Jay Daniel* of Lodge Cast Iron (Lodge Manufacturing) talk with us about how to create a family council, catch some truly precious stories of how the Lodge family stays close and how their brand evolved from it’s humble beginnings.

You may also catch how excited Michael is, now that he learned how to season his cast iron pans. 

Share this episode with others! 

Our Guests 

Lisa Daniel*

President & COO, Intechgrate Systems 

Family Council Volunteer & 5th Generation Spouse, Lodge Cast Iron  

Lisa and her husband Jay live in Sarasota, Florida where they own and operate Intechgrate Systems, an IT services company that they founded together 21 years ago.   Their 3 children have been raised surrounded by both family & business values.  Their youngest daughter is now a college freshman, so Lisa uses her newfound “empty nest time” working on Family Council projects for Lodge Cast Iron.   

Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel. She is very active with the Joseph Lodge Family Council.  The Family Council has spearheaded projects that include a secure family web portal, a digital interactive family tree, family archive videos, quarterly newsletters, online family happy hours and annual family gatherings. The group is currently working on an education plan that will include topics about both the family and the business.    

Lisa was born and raised in a small town in Pennsylvania as part of a very large family. She and her 8 siblings are very close and have found ways to stay connected even though they are now very geographically dispersed.  Family values have always been important to Lisa, and she is lucky enough to share those values with Jay’s family.  

Lisa is very passionate about open communication between family, celebrating the accomplishments of individual family members, bringing all generations of the family together and capturing family history.

Jay Daniel* 

Jay Daniel is the CEO of Intechgrate Systems, an IT services company that he and his wife Lisa founded together 21 years ago. In 2007 he was elected to the board of another family business, Lodge Manufacturing. The cast iron cookware company was founded in 1896 by Jay’s great, great grandfather, Joseph Lodge.  

During his time on the board, Jay has served or chaired each of its committees. He has helped guide the successful completion of several objectives in recent years, including the adoption of an updated Stock Restriction Agreement, introduction of an annual share valuation report, and the establishment of the Joseph Lodge Family Council. Perhaps most importantly, Jay co-chaired the ad-hoc committee which navigated the leadership succession between 4th generation family members and the company’s first non-family CEO and executive team.  

Throughout its 125-year history, Lodge has remained committed to its employees and the South Pittsburg, TN community where its foundries are located. The same is true of much younger Intechgrate Systems and its support of the Bradenton & Sarasota, FL community. Jay is proud of what his family and these businesses have accomplished and is enthusiastic about his family’s future. 

--- 

*not affiliated with Lincoln Financial Group 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

CRN-4385939-022622 

Ep 52. How To Develop a Family Council with
Lisa & Jay Daniel of Lodge Cast Iron

Join us for one of our biggest episodes yet as Lisa & Jay Daniel* of Lodge Cast Iron (Lodge Manufacturing) talk with us about how to create a family council, catch some truly precious stories of how the Lodge family stays close and how their brand evolved from it’s humble beginnings.

You may also catch how excited Michael is, now that he learned how to season his cast iron pans. 

Share this episode with others! 

Our Guests 

Lisa Daniel*

President & COO, Intechgrate Systems 

Family Council Volunteer & 5th Generation Spouse, Lodge Cast Iron  

Lisa and her husband Jay live in Sarasota, Florida where they own and operate Intechgrate Systems, an IT services company that they founded together 21 years ago.   Their 3 children have been raised surrounded by both family & business values.  Their youngest daughter is now a college freshman, so Lisa uses her newfound “empty nest time” working on Family Council projects for Lodge Cast Iron.   

Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel. She is very active with the Joseph Lodge Family Council.  The Family Council has spearheaded projects that include a secure family web portal, a digital interactive family tree, family archive videos, quarterly newsletters, online family happy hours and annual family gatherings. The group is currently working on an education plan that will include topics about both the family and the business.    

Lisa was born and raised in a small town in Pennsylvania as part of a very large family. She and her 8 siblings are very close and have found ways to stay connected even though they are now very geographically dispersed.  Family values have always been important to Lisa, and she is lucky enough to share those values with Jay’s family.  

Lisa is very passionate about open communication between family, celebrating the accomplishments of individual family members, bringing all generations of the family together and capturing family history.

