In this episode, I provide a clear, plain-English summary of J.P. Morgan’s 2026 Outlook—“Promise and Pressure.” We walk through the major themes shaping markets, including AI’s investment boom, global fragmentation, and a shifting inflation regime. Along the way, I add my own commentary throughout from a family office perspective, focusing on what these trends could mean in real-world decision-making. This conversation is for educational purposes only and reflects my personal views. It is not investment advice, and nothing discussed should be considered a recommendation to buy or sell any security.

beyondthefamilybusiness.com

What does it really take for the next generation to find their own voice in a family business?

In this episode, I speak with Danielle Saputo, third generation of the Saputo family and author of I Am Enough, about identity, expectations, and engagement across generations. We discuss why some next-gen family members choose a different path, how families can better support those decisions, and the lessons Danielle has learned as an advisor, mother, and sister working with family enterprises.

beyondthefamilybusiness.com

In this episode, Lee Bragg, Vice Chair of Eastlink and member of the Bragg Business Family, shares how a Nova Scotian family business grew from its rural roots into a diversified enterprise spanning telecom, frozen foods, and airport services. Lee explains the group’s disciplined approach to risk, return, and diversification—and why capital allocation, not just entrepreneurship, sits at the heart of their long-term success. He also discusses why the Braggs prioritize meritocracy over nepotism, and how strong governance and clear expectations help protect both the family and the business across generations.

beyondthefamilybusiness.com/