Generations in Family Business Excellence Podcasts

Podcast March 05, 2020 Succession Planning Process: Execution & Accountability

Matt Kerzner and Tim Schuster discuss the fourth step in the process for succession planning, Execution & Accountability.

Podcast January 24, 2020 Lessons Learned in a Multi-Family Office

Jonathan Bergman from TAG Associates discusses Lessons Learned in a Multi-Family Office with Tim Schuster and Matt Kerzner.

Podcast January 24, 2020 Family Office Investments

Jonathan Bergman from TAG Associates discusses Family Office Investments with Tim Schuster and Matt Kerzner.

Podcast December 16, 2019 Succession Planning Process: Growth and Values

Matt Kerzner and Tim Schuster discuss the third step in the process for succession planning, Growth and Values.

Podcast November 04, 2019 Succession Planning Process: Governance

In this episode we discuss the second step in the process for succession planning, Governance.

Podcast October 18, 2019 Succession Planning Process: Transition & Exit Strategy

In this episode we discuss the first step in the process for succession planning, the Transition/Exit Strategy.

Podcast October 16, 2019 Succession Planning Process: Roadmap to Successful Succession

Matt Kerzner and Tim Schuster discuss the six steps the Center for Family Business Excellence takes a client through regarding succession planning.

Podcast September 18, 2019 Different Types of Charitable Efforts

In this episode we discuss various types of charitable efforts.

Podcast July 31, 2019 Human Resource Management Diagnostic Model: Maintaining Human Resources

In this episode, we discuss why it is so important to an organization to maintain and protect human resources. Also, how the human resource diagnostic model and developing policies and procedures can assist in maintaining a healthy organization.