Jay Daniel* 

Jay Daniel is the CEO of Intechgrate Systems, an IT services company that he and his wife Lisa founded together 21 years ago. In 2007 he was elected to the board of another family business, Lodge Manufacturing. The cast iron cookware company was founded in 1896 by Jay’s great, great grandfather, Joseph Lodge.  

During his time on the board, Jay has served or chaired each of its committees. He has helped guide the successful completion of several objectives in recent years, including the adoption of an updated Stock Restriction Agreement, introduction of an annual share valuation report, and the establishment of the Joseph Lodge Family Council. Perhaps most importantly, Jay co-chaired the ad-hoc committee which navigated the leadership succession between 4th generation family members and the company’s first non-family CEO and executive team.  

Throughout its 125-year history, Lodge has remained committed to its employees and the South Pittsburg, TN community where its foundries are located. The same is true of much younger Intechgrate Systems and its support of the Bradenton & Sarasota, FL community. Jay is proud of what his family and these businesses have accomplished and is enthusiastic about his family’s future. 

--- 

*not affiliated with Lincoln Financial Group 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

CRN-4385939-022622 

Ep 50. The Hybrid Heart; When Human Emotion Meets Tech 

Listen in as we talk to Heather Maio-Smith* about the intersection of human emotion with technology for future generations to come and how it can help share what really matters; stories that are the foundation of a family.  

In this episode, you’ll learn: 

Heather is an award-winning interactive storytelling pioneer and technology visionary who brings over a decade of immersive storytelling leadership to StoryFile.  

In 2010, Heather developed the first 3D interactive conversation with Holocaust Survivor Rose Schindler through her creative agency Conscience Display. At the time, she was creating physical video installations at the United Nations, USC, and in Havana, Cuba, but she understood that the future of storytelling lay at the intersection of digital media and ‘natural conversation’ and decided to create it. 
 
Heather developed a strategic partnership with two global entities with competencies in visual media and technology - USC Shoah Foundation and the Institute for Creative Technologies.  The partnership she led has resulted in the development of a new medium - natural conversation video. 
 
Through Heather’s leadership, immersive interactive natural conversation video has gone from being a concept to a reality, combining hi-fidelity multi-scopic video with voice commands to deliver commercial grade natural conversation with an individual, whether it’s  a life-sized video or on your mobile device, replicating the emotional experience of having a conversation with a person. She developed and pioneered Dimensions in Testimony, a program to interview Holocaust Survivors in volumetric interactive video without that survivor actually being present. Dimensions in Testimony won both the People’s Choice Award and the Jury Prize at Sheffield Doc Fest in 2016. She produced and led the project before moving on to found and lead StoryFile. 

---------------- 

*Not affiliated  with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-4210729-012022

Ep 50. The Hybrid Heart; When Human Emotion Meets Tech 

Listen in as we talk to Heather Maio-Smith* about the intersection of human emotion with technology for future generations to come and how it can help share what really matters; stories that are the foundation of a family.  

In this episode, you’ll learn: 

Heather is an award-winning interactive storytelling pioneer and technology visionary who brings over a decade of immersive storytelling leadership to StoryFile.  

In 2010, Heather developed the first 3D interactive conversation with Holocaust Survivor Rose Schindler through her creative agency Conscience Display. At the time, she was creating physical video installations at the United Nations, USC, and in Havana, Cuba, but she understood that the future of storytelling lay at the intersection of digital media and ‘natural conversation’ and decided to create it. 
 
Heather developed a strategic partnership with two global entities with competencies in visual media and technology - USC Shoah Foundation and the Institute for Creative Technologies.  The partnership she led has resulted in the development of a new medium - natural conversation video. 
 
Through Heather’s leadership, immersive interactive natural conversation video has gone from being a concept to a reality, combining hi-fidelity multi-scopic video with voice commands to deliver commercial grade natural conversation with an individual, whether it’s  a life-sized video or on your mobile device, replicating the emotional experience of having a conversation with a person. She developed and pioneered Dimensions in Testimony, a program to interview Holocaust Survivors in volumetric interactive video without that survivor actually being present. Dimensions in Testimony won both the People’s Choice Award and the Jury Prize at Sheffield Doc Fest in 2016. She produced and led the project before moving on to found and lead StoryFile. 

---------------- 

*Not affiliated  with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-4210729-012022

Ep 46: The Angels & Demons of Business Transfer Agreements 

We had an absolute blast talking about business transfer agreements with lawyers Michael Robinson* and Michael Paiva* and the utter nightmares that can occur when business owners are lulled into complacency and don't prepare one. We had both lawyers discuss valuations, valuations and oh yes, valuations! (But really, so much more).  

Listen now and share with others! 

This Weeks Guests 

MICHAEL ROBINSON* 

Michael Robinson received his undergraduate degree from Hamilton College in Clinton, New York and his Juris Doctor degree from Vermont Law School. Mike is admitted to practice before all the courts of the State of New York as well as the United States District Court and the United States Bankruptcy Court. A graduate of McQuaid Jesuit High School, Mike is a life-long resident of upstate New York, and has been in private practice for 35 years, focusing his practice on estate planning, elder law and wealth preservation. Mike feels his calling is to guide each client in crafting an estate plan that best preserves their financial and non financial legacy, creating peace of mind for them and their loved ones. In addition to a commitment to educating the public about estate planning and elder law matters, Mike also believes in the need for other professionals to understand the often complex issues in estate planning. He regularly provides instruction on estate planning and elder law to other attorneys, CPAs, investment advisors and senior care community professionals. 

MICHAEL PAIVA* 

Michael Paiva is a partner of the firm servicing clients from its Toronto and Waterloo Region offices in Ontario, Canada. He is a fearless, dedicated and passionate lawyer focusing on commercial and municipal matters, including expropriation and construction matters.  He has successfully appeared before the Superior Court of Justice, Ontario Municipal Board and the Ontario Court of Appeal. Michael also provides integrated business law services with a focus on preventing litigation. 

Michael employs a pragmatic and results-oriented approach to all matters and always considers his clients’ business operations. He delivers responsive and thorough service, leaving no stone unturned and making no compromises in advancing his clients’ interests. 

Prior to forming Rodrigues Paiva LLP, Michael was an associate lawyer at one of Canada’s largest law firms. 

Throughout law school, Michael worked as a property law course tutor, legal research assistant, advanced dispute resolution teaching assistant, and assistant editor of the Ottawa Law Review.  Prior to law school, he successfully defended his Master’s thesis on Canada-US trade in the Mulroney-Reagan era. His research was funded by the Social Sciences and Humanities Research Council of Canada (SSHRC). He also obtained his Bachelor of Education and Bachelor of Arts. 

EDUCATION 

J.D., University of Ottawa 
M.A., University of Waterloo 
B.Ed., University of Western Ontario 
B.A. (Hons.), University of Waterloo 

PROFESSIONAL ASSOCIATIONS 

Ontario Expropriation Association 

Contact Info 

m.paiva@RPlawyers.ca 
519.729.5038 
416.800.1733 

---------------- 

*Not affiliated with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3898483-110221 

Ep 46: The Angels & Demons of Business Transfer Agreements 

We had an absolute blast talking about business transfer agreements with lawyers Michael Robinson* and Michael Paiva* and the utter nightmares that can occur when business owners are lulled into complacency and don't prepare one. We had both lawyers discuss valuations, valuations and oh yes, valuations! (But really, so much more).  

Listen now and share with others! 

This Weeks Guests 

MICHAEL ROBINSON* 

Michael Robinson received his undergraduate degree from Hamilton College in Clinton, New York and his Juris Doctor degree from Vermont Law School. Mike is admitted to practice before all the courts of the State of New York as well as the United States District Court and the United States Bankruptcy Court. A graduate of McQuaid Jesuit High School, Mike is a life-long resident of upstate New York, and has been in private practice for 35 years, focusing his practice on estate planning, elder law and wealth preservation. Mike feels his calling is to guide each client in crafting an estate plan that best preserves their financial and non financial legacy, creating peace of mind for them and their loved ones. In addition to a commitment to educating the public about estate planning and elder law matters, Mike also believes in the need for other professionals to understand the often complex issues in estate planning. He regularly provides instruction on estate planning and elder law to other attorneys, CPAs, investment advisors and senior care community professionals. 

MICHAEL PAIVA* 

Michael Paiva is a partner of the firm servicing clients from its Toronto and Waterloo Region offices in Ontario, Canada. He is a fearless, dedicated and passionate lawyer focusing on commercial and municipal matters, including expropriation and construction matters.  He has successfully appeared before the Superior Court of Justice, Ontario Municipal Board and the Ontario Court of Appeal. Michael also provides integrated business law services with a focus on preventing litigation. 

Michael employs a pragmatic and results-oriented approach to all matters and always considers his clients’ business operations. He delivers responsive and thorough service, leaving no stone unturned and making no compromises in advancing his clients’ interests. 

Prior to forming Rodrigues Paiva LLP, Michael was an associate lawyer at one of Canada’s largest law firms. 

Throughout law school, Michael worked as a property law course tutor, legal research assistant, advanced dispute resolution teaching assistant, and assistant editor of the Ottawa Law Review.  Prior to law school, he successfully defended his Master’s thesis on Canada-US trade in the Mulroney-Reagan era. His research was funded by the Social Sciences and Humanities Research Council of Canada (SSHRC). He also obtained his Bachelor of Education and Bachelor of Arts. 

EDUCATION 

J.D., University of Ottawa 
M.A., University of Waterloo 
B.Ed., University of Western Ontario 
B.A. (Hons.), University of Waterloo 

PROFESSIONAL ASSOCIATIONS 

Ontario Expropriation Association 

Contact Info 

m.paiva@RPlawyers.ca 
519.729.5038 
416.800.1733 

---------------- 

*Not affiliated with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3898483-110221 

Ep 43: Family Relationships & Succession Planning 

One of Buffalo’s Most Powerful Women joins us on this episode of The Family Biz Show. Listen in as we talk to the owner of *Chiavetta Catering, Kathleen Chiavetta about Family Relationships & Succession Planning. 

This Weeks Guest 

Kathleen Chiavetta is a 3rd generation business leader and is the COO and Director of Business Development for Chiavetta’s Catering & Chicken BBQ in Western New York. She is a graduate of the University at Buffalo’s Center for Entrepreneurial Leadership.  

Passionate about community, she is a third-term Board of Education member at Lake Shore Central Schools and serves as the Legislative Team co-chair for the Erie County Association of School Boards, advocating to our elected officials for the needs of over 100,000 public school students across three dozen school districts.  

She has been named one of Buffalo Business First’s most powerful women in 2020 and 2021.  

She is a mother of three and enjoys traveling with her family.  

https://www.chiavettascatering.com/ 

Chiavetta's on Facebook 

Chiavetta's on Instagram 

Chiavetta's on Tik Tok 

---------------- 

*Not affiliated with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3780650-092121 

Ep 43: Family Relationships & Succession Planning 

One of Buffalo’s Most Powerful Women joins us on this episode of The Family Biz Show. Listen in as we talk to the owner of *Chiavetta Catering, Kathleen Chiavetta about Family Relationships & Succession Planning. 

This Weeks Guest 

Kathleen Chiavetta is a 3rd generation business leader and is the COO and Director of Business Development for Chiavetta’s Catering & Chicken BBQ in Western New York. She is a graduate of the University at Buffalo’s Center for Entrepreneurial Leadership.  

Passionate about community, she is a third-term Board of Education member at Lake Shore Central Schools and serves as the Legislative Team co-chair for the Erie County Association of School Boards, advocating to our elected officials for the needs of over 100,000 public school students across three dozen school districts.  

She has been named one of Buffalo Business First’s most powerful women in 2020 and 2021.  

She is a mother of three and enjoys traveling with her family.  

https://www.chiavettascatering.com/ 

Chiavetta's on Facebook 

Chiavetta's on Instagram 

Chiavetta's on Tik Tok 

---------------- 

*Not affiliated with Lincoln Financial Advisors Corp. 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3780650-092121 

Genevieve is a member of the 6th Generation of Seabreeze Amusement Park, the twelfth-oldest operating amusement park in the world (fourth-oldest in the United States). She has worked at Seabreeze since she was a kid. Once she graduated college, she became a park manager. Genevieve is also an active member in IAAPA, NYSHTA, JA Rochester, and Rochester Chamber of Commerce (CLIMB Mentorship Program). 

Please share this podcast with others & subscribe to our channel! 

-------- 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672529-071421 

Genevieve is a member of the 6th Generation of Seabreeze Amusement Park, the twelfth-oldest operating amusement park in the world (fourth-oldest in the United States). She has worked at Seabreeze since she was a kid. Once she graduated college, she became a park manager. Genevieve is also an active member in IAAPA, NYSHTA, JA Rochester, and Rochester Chamber of Commerce (CLIMB Mentorship Program). 

Please share this podcast with others & subscribe to our channel! 

-------- 

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672529-071421 

Renee Fellman is an award-winning turnaround expert who has rescued multiple family businesses from the brink of disaster. In demanding situations, she has: 

  *   Spearheaded the planning and implementation of strategic, operational and financial improvements 

  *   Created product, process and culture change 

  *   Designed and installed management accountability systems 

  *   Recruited and built high performance teams 

  *   Cleaned up acquisitions-gone-bad 

  *   Enhanced family relationships 

  *   Led succession planning, including hiring three non-family member CEOs 

  *   Worked effectively with all-family-member boards of directors 

Renee has been a speaker at the international conferences of the Family Firm Institute and Turnaround Management Association and has been featured in and/or written articles for national and international publications.  Currently, she is an Executive in Residence at the Technology Association of Oregon and writes a quarterly national column for the American City Business Journals.  For additional information, please visit her website<https://reneefellman.com/>.

Steven Rolfe, M.D* 

 Dr. Rolfe, Founder and Managing Principal of Rolfe Advisory, has dedicated his career to understanding human behavior, motivation and conflict management. His expertise enables him to help clients reflect on their priorities and behaviors, leading to improved productivity and effectiveness. He has advised executives at all levels of organizations to develop the psychological acumen necessary to lead, strategize, and negotiate on behalf of their company successfully. To his clients, Dr. Rolfe is a trusted confidante, initiating practical conversations on the dynamics and challenges of leadership and other aspects of corporate life. 

CONSULTING WORK 

Dr. Rolfe has served as Principal of the Boswell Group LLC since 2004.  He advises CEO’s, corporate directors and other senior business leaders on psychological and interpersonal aspects of management and leadership. He has worked with investment professionals; equity, derivative and bond traders; entrepreneurs; venture capitalists; corporate attorneys and leaders of nonprofit institutions. His clientele represents a wide range of fields, including finance, real estate, law, entertainment, medicine, engineering and pharmaceuticals. A current focus has been working in the health care sector – coaching physicians and executives in health care organizations, pharmaceutical companies and medical start-ups. Dr. Rolfe has been a Senior Associate with the Kets de Vries Institute (KDVI), an international management consultancy based in Paris, London, Asia and the Americas. In his work with KDVI and INSEAD, Dr. Rolfe has participated in coaching the Fellows of the World Economic Forum, and has served as a group executive coach for NGO’s with INSEAD’s Global Leadership Center (IGLC). Since 2011, he has served as an Executive Coach in the McNulty Leadership Program at Wharton at the University of Pennsylvania. 

CORPORATE & HEALTHCARE EXPERIENCE 

Prior to his consulting work, Dr. Rolfe’s corporate administrative experience in the health care sector spanned 20 years. He has served as the Medical Director for a range of clinical services in for-profit and not-for-profit settings, including First Hospital Corporation (now ValueOptions, Inc.), Universal Health Services, the Psychoanalytic Center of Philadelphia’s Adult Psychotherapy Program and Division of Consultation and Evaluation Services, the Preteen Program at the Horsham Clinic in Ambler, PA and the Children’s Program at Friends Hospital in Philadelphia. In these capacities, Dr. Rolfe developed and directed psychiatric in-hospital and day-treatment facilities. He has lead and supervised multidisciplinary teams, often in the context of considerable downsizing of resources. 

EDUCATION & FORMAL TRAINING 

A Philadelphia-area native, Dr. Rolfe received his B.A. in Comparative Literature from the University of Pennsylvania and his M.D. from Tufts University School of Medicine. He completed Adult Psychiatry training at Tufts University Affiliated Hospitals, and a Child Psychiatry Fellowship at McLean Hospital in Belmont, Massachusetts. He was Clinical Instructor in Psychiatry at the Harvard Medical School. He completed psychoanalytic training at the Psychoanalytic Center of Philadelphia, where he is currently a faculty member. In 2009 he earned his Certificate in Family Business Advising from The Family Firm Institute, and has pursued his interest in developing and working with family councils and owners as they consider transition and succession planning. 

MEMBERSHIPS 

Dr. Rolfe is a member of the Psychoanalytic Center of Philadelphia and the American Psychoanalytic Association, where he serves as Co-Chair of the Comittee on Organizational and Corporate Consultation. He is  a member of the American Medical Association, XPX Exit Planning Exchange, Attorneys for Family-Held Enterprises, the Family Firm Institute, and is a former member of the Board of Trustees of the Rosenbach Museum and Library in Philadelphia. 

------

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672491-071421

Renee Fellman is an award-winning turnaround expert who has rescued multiple family businesses from the brink of disaster. In demanding situations, she has: 

  *   Spearheaded the planning and implementation of strategic, operational and financial improvements 

  *   Created product, process and culture change 

  *   Designed and installed management accountability systems 

  *   Recruited and built high performance teams 

  *   Cleaned up acquisitions-gone-bad 

  *   Enhanced family relationships 

  *   Led succession planning, including hiring three non-family member CEOs 

  *   Worked effectively with all-family-member boards of directors 

Renee has been a speaker at the international conferences of the Family Firm Institute and Turnaround Management Association and has been featured in and/or written articles for national and international publications.  Currently, she is an Executive in Residence at the Technology Association of Oregon and writes a quarterly national column for the American City Business Journals.  For additional information, please visit her website<https://reneefellman.com/>.

Steven Rolfe, M.D* 

 Dr. Rolfe, Founder and Managing Principal of Rolfe Advisory, has dedicated his career to understanding human behavior, motivation and conflict management. His expertise enables him to help clients reflect on their priorities and behaviors, leading to improved productivity and effectiveness. He has advised executives at all levels of organizations to develop the psychological acumen necessary to lead, strategize, and negotiate on behalf of their company successfully. To his clients, Dr. Rolfe is a trusted confidante, initiating practical conversations on the dynamics and challenges of leadership and other aspects of corporate life. 

CONSULTING WORK 

Dr. Rolfe has served as Principal of the Boswell Group LLC since 2004.  He advises CEO’s, corporate directors and other senior business leaders on psychological and interpersonal aspects of management and leadership. He has worked with investment professionals; equity, derivative and bond traders; entrepreneurs; venture capitalists; corporate attorneys and leaders of nonprofit institutions. His clientele represents a wide range of fields, including finance, real estate, law, entertainment, medicine, engineering and pharmaceuticals. A current focus has been working in the health care sector – coaching physicians and executives in health care organizations, pharmaceutical companies and medical start-ups. Dr. Rolfe has been a Senior Associate with the Kets de Vries Institute (KDVI), an international management consultancy based in Paris, London, Asia and the Americas. In his work with KDVI and INSEAD, Dr. Rolfe has participated in coaching the Fellows of the World Economic Forum, and has served as a group executive coach for NGO’s with INSEAD’s Global Leadership Center (IGLC). Since 2011, he has served as an Executive Coach in the McNulty Leadership Program at Wharton at the University of Pennsylvania. 

CORPORATE & HEALTHCARE EXPERIENCE 

Prior to his consulting work, Dr. Rolfe’s corporate administrative experience in the health care sector spanned 20 years. He has served as the Medical Director for a range of clinical services in for-profit and not-for-profit settings, including First Hospital Corporation (now ValueOptions, Inc.), Universal Health Services, the Psychoanalytic Center of Philadelphia’s Adult Psychotherapy Program and Division of Consultation and Evaluation Services, the Preteen Program at the Horsham Clinic in Ambler, PA and the Children’s Program at Friends Hospital in Philadelphia. In these capacities, Dr. Rolfe developed and directed psychiatric in-hospital and day-treatment facilities. He has lead and supervised multidisciplinary teams, often in the context of considerable downsizing of resources. 

EDUCATION & FORMAL TRAINING 

A Philadelphia-area native, Dr. Rolfe received his B.A. in Comparative Literature from the University of Pennsylvania and his M.D. from Tufts University School of Medicine. He completed Adult Psychiatry training at Tufts University Affiliated Hospitals, and a Child Psychiatry Fellowship at McLean Hospital in Belmont, Massachusetts. He was Clinical Instructor in Psychiatry at the Harvard Medical School. He completed psychoanalytic training at the Psychoanalytic Center of Philadelphia, where he is currently a faculty member. In 2009 he earned his Certificate in Family Business Advising from The Family Firm Institute, and has pursued his interest in developing and working with family councils and owners as they consider transition and succession planning. 

MEMBERSHIPS 

Dr. Rolfe is a member of the Psychoanalytic Center of Philadelphia and the American Psychoanalytic Association, where he serves as Co-Chair of the Comittee on Organizational and Corporate Consultation. He is  a member of the American Medical Association, XPX Exit Planning Exchange, Attorneys for Family-Held Enterprises, the Family Firm Institute, and is a former member of the Board of Trustees of the Rosenbach Museum and Library in Philadelphia. 

------

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

*Not affiliated with Lincoln Financial Advisors Corp.   

CRN-3672491-071421

Ep 33 – Planning Considerations For the Family Business 

It’s a great show this week! Listen in as Gerald Stack and Gary Katz discuss planning considerations for the family business.

During this episode, you’ll learn: 

  1.  The 8 questions every family business should be asking themselves. 

  2.  How coordinating your estate and business planning can save your family 20-40% in taxes. 

  3.  The 5 questions your attorney and financial advisor should be asking you – if they aren’t it may be time for a change. 

This Weeks Guests: 

Gerald F. Stack* 

Gerry is general counsel for Barclay Damon and a member of the firm's Management Committee, with significant responsibility for the firm's administration. He is the Tax Practice Area co-chair. His legal practice focuses on a range of corporate and tax matters, including mergers and acquisitions, structuring like-kind exchanges, and drafting complex joint ventures. Gerry also has a significant tax-controversy practice on the federal and state levels. He also assists clients with estate and succession planning. Gerry's clients include large real estate developers with multistate real estate holdings, energy companies, large family-owned businesses, individuals in need of sophisticated estate planning, and not-for-profit entities. 

*Not affiliated with Lincoln Financial Advisors Corp.   

Gary Katz 

Gary is a registered representative of Lincoln Financial Advisors.  He is a wealth preservation specialist with Sagemark Consulting, a division of Lincoln Financial Advisors, who specializes in helping retired individuals, owners of closely held businesses, and other successful professionals reduce their current taxes, satisfy their charitable desires and efficiently transfer their assets to their children and grandchildren. He joined Sagemark in 1988 in Sales and moved into production in 1994. He has been the Lincoln Financial Group Planner of the Year** for 5 years (2009, 2012, 2013, 2016 and 2017). 

**This internal award is given to LFN Planners each year and is based on sales, quality of service, and commitment to Lincoln’s principals, and is selected by Lincoln senior managers.   

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3586540-051121 

Ep 33 – Planning Considerations For the Family Business 

It’s a great show this week! Listen in as Gerald Stack and Gary Katz discuss planning considerations for the family business.

During this episode, you’ll learn: 

  1.  The 8 questions every family business should be asking themselves. 

  2.  How coordinating your estate and business planning can save your family 20-40% in taxes. 

  3.  The 5 questions your attorney and financial advisor should be asking you – if they aren’t it may be time for a change. 

This Weeks Guests: 

Gerald F. Stack* 

Gerry is general counsel for Barclay Damon and a member of the firm's Management Committee, with significant responsibility for the firm's administration. He is the Tax Practice Area co-chair. His legal practice focuses on a range of corporate and tax matters, including mergers and acquisitions, structuring like-kind exchanges, and drafting complex joint ventures. Gerry also has a significant tax-controversy practice on the federal and state levels. He also assists clients with estate and succession planning. Gerry's clients include large real estate developers with multistate real estate holdings, energy companies, large family-owned businesses, individuals in need of sophisticated estate planning, and not-for-profit entities. 

*Not affiliated with Lincoln Financial Advisors Corp.   

Gary Katz 

Gary is a registered representative of Lincoln Financial Advisors.  He is a wealth preservation specialist with Sagemark Consulting, a division of Lincoln Financial Advisors, who specializes in helping retired individuals, owners of closely held businesses, and other successful professionals reduce their current taxes, satisfy their charitable desires and efficiently transfer their assets to their children and grandchildren. He joined Sagemark in 1988 in Sales and moved into production in 1994. He has been the Lincoln Financial Group Planner of the Year** for 5 years (2009, 2012, 2013, 2016 and 2017). 

**This internal award is given to LFN Planners each year and is based on sales, quality of service, and commitment to Lincoln’s principals, and is selected by Lincoln senior managers.   

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3586540-051121